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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.51KNew |
$164K - $221K
|
6.51K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.51KNew |
$164K - $221K
|
6.51K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.51KNew |
$164K - $221K
|
6.51K
$301K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
6.47KNew |
$163K - $220K
|
6.47K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
6.47KNew |
$163K - $220K
|
6.47K
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.45KNew |
$162K - $219K
|
6.45K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
6.44KNew |
$162K - $219K
|
6.44K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.43KNew |
$162K - $218K
|
6.43K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.42K+ 12.03% |
$161K - $218K
|
59.8K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
6.41KNew |
$161K - $218K
|
6.41K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.39KNew |
$161K - $217K
|
6.39K
$296K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.39KNew |
$161K - $217K
|
6.39K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.38KNew |
$161K - $217K
|
6.38K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
6.33KNew |
$159K - $215K
|
6.33K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$159K - $215K
|
6.33K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
6.32K+ 6.66% |
$159K - $214K
|
101K
$4.68M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.3K+ 45.18% |
$159K - $214K
|
20.3K
$938K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.29KNew |
$158K - $214K
|
6.29K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6.28KNew |
$158K - $213K
|
6.28K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.28KNew |
$158K - $213K
|
6.28K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
6.28KNew |
$158K - $213K
|
6.28K
$291K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
6.27KNew |
$158K - $213K
|
6.27K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.26KNew |
$158K - $213K
|
6.26K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6.26K+ 77.78% |
$157K - $212K
|
14.3K
$662K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
6.24KNew |
$157K - $212K
|
6.24K
$289K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.24KNew |
$157K - $212K
|
6.24K
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.2KNew |
$156K - $210K
|
6.2K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.19KNew |
$156K - $210K
|
6.19K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.17K+ 2.25% |
$155K - $210K
|
281K
$13M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.16KNew |
$155K - $209K
|
6.16K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
6.15KNew |
$155K - $209K
|
6.15K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.14KNew |
$154K - $208K
|
6.14K
$284K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.13K+ 2.66% |
$154K - $208K
|
236K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.11KNew |
$154K - $207K
|
6.11K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$154K - $207K
|
6.11K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.1KNew |
$154K - $207K
|
6.1K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.09KNew |
$153K - $207K
|
6.09K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.09KNew |
$153K - $207K
|
6.09K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.08KNew |
$153K - $206K
|
6.08K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
6.08KNew |
$153K - $206K
|
6.08K
$281K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
6.08KNew |
$153K - $206K
|
6.08K
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.06KNew |
$153K - $206K
|
6.06K
$281K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.05KNew |
$152K - $205K
|
6.05K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
6.04KNew |
$152K - $205K
|
6.04K
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.02KNew |
$152K - $204K
|
6.02K
$279K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
6.02KNew |
$152K - $204K
|
6.02K
$279K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.01KNew |
$151K - $204K
|
6.01K
$278K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$151K - $204K
|
6.01K
$278K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
6.01KNew |
$151K - $204K
|
6.01K
$278K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6K+ 42.42% |
$151K - $204K
|
20.2K
$933K
|