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 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.58K- 13.97% |
$39.7K - $53.5K
|
9.71K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.58K- 1.44% |
$39.7K - $53.5K
|
108K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.58K- 4.82% |
$39.8K - $53.6K
|
31.2K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.59K- 24.36% |
$39.9K - $53.9K
|
4.93K
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.59K- 5.05% |
$40K - $54K
|
29.9K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.6K- 3.81% |
$40.2K - $54.2K
|
40.3K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.61K- 10.47% |
$40.4K - $54.5K
|
13.7K
$628K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.62K- 8.34% |
$40.7K - $54.9K
|
17.8K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.62K- 15.55% |
$40.7K - $54.9K
|
8.79K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.63K- 2.57% |
$40.9K - $55.2K
|
61.7K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.63K- 5.18% |
$41K - $55.2K
|
29.8K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.63K- 3.22% |
$41.1K - $55.5K
|
49.2K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.63K- 13.75% |
$41.1K - $55.5K
|
10.3K
$469K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.65K- 12.21% |
$41.5K - $56K
|
11.9K
$543K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.66K- 1.85% |
$41.7K - $56.2K
|
88K
$4.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.67K- 31.48% |
$42.1K - $56.7K
|
3.64K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.67K- 6.76% |
$42.1K - $56.8K
|
23.1K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.7K- 2.0% |
$42.8K - $57.7K
|
83.2K
$3.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.71K- 0.14% |
$43K - $58K
|
1.21M
$55.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.72K- 14.59% |
$43.3K - $58.4K
|
10.1K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.72K- 4.0% |
$43.3K - $58.4K
|
41.3K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.73K- 0.65% |
$43.6K - $58.9K
|
267K
$12.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.74K- 1.19% |
$43.8K - $59.1K
|
144K
$6.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.75K- 5.95% |
$44.1K - $59.4K
|
27.7K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.76K- 10.3% |
$44.4K - $59.8K
|
15.4K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.77K- 7.58% |
$44.5K - $59.9K
|
21.5K
$986K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.77K- 5.04% |
$44.6K - $60.1K
|
33.4K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.79K- 1.63% |
$45.2K - $60.9K
|
108K
$4.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.8K- 2.45% |
$45.3K - $61.1K
|
71.8K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.81K- 1.19% |
$45.5K - $61.3K
|
151K
$6.9M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.83K- 17.37% |
$46K - $62.1K
|
8.7K
$399K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-1.86K- 2.16% |
$46.8K - $63.1K
|
84.4K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.86K- 4.7% |
$46.9K - $63.3K
|
37.8K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.87K- 1.75% |
$46.9K - $63.3K
|
105K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.9K- 7.91% |
$47.8K - $64.5K
|
22.1K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.9K- 17.29% |
$47.9K - $64.6K
|
9.1K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.91K- 13.53% |
$48.1K - $64.9K
|
12.2K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.92KClosed |
$48.3K - $65.1K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.93K- 17.58% |
$48.5K - $65.4K
|
9.04K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-1.93K- 18.63% |
$48.6K - $65.5K
|
8.43K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.94K- 7.63% |
$48.8K - $65.8K
|
23.4K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.95K- 14.62% |
$49.1K - $66.2K
|
11.4K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.97K- 19.29% |
$49.5K - $66.7K
|
8.22K
$376K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.97K- 6.25% |
$49.5K - $66.8K
|
29.5K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.99K- 6.13% |
$50.1K - $67.5K
|
30.5K
$1.4M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.99K- 20.33% |
$50.1K - $67.5K
|
7.8K
$357K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 3.06% |
$50.3K - $67.8K
|
63.3K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 5.78% |
$50.3K - $67.8K
|
32.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2K- 16.37% |
$50.3K - $67.9K
|
10.2K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.01K- 2.8% |
$50.6K - $68.2K
|
69.6K
$3.19M
|