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 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-20K- 69.97% |
$502K - $677K
|
8.56K
$401K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-20K- 69.97% |
$502K - $677K
|
8.56K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-20K- 5.47% |
$503K - $679K
|
346K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-20K- 11.76% |
$503K - $679K
|
150K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-20.5K- 1.7% |
$516K - $696K
|
1.19M
$55.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-20.5K- 9.26% |
$517K - $697K
|
201K
$9.43M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-20.6K- 14.79% |
$518K - $699K
|
119K
$5.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.7K- 16.61% |
$521K - $702K
|
104K
$4.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-20.9K- 13.25% |
$527K - $711K
|
137K
$6.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21K- 0.2% |
$529K - $714K
|
10.4M
$487M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21K- 16.35% |
$530K - $714K
|
108K
$5.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 8.37% |
$531K - $716K
|
231K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-21.2K- 67.18% |
$533K - $719K
|
10.3K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-21.6K- 8.94% |
$542K - $731K
|
220K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-21.7K- 13.18% |
$546K - $736K
|
143K
$6.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-21.8K- 16.83% |
$548K - $739K
|
108K
$5.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 2.82% |
$549K - $741K
|
751K
$35.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-22.2K- 1.25% |
$559K - $754K
|
1.75M
$81.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.3K- 55.29% |
$561K - $757K
|
18K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-22.3K- 1.83% |
$562K - $758K
|
1.2M
$56.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.3K- 8.7% |
$562K - $758K
|
235K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-22.4K- 22.04% |
$563K - $759K
|
79.1K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-22.6K- 40.42% |
$568K - $766K
|
33.3K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-23.1K- 0.31% |
$581K - $784K
|
7.37M
$345M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23.2K- 14.74% |
$585K - $788K
|
134K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23.9K- 10.47% |
$600K - $810K
|
204K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.1K- 44.21% |
$606K - $818K
|
30.4K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-24.2K- 1.04% |
$610K - $822K
|
2.31M
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-24.3K- 1.76% |
$613K - $826K
|
1.36M
$63.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24.4K- 8.12% |
$613K - $827K
|
276K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-24.4K- 9.17% |
$614K - $829K
|
242K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-24.4K- 3.31% |
$614K - $829K
|
713K
$33.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-24.4K- 7.02% |
$615K - $829K
|
323K
$15.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-24.7K- 23.1% |
$622K - $838K
|
82.2K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.7K- 3.56% |
$622K - $839K
|
670K
$31.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-24.9K- 31.36% |
$627K - $845K
|
54.5K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-25K- 28.85% |
$629K - $848K
|
61.6K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-25.3K- 15.72% |
$638K - $860K
|
136K
$6.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-25.5K- 37.08% |
$641K - $865K
|
43.2K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-25.7K- 8.44% |
$648K - $873K
|
279K
$13.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25.9K- 0.74% |
$651K - $878K
|
3.48M
$163M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-26.1K- 20.9% |
$657K - $886K
|
98.8K
$4.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-26.3K- 18.34% |
$662K - $893K
|
117K
$5.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-26.3K- 3.13% |
$662K - $893K
|
815K
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-26.4K- 5.17% |
$664K - $896K
|
484K
$22.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-26.6K- 8.58% |
$669K - $902K
|
283K
$13.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-26.6K- 14.29% |
$670K - $903K
|
160K
$7.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.9K- 1.27% |
$678K - $914K
|
2.09M
$98M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-27.3K- 2.48% |
$686K - $925K
|
1.07M
$50.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-27.8K- 5.57% |
$700K - $943K
|
471K
$22.1M
|