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 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.1K- 6.47% |
$78K - $105K
|
44.8K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.11K- 13.92% |
$78.2K - $105K
|
19.2K
$890K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.12K- 3.02% |
$78.4K - $106K
|
100K
$4.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-3.12K- 0.56% |
$78.6K - $106K
|
560K
$25.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.14K- 10.48% |
$78.9K - $106K
|
26.8K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.16K- 11.25% |
$79.6K - $107K
|
24.9K
$1.15M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.17K- 97.99% |
$79.7K - $107K
|
65
$3.01K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.17K- 3.57% |
$79.8K - $108K
|
85.6K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.18K- 13.58% |
$80K - $108K
|
20.2K
$937K
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3.2K- 4.4% |
$80.5K - $109K
|
69.6K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.2K- 2.01% |
$80.6K - $109K
|
156K
$7.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.22K- 7.16% |
$80.9K - $109K
|
41.7K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 10.35% |
$81.8K - $110K
|
28.1K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.25K- 16.43% |
$81.8K - $110K
|
16.5K
$765K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.26K- 7.12% |
$82.2K - $111K
|
42.6K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.27K- 10.33% |
$82.3K - $111K
|
28.4K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-3.28K- 3.99% |
$82.4K - $111K
|
78.8K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.3K- 13.35% |
$83K - $112K
|
21.4K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.36K- 22.23% |
$84.5K - $114K
|
11.7K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.36K- 6.42% |
$84.6K - $114K
|
49K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-3.37K- 1.57% |
$84.9K - $114K
|
212K
$9.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-3.39K- 1.12% |
$85.2K - $115K
|
299K
$13.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.39K- 17.6% |
$85.2K - $115K
|
15.9K
$734K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.39K- 20.81% |
$85.4K - $115K
|
12.9K
$598K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.41K- 6.87% |
$85.7K - $116K
|
46.2K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3.42K- 37.05% |
$86.1K - $116K
|
5.82K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.44K- 5.13% |
$86.5K - $117K
|
63.6K
$2.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.45K- 4.29% |
$86.9K - $117K
|
77.1K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3.5K- 14.57% |
$88K - $119K
|
20.5K
$949K
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-3.5K- 10.45% |
$88.1K - $119K
|
30K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.51K- 23.89% |
$88.3K - $119K
|
11.2K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.53K- 19.9% |
$88.9K - $120K
|
14.2K
$658K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.53K- 9.88% |
$89K - $120K
|
32.3K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.55K- 4.48% |
$89.5K - $121K
|
75.7K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.58K- 5.24% |
$90K - $121K
|
64.7K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-3.59K- 12.18% |
$90.5K - $122K
|
25.9K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3.61K- 1.76% |
$90.9K - $123K
|
201K
$9.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-3.64K- 0.7% |
$91.7K - $124K
|
520K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.67K- 6.28% |
$92.2K - $124K
|
54.7K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.67K- 1.08% |
$92.3K - $124K
|
337K
$15.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.69K- 4.23% |
$92.8K - $125K
|
83.5K
$3.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.69K- 23.86% |
$92.8K - $125K
|
11.8K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.73K- 1.11% |
$93.9K - $127K
|
333K
$15.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3.76K- 18.26% |
$94.6K - $128K
|
16.8K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.78K- 6.9% |
$95.2K - $128K
|
51K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.79K- 15.72% |
$95.5K - $129K
|
20.3K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 0.3% |
$95.9K - $129K
|
1.26M
$58.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.89K- 9.37% |
$97.8K - $132K
|
37.6K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.89K- 0.57% |
$97.8K - $132K
|
679K
$31.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.89K- 11.01% |
$98K - $132K
|
31.4K
$1.46M
|