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 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
9.63K+ 6.39% |
$242K - $327K
|
160K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.63K+ 25.59% |
$242K - $327K
|
47.2K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.6KNew |
$242K - $326K
|
9.6K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
9.52KNew |
$240K - $323K
|
9.52K
$444K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
9.52KNew |
$240K - $323K
|
9.52K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
9.51K+ 6.65% |
$239K - $323K
|
153K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.51KNew |
$239K - $323K
|
9.51K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.5K+ 18.87% |
$239K - $322K
|
59.8K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.49K+ 9.55% |
$239K - $322K
|
109K
$5.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.34K+ 14.56% |
$235K - $317K
|
73.5K
$3.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
9.33K+ 21.72% |
$235K - $316K
|
52.3K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9.31KNew |
$234K - $316K
|
9.31K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.28KNew |
$234K - $315K
|
9.28K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9.27K+ 19.99% |
$233K - $315K
|
55.7K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.24K+ 6.13% |
$233K - $314K
|
160K
$7.47M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
9.24KNew |
$232K - $314K
|
9.24K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.17K+ 18.09% |
$231K - $311K
|
59.9K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.84K+ 94.02% |
$222K - $300K
|
18.2K
$851K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
8.74KNew |
$220K - $297K
|
8.74K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.72K+ 21.47% |
$219K - $296K
|
49.3K
$2.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
8.6KNew |
$216K - $292K
|
8.6K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
8.58K+ 6.93% |
$216K - $291K
|
132K
$6.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
8.54KNew |
$215K - $290K
|
8.54K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
8.52K+ 8.0% |
$214K - $289K
|
115K
$5.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
8.49K+ 6.32% |
$214K - $288K
|
143K
$6.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
8.47K+ 2.64% |
$213K - $287K
|
329K
$15.3M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
8.46K+ 120828.57% |
$213K - $287K
|
8.47K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8.45KNew |
$213K - $287K
|
8.45K
$394K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
8.44K+ 2.73% |
$212K - $286K
|
317K
$14.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
8.41K+ 4.51% |
$212K - $285K
|
195K
$9.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.4KNew |
$211K - $285K
|
8.4K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8.35KNew |
$210K - $283K
|
8.35K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.34KNew |
$210K - $283K
|
8.34K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
8.33K+ 3.43% |
$210K - $283K
|
251K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.33K+ 5.75% |
$210K - $283K
|
153K
$7.14M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.27KNew |
$208K - $281K
|
8.27K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.16K+ 2.05% |
$205K - $277K
|
406K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.14KNew |
$205K - $276K
|
8.14K
$380K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.12KNew |
$204K - $276K
|
8.12K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
8.11K+ 7.34% |
$204K - $275K
|
119K
$5.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.06KNew |
$203K - $273K
|
8.06K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$203K - $273K
|
8.05K
$375K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$203K - $273K
|
8.05K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.04K+ 1.69% |
$202K - $273K
|
485K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
8K+ 55.05% |
$201K - $272K
|
22.5K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.99K+ 41.47% |
$201K - $271K
|
27.2K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
7.97KNew |
$201K - $271K
|
7.97K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$200K - $269K
|
7.94K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.92K+ 17.96% |
$199K - $269K
|
52K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.88KNew |
$198K - $268K
|
7.88K
$368K
|