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 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-809- 0.29% |
$20.4K - $27.5K
|
281K
$13M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-824- 6.91% |
$20.7K - $28K
|
11.1K
$514K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-830- 10.46% |
$20.9K - $28.2K
|
7.11K
$329K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-836- 7.24% |
$21K - $28.4K
|
10.7K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-843- 0.3% |
$21.2K - $28.6K
|
279K
$12.9M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-844- 5.04% |
$21.2K - $28.6K
|
15.9K
$736K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-850- 4.52% |
$21.4K - $28.8K
|
18K
$831K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-859- 8.72% |
$21.6K - $29.2K
|
9K
$417K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-867- 1.2% |
$21.8K - $29.4K
|
71.3K
$3.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-870- 7.76% |
$21.9K - $29.5K
|
10.3K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-872- 2.13% |
$21.9K - $29.6K
|
40K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-874- 2.02% |
$22K - $29.7K
|
42.4K
$1.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-877- 5.21% |
$22.1K - $29.8K
|
16K
$739K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-891- 1.08% |
$22.4K - $30.2K
|
81.5K
$3.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-895- 3.0% |
$22.5K - $30.4K
|
28.9K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-898- 11.7% |
$22.6K - $30.5K
|
6.78K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-912- 8.67% |
$23K - $31K
|
9.61K
$445K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-919- 4.1% |
$23.1K - $31.2K
|
21.5K
$996K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-929- 2.76% |
$23.4K - $31.5K
|
32.7K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-934- 6.46% |
$23.5K - $31.7K
|
13.5K
$626K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-934- 7.91% |
$23.5K - $31.7K
|
10.9K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-940- 3.01% |
$23.7K - $31.9K
|
30.3K
$1.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-941- 7.59% |
$23.7K - $31.9K
|
11.5K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-943- 4.91% |
$23.7K - $32K
|
18.3K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-949- 3.14% |
$23.9K - $32.2K
|
29.3K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-950- 3.34% |
$23.9K - $32.2K
|
27.5K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-950- 4.87% |
$23.9K - $32.2K
|
18.6K
$859K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-952- 3.88% |
$24K - $32.3K
|
23.6K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-962- 10.42% |
$24.2K - $32.7K
|
8.27K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-980- 39.39% |
$24.7K - $33.3K
|
1.51K
$69.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-983- 5.36% |
$24.7K - $33.4K
|
17.3K
$803K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-983- 0.9% |
$24.7K - $33.4K
|
108K
$5M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-991- 9.69% |
$24.9K - $33.6K
|
9.24K
$428K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-992- 19.75% |
$25K - $33.7K
|
4.03K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-994- 1.05% |
$25K - $33.7K
|
93.8K
$4.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 3.87% |
$25.2K - $33.9K
|
24.9K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1K- 41.14% |
$25.2K - $33.9K
|
1.43K
$66.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-1K- 8.14% |
$25.2K - $33.9K
|
11.3K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1K- 29.39% |
$25.2K - $33.9K
|
2.4K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1K- 12.05% |
$25.2K - $33.9K
|
7.3K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1K- 4.17% |
$25.3K - $34.1K
|
23.1K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.01K- 5.89% |
$25.4K - $34.3K
|
16.1K
$748K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.82% |
$25.5K - $34.4K
|
54.6K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.01K- 0.25% |
$25.5K - $34.4K
|
411K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.02K- 8.34% |
$25.7K - $34.6K
|
11.2K
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.02K- 3.41% |
$25.8K - $34.8K
|
29K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.03K- 1.55% |
$25.8K - $34.9K
|
65.1K
$3.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.03K- 0.94% |
$26K - $35.1K
|
109K
$5.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.03K- 6.68% |
$26K - $35.1K
|
14.4K
$669K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.04K- 9.01% |
$26.1K - $35.2K
|
10.5K
$485K
|