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 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
809+ 10.55% |
$20.4K - $27.5K
|
8.47K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
809+ 5.91% |
$20.4K - $27.5K
|
14.5K
$677K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
803+ 1.37% |
$20.2K - $27.3K
|
59.2K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
794+ 1.63% |
$20K - $26.9K
|
49.6K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
793+ 4.75% |
$20K - $26.9K
|
17.5K
$816K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
790+ 3.77% |
$19.9K - $26.8K
|
21.8K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
772+ 55.9% |
$19.4K - $26.2K
|
2.15K
$100K
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
762+ 10.28% |
$19.2K - $25.9K
|
8.18K
$381K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
750+ 192.31% |
$18.9K - $25.5K
|
1.14K
$53.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
749+ 1.28% |
$18.9K - $25.4K
|
59.2K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
746+ 1.94% |
$18.8K - $25.3K
|
39.1K
$1.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
746+ 6.62% |
$18.8K - $25.3K
|
12K
$561K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
742+ 0.53% |
$18.7K - $25.2K
|
141K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
735New |
$18.5K - $24.9K
|
735
$34.3K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
731+ 6.5% |
$18.4K - $24.8K
|
12K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
723+ 2.75% |
$18.2K - $24.5K
|
27K
$1.26M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
723+ 2.75% |
$18.2K - $24.5K
|
27K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
722+ 1.76% |
$18.2K - $24.5K
|
41.7K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
704+ 0.4% |
$17.7K - $23.9K
|
175K
$8.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
700+ 0.92% |
$17.6K - $23.8K
|
77.1K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
692+ 2.37% |
$17.4K - $23.5K
|
29.9K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
688+ 2.76% |
$17.3K - $23.4K
|
25.6K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
682+ 8.35% |
$17.2K - $23.1K
|
8.85K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
681+ 4.28% |
$17.1K - $23.1K
|
16.6K
$775K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
680+ 0.97% |
$17.1K - $23.1K
|
71.1K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
665+ 8.34% |
$16.7K - $22.6K
|
8.64K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
662+ 3.96% |
$16.7K - $22.5K
|
17.4K
$811K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
661+ 1.42% |
$16.6K - $22.4K
|
47.1K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
655+ 0.57% |
$16.5K - $22.2K
|
115K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
655+ 7.74% |
$16.5K - $22.2K
|
9.12K
$425K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
646+ 8.09% |
$16.3K - $21.9K
|
8.64K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
639+ 1.27% |
$16.1K - $21.7K
|
50.8K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
637New |
$16K - $21.6K
|
637
$29.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
630+ 0.68% |
$15.9K - $21.4K
|
93K
$4.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
629+ 7.98% |
$15.8K - $21.3K
|
8.52K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
624+ 4.28% |
$15.7K - $21.2K
|
15.2K
$709K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
620+ 8.18% |
$15.6K - $21K
|
8.2K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
606+ 350.29% |
$15.3K - $20.6K
|
779
$36.3K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
604+ 5.84% |
$15.2K - $20.5K
|
10.9K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
600New |
$15.1K - $20.4K
|
600
$28K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
600New |
$15.1K - $20.4K
|
600
$28K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
564+ 2.35% |
$14.2K - $19.1K
|
24.6K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
561+ 3.77% |
$14.1K - $19K
|
15.5K
$721K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
557+ 0.5% |
$14K - $18.9K
|
111K
$5.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
550+ 0.42% |
$13.8K - $18.7K
|
131K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
550+ 3.5% |
$13.8K - $18.7K
|
16.3K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
550New |
$13.8K - $18.7K
|
550
$25.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
543+ 0.98% |
$13.7K - $18.4K
|
55.8K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
542New |
$13.6K - $18.4K
|
542
$25.3K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
541+ 1.58% |
$13.6K - $18.4K
|
34.8K
$1.62M
|