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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-9.79K- 10.7% |
$246K - $332K
|
81.7K
$3.83M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.8K- 2.63% |
$247K - $332K
|
363K
$17M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-9.82K- 36.52% |
$247K - $333K
|
17.1K
$799K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9.86K- 38.46% |
$248K - $335K
|
15.8K
$739K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-9.94K- 18.67% |
$250K - $337K
|
43.3K
$2.03M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9.99K- 19.47% |
$251K - $339K
|
41.3K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-10K- 41.72% |
$252K - $339K
|
14K
$654K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.2K- 40.27% |
$258K - $348K
|
15.2K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-10.4K- 32.93% |
$262K - $354K
|
21.2K
$995K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-10.6K- 10.83% |
$267K - $359K
|
87.2K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-10.6K- 3.79% |
$267K - $360K
|
269K
$12.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-10.6K- 26.9% |
$268K - $361K
|
28.9K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.7K- 2.22% |
$269K - $363K
|
471K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10.8K- 8.86% |
$271K - $365K
|
111K
$5.18M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10.8K- 8.51% |
$271K - $366K
|
116K
$5.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.9K- 3.82% |
$274K - $369K
|
273K
$12.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-11K- 7.04% |
$277K - $373K
|
145K
$6.8M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-11K- 0.27% |
$277K - $373K
|
4.01M
$188M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-11.1K- 17.89% |
$279K - $377K
|
50.9K
$2.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-11.3K- 58.01% |
$284K - $383K
|
8.17K
$383K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 2.07% |
$286K - $386K
|
537K
$25.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.4K- 16.59% |
$286K - $386K
|
57.2K
$2.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.6K- 33.46% |
$291K - $392K
|
23K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-11.6K- 19.62% |
$293K - $395K
|
47.6K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-11.6K- 9.53% |
$293K - $395K
|
110K
$5.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-11.7K- 3.86% |
$295K - $398K
|
292K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-11.8K- 3.36% |
$297K - $400K
|
339K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-12K- 5.55% |
$301K - $406K
|
203K
$9.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12K- 2.76% |
$302K - $407K
|
422K
$19.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12K- 2.8% |
$302K - $407K
|
416K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-12K- 50.32% |
$303K - $409K
|
11.9K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-12.1K- 0.29% |
$305K - $411K
|
4.21M
$197M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-12.2K- 4.35% |
$307K - $414K
|
268K
$12.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-12.3K- 18.71% |
$310K - $417K
|
53.4K
$2.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-12.5K- 0.88% |
$315K - $424K
|
1.4M
$65.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-12.5K- 36.41% |
$315K - $424K
|
21.8K
$1.02M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-12.6K- 1.52% |
$316K - $426K
|
816K
$38.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12.6K- 4.67% |
$317K - $428K
|
257K
$12M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-12.7K- 31.9% |
$319K - $431K
|
27.1K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 40.53% |
$321K - $433K
|
18.7K
$877K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-12.8K- 43.28% |
$322K - $434K
|
16.8K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.8K- 3.71% |
$323K - $435K
|
333K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-12.8K- 13.7% |
$323K - $435K
|
80.8K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-12.9K- 7.83% |
$324K - $438K
|
152K
$7.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12.9K- 54.49% |
$325K - $438K
|
10.8K
$505K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-12.9K- 36.12% |
$325K - $438K
|
22.8K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-13K- 12.77% |
$327K - $441K
|
88.8K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.1K- 17.83% |
$329K - $444K
|
60.3K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.1K- 7.22% |
$331K - $446K
|
169K
$7.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-13.2K- 49.12% |
$332K - $448K
|
13.7K
$640K
|