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 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 2.07% |
$286K - $386K
|
537K
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.4K- 16.59% |
$286K - $386K
|
57.2K
$2.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.6K- 33.46% |
$291K - $392K
|
23K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-11.6K- 19.62% |
$293K - $395K
|
47.6K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-11.6K- 9.53% |
$293K - $395K
|
110K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-11.7K- 3.86% |
$295K - $398K
|
292K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-11.8K- 3.36% |
$297K - $400K
|
339K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-12K- 5.55% |
$301K - $406K
|
203K
$9.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12K- 2.76% |
$302K - $407K
|
422K
$19.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12K- 2.8% |
$302K - $407K
|
416K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-12K- 50.32% |
$303K - $409K
|
11.9K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-12.1K- 0.29% |
$305K - $411K
|
4.21M
$195M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-12.2K- 4.35% |
$307K - $414K
|
268K
$12.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-12.3K- 18.71% |
$310K - $417K
|
53.4K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-12.5K- 0.88% |
$315K - $424K
|
1.4M
$64.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-12.5K- 36.41% |
$315K - $424K
|
21.8K
$1.01M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-12.6K- 1.52% |
$316K - $426K
|
816K
$37.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12.6K- 4.67% |
$317K - $428K
|
257K
$11.9M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-12.7K- 31.9% |
$319K - $431K
|
27.1K
$1.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 40.53% |
$321K - $433K
|
18.7K
$867K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-12.8K- 43.28% |
$322K - $434K
|
16.8K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.8K- 3.71% |
$323K - $435K
|
333K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-12.8K- 13.7% |
$323K - $435K
|
80.8K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-12.9K- 7.83% |
$324K - $438K
|
152K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12.9K- 54.49% |
$325K - $438K
|
10.8K
$499K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-12.9K- 36.12% |
$325K - $438K
|
22.8K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-13K- 12.77% |
$327K - $441K
|
88.8K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.1K- 17.83% |
$329K - $444K
|
60.3K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.1K- 7.22% |
$331K - $446K
|
169K
$7.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-13.2K- 49.12% |
$332K - $448K
|
13.7K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.4K- 4.21% |
$338K - $455K
|
305K
$14.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14K- 3.87% |
$352K - $475K
|
347K
$16.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-14K- 1.9% |
$352K - $475K
|
724K
$33.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-14K- 20.77% |
$352K - $475K
|
53.4K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-14.1K- 17.31% |
$354K - $477K
|
67.2K
$3.11M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-14.2K- 93.4% |
$356K - $481K
|
1K
$46.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-14.2K- 2.69% |
$357K - $481K
|
513K
$23.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-14.2K- 11.24% |
$358K - $482K
|
112K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-14.4K- 60.58% |
$363K - $489K
|
9.38K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-14.4K- 10.65% |
$363K - $490K
|
121K
$5.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-14.4K- 23.25% |
$364K - $490K
|
47.7K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.5K- 13.75% |
$365K - $492K
|
91K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-14.5K- 24.06% |
$365K - $492K
|
45.8K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.6K- 9.33% |
$368K - $496K
|
142K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.7K- 62.03% |
$371K - $501K
|
9.03K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-15K- 9.04% |
$377K - $509K
|
151K
$6.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.1K- 1.04% |
$380K - $513K
|
1.44M
$66.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-15.2K- 6.85% |
$384K - $517K
|
207K
$9.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-15.6K- 6.39% |
$391K - $528K
|
228K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-16K- 30.35% |
$403K - $543K
|
36.7K
$1.7M
|