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 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.9K- 7.46% |
$98.1K - $132K
|
48.3K
$2.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.9K- 26.04% |
$98.2K - $132K
|
11.1K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.91K- 3.85% |
$98.5K - $133K
|
97.7K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-3.93K- 27.81% |
$99K - $133K
|
10.2K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-3.98K- 7.38% |
$100K - $135K
|
50K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.99K- 1.56% |
$100K - $135K
|
251K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4K- 44.99% |
$101K - $136K
|
4.89K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-4.01K- 3.51% |
$101K - $136K
|
110K
$5.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.03K- 4.59% |
$101K - $137K
|
83.8K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4.08K- 13.81% |
$103K - $139K
|
25.5K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.1K- 9.16% |
$103K - $139K
|
40.7K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.11K- 5.26% |
$103K - $140K
|
74.1K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.13K- 14.18% |
$104K - $140K
|
25K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.15K- 16.53% |
$105K - $141K
|
21K
$979K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.18K- 4.81% |
$105K - $142K
|
82.6K
$3.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-4.18K- 0.38% |
$105K - $142K
|
1.09M
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.19K- 1.02% |
$105K - $142K
|
406K
$19M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.2K- 27.47% |
$106K - $143K
|
11.1K
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-4.26K- 39.44% |
$107K - $144K
|
6.53K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-4.27K- 14.37% |
$108K - $145K
|
25.5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-4.28K- 1.27% |
$108K - $145K
|
334K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.28K- 2.19% |
$108K - $145K
|
192K
$8.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.29K- 1.69% |
$108K - $146K
|
250K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.31K- 4.18% |
$109K - $146K
|
98.9K
$4.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.32K- 10.89% |
$109K - $146K
|
35.3K
$1.65M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.34K- 3.77% |
$109K - $147K
|
111K
$5.17M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4.34K- 26.55% |
$109K - $147K
|
12K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.36K- 11.15% |
$110K - $148K
|
34.7K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-4.37K- 2.68% |
$110K - $148K
|
159K
$7.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.38K- 30.78% |
$110K - $148K
|
9.84K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-4.39K- 12.88% |
$110K - $149K
|
29.7K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.45K- 32.78% |
$112K - $151K
|
9.12K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-4.52K- 2.02% |
$114K - $153K
|
219K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.54K- 4.48% |
$114K - $154K
|
96.9K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.55K- 1.74% |
$114K - $154K
|
257K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.55K- 29.63% |
$115K - $154K
|
10.8K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 3.31% |
$115K - $155K
|
133K
$6.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-4.59K- 30.73% |
$116K - $156K
|
10.4K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-4.61K- 2.37% |
$116K - $156K
|
190K
$8.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.65K- 6.46% |
$117K - $158K
|
67.3K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.69K- 1.25% |
$118K - $159K
|
371K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.71K- 3.55% |
$119K - $160K
|
128K
$5.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-4.72K- 1.98% |
$119K - $160K
|
233K
$10.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.72K- 0.4% |
$119K - $160K
|
1.17M
$54.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.78K- 13.58% |
$120K - $162K
|
30.4K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.79K- 27.06% |
$121K - $163K
|
12.9K
$602K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.8K- 1.63% |
$121K - $163K
|
290K
$13.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.91K- 20.68% |
$124K - $167K
|
18.8K
$879K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.91K- 15.1% |
$124K - $167K
|
27.6K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.93K- 9.63% |
$124K - $167K
|
46.3K
$2.16M
|