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 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.2K- 51.15% |
$710K - $958K
|
26.9K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-28.5K- 2.62% |
$717K - $967K
|
1.06M
$49.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-29.1K- 42.2% |
$732K - $987K
|
39.8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-29.2K- 2.66% |
$735K - $991K
|
1.07M
$50M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.3K- 25.55% |
$738K - $995K
|
85.5K
$4M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-29.4K- 29.33% |
$739K - $997K
|
70.8K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-29.4K- 51.76% |
$740K - $998K
|
27.4K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-29.6K- 1.87% |
$745K - $1M
|
1.55M
$72.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-29.7K- 14.42% |
$747K - $1.01M
|
176K
$8.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30.3K- 18.09% |
$763K - $1.03M
|
137K
$6.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-30.3K- 14.39% |
$763K - $1.03M
|
180K
$8.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-30.4K- 6.29% |
$765K - $1.03M
|
453K
$21.2M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-30.4K- 34.03% |
$766K - $1.03M
|
59K
$2.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-30.4K- 75.82% |
$766K - $1.03M
|
9.71K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-30.5K- 16.69% |
$767K - $1.03M
|
152K
$7.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-30.5K- 0.98% |
$768K - $1.04M
|
3.09M
$145M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30.9K- 8.73% |
$779K - $1.05M
|
323K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-31.5K- 55.31% |
$792K - $1.07M
|
25.4K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-31.7K- 12.53% |
$797K - $1.08M
|
221K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-32.5K- 34.03% |
$818K - $1.1M
|
63K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-32.7K- 81.44% |
$823K - $1.11M
|
7.45K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-32.8K- 10.02% |
$825K - $1.11M
|
294K
$13.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 0.99% |
$829K - $1.12M
|
3.3M
$155M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-33.2K- 0.44% |
$837K - $1.13M
|
7.55M
$353M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33.4K- 53.94% |
$840K - $1.13M
|
28.5K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-34.3K- 25.24% |
$863K - $1.16M
|
102K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35.1K- 6.74% |
$883K - $1.19M
|
485K
$22.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.1K- 5.44% |
$885K - $1.19M
|
611K
$28.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-35.3K- 8.3% |
$888K - $1.2M
|
389K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.4K- 12.2% |
$891K - $1.2M
|
255K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-35.5K- 27.97% |
$892K - $1.2M
|
91.3K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35.9K- 98.69% |
$904K - $1.22M
|
478
$22.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-36.6K- 84.16% |
$920K - $1.24M
|
6.88K
$322K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.9K- 24.75% |
$929K - $1.25M
|
112K
$5.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-37.7K- 7.85% |
$948K - $1.28M
|
442K
$20.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-37.8K- 69.11% |
$952K - $1.28M
|
16.9K
$792K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37.9K- 24.34% |
$955K - $1.29M
|
118K
$5.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-38.1K- 95.82% |
$959K - $1.29M
|
1.66K
$77.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-38.1K- 2.46% |
$959K - $1.29M
|
1.51M
$70.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-38.3K- 8.65% |
$963K - $1.3M
|
404K
$18.9M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-38.4K- 25.58% |
$966K - $1.3M
|
112K
$5.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-38.5K- 3.46% |
$970K - $1.31M
|
1.08M
$50.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-38.7K- 0.98% |
$973K - $1.31M
|
3.9M
$183M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-38.7K- 5.48% |
$974K - $1.31M
|
667K
$31.2M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-38.7K- 18.58% |
$975K - $1.31M
|
170K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-39.5K- 2.31% |
$995K - $1.34M
|
1.67M
$78.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39.6K- 56.93% |
$998K - $1.35M
|
30K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-40.6K- 2.58% |
$1.02M - $1.38M
|
1.53M
$71.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-40.6K- 25.26% |
$1.02M - $1.38M
|
120K
$5.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-40.8K- 36.81% |
$1.03M - $1.39M
|
70K
$3.28M
|