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
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 6.39% |
$117K - $158K
|
77.5K
$3.62M
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.61K+ 4.47% |
$116K - $156K
|
108K
$5.02M
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.57K+ 4.46% |
$115K - $155K
|
107K
$5M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.57K+ 0.01% |
$115K - $155K
|
37.7M
$1.76B
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.52K+ 30.17% |
$114K - $153K
|
19.5K
$910K
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.51K+ 20.71% |
$114K - $153K
|
26.3K
$1.23M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.45K+ 359.95% |
$112K - $151K
|
5.69K
$265K
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.37K+ 54.59% |
$110K - $148K
|
12.4K
$577K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.35K+ 7.87% |
$110K - $148K
|
59.7K
$2.79M
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
4.29K+ 0.56% |
$108K - $146K
|
772K
$36M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4.19KNew |
$105K - $142K
|
4.19K
$195K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.12K+ 1.0% |
$104K - $140K
|
414K
$19.3M
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.1K+ 6.73% |
$103K - $139K
|
65.1K
$3.04M
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.07K+ 5.32% |
$102K - $138K
|
80.5K
$3.75M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.06K+ 4.61% |
$102K - $138K
|
92.2K
$4.3M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.02K+ 8.06% |
$101K - $136K
|
53.9K
$2.51M
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4K+ 1.84% |
$101K - $136K
|
221K
$10.3M
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.89K+ 5.43% |
$97.9K - $132K
|
75.6K
$3.53M
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.86K+ 1.98% |
$97.1K - $131K
|
199K
$9.27M
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.85K+ 6.22% |
$96.8K - $131K
|
65.7K
$3.07M
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.84K+ 1.77% |
$96.7K - $130K
|
221K
$10.3M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.79K+ 7.92% |
$95.4K - $129K
|
51.6K
$2.41M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.77K+ 19.88% |
$94.8K - $128K
|
22.7K
$1.06M
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.74K+ 32.16% |
$94.2K - $127K
|
15.4K
$718K
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.72K+ 6.23% |
$93.6K - $126K
|
63.4K
$2.96M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.68K+ 11.82% |
$92.7K - $125K
|
34.8K
$1.62M
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
3.6K+ 0.21% |
$90.6K - $122K
|
1.76M
$82M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$90.4K - $122K
|
3.59K
$168K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.59K+ 44.37% |
$90.2K - $122K
|
11.7K
$544K
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.58K+ 3.74% |
$90K - $121K
|
99.1K
$4.62M
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3.57K+ 8.77% |
$89.8K - $121K
|
44.2K
$2.06M
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
3.56K+ 30.3% |
$89.7K - $121K
|
15.3K
$715K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.52K+ 33.32% |
$88.5K - $119K
|
14.1K
$656K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.5K+ 6.56% |
$88.1K - $119K
|
56.9K
$2.65M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.45K+ 7.11% |
$86.9K - $117K
|
52K
$2.43M
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.44K+ 4.64% |
$86.7K - $117K
|
77.6K
$3.62M
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.43K+ 4.93% |
$86.4K - $116K
|
73K
$3.41M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.42K+ 44.2% |
$86.1K - $116K
|
11.2K
$521K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.42K+ 1.37% |
$86K - $116K
|
253K
$11.8M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$85.8K - $116K
|
3.41K
$159K
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
3.41K+ 3.24% |
$85.7K - $116K
|
109K
$5.06M
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.4K+ 30.09% |
$85.6K - $115K
|
14.7K
$686K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.39K+ 4.72% |
$85.4K - $115K
|
75.2K
$3.51M
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.38K+ 7.96% |
$84.9K - $115K
|
45.8K
$2.13M
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.25K+ 208.4% |
$81.8K - $110K
|
4.81K
$224K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.24K+ 3.37% |
$81.5K - $110K
|
99.4K
$4.64M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.21K+ 87.36% |
$80.7K - $109K
|
6.88K
$321K
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 39.84% |
$80.6K - $109K
|
11.2K
$524K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.2K+ 10.3% |
$80.5K - $109K
|
34.2K
$1.6M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.15K+ 1.99% |
$79.3K - $107K
|
161K
$7.52M
|