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 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
57+ 22.8% |
$1.43K - $1.93K
|
307
$14.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
56+ 0.45% |
$1.41K - $1.9K
|
12.6K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
56+ 0.65% |
$1.41K - $1.9K
|
8.72K
$408K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
55+ 0.02% |
$1.38K - $1.87K
|
337K
$15.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
55+ 0.29% |
$1.38K - $1.87K
|
19.2K
$898K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.3% |
$1.33K - $1.8K
|
17.7K
$831K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 0.48% |
$1.33K - $1.8K
|
11K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.32% |
$1.33K - $1.8K
|
16.5K
$774K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 0.48% |
$1.33K - $1.8K
|
11K
$517K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.33% |
$1.26K - $1.7K
|
15.3K
$714K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.2% |
$1.23K - $1.66K
|
25K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
47+ 0.87% |
$1.18K - $1.6K
|
5.46K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
46+ 0.63% |
$1.16K - $1.56K
|
7.36K
$345K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
45+ 1.05% |
$1.13K - $1.53K
|
4.31K
$202K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
45+ 0.4% |
$1.13K - $1.53K
|
11.4K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
41+ 0.12% |
$1.03K - $1.39K
|
34.7K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
41+ 0.42% |
$1.03K - $1.39K
|
9.78K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
41+ 0.32% |
$1.03K - $1.39K
|
12.7K
$596K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
41+ 0.34% |
$1.03K - $1.39K
|
12K
$561K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
40+ 0.24% |
$1.01K - $1.36K
|
16.8K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39+ 0.22% |
$982 - $1.32K
|
17.8K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36+ 0.32% |
$906 - $1.22K
|
11.4K
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
34New |
$856 - $1.15K
|
34
$1.59K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
33+ 0.17% |
$831 - $1.12K
|
19.4K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
32+ 0.13% |
$805 - $1.09K
|
24.3K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
31+ 0.21% |
$780 - $1.05K
|
14.6K
$685K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.22% |
$780 - $1.05K
|
13.9K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.11% |
$680 - $916
|
24.3K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
26+ 0.13% |
$654 - $882
|
19.8K
$927K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
26+ 0.56% |
$654 - $882
|
4.63K
$217K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
26+ 0.76% |
$654 - $882
|
3.43K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24+ 0.2% |
$604 - $815
|
12.2K
$572K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.05% |
$554 - $747
|
41.4K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
22+ 0.09% |
$554 - $747
|
25.9K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21+ 0.28% |
$529 - $713
|
7.51K
$352K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
21+ 0.21% |
$529 - $713
|
9.96K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.04% |
$453 - $611
|
43.3K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
16+ 0.04% |
$403 - $543
|
37.6K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
14+ 0.02% |
$352 - $475
|
57.6K
$2.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.61% |
$327 - $441
|
2.13K
$99.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$327 - $441
|
13
$609
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 0.28% |
$327 - $441
|
4.62K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
12+ 0.15% |
$302 - $407
|
8.13K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
11+ 0.16% |
$277 - $373
|
6.85K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
11+ 0.02% |
$277 - $373
|
51.7K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.21% |
$277 - $373
|
5.15K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11+ 16.42% |
$277 - $373
|
78
$3.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10+ 0.18% |
$252 - $339
|
5.59K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$252 - $339
|
9.02K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
10+ 0.01% |
$252 - $339
|
168K
$7.88M
|