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 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.34K- 9.69% |
$58.9K - $79.4K
|
21.8K
$1.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-2.35K- 26.63% |
$59K - $79.6K
|
6.46K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.35K- 0.32% |
$59.1K - $79.8K
|
734K
$34.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.35K- 4.81% |
$59.3K - $79.9K
|
46.6K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.36K- 8.9% |
$59.3K - $80K
|
24.1K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.37K- 9.53% |
$59.6K - $80.3K
|
22.5K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.38K- 2.82% |
$59.9K - $80.7K
|
81.8K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.39K- 0.05% |
$60K - $80.9K
|
4.45M
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.39K- 8.3% |
$60.2K - $81.2K
|
26.4K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.41K- 28.25% |
$60.6K - $81.7K
|
6.11K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.42K- 4.94% |
$60.8K - $82K
|
46.4K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.42K- 16.95% |
$61K - $82.2K
|
11.9K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.43K- 15.35% |
$61K - $82.3K
|
13.4K
$627K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.43K- 1.9% |
$61.2K - $82.5K
|
125K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.45K- 8.96% |
$61.5K - $83K
|
24.8K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.46K- 7.37% |
$61.9K - $83.5K
|
30.9K
$1.45M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.48K- 5.45% |
$62.3K - $84.1K
|
43K
$2.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.5K- 11.94% |
$63K - $85K
|
18.5K
$865K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.51K- 3.23% |
$63.1K - $85.1K
|
75K
$3.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.51K- 5.03% |
$63.2K - $85.2K
|
47.5K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.51K- 16.86% |
$63.3K - $85.3K
|
12.4K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.53K- 11.07% |
$63.6K - $85.8K
|
20.3K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.53K- 6.71% |
$63.7K - $85.8K
|
35.2K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.54K- 10.06% |
$63.8K - $86K
|
22.7K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-2.54K- 1.2% |
$64K - $86.3K
|
209K
$9.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.55K- 3.96% |
$64.3K - $86.7K
|
61.9K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.56K- 44.41% |
$64.3K - $86.8K
|
3.2K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.57K- 5.21% |
$64.6K - $87.1K
|
46.7K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-2.58K- 8.39% |
$64.8K - $87.4K
|
28.1K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.6K- 3.72% |
$65.4K - $88.2K
|
67.2K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.6K- 21.57% |
$65.4K - $88.2K
|
9.46K
$443K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.61K- 18.02% |
$65.8K - $88.7K
|
11.9K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.62K- 5.63% |
$65.9K - $88.9K
|
43.9K
$2.05M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.62K- 4.43% |
$65.9K - $88.9K
|
56.5K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.65K- 4.66% |
$66.7K - $90K
|
54.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.67K- 1.38% |
$67.3K - $90.7K
|
191K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.68K- 0.85% |
$67.6K - $91.1K
|
314K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.72K- 12.76% |
$68.4K - $92.2K
|
18.6K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.72K- 16.96% |
$68.6K - $92.5K
|
13.3K
$625K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.76K- 9.23% |
$69.3K - $93.5K
|
27.1K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.78K- 11.82% |
$69.9K - $94.3K
|
20.7K
$971K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 13.88% |
$70.1K - $94.6K
|
17.3K
$810K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.8K- 1.03% |
$70.4K - $94.9K
|
268K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 10.78% |
$70.5K - $95.1K
|
23.2K
$1.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.82K- 28.9% |
$70.9K - $95.6K
|
6.93K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.82K- 2.94% |
$70.9K - $95.6K
|
93.1K
$4.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.82K- 2.75% |
$71.1K - $95.8K
|
99.9K
$4.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.82K- 4.36% |
$71.1K - $95.8K
|
61.9K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-2.83K- 3.91% |
$71.2K - $96.1K
|
69.6K
$3.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.83K- 20.87% |
$71.3K - $96.2K
|
10.7K
$503K
|