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 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.45K- 32.78% |
$112K - $151K
|
9.12K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-4.52K- 2.02% |
$114K - $153K
|
219K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.54K- 4.48% |
$114K - $154K
|
96.9K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.55K- 1.74% |
$114K - $154K
|
257K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.55K- 29.63% |
$115K - $154K
|
10.8K
$506K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 3.31% |
$115K - $155K
|
133K
$6.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-4.59K- 30.73% |
$116K - $156K
|
10.4K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-4.61K- 2.37% |
$116K - $156K
|
190K
$8.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.65K- 6.46% |
$117K - $158K
|
67.3K
$3.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.69K- 1.25% |
$118K - $159K
|
371K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.71K- 3.55% |
$119K - $160K
|
128K
$6M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-4.72K- 1.98% |
$119K - $160K
|
233K
$10.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.72K- 0.4% |
$119K - $160K
|
1.17M
$54.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.78K- 13.58% |
$120K - $162K
|
30.4K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.79K- 27.06% |
$121K - $163K
|
12.9K
$605K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.8K- 1.63% |
$121K - $163K
|
290K
$13.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.91K- 20.68% |
$124K - $167K
|
18.8K
$883K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.91K- 15.1% |
$124K - $167K
|
27.6K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.93K- 9.63% |
$124K - $167K
|
46.3K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.94K- 32.6% |
$124K - $168K
|
10.2K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-4.96K- 21.91% |
$125K - $168K
|
17.7K
$827K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-4.97K- 10.98% |
$125K - $169K
|
40.3K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.99K- 11.26% |
$125K - $169K
|
39.3K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.99K- 2.22% |
$126K - $169K
|
220K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-5K- 3.76% |
$126K - $170K
|
128K
$6M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-5.04K- 7.1% |
$127K - $171K
|
65.9K
$3.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-5.06K- 6.02% |
$127K - $172K
|
78.9K
$3.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 72.37% |
$128K - $172K
|
1.94K
$90.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-5.11K- 1.12% |
$129K - $173K
|
451K
$21.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.12K- 1.36% |
$129K - $174K
|
372K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-5.15K- 17.85% |
$130K - $175K
|
23.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.16K- 0.79% |
$130K - $175K
|
649K
$30.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 3.54% |
$130K - $175K
|
141K
$6.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.2K- 2.97% |
$131K - $176K
|
170K
$7.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.24K- 2.07% |
$132K - $178K
|
248K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.33K- 13.46% |
$134K - $181K
|
34.2K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.35K- 4.37% |
$135K - $181K
|
117K
$5.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.35K- 10.28% |
$135K - $182K
|
46.7K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.38K- 2.19% |
$135K - $182K
|
240K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.4K- 6.72% |
$136K - $183K
|
74.9K
$3.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5.41K- 1.7% |
$136K - $184K
|
314K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.42K- 7.45% |
$136K - $184K
|
67.3K
$3.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.49K- 5.61% |
$138K - $186K
|
92.4K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-5.5K- 18.64% |
$138K - $187K
|
24K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.62K- 3.23% |
$142K - $191K
|
169K
$7.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.65K- 22.05% |
$142K - $192K
|
20K
$936K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.67K- 12.27% |
$143K - $192K
|
40.5K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-5.7K- 0.47% |
$143K - $193K
|
1.2M
$56M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.72K- 26.18% |
$144K - $194K
|
16.1K
$756K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.73K- 1.92% |
$144K - $195K
|
293K
$13.7M
|