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 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
117+ 0.7% |
$2.94K - $3.97K
|
16.9K
$781K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
112+ 0.5% |
$2.82K - $3.8K
|
22.3K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
112+ 0.77% |
$2.82K - $3.8K
|
14.6K
$676K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
110+ 1.2% |
$2.77K - $3.73K
|
9.28K
$430K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
106+ 0.22% |
$2.67K - $3.6K
|
47.3K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
106+ 0.22% |
$2.67K - $3.6K
|
47.3K
$2.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
103+ 0.04% |
$2.59K - $3.5K
|
250K
$11.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
102+ 0.8% |
$2.57K - $3.46K
|
12.8K
$593K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 68.03% |
$2.52K - $3.39K
|
247
$11.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
100+ 0.55% |
$2.52K - $3.39K
|
18.4K
$853K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
100+ 0.43% |
$2.52K - $3.39K
|
23.5K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 1.7% |
$2.52K - $3.39K
|
5.97K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 0.92% |
$2.52K - $3.39K
|
11K
$510K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
98+ 3.82% |
$2.47K - $3.33K
|
2.66K
$123K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
94+ 0.32% |
$2.37K - $3.19K
|
29.9K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
92+ 1.22% |
$2.32K - $3.12K
|
7.61K
$352K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
85+ 1.09% |
$2.14K - $2.88K
|
7.86K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
82+ 0.98% |
$2.06K - $2.78K
|
8.44K
$391K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
80+ 0.7% |
$2.01K - $2.72K
|
11.5K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
79+ 0.26% |
$1.99K - $2.68K
|
29.9K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
77+ 0.05% |
$1.94K - $2.61K
|
161K
$7.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
76+ 0.64% |
$1.91K - $2.58K
|
12K
$556K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
74+ 0.17% |
$1.86K - $2.51K
|
42.9K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
73+ 0.64% |
$1.84K - $2.48K
|
11.5K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
70+ 0.85% |
$1.76K - $2.38K
|
8.26K
$382K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
69+ 0.12% |
$1.74K - $2.34K
|
56.7K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
69+ 0.89% |
$1.74K - $2.34K
|
7.79K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
67+ 0.53% |
$1.69K - $2.27K
|
12.7K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
65+ 0.4% |
$1.64K - $2.21K
|
16.4K
$760K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
64+ 60.95% |
$1.61K - $2.17K
|
169
$7.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
64+ 0.29% |
$1.61K - $2.17K
|
21.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
63+ 0.43% |
$1.59K - $2.14K
|
14.6K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
63+ 15.79% |
$1.59K - $2.14K
|
462
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
62+ 0.36% |
$1.56K - $2.1K
|
17.1K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
60+ 0.43% |
$1.51K - $2.04K
|
14K
$649K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
60+ 0.81% |
$1.51K - $2.04K
|
7.45K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
58+ 0.37% |
$1.46K - $1.97K
|
15.8K
$730K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
57+ 22.8% |
$1.43K - $1.93K
|
307
$14.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
56+ 0.45% |
$1.41K - $1.9K
|
12.6K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
56+ 0.65% |
$1.41K - $1.9K
|
8.72K
$404K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
55+ 0.02% |
$1.38K - $1.87K
|
337K
$15.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
55+ 0.29% |
$1.38K - $1.87K
|
19.2K
$888K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.3% |
$1.33K - $1.8K
|
17.7K
$821K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 0.48% |
$1.33K - $1.8K
|
11K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.32% |
$1.33K - $1.8K
|
16.5K
$765K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 0.48% |
$1.33K - $1.8K
|
11K
$512K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.33% |
$1.26K - $1.7K
|
15.3K
$706K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.2% |
$1.23K - $1.66K
|
25K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
47+ 0.87% |
$1.18K - $1.6K
|
5.46K
$253K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
46+ 0.63% |
$1.16K - $1.56K
|
7.36K
$341K
|