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 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-450- 0.63% |
$11.3K - $15.3K
|
71.4K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-450- 3.16% |
$11.3K - $15.3K
|
13.8K
$631K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-455- 1.27% |
$11.5K - $15.4K
|
35.4K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-456- 3.11% |
$11.5K - $15.5K
|
14.2K
$651K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-457- 4.02% |
$11.5K - $15.5K
|
10.9K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-458- 0.86% |
$11.5K - $15.5K
|
52.9K
$2.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-467- 0.18% |
$11.8K - $15.8K
|
259K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-467- 1.52% |
$11.8K - $15.8K
|
30.2K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-470- 1.94% |
$11.8K - $16K
|
23.7K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-479- 5.73% |
$12.1K - $16.3K
|
7.89K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-488- 0.96% |
$12.3K - $16.6K
|
50.6K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-496- 0.46% |
$12.5K - $16.8K
|
108K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-496- 0.9% |
$12.5K - $16.8K
|
54.6K
$2.5M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-497- 0.01% |
$12.5K - $16.9K
|
6.75M
$309M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-499- 2.23% |
$12.6K - $16.9K
|
21.9K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-500- 2.66% |
$12.6K - $17K
|
18.3K
$838K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-500- 4.64% |
$12.6K - $17K
|
10.3K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-500- 92.59% |
$12.6K - $17K
|
40
$1.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-500- 13.89% |
$12.6K - $17K
|
3.1K
$142K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-501- 0.47% |
$12.6K - $17K
|
105K
$4.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-501- 49.21% |
$12.6K - $17K
|
517
$23.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-504- 1.02% |
$12.7K - $17.1K
|
49K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-509- 0.7% |
$12.8K - $17.3K
|
72.2K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-513- 6.98% |
$12.9K - $17.4K
|
6.84K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-527- 6.21% |
$13.3K - $17.9K
|
7.95K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-543- 14.64% |
$13.7K - $18.4K
|
3.17K
$145K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-545- 4.72% |
$13.7K - $18.5K
|
11K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-546- 0.6% |
$13.7K - $18.5K
|
90.1K
$4.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-550- 7.0% |
$13.8K - $18.7K
|
7.31K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-556- 1.01% |
$14K - $18.9K
|
54.6K
$2.5M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-556- 6.71% |
$14K - $18.9K
|
7.73K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-557- 3.45% |
$14K - $18.9K
|
15.6K
$714K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-565- 0.42% |
$14.2K - $19.2K
|
133K
$6.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-570- 8.64% |
$14.3K - $19.3K
|
6.03K
$276K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-575- 7.6% |
$14.5K - $19.5K
|
6.99K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-580- 6.69% |
$14.6K - $19.7K
|
8.09K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-581- 0.42% |
$14.6K - $19.7K
|
137K
$6.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-581- 2.0% |
$14.6K - $19.7K
|
28.5K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-587- 4.61% |
$14.8K - $19.9K
|
12.1K
$556K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-589- 0.2% |
$14.8K - $20K
|
299K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-590- 2.05% |
$14.9K - $20K
|
28.2K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-592- 0.81% |
$14.9K - $20.1K
|
72.5K
$3.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-600- 2.58% |
$15.1K - $20.4K
|
22.7K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-600- 7.69% |
$15.1K - $20.4K
|
7.21K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-600- 3.52% |
$15.1K - $20.4K
|
16.4K
$752K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-610- 7.57% |
$15.4K - $20.7K
|
7.45K
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-617- 10.7% |
$15.5K - $20.9K
|
5.15K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-620- 2.84% |
$15.6K - $21K
|
21.2K
$972K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-621- 3.22% |
$15.6K - $21.1K
|
18.7K
$855K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-621- 9.71% |
$15.6K - $21.1K
|
5.77K
$264K
|