Purchases and Sales Made in Q4 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
12.2KNew |
$306K - $413K
|
12.2K
$568K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$304K - $410K
|
12.1K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12KNew |
$302K - $407K
|
12K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12KNew |
$302K - $407K
|
12K
$559K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11.9K+ 3.81% |
$299K - $403K
|
324K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.9KNew |
$299K - $403K
|
11.9K
$554K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11.9KNew |
$299K - $403K
|
11.9K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11.8K+ 3.95% |
$296K - $400K
|
310K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
11.8K+ 10.88% |
$296K - $399K
|
120K
$5.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 53.83% |
$296K - $399K
|
33.6K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.6K+ 0.85% |
$293K - $395K
|
1.37M
$64.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
11.6K+ 12.53% |
$292K - $393K
|
104K
$4.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.5KNew |
$290K - $391K
|
11.5K
$537K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.5K+ 14.24% |
$290K - $391K
|
92.3K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$289K - $390K
|
11.5K
$536K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.5K+ 0.19% |
$289K - $390K
|
6.19M
$289M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
11.4KNew |
$286K - $386K
|
11.4K
$530K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11.3KNew |
$286K - $385K
|
11.3K
$529K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.2KNew |
$283K - $382K
|
11.2K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
11.1K+ 13.71% |
$280K - $378K
|
92.3K
$4.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
11K+ 55.77% |
$277K - $373K
|
30.7K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.9K+ 8.5% |
$275K - $371K
|
139K
$6.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
10.8K+ 3.14% |
$272K - $367K
|
355K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 26.38% |
$272K - $366K
|
51.7K
$2.41M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.8KNew |
$271K - $365K
|
10.8K
$502K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.7K+ 18.03% |
$270K - $365K
|
70.3K
$3.28M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.7KNew |
$269K - $363K
|
10.7K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10.6K+ 164.84% |
$266K - $359K
|
17K
$792K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$266K - $358K
|
10.6K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.5KNew |
$265K - $358K
|
10.5K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.5KNew |
$264K - $356K
|
10.5K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
10.4K+ 0.61% |
$261K - $352K
|
1.72M
$80.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.3K+ 98.11% |
$259K - $349K
|
20.8K
$970K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10.3KNew |
$259K - $349K
|
10.3K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$258K - $348K
|
10.3K
$478K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 96.29% |
$257K - $346K
|
20.8K
$970K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.2K+ 1.69% |
$256K - $346K
|
614K
$28.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.2K+ 87.32% |
$256K - $345K
|
21.8K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
10.2K+ 26.24% |
$256K - $345K
|
48.9K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
10.1K+ 6.85% |
$253K - $342K
|
157K
$7.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
10K+ 49.46% |
$252K - $339K
|
30.2K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
10KNew |
$252K - $339K
|
10K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
9.99K+ 8.73% |
$252K - $339K
|
124K
$5.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.95K+ 7.1% |
$250K - $338K
|
150K
$7M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.89K+ 32.83% |
$249K - $336K
|
40K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.86KNew |
$248K - $335K
|
9.86K
$460K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
9.83KNew |
$247K - $334K
|
9.83K
$459K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
9.81KNew |
$247K - $333K
|
9.81K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.69K+ 23.57% |
$244K - $329K
|
50.8K
$2.37M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.69K+ 23.57% |
$244K - $329K
|
50.8K
$2.37M
|