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 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
366+ 5.39% |
$9.21K - $12.4K
|
7.16K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
366+ 0.37% |
$9.21K - $12.4K
|
100K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
360+ 2.46% |
$9.06K - $12.2K
|
15K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
355+ 1.4% |
$8.94K - $12K
|
25.7K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
350New |
$8.81K - $11.9K
|
350
$16.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
344+ 1.79% |
$8.66K - $11.7K
|
19.5K
$911K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
341+ 3.31% |
$8.58K - $11.6K
|
10.6K
$496K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
338+ 4.01% |
$8.51K - $11.5K
|
8.77K
$409K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
334+ 1.96% |
$8.41K - $11.3K
|
17.4K
$810K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
325+ 34.0% |
$8.18K - $11K
|
1.28K
$59.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
321+ 0.56% |
$8.08K - $10.9K
|
58K
$2.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
314+ 3.25% |
$7.9K - $10.7K
|
9.98K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
304+ 2.78% |
$7.65K - $10.3K
|
11.2K
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
303+ 1.15% |
$7.63K - $10.3K
|
26.5K
$1.24M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
302+ 5.15% |
$7.6K - $10.2K
|
6.16K
$288K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
300+ 8.61% |
$7.55K - $10.2K
|
3.79K
$177K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
300+ 1.5% |
$7.55K - $10.2K
|
20.3K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 1.57% |
$7.55K - $10.2K
|
19.4K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
300+ 3.44% |
$7.55K - $10.2K
|
9.03K
$421K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
299+ 1.25% |
$7.53K - $10.1K
|
24.3K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
299+ 3.74% |
$7.53K - $10.1K
|
8.3K
$387K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
296New |
$7.45K - $10K
|
296
$13.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
294+ 2.87% |
$7.4K - $9.98K
|
10.6K
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
293+ 0.03% |
$7.37K - $9.94K
|
909K
$42.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
290+ 1.81% |
$7.3K - $9.84K
|
16.3K
$760K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
289+ 3.53% |
$7.27K - $9.81K
|
8.48K
$396K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
287+ 13.06% |
$7.22K - $9.74K
|
2.48K
$116K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
286+ 0.8% |
$7.2K - $9.71K
|
35.9K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
282+ 0.53% |
$7.1K - $9.57K
|
53.8K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
279+ 1.65% |
$7.02K - $9.47K
|
17.2K
$801K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
278+ 1.63% |
$7K - $9.44K
|
17.3K
$809K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
273+ 0.24% |
$6.87K - $9.27K
|
116K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
272+ 1.45% |
$6.85K - $9.23K
|
19K
$889K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
265+ 2.2% |
$6.67K - $8.99K
|
12.3K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
265+ 10.78% |
$6.67K - $8.99K
|
2.72K
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
262+ 1.47% |
$6.59K - $8.89K
|
18.1K
$845K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
261+ 0.83% |
$6.57K - $8.86K
|
31.6K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
260+ 2.73% |
$6.54K - $8.82K
|
9.79K
$457K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
256New |
$6.44K - $8.69K
|
256
$11.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
254+ 0.58% |
$6.39K - $8.62K
|
44.1K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
254+ 0.61% |
$6.39K - $8.62K
|
41.6K
$1.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
253+ 0.89% |
$6.37K - $8.59K
|
28.8K
$1.34M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
253+ 1.85% |
$6.37K - $8.59K
|
13.9K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
249+ 2.57% |
$6.27K - $8.45K
|
9.93K
$463K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
244+ 1.99% |
$6.14K - $8.28K
|
12.5K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
244+ 0.26% |
$6.14K - $8.28K
|
94.7K
$4.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
242+ 1.96% |
$6.09K - $8.21K
|
12.6K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
240+ 1.66% |
$6.04K - $8.15K
|
14.7K
$686K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
236+ 0.4% |
$5.94K - $8.01K
|
59.9K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
230New |
$5.79K - $7.81K
|
230
$10.7K
|