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 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.94K- 32.6% |
$124K - $168K
|
10.2K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-4.96K- 21.91% |
$125K - $168K
|
17.7K
$824K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-4.97K- 10.98% |
$125K - $169K
|
40.3K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.99K- 11.26% |
$125K - $169K
|
39.3K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.99K- 2.22% |
$126K - $169K
|
220K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-5K- 3.76% |
$126K - $170K
|
128K
$5.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-5.04K- 7.1% |
$127K - $171K
|
65.9K
$3.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-5.06K- 6.02% |
$127K - $172K
|
78.9K
$3.68M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 72.37% |
$128K - $172K
|
1.94K
$90.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-5.11K- 1.12% |
$129K - $173K
|
451K
$21M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.12K- 1.36% |
$129K - $174K
|
372K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-5.15K- 17.85% |
$130K - $175K
|
23.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.16K- 0.79% |
$130K - $175K
|
649K
$30.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 3.54% |
$130K - $175K
|
141K
$6.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.2K- 2.97% |
$131K - $176K
|
170K
$7.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.24K- 2.07% |
$132K - $178K
|
248K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.33K- 13.46% |
$134K - $181K
|
34.2K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.35K- 4.37% |
$135K - $181K
|
117K
$5.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.35K- 10.28% |
$135K - $182K
|
46.7K
$2.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.38K- 2.19% |
$135K - $182K
|
240K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.4K- 6.72% |
$136K - $183K
|
74.9K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5.41K- 1.7% |
$136K - $184K
|
314K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.42K- 7.45% |
$136K - $184K
|
67.3K
$3.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.49K- 5.61% |
$138K - $186K
|
92.4K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-5.5K- 18.64% |
$138K - $187K
|
24K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.62K- 3.23% |
$142K - $191K
|
169K
$7.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.65K- 22.05% |
$142K - $192K
|
20K
$932K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.67K- 12.27% |
$143K - $192K
|
40.5K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-5.7K- 0.47% |
$143K - $193K
|
1.2M
$55.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.72K- 26.18% |
$144K - $194K
|
16.1K
$753K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.73K- 1.92% |
$144K - $195K
|
293K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-5.74K- 8.77% |
$144K - $195K
|
59.7K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-5.75K- 35.42% |
$145K - $195K
|
10.5K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.79K- 2.02% |
$146K - $196K
|
280K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.84K- 0.03% |
$147K - $198K
|
18.6M
$867M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.85K- 25.73% |
$147K - $199K
|
16.9K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-5.87K- 1.15% |
$148K - $199K
|
504K
$23.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.9K- 4.08% |
$149K - $200K
|
139K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.95K- 23.52% |
$150K - $202K
|
19.3K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-6K- 19.93% |
$151K - $204K
|
24.1K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6K- 2.01% |
$151K - $204K
|
293K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.01K- 6.37% |
$151K - $204K
|
88.4K
$4.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.07K- 25.39% |
$153K - $206K
|
17.8K
$832K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.07K- 25.39% |
$153K - $206K
|
17.8K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-6.07K- 2.19% |
$153K - $206K
|
272K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.07K- 12.24% |
$153K - $206K
|
43.6K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.09K- 3.1% |
$153K - $207K
|
190K
$8.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-6.13K- 23.27% |
$154K - $208K
|
20.2K
$943K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.33K- 50.38% |
$159K - $215K
|
6.24K
$291K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.33K- 50.38% |
$159K - $215K
|
6.24K
$291K
|