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 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.87K+ 152.73% |
$198K - $267K
|
13K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7.86K+ 3.38% |
$198K - $267K
|
240K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.84K+ 7.14% |
$197K - $266K
|
118K
$5.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
7.81KNew |
$197K - $265K
|
7.81K
$364K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
7.77K+ 5.45% |
$196K - $264K
|
150K
$7.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.76K+ 23.26% |
$195K - $263K
|
41.1K
$1.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.76KNew |
$195K - $263K
|
7.76K
$362K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
7.73KNew |
$195K - $262K
|
7.73K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
7.67KNew |
$193K - $260K
|
7.67K
$358K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.65KNew |
$193K - $260K
|
7.65K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.58KNew |
$191K - $257K
|
7.58K
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.57K+ 11.8% |
$190K - $257K
|
71.7K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
7.55KNew |
$190K - $256K
|
7.55K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
7.54K+ 3.32% |
$190K - $256K
|
235K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
7.52KNew |
$189K - $255K
|
7.52K
$351K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.51KNew |
$189K - $255K
|
7.51K
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$189K - $255K
|
7.5K
$350K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.46KNew |
$188K - $253K
|
7.46K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
7.45K+ 3.71% |
$188K - $253K
|
208K
$9.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7.42K+ 24.33% |
$187K - $252K
|
37.9K
$1.77M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.42K+ 43.9% |
$187K - $252K
|
24.3K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
7.41KNew |
$187K - $252K
|
7.41K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.41K+ 59.16% |
$186K - $251K
|
19.9K
$930K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7.39KNew |
$186K - $251K
|
7.39K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
7.37K+ 1.36% |
$185K - $250K
|
551K
$25.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.35KNew |
$185K - $249K
|
7.35K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.34KNew |
$185K - $249K
|
7.34K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
7.33K+ 44.37% |
$184K - $249K
|
23.8K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
7.31KNew |
$184K - $248K
|
7.31K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.3K+ 14.13% |
$184K - $248K
|
59K
$2.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.27KNew |
$183K - $247K
|
7.27K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
7.27KNew |
$183K - $247K
|
7.27K
$339K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.26KNew |
$183K - $246K
|
7.26K
$339K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
7.25KNew |
$182K - $246K
|
7.25K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.24K+ 21.49% |
$182K - $246K
|
40.9K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.24K+ 0.23% |
$182K - $246K
|
3.14M
$146M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
7.23KNew |
$182K - $245K
|
7.23K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
7.22KNew |
$182K - $245K
|
7.22K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
7.22KNew |
$182K - $245K
|
7.22K
$337K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
7.21KNew |
$181K - $245K
|
7.21K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.2KNew |
$181K - $244K
|
7.2K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.18KNew |
$181K - $244K
|
7.18K
$335K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.18KNew |
$181K - $244K
|
7.18K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
7.17KNew |
$181K - $243K
|
7.17K
$335K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.14K+ 5.08% |
$180K - $242K
|
148K
$6.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.13K+ 6.05% |
$180K - $242K
|
125K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.13KNew |
$180K - $242K
|
7.13K
$333K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
7.12KNew |
$179K - $242K
|
7.12K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
7.12KNew |
$179K - $242K
|
7.12K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
7.09KNew |
$179K - $241K
|
7.09K
$331K
|