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 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
17.1K+ 28.49% |
$431K - $581K
|
77.3K
$3.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
17.1KNew |
$430K - $579K
|
17.1K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
16.9K+ 135.49% |
$426K - $574K
|
29.4K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
16.9KNew |
$425K - $573K
|
16.9K
$788K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16.7K+ 2.6% |
$419K - $565K
|
657K
$30.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$409K - $551K
|
16.2K
$757K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
16.2KNew |
$407K - $549K
|
16.2K
$754K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.1KNew |
$405K - $546K
|
16.1K
$751K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
16K+ 161.84% |
$403K - $544K
|
25.9K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
15.9K+ 7.02% |
$401K - $541K
|
243K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$396K - $534K
|
15.7K
$735K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
15.5K+ 50.18% |
$389K - $524K
|
46.2K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
15.3KNew |
$386K - $520K
|
15.3K
$715K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15.3KNew |
$385K - $520K
|
15.3K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15.3KNew |
$384K - $518K
|
15.3K
$712K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
15.3K+ 0.67% |
$384K - $518K
|
2.31M
$108M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
15.2K+ 10.77% |
$383K - $516K
|
156K
$7.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 106.41% |
$381K - $514K
|
29.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
15.1K+ 178.11% |
$380K - $513K
|
23.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15KNew |
$378K - $509K
|
15K
$700K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14.7K+ 3.34% |
$370K - $499K
|
455K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.7K+ 9.8% |
$369K - $498K
|
164K
$7.67M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
14.6KNew |
$368K - $496K
|
14.6K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
14.6K+ 3.77% |
$367K - $495K
|
402K
$18.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
14.6KNew |
$366K - $494K
|
14.6K
$679K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
14.4K+ 26.69% |
$363K - $489K
|
68.4K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 8.98% |
$363K - $489K
|
175K
$8.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.3K+ 7.37% |
$361K - $487K
|
209K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
14.3KNew |
$359K - $484K
|
14.3K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
13.9KNew |
$349K - $471K
|
13.9K
$647K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$347K - $468K
|
13.8K
$643K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 10.31% |
$345K - $466K
|
147K
$6.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.4K+ 29.22% |
$337K - $455K
|
59.3K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
13.3KNew |
$334K - $451K
|
13.3K
$620K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 99.88% |
$334K - $451K
|
26.6K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13.1K+ 5.07% |
$329K - $444K
|
271K
$12.7M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13.1K+ 5.07% |
$329K - $444K
|
271K
$12.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
13K+ 46.76% |
$328K - $442K
|
40.9K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13KNew |
$327K - $441K
|
13K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13KNew |
$327K - $440K
|
13K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12.7K+ 149.88% |
$321K - $433K
|
21.2K
$991K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 11.39% |
$320K - $432K
|
124K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$320K - $431K
|
12.7K
$593K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
12.6KNew |
$318K - $429K
|
12.6K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$317K - $428K
|
12.6K
$589K
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
12.5K+ 43.02% |
$314K - $424K
|
41.5K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 83.71% |
$313K - $422K
|
27.3K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.4K+ 63.62% |
$311K - $420K
|
31.8K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12.3KNew |
$310K - $418K
|
12.3K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12.3K+ 16.45% |
$310K - $418K
|
87.2K
$4.07M
|