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 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-256- 3.28% |
$6.44K - $8.69K
|
7.55K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-258- 2.66% |
$6.49K - $8.76K
|
9.44K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-260- 0.17% |
$6.54K - $8.82K
|
152K
$7.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-264- 2.78% |
$6.64K - $8.96K
|
9.23K
$432K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-269- 0.87% |
$6.77K - $9.13K
|
30.8K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-271- 1.3% |
$6.82K - $9.2K
|
20.5K
$960K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 0.81% |
$6.82K - $9.2K
|
33.1K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-271- 0.1% |
$6.82K - $9.2K
|
280K
$13.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-273- 1.95% |
$6.87K - $9.27K
|
13.8K
$645K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-275- 3.34% |
$6.92K - $9.33K
|
7.96K
$373K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-276- 0.88% |
$6.95K - $9.37K
|
31.1K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-277- 0.34% |
$6.97K - $9.4K
|
81.8K
$3.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-277- 69.25% |
$6.97K - $9.4K
|
123
$5.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-283- 0.13% |
$7.12K - $9.61K
|
218K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-287- 0.56% |
$7.22K - $9.74K
|
50.9K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-294- 0.42% |
$7.4K - $9.98K
|
69.4K
$3.25M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-300- 1.89% |
$7.55K - $10.2K
|
15.6K
$729K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-300- 2.78% |
$7.55K - $10.2K
|
10.5K
$492K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-300- 2.22% |
$7.55K - $10.2K
|
13.2K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-300- 3.36% |
$7.55K - $10.2K
|
8.62K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-301- 1.43% |
$7.58K - $10.2K
|
20.7K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-302- 0.73% |
$7.6K - $10.2K
|
40.8K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-304- 0.32% |
$7.65K - $10.3K
|
95.5K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-307- 15.79% |
$7.73K - $10.4K
|
1.64K
$76.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-311- 1.4% |
$7.83K - $10.6K
|
21.8K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-312- 0.53% |
$7.85K - $10.6K
|
58.9K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-314- 0.2% |
$7.9K - $10.7K
|
160K
$7.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-315- 1.69% |
$7.93K - $10.7K
|
18.3K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-317- 84.99% |
$7.98K - $10.8K
|
56
$2.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-320- 0.67% |
$8.05K - $10.9K
|
47.6K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-331- 1.21% |
$8.33K - $11.2K
|
27.1K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-342- 0.92% |
$8.61K - $11.6K
|
36.8K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-345- 4.1% |
$8.68K - $11.7K
|
8.06K
$378K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-346- 1.51% |
$8.71K - $11.7K
|
22.5K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 3.65% |
$8.81K - $11.9K
|
9.23K
$432K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-355- 1.7% |
$8.94K - $12K
|
20.5K
$962K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-357- 4.38% |
$8.99K - $12.1K
|
7.8K
$365K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-357- 1.5% |
$8.99K - $12.1K
|
23.5K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-358- 0.25% |
$9.01K - $12.2K
|
143K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-367- 0.54% |
$9.24K - $12.5K
|
67.4K
$3.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-368- 1.74% |
$9.26K - $12.5K
|
20.8K
$973K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-385- 1.36% |
$9.69K - $13.1K
|
28K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-388- 1.09% |
$9.77K - $13.2K
|
35.2K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-390- 4.01% |
$9.82K - $13.2K
|
9.34K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-390- 2.05% |
$9.82K - $13.2K
|
18.6K
$871K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-400- 2.39% |
$10.1K - $13.6K
|
16.3K
$764K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 1.0% |
$10.1K - $13.6K
|
39.6K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-400- 3.12% |
$10.1K - $13.6K
|
12.4K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-400- 1.57% |
$10.1K - $13.6K
|
25.1K
$1.18M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-402- 1.26% |
$10.1K - $13.6K
|
31.6K
$1.48M
|