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 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-190- 0.14% |
$4.78K - $6.45K
|
133K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-191- 1.54% |
$4.81K - $6.48K
|
12.2K
$560K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-192- 1.75% |
$4.83K - $6.52K
|
10.8K
$495K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-193- 1.48% |
$4.86K - $6.55K
|
12.8K
$587K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-194- 0.55% |
$4.88K - $6.58K
|
35.1K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-196- 1.17% |
$4.93K - $6.65K
|
16.5K
$755K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-196- 3.26% |
$4.93K - $6.65K
|
5.82K
$266K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-196- 84.12% |
$4.93K - $6.65K
|
37
$1.69K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-198- 0.53% |
$4.98K - $6.72K
|
37.5K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.53% |
$5.01K - $6.75K
|
12.8K
$587K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.17% |
$5.01K - $6.75K
|
16.8K
$770K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-200- 3.67% |
$5.03K - $6.79K
|
5.25K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.66% |
$5.03K - $6.79K
|
7.31K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.71% |
$5.03K - $6.79K
|
28K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-200- 0.11% |
$5.03K - $6.79K
|
174K
$7.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-205- 1.2% |
$5.16K - $6.96K
|
16.8K
$770K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-205- 0.18% |
$5.16K - $6.96K
|
114K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-207- 0.65% |
$5.21K - $7.03K
|
31.4K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-208- 1.08% |
$5.24K - $7.06K
|
19.1K
$874K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-210- 2.11% |
$5.29K - $7.13K
|
9.75K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-210- 1.96% |
$5.29K - $7.13K
|
10.5K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-210- 0.12% |
$5.29K - $7.13K
|
170K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-214- 2.82% |
$5.39K - $7.26K
|
7.39K
$338K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-216- 0.19% |
$5.44K - $7.33K
|
114K
$5.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-222- 1.02% |
$5.59K - $7.53K
|
21.5K
$983K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-228- 1.96% |
$5.74K - $7.74K
|
11.4K
$522K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-234- 1.65% |
$5.89K - $7.94K
|
14K
$639K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-236- 1.22% |
$5.94K - $8.01K
|
19.1K
$873K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-243- 2.92% |
$6.12K - $8.25K
|
8.07K
$369K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-246- 0.58% |
$6.19K - $8.35K
|
42.4K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-246- 3.04% |
$6.19K - $8.35K
|
7.85K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-247- 1.38% |
$6.22K - $8.38K
|
17.6K
$806K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-253- 73.76% |
$6.37K - $8.59K
|
90
$4.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-253- 1.96% |
$6.37K - $8.59K
|
12.7K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-255- 1.63% |
$6.42K - $8.65K
|
15.4K
$705K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-256- 3.28% |
$6.44K - $8.69K
|
7.55K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-258- 2.66% |
$6.49K - $8.76K
|
9.44K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-260- 0.17% |
$6.54K - $8.82K
|
152K
$6.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-264- 2.78% |
$6.64K - $8.96K
|
9.23K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-269- 0.87% |
$6.77K - $9.13K
|
30.8K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-271- 1.3% |
$6.82K - $9.2K
|
20.5K
$939K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 0.81% |
$6.82K - $9.2K
|
33.1K
$1.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-271- 0.1% |
$6.82K - $9.2K
|
280K
$12.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-273- 1.95% |
$6.87K - $9.27K
|
13.8K
$630K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-275- 3.34% |
$6.92K - $9.33K
|
7.96K
$364K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-276- 0.88% |
$6.95K - $9.37K
|
31.1K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-277- 0.34% |
$6.97K - $9.4K
|
81.8K
$3.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-277- 69.25% |
$6.97K - $9.4K
|
123
$5.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-283- 0.13% |
$7.12K - $9.61K
|
218K
$9.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-287- 0.56% |
$7.22K - $9.74K
|
50.9K
$2.33M
|