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 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
3.5K+ 5.14% |
$65.8K - $123K
|
71.6K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
3.49K+ 0.23% |
$65.5K - $123K
|
1.51M
$70M
|
|
|
Nov 10, 2022
Q3 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.43K+ 21.21% |
$64.5K - $121K
|
19.6K
$907K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
3.43K+ 9.19% |
$64.4K - $121K
|
40.7K
$1.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.38K+ 2.6% |
$63.6K - $119K
|
133K
$6.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.36K+ 4.67% |
$63.2K - $119K
|
75.3K
$3.49M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.36K+ 1.1% |
$63.1K - $118K
|
308K
$14.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.33K+ 7.69% |
$62.6K - $117K
|
46.6K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.3K+ 7.24% |
$62K - $116K
|
48.8K
$2.26M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.29K+ 17.17% |
$61.8K - $116K
|
22.4K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.26K+ 155.71% |
$61.2K - $115K
|
5.35K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
3.24K+ 7.31% |
$60.9K - $114K
|
47.6K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.22K+ 10.83% |
$60.5K - $113K
|
32.9K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.21K+ 4.36% |
$60.3K - $113K
|
76.8K
$3.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.2K+ 3.37% |
$60.2K - $113K
|
98.1K
$4.54M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
3.19K+ 2.56% |
$60K - $113K
|
128K
$5.93M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
3.14K+ 100.77% |
$59.1K - $111K
|
6.26K
$290K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.11K+ 18.63% |
$58.5K - $110K
|
19.8K
$918K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.1K+ 12.27% |
$58.3K - $109K
|
28.4K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.1K+ 1.22% |
$58.2K - $109K
|
257K
$11.9M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.09K+ 1.81% |
$58.2K - $109K
|
174K
$8.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.09K+ 6.12% |
$58.1K - $109K
|
53.5K
$2.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 2.77% |
$57.9K - $109K
|
114K
$5.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.07K+ 0.53% |
$57.7K - $108K
|
584K
$27M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
3.06K+ 0.61% |
$57.6K - $108K
|
503K
$23.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.05K+ 5.04% |
$57.3K - $107K
|
63.5K
$2.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.04K+ 15.57% |
$57.2K - $107K
|
22.6K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
3.03K+ 36.01% |
$56.9K - $107K
|
11.4K
$529K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.02K+ 4.1% |
$56.7K - $106K
|
76.6K
$3.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3K+ 5.51% |
$56.5K - $106K
|
57.5K
$2.66M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3K+ 9.38% |
$56.4K - $106K
|
35K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.99K+ 8.48% |
$56.1K - $105K
|
38.2K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.97K+ 41.45% |
$55.9K - $105K
|
10.1K
$469K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.96K+ 15.77% |
$55.6K - $104K
|
21.7K
$1.01M
|
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
2.95K+ 3.69% |
$55.5K - $104K
|
82.9K
$3.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.94K+ 18.93% |
$55.3K - $104K
|
18.5K
$855K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
2.94K+ 5.66% |
$55.2K - $104K
|
54.8K
$2.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
2.9K+ 3.5% |
$54.5K - $102K
|
85.8K
$3.97M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.89K+ 2.25% |
$54.3K - $102K
|
131K
$6.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
2.89K+ 1.87% |
$54.3K - $102K
|
157K
$7.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.88K+ 29.01% |
$54.1K - $101K
|
12.8K
$592K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.87K+ 39.95% |
$53.9K - $101K
|
10.1K
$465K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
2.83K+ 3.03% |
$53.2K - $99.9K
|
96.2K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.83K+ 20.14% |
$53.2K - $99.8K
|
16.9K
$781K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.82K+ 1.05% |
$52.9K - $99.3K
|
270K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.81K+ 5.52% |
$52.8K - $99.1K
|
53.7K
$2.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.81KNew |
$52.8K - $99K
|
2.81K
$130K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.8K+ 48.48% |
$52.6K - $98.7K
|
8.57K
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.79K+ 5.86% |
$52.4K - $98.3K
|
50.4K
$2.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 22.57% |
$52.3K - $98.2K
|
15.1K
$700K
|