Purchases and Sales Made in Q3 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 2023. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
103K+ 2.5% |
$2.81M - $3.37M
|
4.23M
$188M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
103KNew |
$2.79M - $3.36M
|
103K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
101K+ 8.95% |
$2.74M - $3.3M
|
1.23M
$54.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
100K+ 27.6% |
$2.72M - $3.27M
|
463K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
99.1K+ 3.61% |
$2.69M - $3.24M
|
2.84M
$126M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
99.1K+ 32.9% |
$2.69M - $3.23M
|
400K
$17.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
96.8K+ 37.95% |
$2.63M - $3.16M
|
352K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
95.3K+ 4.28% |
$2.59M - $3.11M
|
2.32M
$103M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
94.3K+ 140.17% |
$2.56M - $3.08M
|
162K
$7.17M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
93.8K+ 7.2% |
$2.55M - $3.06M
|
1.4M
$62M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
93.4K+ 354.53% |
$2.54M - $3.05M
|
120K
$5.31M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
93KNew |
$2.53M - $3.04M
|
93K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
92.5KNew |
$2.51M - $3.02M
|
92.5K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
89.5K+ 17.4% |
$2.43M - $2.92M
|
604K
$26.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89.2K+ 21.0% |
$2.42M - $2.91M
|
514K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
88.4K+ 200.59% |
$2.4M - $2.89M
|
133K
$5.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
87.4KNew |
$2.38M - $2.85M
|
87.4K
$3.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
86.9K+ 23.08% |
$2.36M - $2.84M
|
463K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
86.1K+ 7177.17% |
$2.34M - $2.81M
|
87.3K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
84.7K+ 89.54% |
$2.3M - $2.77M
|
179K
$7.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
84.5K+ 5.41% |
$2.3M - $2.76M
|
1.65M
$73M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
84.5K+ 15.05% |
$2.3M - $2.76M
|
646K
$28.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
84.4K+ 3.04% |
$2.29M - $2.76M
|
2.86M
$127M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83.6K+ 81.91% |
$2.27M - $2.73M
|
186K
$8.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
83.5K+ 230.71% |
$2.27M - $2.73M
|
120K
$5.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80.3K+ 151.98% |
$2.18M - $2.62M
|
133K
$5.91M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79.5K+ 27.09% |
$2.16M - $2.6M
|
373K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
78.7KNew |
$2.14M - $2.57M
|
78.7K
$3.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
78K+ 97.41% |
$2.12M - $2.55M
|
158K
$7.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.1K+ 2.26% |
$2.09M - $2.52M
|
3.48M
$155M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
76.2K+ 1.02% |
$2.07M - $2.49M
|
7.58M
$336M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
76.2K+ 3.85% |
$2.07M - $2.49M
|
2.06M
$91.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
73.6KNew |
$2M - $2.4M
|
73.6K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
73.4K+ 49.5% |
$2M - $2.4M
|
222K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
72.9KNew |
$1.98M - $2.38M
|
72.9K
$3.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
72.2KNew |
$1.96M - $2.36M
|
72.2K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
H&H International Investment, LLC
Palo Alto, CA |
BUY
|
- |
72.1KNew |
$1.96M - $2.35M
|
72.1K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
71.2KNew |
$1.93M - $2.32M
|
71.2K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
70.4K+ 63.05% |
$1.91M - $2.3M
|
182K
$8.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
69.9K+ 1235.41% |
$1.9M - $2.28M
|
75.5K
$3.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69.2K+ 22.21% |
$1.88M - $2.26M
|
381K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
66K+ 239.81% |
$1.79M - $2.16M
|
93.6K
$4.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
65.6K+ 3553.22% |
$1.78M - $2.14M
|
67.4K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
65.4KNew |
$1.78M - $2.14M
|
65.4K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
63.6K+ 555.39% |
$1.73M - $2.08M
|
75K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
63.2K+ 35.23% |
$1.72M - $2.06M
|
242K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63K+ 10.66% |
$1.71M - $2.06M
|
654K
$29M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
60.9KNew |
$1.65M - $1.99M
|
60.9K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
59.7KNew |
$1.62M - $1.95M
|
59.7K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
59.1K+ 1.52% |
$1.61M - $1.93M
|
3.94M
$175M
|