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 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
227+ 0.33% |
$5.71K - $7.7K
|
68.5K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
223+ 1.83% |
$5.61K - $7.57K
|
12.4K
$570K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
219+ 0.25% |
$5.51K - $7.43K
|
86.6K
$3.96M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
218+ 0.99% |
$5.49K - $7.4K
|
22.1K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
218+ 18.41% |
$5.49K - $7.4K
|
1.4K
$64.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
215New |
$5.41K - $7.3K
|
215
$9.84K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
213+ 1.55% |
$5.36K - $7.23K
|
13.9K
$637K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
213+ 0.53% |
$5.36K - $7.23K
|
40.5K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
211+ 6.58% |
$5.31K - $7.16K
|
3.42K
$157K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
210+ 0.19% |
$5.29K - $7.13K
|
112K
$5.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
209+ 0.43% |
$5.26K - $7.09K
|
48.9K
$2.24M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
209+ 0.43% |
$5.26K - $7.09K
|
48.9K
$2.24M
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
BUY
|
- |
200+ 1.14% |
$5.03K - $6.79K
|
17.8K
$814K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.85% |
$5.03K - $6.79K
|
23.8K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
200+ 1.09% |
$5.03K - $6.79K
|
18.6K
$851K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
200New |
$5.03K - $6.79K
|
200
$9.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
200New |
$5.03K - $6.79K
|
200
$9.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
200+ 0.94% |
$5.03K - $6.79K
|
21.4K
$981K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
196+ 4.22% |
$4.93K - $6.65K
|
4.85K
$222K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
193+ 0.34% |
$4.86K - $6.55K
|
57.4K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
192+ 0.5% |
$4.83K - $6.52K
|
38.7K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
188New |
$4.73K - $6.38K
|
188
$8.61K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
187+ 1.77% |
$4.71K - $6.35K
|
10.8K
$493K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
187+ 2.45% |
$4.71K - $6.35K
|
7.81K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
186+ 4.42% |
$4.68K - $6.31K
|
4.39K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
186+ 1.5% |
$4.68K - $6.31K
|
12.6K
$577K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
185+ 1.44% |
$4.66K - $6.28K
|
13K
$596K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
185+ 0.89% |
$4.66K - $6.28K
|
20.9K
$958K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
180+ 2.49% |
$4.53K - $6.11K
|
7.42K
$340K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
172+ 0.42% |
$4.33K - $5.84K
|
40.6K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
170+ 0.91% |
$4.28K - $5.77K
|
18.8K
$863K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
169+ 0.67% |
$4.25K - $5.74K
|
25.5K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
167+ 0.46% |
$4.2K - $5.67K
|
36.1K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
165+ 0.3% |
$4.15K - $5.6K
|
55.3K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
164+ 1.17% |
$4.13K - $5.57K
|
14.2K
$648K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
161+ 0.86% |
$4.05K - $5.46K
|
19K
$868K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
160+ 0.19% |
$4.03K - $5.43K
|
83.1K
$3.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
159+ 1.18% |
$4K - $5.4K
|
13.6K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
158+ 0.18% |
$3.98K - $5.36K
|
87K
$3.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
157+ 0.43% |
$3.95K - $5.33K
|
36.5K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
150+ 1.29% |
$3.78K - $5.09K
|
11.8K
$538K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
150+ 5.07% |
$3.78K - $5.09K
|
3.11K
$142K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
146+ 3.62% |
$3.67K - $4.96K
|
4.18K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
138+ 1.04% |
$3.47K - $4.68K
|
13.4K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
129+ 1.03% |
$3.25K - $4.38K
|
12.6K
$578K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
123+ 1.14% |
$3.1K - $4.17K
|
10.9K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
121+ 1.18% |
$3.05K - $4.11K
|
10.4K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
121+ 0.41% |
$3.05K - $4.11K
|
29.9K
$1.37M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
120+ 4.41% |
$3.02K - $4.07K
|
2.84K
$130K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
117+ 1.47% |
$2.94K - $3.97K
|
8.07K
$370K
|