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 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.05K- 0.91% |
$26.3K - $35.5K
|
114K
$5.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.05K- 4.76% |
$26.4K - $35.6K
|
21K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.46% |
$26.8K - $36.2K
|
18.5K
$846K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.08K- 5.72% |
$27.1K - $36.5K
|
17.7K
$812K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.08K- 2.07% |
$27.1K - $36.5K
|
50.8K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.08K- 2.55% |
$27.2K - $36.7K
|
41.3K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.08K- 9.7% |
$27.3K - $36.8K
|
10.1K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.09K- 10.71% |
$27.4K - $36.9K
|
9.07K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.09K- 0.79% |
$27.4K - $37K
|
137K
$6.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 2.94% |
$27.6K - $37.2K
|
36.2K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.1K- 0.57% |
$27.7K - $37.3K
|
191K
$8.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.11K- 1.6% |
$27.9K - $37.6K
|
68.2K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 2.28% |
$27.9K - $37.6K
|
47.5K
$2.17M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.11K- 86.57% |
$27.9K - $37.6K
|
172
$7.88K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-1.11K- 5.32% |
$27.9K - $37.7K
|
19.8K
$905K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 1.19% |
$28K - $37.8K
|
92.5K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.11K- 5.06% |
$28K - $37.8K
|
20.9K
$956K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.12K- 0.57% |
$28.2K - $38K
|
197K
$9M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.12K- 0.44% |
$28.3K - $38.1K
|
256K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.13K- 40.91% |
$28.4K - $38.3K
|
1.63K
$74.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.13K- 0.67% |
$28.4K - $38.3K
|
167K
$7.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.14K- 14.43% |
$28.6K - $38.6K
|
6.75K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.15K- 3.85% |
$28.9K - $39K
|
28.7K
$1.32M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.15K- 3.85% |
$28.9K - $39K
|
28.7K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.15K- 4.64% |
$29K - $39.2K
|
23.7K
$1.09M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.15K- 62.24% |
$29K - $39.2K
|
700
$32.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 1.0% |
$29.6K - $39.9K
|
117K
$5.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.18K- 1.09% |
$29.8K - $40.2K
|
107K
$4.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.19K- 9.95% |
$30.1K - $40.5K
|
10.8K
$495K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.2K- 9.11% |
$30.2K - $40.7K
|
12K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.2K- 6.18% |
$30.2K - $40.7K
|
18.2K
$834K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.21K- 3.15% |
$30.5K - $41.1K
|
37.2K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.21K- 14.05% |
$30.5K - $41.1K
|
7.4K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.21K- 5.21% |
$30.5K - $41.1K
|
22.1K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 4.35% |
$31.1K - $42K
|
27.2K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.25K- 1.33% |
$31.5K - $42.5K
|
92.9K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.26K- 9.3% |
$31.7K - $42.8K
|
12.3K
$563K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.26K- 0.64% |
$31.7K - $42.8K
|
196K
$8.99M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.26K- 6.4% |
$31.8K - $42.9K
|
18.5K
$845K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.27K- 12.38% |
$32K - $43.2K
|
9K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.27K- 4.59% |
$32K - $43.2K
|
26.5K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.29K- 2.18% |
$32.3K - $43.6K
|
57.6K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.29K- 2.1% |
$32.5K - $43.9K
|
60.3K
$2.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.3K- 10.79% |
$32.6K - $44K
|
10.7K
$491K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.3K- 4.35% |
$32.7K - $44.1K
|
28.6K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 16.3% |
$32.7K - $44.1K
|
6.67K
$306K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.3K- 0.99% |
$32.7K - $44.1K
|
130K
$5.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.3K- 4.25% |
$32.7K - $44.1K
|
29.3K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.32K- 3.07% |
$33.2K - $44.7K
|
41.6K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.32K- 5.65% |
$33.2K - $44.7K
|
22K
$1.01M
|