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 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
537+ 2.36% |
$13.5K - $18.2K
|
23.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
533+ 1.42% |
$13.4K - $18.1K
|
38.2K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
531+ 1.95% |
$13.4K - $18K
|
27.8K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
530+ 6.49% |
$13.3K - $18K
|
8.69K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
519+ 4.03% |
$13.1K - $17.6K
|
13.4K
$625K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
516+ 4.53% |
$13K - $17.5K
|
11.9K
$556K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
513+ 4.85% |
$12.9K - $17.4K
|
11.1K
$518K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
500New |
$12.6K - $17K
|
500
$23.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500+ 2.69% |
$12.6K - $17K
|
19.1K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
500+ 1.68% |
$12.6K - $17K
|
30.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 0.95% |
$12.6K - $17K
|
52.9K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
498+ 6.23% |
$12.5K - $16.9K
|
8.5K
$396K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
495+ 1.08% |
$12.5K - $16.8K
|
46.4K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
494New |
$12.4K - $16.8K
|
494
$23.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
492+ 6.18% |
$12.4K - $16.7K
|
8.45K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
491New |
$12.4K - $16.7K
|
491
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
489+ 5.8% |
$12.3K - $16.6K
|
8.92K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
488+ 3.23% |
$12.3K - $16.6K
|
15.6K
$728K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
476+ 5.72% |
$12K - $16.2K
|
8.8K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
464+ 3.09% |
$11.7K - $15.7K
|
15.5K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
461New |
$11.6K - $15.6K
|
461
$21.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
459New |
$11.6K - $15.6K
|
459
$21.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
457+ 0.85% |
$11.5K - $15.5K
|
54.4K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
456+ 5.49% |
$11.5K - $15.5K
|
8.76K
$409K
|
|
|
Mar 01, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
450New |
$11.3K - $15.3K
|
450
$21K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
443+ 1.12% |
$11.2K - $15K
|
40.1K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
440+ 10.12% |
$11.1K - $14.9K
|
4.79K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
437+ 2.71% |
$11K - $14.8K
|
16.5K
$772K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
436+ 82.58% |
$11K - $14.8K
|
964
$45K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
433+ 4.23% |
$10.9K - $14.7K
|
10.7K
$498K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
426+ 0.92% |
$10.7K - $14.5K
|
46.7K
$2.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
425+ 0.45% |
$10.7K - $14.4K
|
94.4K
$4.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
424+ 3.1% |
$10.7K - $14.4K
|
14.1K
$658K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
419+ 0.65% |
$10.5K - $14.2K
|
64.8K
$3.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
417+ 2.0% |
$10.5K - $14.2K
|
21.3K
$993K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
415+ 0.93% |
$10.4K - $14.1K
|
45K
$2.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
408+ 5.36% |
$10.3K - $13.8K
|
8.02K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
400+ 2.56% |
$10.1K - $13.6K
|
16.1K
$749K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
400+ 0.37% |
$10.1K - $13.6K
|
108K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
394+ 0.13% |
$9.92K - $13.4K
|
315K
$14.7M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
390+ 3.21% |
$9.82K - $13.2K
|
12.5K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
387+ 0.99% |
$9.74K - $13.1K
|
39.5K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
386+ 0.29% |
$9.72K - $13.1K
|
133K
$6.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
383+ 0.46% |
$9.64K - $13K
|
82.9K
$3.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
382+ 1.41% |
$9.61K - $13K
|
27.5K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
376+ 0.67% |
$9.46K - $12.8K
|
56.7K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
375+ 0.92% |
$9.44K - $12.7K
|
41K
$1.91M
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
370New |
$9.31K - $12.6K
|
370
$17.3K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
370New |
$9.31K - $12.6K
|
370
$17.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
368+ 0.71% |
$9.26K - $12.5K
|
52.5K
$2.45M
|