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 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$280K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.99KNew |
$151K - $203K
|
5.99K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5.97K+ 0.97% |
$150K - $203K
|
620K
$28.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.97K+ 20.13% |
$150K - $203K
|
35.6K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.97K+ 1.75% |
$150K - $202K
|
346K
$16.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.96KNew |
$150K - $202K
|
5.96K
$278K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
5.95KNew |
$150K - $202K
|
5.95K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5.95KNew |
$150K - $202K
|
5.95K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.95KNew |
$150K - $202K
|
5.95K
$278K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5.91K+ 0.6% |
$149K - $200K
|
985K
$45.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.88K+ 62.27% |
$148K - $199K
|
15.3K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.83K+ 7.41% |
$147K - $198K
|
84.5K
$3.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.79KNew |
$146K - $196K
|
5.79K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
5.77K+ 3.45% |
$145K - $196K
|
173K
$8.08M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.74K+ 0.08% |
$144K - $195K
|
7.48M
$349M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
5.67K+ 47.08% |
$143K - $193K
|
17.7K
$827K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.67K+ 23.8% |
$143K - $193K
|
29.5K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.58K+ 24.51% |
$141K - $190K
|
28.4K
$1.32M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.57KNew |
$140K - $189K
|
5.57K
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.54K+ 10.51% |
$139K - $188K
|
58.3K
$2.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.52KNew |
$139K - $187K
|
5.52K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
5.46K+ 2.77% |
$137K - $185K
|
203K
$9.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
5.44K+ 37.84% |
$137K - $184K
|
19.8K
$924K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.38K+ 2.9% |
$136K - $183K
|
191K
$8.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.28K+ 8.06% |
$133K - $179K
|
70.7K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.28K+ 15.91% |
$133K - $179K
|
38.5K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 9.06% |
$132K - $178K
|
63.2K
$2.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.21K+ 12.73% |
$131K - $177K
|
46.1K
$2.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.16K+ 30.68% |
$130K - $175K
|
22K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.13K+ 26.74% |
$129K - $174K
|
24.3K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.1K+ 10.17% |
$128K - $173K
|
55.3K
$2.58M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.1K+ 10.17% |
$128K - $173K
|
55.3K
$2.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.02KNew |
$126K - $170K
|
5.02K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
5.02KNew |
$126K - $170K
|
5.02K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
5.02K+ 3.28% |
$126K - $170K
|
158K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.96KNew |
$125K - $168K
|
4.96K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.93K+ 5.24% |
$124K - $167K
|
99.1K
$4.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.91K+ 1.13% |
$124K - $167K
|
438K
$20.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.88K+ 39.7% |
$123K - $166K
|
17.2K
$801K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.85KNew |
$122K - $165K
|
4.85K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
4.83K+ 2.3% |
$122K - $164K
|
215K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.83K+ 25.64% |
$121K - $164K
|
23.6K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.8K+ 2.16% |
$121K - $163K
|
227K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.76KNew |
$120K - $162K
|
4.76K
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.75K+ 8.03% |
$120K - $161K
|
63.9K
$2.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.69K+ 17.63% |
$118K - $159K
|
31.3K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.69K+ 9.93% |
$118K - $159K
|
51.8K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.66K+ 15.84% |
$117K - $158K
|
34.1K
$1.59M
|