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 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
45+ 1.05% |
$1.13K - $1.53K
|
4.31K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
45+ 0.4% |
$1.13K - $1.53K
|
11.4K
$529K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
41+ 0.12% |
$1.03K - $1.39K
|
34.7K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
41+ 0.42% |
$1.03K - $1.39K
|
9.78K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
41+ 0.32% |
$1.03K - $1.39K
|
12.7K
$590K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
41+ 0.34% |
$1.03K - $1.39K
|
12K
$555K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
40+ 0.24% |
$1.01K - $1.36K
|
16.8K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39+ 0.22% |
$982 - $1.32K
|
17.8K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36+ 0.32% |
$906 - $1.22K
|
11.4K
$526K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
34New |
$856 - $1.15K
|
34
$1.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
33+ 0.17% |
$831 - $1.12K
|
19.4K
$898K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
32+ 0.13% |
$805 - $1.09K
|
24.3K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
31+ 0.21% |
$780 - $1.05K
|
14.6K
$677K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.22% |
$780 - $1.05K
|
13.9K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.11% |
$680 - $916
|
24.3K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
26+ 0.13% |
$654 - $882
|
19.8K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
26+ 0.56% |
$654 - $882
|
4.63K
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24+ 0.2% |
$604 - $815
|
12.2K
$566K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.05% |
$554 - $747
|
41.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
22+ 0.09% |
$554 - $747
|
25.9K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21+ 0.28% |
$529 - $713
|
7.51K
$348K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
21+ 0.21% |
$529 - $713
|
9.96K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.04% |
$453 - $611
|
43.3K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
16+ 0.04% |
$403 - $543
|
37.6K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
14+ 0.02% |
$352 - $475
|
57.6K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.61% |
$327 - $441
|
2.13K
$98.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$327 - $441
|
13
$602
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 0.28% |
$327 - $441
|
4.62K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
12+ 0.15% |
$302 - $407
|
8.13K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
11+ 0.16% |
$277 - $373
|
6.85K
$317K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
11+ 0.02% |
$277 - $373
|
51.7K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.21% |
$277 - $373
|
5.15K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11+ 16.42% |
$277 - $373
|
78
$3.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10+ 0.18% |
$252 - $339
|
5.59K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$252 - $339
|
9.02K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
10+ 0.01% |
$252 - $339
|
168K
$7.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$227 - $305
|
7.51K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
9+ 0.08% |
$227 - $305
|
10.6K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 0.66% |
$201 - $272
|
1.22K
$56.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
7+ 0.09% |
$176 - $238
|
7.4K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
7+ 0.01% |
$176 - $238
|
46.9K
$2.17M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.11% |
$176 - $238
|
6.18K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.23% |
$151 - $204
|
2.58K
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 0.19% |
$151 - $204
|
3.23K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.04% |
$151 - $204
|
14.4K
$668K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.6% |
$101 - $136
|
671
$31.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.02% |
$101 - $136
|
26.4K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 1.19% |
$101 - $136
|
341
$15.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.04% |
$101 - $136
|
10.5K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.61% |
$101 - $136
|
659
$30.5K
|