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 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-750- 5.76% |
$18.9K - $25.5K
|
12.3K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-750- 84.65% |
$18.9K - $25.5K
|
136
$6.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 0.58% |
$18.9K - $25.5K
|
129K
$6.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-767- 7.86% |
$19.3K - $26K
|
9K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-767- 5.51% |
$19.3K - $26K
|
13.1K
$616K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-776- 9.41% |
$19.5K - $26.3K
|
7.47K
$350K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-778- 9.28% |
$19.6K - $26.4K
|
7.61K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-786- 4.58% |
$19.8K - $26.7K
|
16.4K
$766K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-790- 5.9% |
$19.9K - $26.8K
|
12.6K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-790- 9.46% |
$19.9K - $26.8K
|
7.56K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-791- 2.82% |
$19.9K - $26.8K
|
27.3K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-798- 4.65% |
$20.1K - $27.1K
|
16.4K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-800- 9.86% |
$20.1K - $27.2K
|
7.32K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-801- 4.87% |
$20.2K - $27.2K
|
15.7K
$733K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-809- 2.78% |
$20.4K - $27.5K
|
28.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-809- 0.29% |
$20.4K - $27.5K
|
281K
$13.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-824- 6.91% |
$20.7K - $28K
|
11.1K
$520K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-830- 10.46% |
$20.9K - $28.2K
|
7.11K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-836- 7.24% |
$21K - $28.4K
|
10.7K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-843- 0.3% |
$21.2K - $28.6K
|
279K
$13.1M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-844- 5.04% |
$21.2K - $28.6K
|
15.9K
$745K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-850- 4.52% |
$21.4K - $28.8K
|
18K
$841K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-859- 8.72% |
$21.6K - $29.2K
|
9K
$421K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-867- 1.2% |
$21.8K - $29.4K
|
71.3K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-870- 7.76% |
$21.9K - $29.5K
|
10.3K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-872- 2.13% |
$21.9K - $29.6K
|
40K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-874- 2.02% |
$22K - $29.7K
|
42.4K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-877- 5.21% |
$22.1K - $29.8K
|
16K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-891- 1.08% |
$22.4K - $30.2K
|
81.5K
$3.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-895- 3.0% |
$22.5K - $30.4K
|
28.9K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-898- 11.7% |
$22.6K - $30.5K
|
6.78K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-912- 8.67% |
$23K - $31K
|
9.61K
$450K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-919- 4.1% |
$23.1K - $31.2K
|
21.5K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-929- 2.76% |
$23.4K - $31.5K
|
32.7K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-934- 6.46% |
$23.5K - $31.7K
|
13.5K
$633K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-934- 7.91% |
$23.5K - $31.7K
|
10.9K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-940- 3.01% |
$23.7K - $31.9K
|
30.3K
$1.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-941- 7.59% |
$23.7K - $31.9K
|
11.5K
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-943- 4.91% |
$23.7K - $32K
|
18.3K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-949- 3.14% |
$23.9K - $32.2K
|
29.3K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-950- 3.34% |
$23.9K - $32.2K
|
27.5K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-950- 4.87% |
$23.9K - $32.2K
|
18.6K
$869K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-952- 3.88% |
$24K - $32.3K
|
23.6K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-962- 10.42% |
$24.2K - $32.7K
|
8.27K
$387K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-970- 5.45% |
$24.4K - $32.9K
|
16.8K
$788K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-980- 39.39% |
$24.7K - $33.3K
|
1.51K
$70.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-983- 5.36% |
$24.7K - $33.4K
|
17.3K
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-983- 0.9% |
$24.7K - $33.4K
|
108K
$5.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-991- 9.69% |
$24.9K - $33.6K
|
9.24K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-992- 19.75% |
$25K - $33.7K
|
4.03K
$189K
|