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 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.01K- 0.58% |
$50.6K - $68.2K
|
342K
$16M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.01K- 17.14% |
$50.6K - $68.2K
|
9.72K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.02K- 0.31% |
$50.9K - $68.7K
|
653K
$30.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.03K- 5.15% |
$51K - $68.8K
|
37.3K
$1.74M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.04K- 14.7% |
$51.3K - $69.1K
|
11.8K
$551K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-2.04K- 4.89% |
$51.3K - $69.2K
|
39.7K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.05K- 4.58% |
$51.6K - $69.6K
|
42.8K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 9.61% |
$52.1K - $70.3K
|
19.5K
$909K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.07K- 4.12% |
$52.2K - $70.4K
|
48.3K
$2.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.08K- 0.44% |
$52.3K - $70.5K
|
467K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.09K- 2.82% |
$52.6K - $70.9K
|
71.9K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.1K- 2.27% |
$52.8K - $71.2K
|
90.2K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.1K- 20.59% |
$52.9K - $71.3K
|
8.1K
$378K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.16K- 29.85% |
$54.2K - $73.1K
|
5.06K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.16K- 4.85% |
$54.4K - $73.3K
|
42.4K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.17K- 24.06% |
$54.5K - $73.5K
|
6.84K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.18K- 6.83% |
$54.8K - $73.9K
|
29.7K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.2K- 0.82% |
$55.3K - $74.5K
|
267K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.2K- 19.57% |
$55.3K - $74.6K
|
9.03K
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-2.2K- 5.45% |
$55.3K - $74.6K
|
38.1K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.2K- 9.61% |
$55.4K - $74.7K
|
20.7K
$966K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.22K- 5.05% |
$55.8K - $75.2K
|
41.7K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.22K- 1.87% |
$55.9K - $75.3K
|
117K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.23K- 3.92% |
$56.1K - $75.7K
|
54.7K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.24K- 6.45% |
$56.3K - $76K
|
32.5K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 1.96% |
$56.4K - $76K
|
112K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.25K- 13.85% |
$56.6K - $76.4K
|
14K
$653K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.27K- 10.29% |
$57.2K - $77.1K
|
19.8K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.3K- 2.19% |
$58K - $78.2K
|
103K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.31K- 4.59% |
$58K - $78.2K
|
47.9K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.31K- 42.18% |
$58.1K - $78.3K
|
3.16K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.34K- 9.69% |
$58.9K - $79.4K
|
21.8K
$1.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-2.35K- 26.63% |
$59K - $79.6K
|
6.46K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.35K- 0.32% |
$59.1K - $79.8K
|
734K
$34.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.35K- 4.81% |
$59.3K - $79.9K
|
46.6K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.36K- 8.9% |
$59.3K - $80K
|
24.1K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.37K- 9.53% |
$59.6K - $80.3K
|
22.5K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.38K- 2.82% |
$59.9K - $80.7K
|
81.8K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.39K- 0.05% |
$60K - $80.9K
|
4.45M
$208M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.39K- 8.3% |
$60.2K - $81.2K
|
26.4K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.41K- 28.25% |
$60.6K - $81.7K
|
6.11K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.42K- 4.94% |
$60.8K - $82K
|
46.4K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.42K- 16.95% |
$61K - $82.2K
|
11.9K
$554K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.43K- 15.35% |
$61K - $82.3K
|
13.4K
$624K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.43K- 1.9% |
$61.2K - $82.5K
|
125K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.45K- 8.96% |
$61.5K - $83K
|
24.8K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.46K- 7.37% |
$61.9K - $83.5K
|
30.9K
$1.44M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.48K- 5.45% |
$62.3K - $84.1K
|
43K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.5K- 11.94% |
$63K - $85K
|
18.5K
$862K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.51K- 3.23% |
$63.1K - $85.1K
|
75K
$3.5M
|