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 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-14- 0.13% |
$352 - $475
|
10.8K
$504K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 0.91% |
$378 - $509
|
1.63K
$76.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 0.17% |
$403 - $543
|
9.23K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-18- 0.19% |
$453 - $611
|
9.46K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-19- 0.04% |
$478 - $645
|
47.4K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.16% |
$503 - $679
|
12.6K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-21- 0.09% |
$529 - $713
|
22.6K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-35- 1.37% |
$881 - $1.19K
|
2.53K
$118K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-36- 0.32% |
$906 - $1.22K
|
11.2K
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-40- 0.4% |
$1.01K - $1.36K
|
9.95K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-40- 0.24% |
$1.01K - $1.36K
|
16.8K
$785K
|
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
SELL
|
- |
-43- 0.03% |
$1.08K - $1.46K
|
158K
$7.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-44- 0.52% |
$1.11K - $1.49K
|
8.46K
$396K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 0.05% |
$1.26K - $1.7K
|
102K
$4.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-50- 25.0% |
$1.26K - $1.7K
|
150
$7.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-50- 0.16% |
$1.26K - $1.7K
|
30.6K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-52- 0.37% |
$1.31K - $1.76K
|
14K
$655K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-54- 0.06% |
$1.36K - $1.83K
|
88.9K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-54- 0.15% |
$1.36K - $1.83K
|
36K
$1.68M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-54- 0.9% |
$1.36K - $1.83K
|
5.93K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-57- 0.54% |
$1.43K - $1.93K
|
10.5K
$492K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-62- 0.02% |
$1.56K - $2.1K
|
253K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-68- 0.3% |
$1.71K - $2.31K
|
22.5K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-70- 0.88% |
$1.76K - $2.38K
|
7.9K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-71- 0.45% |
$1.79K - $2.41K
|
15.8K
$738K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-72- 0.71% |
$1.81K - $2.44K
|
10.1K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-74- 0.94% |
$1.86K - $2.51K
|
7.83K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-75- 0.36% |
$1.89K - $2.55K
|
20.7K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-76- 0.1% |
$1.91K - $2.58K
|
75.5K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-76- 8.17% |
$1.91K - $2.58K
|
854
$40K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-77- 0.43% |
$1.94K - $2.61K
|
17.7K
$830K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-77- 0.18% |
$1.94K - $2.61K
|
42K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-78- 43.09% |
$1.96K - $2.65K
|
103
$4.82K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-79- 0.75% |
$1.99K - $2.68K
|
10.5K
$490K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-80- 9.09% |
$2.01K - $2.72K
|
800
$37.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 8.64% |
$2.01K - $2.72K
|
846
$39.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-82- 0.13% |
$2.06K - $2.78K
|
63.9K
$2.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-83- 0.52% |
$2.09K - $2.82K
|
16K
$749K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-84- 0.08% |
$2.11K - $2.85K
|
110K
$5.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-84- 0.01% |
$2.11K - $2.85K
|
784K
$36.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-85- 14.41% |
$2.14K - $2.88K
|
505
$23.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-85- 0.08% |
$2.14K - $2.88K
|
102K
$4.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-87- 0.06% |
$2.19K - $2.95K
|
142K
$6.66M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-91- 1.12% |
$2.29K - $3.09K
|
8.03K
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-92- 2.23% |
$2.32K - $3.12K
|
4.03K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-92- 0.88% |
$2.32K - $3.12K
|
10.4K
$488K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-96- 1.06% |
$2.42K - $3.26K
|
8.93K
$418K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-97- 0.31% |
$2.44K - $3.29K
|
31.1K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-99- 0.97% |
$2.49K - $3.36K
|
10.1K
$473K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-99- 0.04% |
$2.49K - $3.36K
|
240K
$11.3M
|