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 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-5.74K- 8.77% |
$144K - $195K
|
59.7K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-5.75K- 35.42% |
$145K - $195K
|
10.5K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.79K- 2.02% |
$146K - $196K
|
280K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.84K- 0.03% |
$147K - $198K
|
18.6M
$871M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.85K- 25.73% |
$147K - $199K
|
16.9K
$791K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-5.87K- 1.15% |
$148K - $199K
|
504K
$23.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.9K- 4.08% |
$149K - $200K
|
139K
$6.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.95K- 23.52% |
$150K - $202K
|
19.3K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-6K- 19.93% |
$151K - $204K
|
24.1K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6K- 2.01% |
$151K - $204K
|
293K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.01K- 6.37% |
$151K - $204K
|
88.4K
$4.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.07K- 25.39% |
$153K - $206K
|
17.8K
$835K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.07K- 25.39% |
$153K - $206K
|
17.8K
$835K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-6.07K- 2.19% |
$153K - $206K
|
272K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.07K- 12.24% |
$153K - $206K
|
43.6K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.09K- 3.1% |
$153K - $207K
|
190K
$8.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-6.13K- 23.27% |
$154K - $208K
|
20.2K
$947K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.33K- 50.38% |
$159K - $215K
|
6.24K
$292K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.33K- 50.38% |
$159K - $215K
|
6.24K
$292K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.34K- 2.22% |
$159K - $215K
|
279K
$13.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.38K- 50.67% |
$161K - $216K
|
6.21K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-6.39K- 7.35% |
$161K - $217K
|
80.6K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-6.46K- 15.55% |
$163K - $219K
|
35.1K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-6.5K- 7.15% |
$164K - $221K
|
84.4K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.51K- 7.43% |
$164K - $221K
|
81.1K
$3.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-6.55K- 29.9% |
$165K - $222K
|
15.4K
$719K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-6.57K- 3.38% |
$165K - $223K
|
188K
$8.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.63K- 8.65% |
$167K - $225K
|
70K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-6.67K- 7.05% |
$168K - $226K
|
87.9K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.76K- 14.55% |
$170K - $230K
|
39.7K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-6.76K- 9.4% |
$170K - $230K
|
65.2K
$3.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6.86K- 31.07% |
$173K - $233K
|
15.2K
$713K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.86K- 6.62% |
$173K - $233K
|
96.8K
$4.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-6.88K- 3.67% |
$173K - $233K
|
181K
$8.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.93K- 0.49% |
$175K - $235K
|
1.42M
$66.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-7.01K- 3.99% |
$176K - $238K
|
169K
$7.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-7.02K- 9.53% |
$177K - $238K
|
66.7K
$3.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-7.04K- 9.86% |
$177K - $239K
|
64.3K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.1K- 37.37% |
$179K - $241K
|
11.9K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-7.12K- 43.29% |
$179K - $242K
|
9.33K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.3K- 42.89% |
$184K - $248K
|
9.71K
$455K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.41K- 37.17% |
$186K - $251K
|
12.5K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.42K- 8.48% |
$187K - $252K
|
80K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-7.43K- 3.46% |
$187K - $252K
|
207K
$9.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.47K- 9.68% |
$188K - $253K
|
69.6K
$3.26M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.49KClosed |
$189K - $254K
|
0
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.51K- 33.61% |
$189K - $255K
|
14.8K
$695K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-7.55K- 12.55% |
$190K - $256K
|
52.6K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.57K- 39.18% |
$191K - $257K
|
11.8K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-7.61K- 8.55% |
$191K - $258K
|
81.4K
$3.81M
|