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 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
3.14K+ 12.41% |
$78.9K - $106K
|
28.4K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.13K+ 10.93% |
$78.7K - $106K
|
31.7K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.11KNew |
$78.2K - $105K
|
3.11K
$145K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
3.1K+ 9.09% |
$78K - $105K
|
37.2K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.1K+ 33.2% |
$78K - $105K
|
12.4K
$580K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.09K+ 17.66% |
$77.7K - $105K
|
20.6K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.04KNew |
$76.5K - $103K
|
3.04K
$142K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.03K+ 20.87% |
$76.3K - $103K
|
17.5K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.01K+ 0.8% |
$75.6K - $102K
|
376K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
3KNew |
$75.5K - $102K
|
3K
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3K+ 14.91% |
$75.4K - $102K
|
23.1K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
2.99K+ 1.19% |
$75.3K - $101K
|
254K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.98KNew |
$75K - $101K
|
2.98K
$139K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.96K+ 1.12% |
$74.6K - $101K
|
267K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.95K+ 5.16% |
$74.3K - $100K
|
60.2K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.93K+ 3.66% |
$73.6K - $99.3K
|
83K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.9K+ 5.44% |
$73.1K - $98.6K
|
56.3K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2.88K+ 25.29% |
$72.4K - $97.6K
|
14.3K
$665K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.85KNew |
$71.8K - $96.8K
|
2.85K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.85K+ 8.77% |
$71.8K - $96.8K
|
35.4K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2.84K+ 4.0% |
$71.5K - $96.5K
|
73.8K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.83KNew |
$71.3K - $96.1K
|
2.83K
$132K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.81K+ 17.5% |
$70.8K - $95.4K
|
18.9K
$881K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.79K+ 5.05% |
$70.2K - $94.6K
|
58.1K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
2.77K+ 2.09% |
$69.8K - $94.1K
|
135K
$6.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.77K+ 9.97% |
$69.8K - $94.1K
|
30.6K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.74K+ 3.32% |
$68.8K - $92.8K
|
85.2K
$3.98M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.74K+ 16.81% |
$68.8K - $92.8K
|
19K
$887K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.68K+ 1.32% |
$67.5K - $91K
|
206K
$9.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.68K+ 3.44% |
$67.4K - $90.8K
|
80.6K
$3.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.68K+ 9.97% |
$67.3K - $90.8K
|
29.5K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.65K+ 12.25% |
$66.8K - $90K
|
24.3K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.62K+ 1.08% |
$66K - $89K
|
245K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2.62KNew |
$65.9K - $88.8K
|
2.62K
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.58K+ 13.76% |
$64.8K - $87.4K
|
21.3K
$993K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 1.31% |
$64.6K - $87.1K
|
198K
$9.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.55KNew |
$64.1K - $86.4K
|
2.55K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.52K+ 1.49% |
$63.4K - $85.5K
|
171K
$8M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.52K+ 2.8% |
$63.4K - $85.5K
|
92.5K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.52K+ 6.76% |
$63.4K - $85.5K
|
39.8K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.52K+ 4.9% |
$63.4K - $85.4K
|
53.9K
$2.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.45K+ 26.16% |
$61.7K - $83.2K
|
11.8K
$552K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45K+ 4.12% |
$61.7K - $83.2K
|
61.9K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.43K+ 3.75% |
$61K - $82.3K
|
67.1K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.41K+ 8.17% |
$60.6K - $81.7K
|
31.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.38K+ 13.73% |
$59.9K - $80.8K
|
19.7K
$920K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 2.87% |
$59.6K - $80.3K
|
84.9K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.36K+ 16.94% |
$59.3K - $80K
|
16.3K
$759K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 3.81% |
$59.1K - $79.8K
|
64.1K
$2.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.34K+ 7.48% |
$58.8K - $79.4K
|
33.6K
$1.57M
|