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 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.7K+ 8.71% |
$950K - $1.28M
|
471K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
H&H International Investment, LLC
Palo Alto, CA |
BUY
|
- |
37.6K+ 52.15% |
$946K - $1.28M
|
110K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
37.5KNew |
$943K - $1.27M
|
37.5K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
37.3K+ 5.07% |
$939K - $1.27M
|
774K
$36.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
37K+ 486.84% |
$931K - $1.26M
|
44.6K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
37KNew |
$930K - $1.25M
|
37K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.9K+ 9.68% |
$928K - $1.25M
|
418K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
36.6K+ 5.83% |
$921K - $1.24M
|
665K
$31M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
36.1K+ 40.72% |
$907K - $1.22M
|
125K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36K+ 0.59% |
$906K - $1.22M
|
6.12M
$285M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35.8K+ 5.31% |
$901K - $1.21M
|
710K
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
35.7K+ 21.72% |
$899K - $1.21M
|
200K
$9.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
35.4K+ 2.88% |
$891K - $1.2M
|
1.26M
$59M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
35.2K+ 43.48% |
$887K - $1.2M
|
116K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35.1K+ 38.41% |
$885K - $1.19M
|
127K
$5.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35.1KNew |
$882K - $1.19M
|
35.1K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
34.7K+ 7.65% |
$875K - $1.18M
|
489K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
34.7KNew |
$874K - $1.18M
|
34.7K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
33.9KNew |
$854K - $1.15M
|
33.9K
$1.58M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
33.8KNew |
$852K - $1.15M
|
33.8K
$1.58M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
33.6KNew |
$847K - $1.14M
|
33.6K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
33.5KNew |
$843K - $1.14M
|
33.5K
$1.56M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
33.2K+ 18.6% |
$837K - $1.13M
|
212K
$9.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
33.2K+ 1.17% |
$837K - $1.13M
|
2.88M
$135M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$824K - $1.11M
|
32.7K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$822K - $1.11M
|
32.7K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
32.5KNew |
$818K - $1.1M
|
32.5K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
32.4KNew |
$815K - $1.1M
|
32.4K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
31.3K+ 11.41% |
$789K - $1.06M
|
306K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 331.94% |
$786K - $1.06M
|
40.6K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
30.3K+ 8.9% |
$762K - $1.03M
|
370K
$17.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
BUY
|
- |
30K+ 15.0% |
$755K - $1.02M
|
230K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
29.2KNew |
$736K - $993K
|
29.2K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
28.7KNew |
$723K - $975K
|
28.7K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
28.6KNew |
$720K - $970K
|
28.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
28.2K+ 52.85% |
$709K - $956K
|
81.5K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
28.2K+ 1.29% |
$709K - $956K
|
2.22M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28KNew |
$705K - $951K
|
28K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27.9KNew |
$703K - $948K
|
27.9K
$1.3M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
27.6KNew |
$695K - $938K
|
27.6K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
27.4K+ 11.99% |
$690K - $930K
|
256K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
27.2KNew |
$684K - $922K
|
27.2K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
27.1K+ 25.46% |
$681K - $919K
|
133K
$6.23M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
26.9KNew |
$676K - $912K
|
26.9K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.6KNew |
$670K - $904K
|
26.6K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
26.4KNew |
$666K - $897K
|
26.4K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
25.8KNew |
$649K - $875K
|
25.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
25.5KNew |
$642K - $866K
|
25.5K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
25.2KNew |
$635K - $856K
|
25.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
25.2K+ 32.54% |
$634K - $855K
|
103K
$4.79M
|