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
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.61K+ 19.74% |
$40.5K - $54.6K
|
9.77K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.6K+ 8.28% |
$40.4K - $54.4K
|
21K
$979K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.58K+ 1.89% |
$39.7K - $53.5K
|
85K
$3.96M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.54KNew |
$38.6K - $52.1K
|
1.54K
$71.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
1.53K+ 1.28% |
$38.6K - $52K
|
121K
$5.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.53K+ 11.21% |
$38.5K - $51.9K
|
15.2K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.51K+ 2.8% |
$38K - $51.2K
|
55.4K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.5K+ 2.7% |
$37.8K - $51K
|
57.2K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
1.5K+ 0.34% |
$37.8K - $50.9K
|
446K
$20.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 18.57% |
$37.6K - $50.7K
|
9.53K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.48K+ 0.9% |
$37.2K - $50.2K
|
166K
$7.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 13.78% |
$37K - $49.9K
|
12.1K
$566K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.47K+ 2.0% |
$36.9K - $49.8K
|
74.7K
$3.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.46K+ 8.33% |
$36.6K - $49.4K
|
18.9K
$883K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.45K+ 1.35% |
$36.6K - $49.3K
|
109K
$5.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.45KNew |
$36.6K - $49.3K
|
1.45K
$67.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.45K+ 14.33% |
$36.4K - $49.1K
|
11.5K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.41K+ 8.18% |
$35.5K - $47.9K
|
18.7K
$871K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
1.41K+ 5.88% |
$35.5K - $47.9K
|
25.4K
$1.19M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.38KNew |
$34.8K - $46.9K
|
1.38K
$64.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.38K+ 3.31% |
$34.8K - $46.9K
|
43.1K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.37K+ 11.51% |
$34.5K - $46.5K
|
13.3K
$620K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.37KNew |
$34.4K - $46.3K
|
1.37K
$63.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1.36K+ 15.41% |
$34.2K - $46.2K
|
10.2K
$475K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.36K+ 1.27% |
$34.2K - $46.1K
|
108K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.35KNew |
$34K - $45.9K
|
1.35K
$63K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.34K+ 2.52% |
$33.7K - $45.4K
|
54.4K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.33K+ 2.03% |
$33.5K - $45.2K
|
66.8K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 6.38% |
$33K - $44.5K
|
21.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.3KNew |
$32.6K - $44K
|
1.3K
$60.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.29K+ 6.71% |
$32.5K - $43.9K
|
20.6K
$959K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 6.58% |
$32.5K - $43.8K
|
20.9K
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.29K+ 0.46% |
$32.5K - $43.8K
|
283K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.29K+ 10.59% |
$32.4K - $43.6K
|
13.4K
$627K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.28K+ 6.94% |
$32.3K - $43.6K
|
19.8K
$923K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.26K+ 4.33% |
$31.8K - $42.9K
|
30.4K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26K+ 22.12% |
$31.6K - $42.6K
|
6.93K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.25K+ 1.6% |
$31.4K - $42.4K
|
79.3K
$3.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.24K+ 14.34% |
$31.1K - $42K
|
9.87K
$460K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.23KNew |
$31K - $41.8K
|
1.23K
$57.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.23K+ 4.16% |
$30.9K - $41.6K
|
30.8K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.23K+ 9.55% |
$30.9K - $41.6K
|
14.1K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 133.08% |
$30.7K - $41.4K
|
2.14K
$99.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.21K+ 1.07% |
$30.5K - $41.1K
|
115K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.21K+ 0.67% |
$30.4K - $41K
|
181K
$8.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.2K+ 10.29% |
$30.2K - $40.7K
|
12.8K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.19K+ 8.51% |
$30K - $40.5K
|
15.2K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.6% |
$29.2K - $39.4K
|
73.7K
$3.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.15K+ 7.51% |
$29K - $39.1K
|
16.5K
$769K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
1.14K+ 9.58% |
$28.6K - $38.6K
|
13K
$607K
|