Purchases and Sales Made in Q3 2022 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.33K+ 3.23% |
$175K - $329K
|
298K
$13.8M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.33KNew |
$175K - $329K
|
9.33K
$432K
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
9.22K+ 4.23% |
$173K - $325K
|
227K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.2K+ 38.75% |
$173K - $324K
|
32.9K
$1.52M
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
9K+ 75.0% |
$169K - $317K
|
21K
$972K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9K+ 29.96% |
$169K - $317K
|
39K
$1.81M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.89K+ 69.48% |
$167K - $314K
|
21.7K
$1M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.86K+ 16.48% |
$167K - $313K
|
62.6K
$2.9M
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.86KNew |
$167K - $312K
|
8.86K
$410K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
8.83K+ 3.95% |
$166K - $311K
|
232K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.81K+ 21.32% |
$166K - $311K
|
50.1K
$2.32M
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
8.78KNew |
$165K - $310K
|
8.78K
$406K
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8.72K+ 6.75% |
$164K - $307K
|
138K
$6.38M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
8.71K+ 33.23% |
$164K - $307K
|
34.9K
$1.62M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.63K+ 3.3% |
$162K - $304K
|
270K
$12.5M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.48K+ 1.84% |
$159K - $299K
|
469K
$21.7M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8.47K+ 9.67% |
$159K - $299K
|
96K
$4.45M
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.39K+ 38.94% |
$158K - $296K
|
29.9K
$1.39M
|
|
Oct 07, 2022
Q3 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
8.3K+ 1.22% |
$156K - $293K
|
687K
$31.8M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.29K+ 3.42% |
$156K - $292K
|
251K
$11.6M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8.29K+ 11.03% |
$156K - $292K
|
83.4K
$3.86M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.29KNew |
$156K - $292K
|
8.29K
$384K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.27K+ 1.54% |
$155K - $292K
|
545K
$25.2M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.16K+ 13.09% |
$153K - $288K
|
70.4K
$3.26M
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
8.1K+ 7.35% |
$152K - $286K
|
118K
$5.48M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
8.09KNew |
$152K - $285K
|
8.09K
$375K
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8K+ 77.84% |
$150K - $282K
|
18.3K
$847K
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.96KNew |
$150K - $281K
|
7.96K
$369K
|
|
Nov 02, 2022
Q3 2022
|
Check Capital Management Inc
|
BUY
|
- |
7.95K+ 8.58% |
$149K - $280K
|
101K
$4.65M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.9KNew |
$149K - $279K
|
7.9K
$366K
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
BUY
|
- |
7.89KNew |
$148K - $278K
|
7.89K
$365K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.88K+ 8.51% |
$148K - $278K
|
101K
$4.65M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
7.86KNew |
$148K - $277K
|
7.86K
$364K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.76K+ 4.07% |
$146K - $274K
|
198K
$9.19M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
7.75K+ 3.29% |
$146K - $273K
|
243K
$11.3M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7.75K+ 8.08% |
$146K - $273K
|
104K
$4.8M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
7.73K+ 17.99% |
$145K - $273K
|
50.7K
$2.35M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
7.72K+ 27.87% |
$145K - $272K
|
35.4K
$1.64M
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
7.68K+ 9.8% |
$144K - $271K
|
86K
$3.98M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
7.56K+ 6.97% |
$142K - $267K
|
116K
$5.37M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
7.45K+ 17.69% |
$140K - $263K
|
49.5K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.45KNew |
$140K - $263K
|
7.45K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
7.39K+ 5.94% |
$139K - $261K
|
132K
$6.1M
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
7.35K+ 27.85% |
$138K - $259K
|
33.7K
$1.56M
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
7.33K+ 39.48% |
$138K - $259K
|
25.9K
$1.2M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
7.3K+ 26.3% |
$137K - $257K
|
35K
$1.62M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
7.25K+ 19.07% |
$136K - $256K
|
45.2K
$2.09M
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
7.23K+ 18.84% |
$136K - $255K
|
45.6K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7.19K+ 1.86% |
$135K - $254K
|
393K
$18.2M
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.18K+ 52.69% |
$135K - $253K
|
20.8K
$963K
|