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 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-16.2K- 65.92% |
$409K - $551K
|
8.4K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-16.3K- 7.57% |
$410K - $553K
|
199K
$9.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-16.6K- 28.49% |
$418K - $563K
|
41.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-16.6K- 3.96% |
$418K - $564K
|
403K
$18.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-16.7K- 4.11% |
$420K - $567K
|
390K
$18.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-16.8K- 6.66% |
$423K - $570K
|
235K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-16.8K- 10.38% |
$423K - $570K
|
145K
$6.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-16.8K- 1.46% |
$423K - $571K
|
1.13M
$52.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-16.9K- 3.01% |
$424K - $572K
|
543K
$25.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.2K- 22.2% |
$433K - $583K
|
60.2K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-17.3K- 1.1% |
$436K - $588K
|
1.56M
$72.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-17.4K- 39.55% |
$438K - $590K
|
26.6K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-17.5K- 4.33% |
$442K - $596K
|
388K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 47.62% |
$447K - $603K
|
19.5K
$912K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-17.9K- 36.66% |
$450K - $607K
|
30.9K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-17.9K- 7.96% |
$451K - $608K
|
207K
$9.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-17.9K- 47.51% |
$452K - $609K
|
19.8K
$925K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-18K- 0.89% |
$454K - $612K
|
2.01M
$93.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-18.1K- 48.89% |
$456K - $614K
|
18.9K
$883K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-18.1K- 63.37% |
$457K - $616K
|
10.5K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-18.2K- 42.57% |
$458K - $618K
|
24.6K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-18.5K- 65.26% |
$466K - $628K
|
9.85K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-18.7K- 41.77% |
$472K - $636K
|
26.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18.8K- 13.04% |
$473K - $638K
|
125K
$5.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-19.1K- 10.51% |
$482K - $650K
|
163K
$7.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-19.4K- 14.73% |
$487K - $657K
|
112K
$5.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-19.7K- 2.75% |
$495K - $667K
|
694K
$32.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.7K- 3.3% |
$497K - $670K
|
579K
$27M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19.8K- 37.63% |
$499K - $673K
|
32.9K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-20K- 69.97% |
$502K - $677K
|
8.56K
$400K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-20K- 69.97% |
$502K - $677K
|
8.56K
$400K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-20K- 5.47% |
$503K - $679K
|
346K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-20K- 11.76% |
$503K - $679K
|
150K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-20.5K- 1.7% |
$516K - $696K
|
1.19M
$55.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-20.5K- 9.26% |
$517K - $697K
|
201K
$9.39M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-20.6K- 14.79% |
$518K - $699K
|
119K
$5.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.7K- 16.61% |
$521K - $702K
|
104K
$4.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-20.9K- 13.25% |
$527K - $711K
|
137K
$6.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21K- 0.2% |
$529K - $714K
|
10.4M
$485M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21K- 16.35% |
$530K - $714K
|
108K
$5.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 8.37% |
$531K - $716K
|
231K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-21.2K- 67.18% |
$533K - $719K
|
10.3K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-21.6K- 8.94% |
$542K - $731K
|
220K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-21.7K- 13.18% |
$546K - $736K
|
143K
$6.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-21.8K- 16.83% |
$548K - $739K
|
108K
$5.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 2.82% |
$549K - $741K
|
751K
$35M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-22.2K- 1.25% |
$559K - $754K
|
1.75M
$81.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.3K- 55.29% |
$561K - $757K
|
18K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-22.3K- 1.83% |
$562K - $758K
|
1.2M
$56M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.3K- 8.7% |
$562K - $758K
|
235K
$10.9M
|