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 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-294- 0.42% |
$7.4K - $9.98K
|
69.4K
$3.21M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-300- 1.89% |
$7.55K - $10.2K
|
15.6K
$721K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-300- 2.78% |
$7.55K - $10.2K
|
10.5K
$486K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-300- 2.22% |
$7.55K - $10.2K
|
13.2K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-300- 3.36% |
$7.55K - $10.2K
|
8.62K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-301- 1.43% |
$7.58K - $10.2K
|
20.7K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-302- 0.73% |
$7.6K - $10.2K
|
40.8K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-304- 0.32% |
$7.65K - $10.3K
|
95.5K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-307- 15.79% |
$7.73K - $10.4K
|
1.64K
$75.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-311- 1.4% |
$7.83K - $10.6K
|
21.8K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-312- 0.53% |
$7.85K - $10.6K
|
58.9K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-314- 0.2% |
$7.9K - $10.7K
|
160K
$7.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-315- 1.69% |
$7.93K - $10.7K
|
18.3K
$848K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-317- 84.99% |
$7.98K - $10.8K
|
56
$2.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-320- 0.67% |
$8.05K - $10.9K
|
47.6K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-331- 1.21% |
$8.33K - $11.2K
|
27.1K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-342- 0.92% |
$8.61K - $11.6K
|
36.8K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-345- 4.1% |
$8.68K - $11.7K
|
8.06K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-346- 1.51% |
$8.71K - $11.7K
|
22.5K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 3.65% |
$8.81K - $11.9K
|
9.23K
$427K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-355- 1.7% |
$8.94K - $12K
|
20.5K
$951K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-357- 4.38% |
$8.99K - $12.1K
|
7.8K
$361K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-357- 1.5% |
$8.99K - $12.1K
|
23.5K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-358- 0.25% |
$9.01K - $12.2K
|
143K
$6.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-367- 0.54% |
$9.24K - $12.5K
|
67.4K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-368- 1.74% |
$9.26K - $12.5K
|
20.8K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-385- 1.36% |
$9.69K - $13.1K
|
28K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-388- 1.09% |
$9.77K - $13.2K
|
35.2K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-390- 4.01% |
$9.82K - $13.2K
|
9.34K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-390- 2.05% |
$9.82K - $13.2K
|
18.6K
$861K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-400- 2.39% |
$10.1K - $13.6K
|
16.3K
$756K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 1.0% |
$10.1K - $13.6K
|
39.6K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-400- 3.12% |
$10.1K - $13.6K
|
12.4K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-400- 1.57% |
$10.1K - $13.6K
|
25.1K
$1.16M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-402- 1.26% |
$10.1K - $13.6K
|
31.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-411- 10.19% |
$10.3K - $13.9K
|
3.62K
$168K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-412- 0.52% |
$10.4K - $14K
|
79.3K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-414- 5.25% |
$10.4K - $14.1K
|
7.47K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-417- 4.62% |
$10.5K - $14.2K
|
8.61K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-420- 1.23% |
$10.6K - $14.3K
|
33.8K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-422- 5.33% |
$10.6K - $14.3K
|
7.5K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-422- 1.84% |
$10.6K - $14.3K
|
22.5K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-423- 3.5% |
$10.6K - $14.4K
|
11.7K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-424- 59.14% |
$10.7K - $14.4K
|
293
$13.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-430- 17.16% |
$10.8K - $14.6K
|
2.08K
$96.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-432- 0.46% |
$10.9K - $14.7K
|
93.9K
$4.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-437- 0.75% |
$11K - $14.8K
|
57.9K
$2.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-437- 0.78% |
$11K - $14.8K
|
55.9K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-441- 0.18% |
$11.1K - $15K
|
248K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-443- 0.76% |
$11.2K - $15K
|
58.2K
$2.69M
|