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 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-40.8K- 56.67% |
$1.03M - $1.39M
|
31.2K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-41.1K- 55.36% |
$1.03M - $1.39M
|
33.1K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-41.4K- 86.42% |
$1.04M - $1.41M
|
6.51K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-41.5K- 8.03% |
$1.05M - $1.41M
|
476K
$22.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-41.5K- 29.64% |
$1.05M - $1.41M
|
98.6K
$4.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41.9K- 62.01% |
$1.05M - $1.42M
|
25.7K
$1.2M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41.9K- 61.91% |
$1.05M - $1.42M
|
25.8K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-42.4K- 99.66% |
$1.07M - $1.44M
|
145
$6.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-42.4K- 18.92% |
$1.07M - $1.44M
|
182K
$8.52M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-43.5K- 76.07% |
$1.1M - $1.48M
|
13.7K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-43.5K- 13.36% |
$1.1M - $1.48M
|
283K
$13.2M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-43.5K- 13.36% |
$1.1M - $1.48M
|
283K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-43.6K- 47.28% |
$1.1M - $1.48M
|
48.6K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-44.2K- 9.99% |
$1.11M - $1.5M
|
398K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-44.4K- 62.28% |
$1.12M - $1.51M
|
26.9K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-45.1K- 5.25% |
$1.14M - $1.53M
|
814K
$38.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-45.8K- 1.05% |
$1.15M - $1.55M
|
4.31M
$202M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-46K- 49.2% |
$1.16M - $1.56M
|
47.5K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-46.1K- 4.76% |
$1.16M - $1.56M
|
921K
$43.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-46.2K- 14.92% |
$1.16M - $1.57M
|
264K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.2K- 9.0% |
$1.16M - $1.57M
|
468K
$21.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-47.3K- 6.58% |
$1.19M - $1.6M
|
672K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-47.7K- 19.66% |
$1.2M - $1.62M
|
195K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-48.4K- 0.77% |
$1.22M - $1.64M
|
6.27M
$294M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-48.9K- 14.96% |
$1.23M - $1.66M
|
278K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-49.1K- 59.74% |
$1.24M - $1.67M
|
33.1K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-49.5K- 8.94% |
$1.25M - $1.68M
|
505K
$23.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50.4K- 8.06% |
$1.27M - $1.71M
|
574K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-51.8K- 3.66% |
$1.3M - $1.76M
|
1.36M
$63.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-53.1K- 2.9% |
$1.34M - $1.8M
|
1.78M
$83.3M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53.1K- 16.18% |
$1.34M - $1.8M
|
275K
$12.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-53.7K- 54.31% |
$1.35M - $1.82M
|
45.1K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54.7K- 13.81% |
$1.38M - $1.86M
|
341K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-54.7K- 13.85% |
$1.38M - $1.86M
|
340K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-54.9K- 18.28% |
$1.38M - $1.86M
|
245K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-56.5K- 8.56% |
$1.42M - $1.92M
|
603K
$28.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-56.6K- 1.27% |
$1.42M - $1.92M
|
4.4M
$206M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-57K- 31.53% |
$1.44M - $1.94M
|
124K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-58.8K- 55.94% |
$1.48M - $2M
|
46.3K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-59.9K- 11.56% |
$1.51M - $2.03M
|
458K
$21.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-60.1K- 12.11% |
$1.51M - $2.04M
|
436K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-62K- 0.81% |
$1.56M - $2.1M
|
7.55M
$354M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-63.3K- 34.61% |
$1.59M - $2.15M
|
120K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.6K- 8.54% |
$1.6M - $2.16M
|
681K
$31.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-65K- 87.75% |
$1.64M - $2.21M
|
9.08K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65.1K- 8.05% |
$1.64M - $2.21M
|
744K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-65.1K- 20.34% |
$1.64M - $2.21M
|
255K
$11.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-66.9K- 25.48% |
$1.68M - $2.27M
|
196K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-67.3K- 14.16% |
$1.69M - $2.28M
|
408K
$19.1M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-68.2K- 81.03% |
$1.72M - $2.31M
|
16K
$747K
|