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 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 0.24% |
$28.6K - $38.5K
|
465K
$21.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.13KNew |
$28.5K - $38.5K
|
1.13K
$52.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.12K+ 7.65% |
$28.2K - $38.1K
|
15.8K
$737K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.12K+ 13.7% |
$28.2K - $38K
|
9.3K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.09K+ 4.35% |
$27.5K - $37.1K
|
26.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.08K+ 0.6% |
$27.1K - $36.6K
|
180K
$8.39M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.07K+ 12.35% |
$26.9K - $36.2K
|
9.71K
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.07K+ 10.88% |
$26.8K - $36.1K
|
10.9K
$506K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05K+ 5.51% |
$26.5K - $35.8K
|
20.2K
$942K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.04K+ 1.92% |
$26.1K - $35.2K
|
55K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.03KNew |
$25.9K - $34.9K
|
1.03K
$48K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 3.29% |
$25.6K - $34.6K
|
32K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.02K+ 7.81% |
$25.5K - $34.4K
|
14K
$654K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.01K+ 3.16% |
$25.5K - $34.3K
|
33K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1K+ 7.43% |
$25.2K - $33.9K
|
14.5K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1KNew |
$25.2K - $33.9K
|
1K
$46.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
996New |
$25.1K - $33.8K
|
996
$46.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
989+ 13.36% |
$24.9K - $33.6K
|
8.39K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
960+ 0.68% |
$24.2K - $32.6K
|
142K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
958New |
$24.1K - $32.5K
|
958
$44.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
952+ 2.07% |
$24K - $32.3K
|
46.9K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
940+ 0.73% |
$23.7K - $31.9K
|
130K
$6.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
937+ 9.61% |
$23.6K - $31.8K
|
10.7K
$499K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
927+ 9.76% |
$23.3K - $31.5K
|
10.4K
$486K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
915+ 2.1% |
$23K - $31.1K
|
44.5K
$2.07M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
914+ 100.0% |
$23K - $31K
|
1.83K
$85.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
908+ 4.14% |
$22.9K - $30.8K
|
22.8K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
907+ 0.71% |
$22.8K - $30.8K
|
128K
$5.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
905+ 10.98% |
$22.8K - $30.7K
|
9.15K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
901+ 2.16% |
$22.7K - $30.6K
|
42.7K
$1.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
884+ 7.03% |
$22.3K - $30K
|
13.5K
$628K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
884+ 3.65% |
$22.3K - $30K
|
25.1K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
870+ 6.18% |
$21.9K - $29.5K
|
15K
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
862+ 431.0% |
$21.7K - $29.3K
|
1.06K
$49.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
860+ 3.22% |
$21.6K - $29.2K
|
27.6K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
856+ 3.35% |
$21.5K - $29.1K
|
26.4K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
851+ 1.61% |
$21.4K - $28.9K
|
53.6K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
847+ 1.16% |
$21.3K - $28.7K
|
73.9K
$3.45M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
845+ 5.6% |
$21.3K - $28.7K
|
15.9K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
843+ 6.24% |
$21.2K - $28.6K
|
14.3K
$669K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
841+ 2.83% |
$21.2K - $28.5K
|
30.6K
$1.43M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
841New |
$21.2K - $28.5K
|
841
$39.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
831+ 2.95% |
$20.9K - $28.2K
|
29K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
830+ 8.78% |
$20.9K - $28.2K
|
10.3K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
830+ 4.75% |
$20.9K - $28.2K
|
18.3K
$855K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
826+ 12.4% |
$20.8K - $28K
|
7.49K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
824+ 3.03% |
$20.7K - $28K
|
28K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
822+ 7.09% |
$20.7K - $27.9K
|
12.4K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
816+ 0.33% |
$20.5K - $27.7K
|
249K
$11.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
813+ 4.06% |
$20.5K - $27.6K
|
20.8K
$972K
|