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 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.34K+ 1.76% |
$58.8K - $79.3K
|
135K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
2.26K+ 5.34% |
$57K - $76.8K
|
44.7K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.25KNew |
$56.6K - $76.4K
|
2.25K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.25K+ 7.88% |
$56.6K - $76.3K
|
30.8K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.24KNew |
$56.3K - $75.9K
|
2.24K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.24K+ 0.21% |
$56.3K - $75.9K
|
1.08M
$50.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.21K+ 6.48% |
$55.5K - $74.9K
|
36.2K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
2.18K+ 7.17% |
$54.8K - $73.9K
|
32.5K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.18K+ 5.57% |
$54.7K - $73.8K
|
41.2K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.16K+ 7.03% |
$54.4K - $73.4K
|
32.9K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.15K+ 25.03% |
$54.1K - $73K
|
10.7K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.12K+ 51.27% |
$53.3K - $71.9K
|
6.25K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.11K+ 2.36% |
$53.2K - $71.7K
|
91.8K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.11K+ 194.56% |
$53.1K - $71.6K
|
3.2K
$149K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.11K+ 17.3% |
$53.1K - $71.6K
|
14.3K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.08K+ 6.51% |
$52.4K - $70.6K
|
34.1K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.07K+ 0.95% |
$52K - $70.1K
|
220K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.06K+ 2.32% |
$51.9K - $70K
|
90.9K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.06K+ 1.9% |
$51.7K - $69.7K
|
110K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$51.1K - $68.9K
|
2.03K
$94.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.03K+ 4.58% |
$51K - $68.8K
|
46.3K
$2.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.02K+ 19.93% |
$50.9K - $68.7K
|
12.2K
$568K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.02K+ 9.56% |
$50.7K - $68.4K
|
23.1K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 25.39% |
$50.6K - $68.2K
|
9.92K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.98K+ 24.8% |
$49.9K - $67.3K
|
9.99K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.93KNew |
$48.7K - $65.6K
|
1.93K
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.93K+ 2.39% |
$48.6K - $65.5K
|
82.7K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.93K+ 0.19% |
$48.6K - $65.5K
|
1.03M
$48M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
1.91K+ 18.75% |
$48.1K - $64.8K
|
12.1K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 0.51% |
$47.7K - $64.3K
|
370K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.89K+ 2.59% |
$47.5K - $64K
|
74.7K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.87KNew |
$47.1K - $63.6K
|
1.87K
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.86K+ 15.14% |
$46.9K - $63.2K
|
14.2K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.85KNew |
$46.6K - $62.9K
|
1.85K
$86.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.82K+ 13.83% |
$45.8K - $61.7K
|
15K
$698K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.79K+ 11.76% |
$45.1K - $60.8K
|
17K
$794K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.78K+ 6.96% |
$44.7K - $60.3K
|
27.3K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 2.26% |
$44.6K - $60.1K
|
80.2K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.75K+ 4.08% |
$44.1K - $59.4K
|
44.7K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.74K+ 7.32% |
$43.9K - $59.2K
|
25.6K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.74K+ 12.41% |
$43.8K - $59K
|
15.8K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.74K+ 2.39% |
$43.8K - $59K
|
74.6K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.73K+ 1.95% |
$43.6K - $58.8K
|
90.4K
$4.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.71K+ 12.36% |
$43K - $58K
|
15.5K
$725K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.69K+ 16.61% |
$42.4K - $57.2K
|
11.8K
$552K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.67K+ 12.33% |
$42.1K - $56.7K
|
15.2K
$710K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.67K+ 5.79% |
$42K - $56.6K
|
30.5K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.67K+ 10.11% |
$42K - $56.6K
|
18.2K
$848K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.66K+ 15.3% |
$41.8K - $56.3K
|
12.5K
$583K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.65K+ 21.86% |
$41.5K - $56K
|
9.19K
$429K
|