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 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.53K- 9.88% |
$89K - $120K
|
32.3K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.55K- 4.48% |
$89.5K - $121K
|
75.7K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.58K- 5.24% |
$90K - $121K
|
64.7K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-3.59K- 12.18% |
$90.5K - $122K
|
25.9K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3.61K- 1.76% |
$90.9K - $123K
|
201K
$9.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-3.64K- 0.7% |
$91.7K - $124K
|
520K
$24.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.67K- 6.28% |
$92.2K - $124K
|
54.7K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.67K- 1.08% |
$92.3K - $124K
|
337K
$15.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.69K- 4.23% |
$92.8K - $125K
|
83.5K
$3.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.69K- 23.86% |
$92.8K - $125K
|
11.8K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.73K- 1.11% |
$93.9K - $127K
|
333K
$15.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3.76K- 18.26% |
$94.6K - $128K
|
16.8K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.78K- 6.9% |
$95.2K - $128K
|
51K
$2.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.79K- 15.72% |
$95.5K - $129K
|
20.3K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 0.3% |
$95.9K - $129K
|
1.26M
$58.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.89K- 9.37% |
$97.8K - $132K
|
37.6K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.89K- 0.57% |
$97.8K - $132K
|
679K
$31.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.89K- 11.01% |
$98K - $132K
|
31.4K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.89K- 9.7% |
$98K - $132K
|
36.3K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.9K- 7.46% |
$98.1K - $132K
|
48.3K
$2.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.9K- 26.04% |
$98.2K - $132K
|
11.1K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.91K- 3.85% |
$98.5K - $133K
|
97.7K
$4.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-3.93K- 27.81% |
$99K - $133K
|
10.2K
$478K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-3.98K- 7.38% |
$100K - $135K
|
50K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.99K- 1.56% |
$100K - $135K
|
251K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4K- 44.99% |
$101K - $136K
|
4.89K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-4.01K- 3.51% |
$101K - $136K
|
110K
$5.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.03K- 4.59% |
$101K - $137K
|
83.8K
$3.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4.08K- 13.81% |
$103K - $139K
|
25.5K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.1K- 9.16% |
$103K - $139K
|
40.7K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.11K- 5.26% |
$103K - $140K
|
74.1K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.13K- 14.18% |
$104K - $140K
|
25K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.15K- 16.53% |
$105K - $141K
|
21K
$982K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.18K- 4.81% |
$105K - $142K
|
82.6K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-4.18K- 0.38% |
$105K - $142K
|
1.09M
$51.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.19K- 1.02% |
$105K - $142K
|
406K
$19M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.2K- 27.47% |
$106K - $143K
|
11.1K
$520K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-4.26K- 39.44% |
$107K - $144K
|
6.53K
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-4.27K- 14.37% |
$108K - $145K
|
25.5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-4.28K- 1.27% |
$108K - $145K
|
334K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.28K- 2.19% |
$108K - $145K
|
192K
$8.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.29K- 1.69% |
$108K - $146K
|
250K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.31K- 4.18% |
$109K - $146K
|
98.9K
$4.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.32K- 10.89% |
$109K - $146K
|
35.3K
$1.65M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.34K- 3.77% |
$109K - $147K
|
111K
$5.19M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4.34K- 26.55% |
$109K - $147K
|
12K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.36K- 11.15% |
$110K - $148K
|
34.7K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-4.37K- 2.68% |
$110K - $148K
|
159K
$7.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.38K- 30.78% |
$110K - $148K
|
9.84K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-4.39K- 12.88% |
$110K - $149K
|
29.7K
$1.39M
|