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 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-575- 7.6% |
$14.5K - $19.5K
|
6.99K
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-580- 6.69% |
$14.6K - $19.7K
|
8.09K
$379K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-581- 0.42% |
$14.6K - $19.7K
|
137K
$6.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-581- 2.0% |
$14.6K - $19.7K
|
28.5K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-587- 4.61% |
$14.8K - $19.9K
|
12.1K
$568K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-589- 0.2% |
$14.8K - $20K
|
299K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-590- 2.05% |
$14.9K - $20K
|
28.2K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-592- 0.81% |
$14.9K - $20.1K
|
72.5K
$3.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-600- 2.58% |
$15.1K - $20.4K
|
22.7K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-600- 7.69% |
$15.1K - $20.4K
|
7.21K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-600- 3.52% |
$15.1K - $20.4K
|
16.4K
$769K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-610- 7.57% |
$15.4K - $20.7K
|
7.45K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-617- 10.7% |
$15.5K - $20.9K
|
5.15K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-620- 2.84% |
$15.6K - $21K
|
21.2K
$994K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-621- 3.22% |
$15.6K - $21.1K
|
18.7K
$875K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-621- 9.71% |
$15.6K - $21.1K
|
5.77K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-628- 5.76% |
$15.8K - $21.3K
|
10.3K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-640- 3.39% |
$16.1K - $21.7K
|
18.2K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-647- 3.02% |
$16.3K - $22K
|
20.8K
$973K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-650- 0.77% |
$16.4K - $22.1K
|
84.1K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-650- 0.47% |
$16.4K - $22.1K
|
138K
$6.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-653- 6.04% |
$16.4K - $22.2K
|
10.2K
$476K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-659- 5.19% |
$16.6K - $22.4K
|
12K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-662- 6.7% |
$16.7K - $22.5K
|
9.22K
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-663- 1.88% |
$16.7K - $22.5K
|
34.7K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-669- 2.36% |
$16.8K - $22.7K
|
27.7K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-675- 7.88% |
$17K - $22.9K
|
7.89K
$369K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-680- 2.05% |
$17.1K - $23.1K
|
32.4K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-681- 0.81% |
$17.1K - $23.1K
|
83.9K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-684- 1.04% |
$17.2K - $23.2K
|
65.4K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-685- 1.4% |
$17.2K - $23.2K
|
48.3K
$2.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-691- 8.85% |
$17.4K - $23.5K
|
7.12K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-698- 3.46% |
$17.6K - $23.7K
|
19.5K
$912K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-700- 36.84% |
$17.6K - $23.8K
|
1.2K
$56.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-700- 8.16% |
$17.6K - $23.8K
|
7.88K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-700- 4.17% |
$17.6K - $23.8K
|
16.1K
$753K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-700- 6.8% |
$17.6K - $23.8K
|
9.6K
$450K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-712- 4.89% |
$17.9K - $24.2K
|
13.8K
$648K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-713- 0.91% |
$17.9K - $24.2K
|
77.4K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-720- 4.38% |
$18.1K - $24.4K
|
15.7K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-723- 1.84% |
$18.2K - $24.5K
|
38.6K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-725- 4.91% |
$18.2K - $24.6K
|
14.1K
$658K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-728- 2.04% |
$18.3K - $24.7K
|
35K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-733- 6.57% |
$18.4K - $24.9K
|
10.4K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-734- 2.46% |
$18.5K - $24.9K
|
29.1K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-735- 8.63% |
$18.5K - $24.9K
|
7.78K
$364K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-737- 0.84% |
$18.6K - $25K
|
87.5K
$4.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-745- 98.54% |
$18.8K - $25.3K
|
11
$515
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-745- 33.2% |
$18.8K - $25.3K
|
1.5K
$70.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-748- 9.57% |
$18.8K - $25.4K
|
7.07K
$331K
|