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 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-111- 0.44% |
$2.79K - $3.77K
|
25.2K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-112- 1.12% |
$2.82K - $3.8K
|
9.93K
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-112- 0.52% |
$2.82K - $3.8K
|
21.3K
$975K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-112- 0.76% |
$2.82K - $3.8K
|
14.7K
$674K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-113- 0.72% |
$2.84K - $3.84K
|
15.5K
$712K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-115- 1.24% |
$2.89K - $3.9K
|
9.13K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-117- 0.75% |
$2.94K - $3.97K
|
15.4K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-118- 0.19% |
$2.97K - $4K
|
60.7K
$2.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-119- 0.53% |
$3K - $4.04K
|
22.2K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-120- 1.34% |
$3.02K - $4.07K
|
8.82K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-120- 1.38% |
$3.02K - $4.07K
|
8.59K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-120- 0.57% |
$3.02K - $4.07K
|
20.8K
$951K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-121- 3.95% |
$3.05K - $4.11K
|
2.95K
$135K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-125- 1.21% |
$3.15K - $4.24K
|
10.2K
$467K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-128- 0.44% |
$3.22K - $4.34K
|
29.1K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-130- 12.28% |
$3.27K - $4.41K
|
929
$42.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-131- 9.38% |
$3.3K - $4.45K
|
1.27K
$57.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-133- 1.79% |
$3.35K - $4.51K
|
7.28K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-136- 0.55% |
$3.42K - $4.62K
|
24.8K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-137- 2.16% |
$3.45K - $4.65K
|
6.22K
$285K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-137- 7.17% |
$3.45K - $4.65K
|
1.77K
$81.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-139- 1.3% |
$3.5K - $4.72K
|
10.6K
$484K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-143- 18.64% |
$3.6K - $4.85K
|
624
$28.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-143- 1.6% |
$3.6K - $4.85K
|
8.77K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-145- 1.77% |
$3.65K - $4.92K
|
8.03K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-146- 1.78% |
$3.67K - $4.96K
|
8.08K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-147- 1.62% |
$3.7K - $4.99K
|
8.93K
$409K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-150- 1.96% |
$3.78K - $5.09K
|
7.49K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 1.07% |
$3.78K - $5.09K
|
13.8K
$632K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-152- 0.26% |
$3.83K - $5.16K
|
58.4K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-153- 0.61% |
$3.85K - $5.19K
|
25K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-154- 1.47% |
$3.88K - $5.23K
|
10.3K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-155- 12.9% |
$3.9K - $5.26K
|
1.05K
$47.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-156- 0.44% |
$3.93K - $5.29K
|
35.7K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-159- 3.11% |
$4K - $5.4K
|
4.95K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-159- 0.22% |
$4K - $5.4K
|
73.5K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-163- 0.06% |
$4.1K - $5.53K
|
276K
$12.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-166- 1.1% |
$4.18K - $5.63K
|
14.9K
$682K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-166- 0.39% |
$4.18K - $5.63K
|
42.7K
$1.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-169- 0.47% |
$4.25K - $5.74K
|
35.8K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-170- 0.61% |
$4.28K - $5.77K
|
27.5K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-170- 0.08% |
$4.28K - $5.77K
|
212K
$9.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-171- 0.71% |
$4.3K - $5.8K
|
23.8K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-175- 2.29% |
$4.4K - $5.94K
|
7.48K
$342K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-175- 2.12% |
$4.4K - $5.94K
|
8.08K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-179- 0.73% |
$4.51K - $6.08K
|
24.5K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-185- 1.12% |
$4.66K - $6.28K
|
16.3K
$745K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-189- 0.96% |
$4.76K - $6.41K
|
19.6K
$897K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-190- 1.13% |
$4.78K - $6.45K
|
16.7K
$763K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-190- 0.77% |
$4.78K - $6.45K
|
24.6K
$1.12M
|