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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-8.68K- 61.16% |
$218K - $294K
|
5.51K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.71K- 17.03% |
$219K - $296K
|
42.4K
$1.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.71K- 7.96% |
$219K - $296K
|
101K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-8.82K- 19.57% |
$222K - $299K
|
36.3K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-8.88K- 22.31% |
$224K - $301K
|
30.9K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-8.92K- 2.5% |
$224K - $303K
|
348K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-9.02K- 4.96% |
$227K - $306K
|
173K
$8.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.03K- 2.74% |
$227K - $306K
|
320K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-9.06K- 3.14% |
$228K - $308K
|
280K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-9.13K- 1.93% |
$230K - $310K
|
464K
$21.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-9.16K- 9.23% |
$231K - $311K
|
90.1K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.22K- 4.93% |
$232K - $313K
|
178K
$8.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-9.25K- 3.99% |
$233K - $314K
|
223K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9.36K- 3.92% |
$236K - $318K
|
229K
$10.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.36K- 20.19% |
$236K - $318K
|
37K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-9.49K- 9.81% |
$239K - $322K
|
87.2K
$4.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-9.49K- 6.04% |
$239K - $322K
|
148K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.5K- 37.65% |
$239K - $322K
|
15.7K
$734K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-9.51K- 22.87% |
$239K - $323K
|
32.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-9.54K- 5.11% |
$240K - $324K
|
177K
$8.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.54K- 17.85% |
$240K - $324K
|
43.9K
$2.05M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-9.55K- 2.76% |
$240K - $324K
|
336K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.59K- 39.13% |
$241K - $325K
|
14.9K
$696K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.6K- 6.47% |
$242K - $326K
|
139K
$6.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.65K- 6.51% |
$243K - $328K
|
139K
$6.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-9.66K- 10.56% |
$243K - $328K
|
81.8K
$3.82M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-9.69KClosed |
$244K - $329K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9.7K- 3.11% |
$244K - $329K
|
303K
$14.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-9.77K- 59.07% |
$246K - $332K
|
6.77K
$316K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-9.79K- 53.46% |
$246K - $332K
|
8.52K
$398K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.8K- 2.63% |
$247K - $332K
|
363K
$17M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-9.82K- 36.52% |
$247K - $333K
|
17.1K
$796K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.86K- 38.46% |
$248K - $335K
|
15.8K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-9.94K- 18.67% |
$250K - $337K
|
43.3K
$2.02M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9.99K- 19.47% |
$251K - $339K
|
41.3K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-10K- 41.72% |
$252K - $339K
|
14K
$652K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.2K- 40.27% |
$258K - $348K
|
15.2K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-10.4K- 32.93% |
$262K - $354K
|
21.2K
$991K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-10.6K- 10.83% |
$267K - $359K
|
87.2K
$4.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-10.6K- 3.79% |
$267K - $360K
|
269K
$12.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-10.6K- 26.9% |
$268K - $361K
|
28.9K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.7K- 2.22% |
$269K - $363K
|
471K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10.8K- 8.86% |
$271K - $365K
|
111K
$5.16M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10.8K- 8.51% |
$271K - $366K
|
116K
$5.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.9K- 3.82% |
$274K - $369K
|
273K
$12.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-11K- 7.04% |
$277K - $373K
|
145K
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-11K- 0.27% |
$277K - $373K
|
4.01M
$187M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-11.1K- 17.89% |
$279K - $377K
|
50.9K
$2.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-11.3K- 58.01% |
$284K - $383K
|
8.17K
$381K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 2.07% |
$286K - $386K
|
537K
$25.1M
|