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 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.4K- 4.21% |
$338K - $455K
|
305K
$14.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14K- 3.87% |
$352K - $475K
|
347K
$16.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-14K- 1.9% |
$352K - $475K
|
724K
$33.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-14K- 20.77% |
$352K - $475K
|
53.4K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-14.1K- 17.31% |
$354K - $477K
|
67.2K
$3.15M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-14.2K- 93.4% |
$356K - $481K
|
1K
$46.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-14.2K- 2.69% |
$357K - $481K
|
513K
$24M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-14.2K- 11.24% |
$358K - $482K
|
112K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-14.4K- 60.58% |
$363K - $489K
|
9.38K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-14.4K- 10.65% |
$363K - $490K
|
121K
$5.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-14.4K- 23.25% |
$364K - $490K
|
47.7K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.5K- 13.75% |
$365K - $492K
|
91K
$4.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-14.5K- 24.06% |
$365K - $492K
|
45.8K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.6K- 9.33% |
$368K - $496K
|
142K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.7K- 62.03% |
$371K - $501K
|
9.03K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-15K- 9.04% |
$377K - $509K
|
151K
$7.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.1K- 1.04% |
$380K - $513K
|
1.44M
$67.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-15.2K- 6.85% |
$384K - $517K
|
207K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-15.6K- 6.39% |
$391K - $528K
|
228K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-16K- 30.35% |
$403K - $543K
|
36.7K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 1.44% |
$407K - $549K
|
1.11M
$52M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-16.2K- 65.92% |
$409K - $551K
|
8.4K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-16.3K- 7.57% |
$410K - $553K
|
199K
$9.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-16.6K- 28.49% |
$418K - $563K
|
41.6K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-16.6K- 3.96% |
$418K - $564K
|
403K
$18.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-16.7K- 4.11% |
$420K - $567K
|
390K
$18.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-16.8K- 6.66% |
$423K - $570K
|
235K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-16.8K- 10.38% |
$423K - $570K
|
145K
$6.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-16.8K- 1.46% |
$423K - $571K
|
1.13M
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-16.9K- 3.01% |
$424K - $572K
|
543K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.2K- 22.2% |
$433K - $583K
|
60.2K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-17.3K- 1.1% |
$436K - $588K
|
1.56M
$73.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-17.4K- 39.55% |
$438K - $590K
|
26.6K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-17.5K- 4.33% |
$442K - $596K
|
388K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 47.62% |
$447K - $603K
|
19.5K
$916K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-17.9K- 36.66% |
$450K - $607K
|
30.9K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-17.9K- 7.96% |
$451K - $608K
|
207K
$9.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-17.9K- 47.51% |
$452K - $609K
|
19.8K
$929K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-18K- 0.89% |
$454K - $612K
|
2.01M
$94.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-18.1K- 48.89% |
$456K - $614K
|
18.9K
$886K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-18.1K- 63.37% |
$457K - $616K
|
10.5K
$491K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-18.2K- 42.57% |
$458K - $618K
|
24.6K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-18.5K- 65.26% |
$466K - $628K
|
9.85K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-18.7K- 41.77% |
$472K - $636K
|
26.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18.8K- 13.04% |
$473K - $638K
|
125K
$5.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-19.1K- 10.51% |
$482K - $650K
|
163K
$7.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-19.4K- 14.73% |
$487K - $657K
|
112K
$5.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-19.7K- 2.75% |
$495K - $667K
|
694K
$32.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.7K- 3.3% |
$497K - $670K
|
579K
$27.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19.8K- 37.63% |
$499K - $673K
|
32.9K
$1.54M
|