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 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-163- 0.06% |
$4.1K - $5.53K
|
276K
$12.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-166- 1.1% |
$4.18K - $5.63K
|
14.9K
$697K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-166- 0.39% |
$4.18K - $5.63K
|
42.7K
$2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-169- 0.47% |
$4.25K - $5.74K
|
35.8K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-170- 0.61% |
$4.28K - $5.77K
|
27.5K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-170- 0.08% |
$4.28K - $5.77K
|
212K
$9.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-171- 0.71% |
$4.3K - $5.8K
|
23.8K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-175- 2.29% |
$4.4K - $5.94K
|
7.48K
$350K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-175- 2.12% |
$4.4K - $5.94K
|
8.08K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-179- 0.73% |
$4.51K - $6.08K
|
24.5K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-185- 1.12% |
$4.66K - $6.28K
|
16.3K
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-189- 0.96% |
$4.76K - $6.41K
|
19.6K
$918K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-190- 1.13% |
$4.78K - $6.45K
|
16.7K
$781K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-190- 0.77% |
$4.78K - $6.45K
|
24.6K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-190- 0.14% |
$4.78K - $6.45K
|
133K
$6.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-191- 1.54% |
$4.81K - $6.48K
|
12.2K
$573K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-192- 1.75% |
$4.83K - $6.52K
|
10.8K
$506K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-193- 1.48% |
$4.86K - $6.55K
|
12.8K
$601K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-194- 0.55% |
$4.88K - $6.58K
|
35.1K
$1.64M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-194- 0.54% |
$4.88K - $6.58K
|
35.8K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-196- 1.17% |
$4.93K - $6.65K
|
16.5K
$773K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-196- 3.26% |
$4.93K - $6.65K
|
5.82K
$272K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-196- 84.12% |
$4.93K - $6.65K
|
37
$1.73K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-198- 0.53% |
$4.98K - $6.72K
|
37.5K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.53% |
$5.01K - $6.75K
|
12.8K
$600K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.17% |
$5.01K - $6.75K
|
16.8K
$788K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-200- 3.67% |
$5.03K - $6.79K
|
5.25K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.66% |
$5.03K - $6.79K
|
7.31K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.71% |
$5.03K - $6.79K
|
28K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-200- 0.11% |
$5.03K - $6.79K
|
174K
$8.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-205- 1.2% |
$5.16K - $6.96K
|
16.8K
$788K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-205- 0.18% |
$5.16K - $6.96K
|
114K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-207- 0.65% |
$5.21K - $7.03K
|
31.4K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-208- 1.08% |
$5.24K - $7.06K
|
19.1K
$894K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-210- 2.11% |
$5.29K - $7.13K
|
9.75K
$457K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-210- 1.96% |
$5.29K - $7.13K
|
10.5K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-210- 0.12% |
$5.29K - $7.13K
|
170K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-214- 2.82% |
$5.39K - $7.26K
|
7.39K
$346K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-216- 0.19% |
$5.44K - $7.33K
|
114K
$5.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-222- 1.02% |
$5.59K - $7.53K
|
21.5K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-228- 1.96% |
$5.74K - $7.74K
|
11.4K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-234- 1.65% |
$5.89K - $7.94K
|
14K
$654K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-236- 1.22% |
$5.94K - $8.01K
|
19.1K
$893K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-243- 2.92% |
$6.12K - $8.25K
|
8.07K
$378K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-246- 0.58% |
$6.19K - $8.35K
|
42.4K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-246- 3.04% |
$6.19K - $8.35K
|
7.85K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-247- 1.38% |
$6.22K - $8.38K
|
17.6K
$825K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-253- 73.76% |
$6.37K - $8.59K
|
90
$4.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-253- 1.96% |
$6.37K - $8.59K
|
12.7K
$593K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-255- 1.63% |
$6.42K - $8.65K
|
15.4K
$721K
|