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
|
Janney Capital Management LLC
|
SELL
|
- |
-32.8K- 10.02% |
$825K - $1.11M
|
294K
$13.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 0.99% |
$829K - $1.12M
|
3.3M
$154M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-33.2K- 0.44% |
$837K - $1.13M
|
7.55M
$352M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-34.3K- 25.24% |
$863K - $1.16M
|
102K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35.1K- 6.74% |
$883K - $1.19M
|
485K
$22.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.1K- 5.44% |
$885K - $1.19M
|
611K
$28.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-35.3K- 8.3% |
$888K - $1.2M
|
389K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.4K- 12.2% |
$891K - $1.2M
|
255K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-35.5K- 27.97% |
$892K - $1.2M
|
91.3K
$4.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35.9K- 98.69% |
$904K - $1.22M
|
478
$22.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-36.6K- 84.16% |
$920K - $1.24M
|
6.88K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.9K- 24.75% |
$929K - $1.25M
|
112K
$5.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-37.7K- 7.85% |
$948K - $1.28M
|
442K
$20.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-37.8K- 69.11% |
$952K - $1.28M
|
16.9K
$789K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37.9K- 24.34% |
$955K - $1.29M
|
118K
$5.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-38.1K- 95.82% |
$959K - $1.29M
|
1.66K
$77.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-38.1K- 2.46% |
$959K - $1.29M
|
1.51M
$70.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-38.3K- 8.65% |
$963K - $1.3M
|
404K
$18.9M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-38.4K- 25.58% |
$966K - $1.3M
|
112K
$5.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-38.5K- 3.46% |
$970K - $1.31M
|
1.08M
$50.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-38.7K- 0.98% |
$973K - $1.31M
|
3.9M
$182M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-38.7K- 5.48% |
$974K - $1.31M
|
667K
$31.1M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-38.7K- 18.58% |
$975K - $1.31M
|
170K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-39.5K- 2.31% |
$995K - $1.34M
|
1.67M
$78M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39.6K- 56.93% |
$998K - $1.35M
|
30K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-40.6K- 2.58% |
$1.02M - $1.38M
|
1.53M
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-40.6K- 25.26% |
$1.02M - $1.38M
|
120K
$5.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-40.8K- 36.81% |
$1.03M - $1.39M
|
70K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-40.8K- 56.67% |
$1.03M - $1.39M
|
31.2K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-41.1K- 55.36% |
$1.03M - $1.39M
|
33.1K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-41.4K- 86.42% |
$1.04M - $1.41M
|
6.51K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-41.5K- 8.03% |
$1.05M - $1.41M
|
476K
$22.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-41.5K- 29.64% |
$1.05M - $1.41M
|
98.6K
$4.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41.9K- 62.01% |
$1.05M - $1.42M
|
25.7K
$1.2M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41.9K- 61.91% |
$1.05M - $1.42M
|
25.8K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-42.4K- 99.66% |
$1.07M - $1.44M
|
145
$6.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-42.4K- 18.92% |
$1.07M - $1.44M
|
182K
$8.49M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-43.5K- 76.07% |
$1.1M - $1.48M
|
13.7K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-43.5K- 13.36% |
$1.1M - $1.48M
|
283K
$13.2M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-43.5K- 13.36% |
$1.1M - $1.48M
|
283K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-43.6K- 47.28% |
$1.1M - $1.48M
|
48.6K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-44.2K- 9.99% |
$1.11M - $1.5M
|
398K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-44.4K- 62.28% |
$1.12M - $1.51M
|
26.9K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-45.1K- 5.25% |
$1.14M - $1.53M
|
814K
$38M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-45.8K- 1.05% |
$1.15M - $1.55M
|
4.31M
$201M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-46K- 49.2% |
$1.16M - $1.56M
|
47.5K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-46.1K- 4.76% |
$1.16M - $1.56M
|
921K
$43M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-46.2K- 14.92% |
$1.16M - $1.57M
|
264K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.2K- 9.0% |
$1.16M - $1.57M
|
468K
$21.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-47.3K- 6.58% |
$1.19M - $1.6M
|
672K
$31.3M
|