Purchases and Sales Made in Q2 2022 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$31.1 - $40.9
|
2.07K
$94.7K
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.0% |
$31.1 - $40.9
|
22.4K
$1.02M
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$31.1 - $40.9
|
12.7K
$580K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.11% |
$31.1 - $40.9
|
940
$43K
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 0.01% |
$31.1 - $40.9
|
19.4K
$887K
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-2- 0.02% |
$62.3 - $81.8
|
13.2K
$604K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$62.3 - $81.8
|
11.6K
$533K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.01% |
$62.3 - $81.8
|
26.5K
$1.21M
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-3- 0.02% |
$93.4 - $123
|
13.8K
$633K
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3- 0.02% |
$93.4 - $123
|
14.9K
$684K
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-8- 0.03% |
$249 - $327
|
25.8K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8- 0.03% |
$249 - $327
|
25.8K
$1.18M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-9- 0.1% |
$280 - $368
|
8.61K
$394K
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-9- 0.59% |
$280 - $368
|
1.52K
$69.6K
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-10- 0.51% |
$311 - $409
|
1.96K
$89.7K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.06% |
$311 - $409
|
18.1K
$827K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11- 0.02% |
$342 - $450
|
45.5K
$2.09M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13- 0.14% |
$405 - $532
|
9.21K
$422K
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-13- 5.39% |
$405 - $532
|
228
$10.4K
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-15- 0.18% |
$467 - $614
|
8.19K
$375K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-15- 0.22% |
$467 - $614
|
6.77K
$310K
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-19- 1.39% |
$591 - $777
|
1.35K
$61.9K
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20- 0.2% |
$623 - $818
|
9.88K
$453K
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$685 - $900
|
12.7K
$581K
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-25- 0.02% |
$778 - $1.02K
|
102K
$4.65M
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 0.07% |
$872 - $1.15K
|
37.4K
$1.71M
|
|
Jul 12, 2022
Q2 2022
|
Albert D Mason Inc
|
SELL
|
- |
-30- 0.18% |
$934 - $1.23K
|
16.7K
$765K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30- 6.56% |
$934 - $1.23K
|
427
$19.6K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-31- 0.01% |
$965 - $1.27K
|
234K
$10.7M
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-34- 0.01% |
$1.06K - $1.39K
|
357K
$16.3M
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-39- 0.1% |
$1.21K - $1.6K
|
41K
$1.88M
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-40- 6.73% |
$1.25K - $1.64K
|
554
$25.4K
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-40- 0.46% |
$1.25K - $1.64K
|
8.71K
$399K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-40- 0.04% |
$1.25K - $1.64K
|
101K
$4.64M
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-42- 0.02% |
$1.31K - $1.72K
|
267K
$12.2M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-42- 0.33% |
$1.31K - $1.72K
|
12.8K
$584K
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-42- 0.02% |
$1.31K - $1.72K
|
201K
$9.19M
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-43- 0.16% |
$1.34K - $1.76K
|
27.2K
$1.25M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-44- 0.29% |
$1.37K - $1.8K
|
15K
$685K
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-47- 0.26% |
$1.46K - $1.92K
|
17.9K
$820K
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-49- 0.61% |
$1.53K - $2K
|
8.02K
$367K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.42% |
$1.56K - $2.05K
|
11.9K
$543K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 0.03% |
$1.56K - $2.05K
|
191K
$8.76M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-56- 17.39% |
$1.74K - $2.29K
|
266
$12.2K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-56Closed |
$1.74K - $2.29K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-57- 0.52% |
$1.77K - $2.33K
|
10.9K
$501K
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-59- 0.02% |
$1.84K - $2.41K
|
240K
$11M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-59- 14.05% |
$1.84K - $2.41K
|
361
$16.5K
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-59- 0.21% |
$1.84K - $2.41K
|
28K
$1.28M
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-61- 0.88% |
$1.9K - $2.49K
|
6.9K
$316K
|