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 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.3K- 4.35% |
$32.7K - $44.1K
|
28.6K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 16.3% |
$32.7K - $44.1K
|
6.67K
$302K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.3K- 0.99% |
$32.7K - $44.1K
|
130K
$5.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.3K- 4.25% |
$32.7K - $44.1K
|
29.3K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.32K- 3.07% |
$33.2K - $44.7K
|
41.6K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.32K- 5.65% |
$33.2K - $44.7K
|
22K
$996K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.32K- 1.75% |
$33.2K - $44.8K
|
73.9K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.32K- 5.47% |
$33.2K - $44.8K
|
22.8K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.32K- 2.84% |
$33.3K - $44.9K
|
45.2K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-1.32K- 8.16% |
$33.3K - $44.9K
|
14.9K
$675K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.32K- 0.27% |
$33.3K - $44.9K
|
480K
$21.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.33K- 8.3% |
$33.5K - $45.1K
|
14.7K
$665K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 33.1% |
$33.5K - $45.1K
|
2.69K
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.34K- 0.37% |
$33.7K - $45.4K
|
363K
$16.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.77% |
$33.7K - $45.5K
|
47.1K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.35K- 11.16% |
$33.9K - $45.7K
|
10.7K
$486K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.35K- 0.76% |
$34K - $45.8K
|
175K
$7.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.38K- 1.08% |
$34.6K - $46.7K
|
126K
$5.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.38K- 13.06% |
$34.7K - $46.7K
|
9.17K
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.38K- 1.65% |
$34.8K - $46.9K
|
82.4K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.38K- 4.28% |
$34.8K - $46.9K
|
30.9K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.39K- 2.66% |
$34.9K - $47K
|
50.7K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.39K- 15.36% |
$35.1K - $47.3K
|
7.68K
$348K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 1.32% |
$35.2K - $47.5K
|
105K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.41K- 4.81% |
$35.4K - $47.8K
|
27.8K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.42K- 6.98% |
$35.7K - $48.2K
|
18.9K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.43K- 3.5% |
$35.9K - $48.4K
|
39.4K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.43K- 14.73% |
$35.9K - $48.4K
|
8.26K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.43K- 18.04% |
$36K - $48.5K
|
6.49K
$294K
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-1.43K- 5.35% |
$36K - $48.5K
|
25.3K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.45K- 8.0% |
$36.5K - $49.2K
|
16.7K
$755K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.45K- 13.12% |
$36.5K - $49.2K
|
9.61K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.45K- 4.66% |
$36.5K - $49.2K
|
29.7K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.45K- 10.15% |
$36.5K - $49.3K
|
12.9K
$582K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.46K- 6.3% |
$36.6K - $49.4K
|
21.7K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.47K- 18.17% |
$37.1K - $50K
|
6.64K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-1.48K- 17.44% |
$37.2K - $50.1K
|
6.99K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.49K- 4.75% |
$37.6K - $50.7K
|
30K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.5K- 10.29% |
$37.7K - $50.8K
|
13K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.5K- 2.05% |
$37.7K - $50.8K
|
71.5K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.5K- 2.1% |
$37.8K - $50.9K
|
69.8K
$3.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 16.21% |
$37.8K - $51K
|
7.77K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.51K- 13.32% |
$38K - $51.2K
|
9.83K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.51K- 2.99% |
$38K - $51.2K
|
48.9K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.51K- 48.34% |
$38.1K - $51.3K
|
1.62K
$73.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.52K- 4.77% |
$38.1K - $51.4K
|
30.2K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.52K- 3.2% |
$38.3K - $51.7K
|
46K
$2.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.53K- 0.79% |
$38.4K - $51.8K
|
190K
$8.63M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.53K- 1.24% |
$38.5K - $51.9K
|
121K
$5.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.53K- 12.38% |
$38.5K - $51.9K
|
10.8K
$490K
|