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 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-50- 25.0% |
$1.26K - $1.7K
|
150
$6.87K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-50- 0.16% |
$1.26K - $1.7K
|
30.6K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-52- 0.37% |
$1.31K - $1.76K
|
14K
$641K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-54- 0.06% |
$1.36K - $1.83K
|
88.9K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-54- 0.15% |
$1.36K - $1.83K
|
36K
$1.65M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-54- 0.9% |
$1.36K - $1.83K
|
5.93K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-57- 0.54% |
$1.43K - $1.93K
|
10.5K
$481K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-62- 0.02% |
$1.56K - $2.1K
|
253K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-68- 0.3% |
$1.71K - $2.31K
|
22.5K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-70- 0.88% |
$1.76K - $2.38K
|
7.9K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-71- 0.45% |
$1.79K - $2.41K
|
15.8K
$722K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-72- 0.71% |
$1.81K - $2.44K
|
10.1K
$461K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-74- 0.94% |
$1.86K - $2.51K
|
7.83K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-75- 0.36% |
$1.89K - $2.55K
|
20.7K
$946K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-76- 0.1% |
$1.91K - $2.58K
|
75.5K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-76- 8.17% |
$1.91K - $2.58K
|
854
$39.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-77- 0.43% |
$1.94K - $2.61K
|
17.7K
$812K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-77- 0.18% |
$1.94K - $2.61K
|
42K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-78- 43.09% |
$1.96K - $2.65K
|
103
$4.72K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-79- 0.75% |
$1.99K - $2.68K
|
10.5K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-80- 9.09% |
$2.01K - $2.72K
|
800
$36.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 8.64% |
$2.01K - $2.72K
|
846
$38.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-82- 0.13% |
$2.06K - $2.78K
|
63.9K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-83- 0.52% |
$2.09K - $2.82K
|
16K
$732K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-84- 0.08% |
$2.11K - $2.85K
|
110K
$5.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-84- 0.01% |
$2.11K - $2.85K
|
784K
$35.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-85- 14.41% |
$2.14K - $2.88K
|
505
$23.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-85- 0.08% |
$2.14K - $2.88K
|
102K
$4.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-87- 0.06% |
$2.19K - $2.95K
|
142K
$6.51M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-91- 1.12% |
$2.29K - $3.09K
|
8.03K
$368K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-92- 2.23% |
$2.32K - $3.12K
|
4.03K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-92- 0.88% |
$2.32K - $3.12K
|
10.4K
$477K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-96- 1.06% |
$2.42K - $3.26K
|
8.93K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-97- 0.31% |
$2.44K - $3.29K
|
31.1K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-99- 0.97% |
$2.49K - $3.36K
|
10.1K
$462K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-99- 0.04% |
$2.49K - $3.36K
|
240K
$11M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-100- 0.58% |
$2.52K - $3.39K
|
17K
$779K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-100- 1.3% |
$2.52K - $3.39K
|
7.59K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 0.87% |
$2.52K - $3.39K
|
11.4K
$520K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 1.94% |
$2.52K - $3.39K
|
5.04K
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100- 13.64% |
$2.52K - $3.39K
|
633
$29K
|
|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-100- -0.0% |
$2.52K - $3.39K
|
3.03M
$139M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-102- 5.41% |
$2.57K - $3.46K
|
1.79K
$81.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-102- 0.51% |
$2.57K - $3.46K
|
19.8K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-105- 2.39% |
$2.64K - $3.56K
|
4.29K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-105- 0.56% |
$2.64K - $3.56K
|
18.7K
$854K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-107- 0.67% |
$2.69K - $3.63K
|
16K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-108- 0.43% |
$2.72K - $3.67K
|
24.7K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-109- 0.13% |
$2.74K - $3.7K
|
84.5K
$3.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-111- 0.68% |
$2.79K - $3.77K
|
16.3K
$746K
|