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 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
7.09KNew |
$179K - $241K
|
7.09K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.06KNew |
$178K - $240K
|
7.06K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.06K+ 66.32% |
$178K - $240K
|
17.7K
$828K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
7.05KNew |
$177K - $239K
|
7.05K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.04KNew |
$177K - $239K
|
7.04K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
7.03KNew |
$177K - $239K
|
7.03K
$329K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.01KNew |
$176K - $238K
|
7.01K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.01KNew |
$176K - $238K
|
7.01K
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
6.97KNew |
$175K - $236K
|
6.97K
$326K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.95KNew |
$175K - $236K
|
6.95K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.89KNew |
$174K - $234K
|
6.89K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
6.89KNew |
$173K - $234K
|
6.89K
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
6.88K+ 32.4% |
$173K - $233K
|
28.1K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
6.87KNew |
$173K - $233K
|
6.87K
$321K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.86KNew |
$173K - $233K
|
6.86K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.85KNew |
$173K - $233K
|
6.85K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
6.85KNew |
$172K - $233K
|
6.85K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.84K+ 64.87% |
$172K - $232K
|
17.4K
$813K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.82KNew |
$172K - $231K
|
6.82K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.8K+ 78.45% |
$171K - $231K
|
15.5K
$723K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.79KNew |
$171K - $230K
|
6.79K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
6.78K+ 2.31% |
$171K - $230K
|
300K
$14M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.78KNew |
$171K - $230K
|
6.78K
$317K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
6.75K+ 4.17% |
$170K - $229K
|
169K
$7.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.75KNew |
$170K - $229K
|
6.75K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.74KNew |
$170K - $229K
|
6.74K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
6.73KNew |
$169K - $229K
|
6.73K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.73KNew |
$169K - $228K
|
6.73K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.72K+ 1.67% |
$169K - $228K
|
408K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.71K+ 113.43% |
$169K - $228K
|
12.6K
$590K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.7KNew |
$169K - $227K
|
6.7K
$313K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
6.67KNew |
$168K - $226K
|
6.67K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
6.67KNew |
$168K - $226K
|
6.67K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
6.66KNew |
$168K - $226K
|
6.66K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.65KNew |
$167K - $226K
|
6.65K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.65KNew |
$167K - $226K
|
6.65K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.64K+ 12.95% |
$167K - $225K
|
57.9K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.63KNew |
$167K - $225K
|
6.63K
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.63KNew |
$167K - $225K
|
6.63K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.6K+ 10.16% |
$166K - $224K
|
71.6K
$3.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.59KNew |
$166K - $224K
|
6.59K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
6.59KNew |
$166K - $224K
|
6.59K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.57KNew |
$165K - $223K
|
6.57K
$307K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.55KNew |
$165K - $222K
|
6.55K
$306K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.54KNew |
$165K - $222K
|
6.54K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.54KNew |
$165K - $222K
|
6.54K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.53KNew |
$164K - $222K
|
6.53K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.52K+ 53.36% |
$164K - $221K
|
18.7K
$876K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
6.52KNew |
$164K - $221K
|
6.52K
$305K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
6.52KNew |
$164K - $221K
|
6.52K
$305K
|