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 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
1.71K+ 22.74% |
$32.1K - $60.1K
|
9.2K
$391K
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.69K+ 1.81% |
$31.8K - $59.7K
|
95.4K
$4.05M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.68K+ 6.6% |
$31.7K - $59.4K
|
27.2K
$1.16M
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.68K+ 14.17% |
$31.5K - $59.2K
|
13.5K
$574K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 2.9% |
$31.5K - $59K
|
59.3K
$2.52M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 19.72% |
$31.4K - $59K
|
10.2K
$431K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.66KNew |
$31.3K - $58.7K
|
1.66K
$70.7K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66K+ 0.42% |
$31.2K - $58.5K
|
395K
$16.8M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.65K+ 4.51% |
$31.1K - $58.3K
|
38.3K
$1.63M
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.65K+ 5.68% |
$31K - $58.2K
|
30.7K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.65K+ 4.07% |
$30.9K - $58K
|
42.1K
$1.79M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.64K+ 1.79% |
$30.8K - $57.7K
|
93.2K
$3.96M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.61K+ 12.91% |
$30.2K - $56.7K
|
14.1K
$597K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.61K+ 5.28% |
$30.2K - $56.6K
|
32K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
BUY
|
- |
1.61K+ 1.26% |
$30.2K - $56.6K
|
129K
$5.47M
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.61K+ 1.6% |
$30.2K - $56.6K
|
102K
$4.33M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.6K+ 10.5% |
$30K - $56.3K
|
16.8K
$713K
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 3.83% |
$29.9K - $56.1K
|
43.1K
$1.83M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
1.58K+ 0.89% |
$29.7K - $55.8K
|
178K
$7.58M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 5.41% |
$29.6K - $55.6K
|
30.7K
$1.3M
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.57K+ 10.29% |
$29.6K - $55.5K
|
16.9K
$717K
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.56K+ 1.34% |
$29.3K - $55K
|
117K
$4.99M
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
1.55K+ 0.39% |
$29.1K - $54.7K
|
400K
$17M
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.54K+ 0.96% |
$29K - $54.5K
|
162K
$6.88M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 1.31% |
$28.8K - $54K
|
119K
$5.03M
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.53K+ 16.31% |
$28.7K - $53.8K
|
10.9K
$462K
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.52K+ 13.72% |
$28.7K - $53.8K
|
12.6K
$537K
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.52K+ 17.09% |
$28.5K - $53.5K
|
10.4K
$442K
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 19.71% |
$28.3K - $53.2K
|
9.15K
$389K
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.5K+ 3.05% |
$28.2K - $52.9K
|
50.7K
$2.15M
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.5K+ 2.1% |
$28.2K - $52.9K
|
72.8K
$3.09M
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.5KNew |
$28.2K - $52.9K
|
1.5K
$63.7K
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.5K+ 18.02% |
$28.2K - $52.9K
|
9.82K
$417K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.5K+ 12.88% |
$28.1K - $52.8K
|
13.1K
$557K
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.5K+ 0.76% |
$28.1K - $52.8K
|
198K
$8.42M
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.49K+ 1.58% |
$28K - $52.6K
|
96K
$4.08M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.49K+ 1.26% |
$27.9K - $52.4K
|
120K
$5.09M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.48K+ 2.15% |
$27.8K - $52.1K
|
70.3K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.47K+ 1.61% |
$27.7K - $52K
|
93.1K
$3.96M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.47K+ 16.07% |
$27.6K - $51.8K
|
10.6K
$451K
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.45K+ 1.24% |
$27.2K - $51K
|
118K
$5M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.44K+ 4.14% |
$27.1K - $50.9K
|
36.3K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.44K+ 29.04% |
$27.1K - $50.8K
|
6.4K
$272K
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.43K+ 2.03% |
$26.8K - $50.4K
|
71.8K
$3.05M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.4K+ 5.56% |
$26.2K - $49.2K
|
26.5K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.37K+ 9.65% |
$25.7K - $48.2K
|
15.5K
$659K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 1.53% |
$25.4K - $47.7K
|
90K
$3.82M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.18% |
$25.1K - $47.1K
|
114K
$4.84M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.04% |
$25.1K - $47K
|
66.8K
$2.84M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.33K+ 0.96% |
$24.9K - $46.8K
|
139K
$5.9M
|