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 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.75K- 68.84% |
$195K - $263K
|
3.51K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.76K- 4.03% |
$195K - $263K
|
185K
$8.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.78K- 51.86% |
$196K - $264K
|
7.22K
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8K- 4.39% |
$201K - $271K
|
174K
$8.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-8K- 11.3% |
$201K - $272K
|
62.8K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.05K- 3.74% |
$203K - $273K
|
207K
$9.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-8.06K- 49.69% |
$203K - $274K
|
8.16K
$382K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.06K- 8.71% |
$203K - $274K
|
84.5K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.06K- 8.71% |
$203K - $274K
|
84.5K
$3.96M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.07KClosed |
$203K - $274K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-8.1K- 2.32% |
$204K - $275K
|
341K
$16M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-8.15K- 4.7% |
$205K - $277K
|
165K
$7.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.28K- 1.82% |
$208K - $281K
|
447K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-8.34K- 1.58% |
$210K - $283K
|
518K
$24.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-8.35K- 15.61% |
$210K - $283K
|
45.1K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-8.42K- 23.04% |
$212K - $286K
|
28.1K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8.45K- 15.41% |
$213K - $287K
|
46.4K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.47K- 3.19% |
$213K - $287K
|
257K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-8.47K- 5.1% |
$213K - $287K
|
157K
$7.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-8.47K- 16.97% |
$213K - $288K
|
41.4K
$1.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-8.68K- 61.16% |
$218K - $294K
|
5.51K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.71K- 17.03% |
$219K - $296K
|
42.4K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.71K- 7.96% |
$219K - $296K
|
101K
$4.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-8.82K- 19.57% |
$222K - $299K
|
36.3K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-8.88K- 22.31% |
$224K - $301K
|
30.9K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-8.92K- 2.5% |
$224K - $303K
|
348K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-9.02K- 4.96% |
$227K - $306K
|
173K
$8.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.03K- 2.74% |
$227K - $306K
|
320K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-9.06K- 3.14% |
$228K - $308K
|
280K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-9.13K- 1.93% |
$230K - $310K
|
464K
$21.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-9.16K- 9.23% |
$231K - $311K
|
90.1K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.22K- 4.93% |
$232K - $313K
|
178K
$8.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-9.25K- 3.99% |
$233K - $314K
|
223K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9.36K- 3.92% |
$236K - $318K
|
229K
$10.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.36K- 20.19% |
$236K - $318K
|
37K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-9.49K- 9.81% |
$239K - $322K
|
87.2K
$4.08M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-9.49K- 6.04% |
$239K - $322K
|
148K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.5K- 37.65% |
$239K - $322K
|
15.7K
$737K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-9.51K- 22.87% |
$239K - $323K
|
32.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-9.54K- 5.11% |
$240K - $324K
|
177K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.54K- 17.85% |
$240K - $324K
|
43.9K
$2.06M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-9.55K- 2.76% |
$240K - $324K
|
336K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.59K- 39.13% |
$241K - $325K
|
14.9K
$699K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.6K- 6.47% |
$242K - $326K
|
139K
$6.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.65K- 6.51% |
$243K - $328K
|
139K
$6.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-9.66K- 10.56% |
$243K - $328K
|
81.8K
$3.83M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-9.69KClosed |
$244K - $329K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9.7K- 3.11% |
$244K - $329K
|
303K
$14.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-9.77K- 59.07% |
$246K - $332K
|
6.77K
$317K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-9.79K- 53.46% |
$246K - $332K
|
8.52K
$399K
|