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
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
999+ 9.37% |
$18.8K - $35.2K
|
11.7K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
990+ 1.47% |
$18.6K - $34.9K
|
68.2K
$3.16M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
987+ 0.6% |
$18.6K - $34.8K
|
166K
$7.68M
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
987+ 1.11% |
$18.6K - $34.8K
|
90K
$4.17M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
977+ 1.65% |
$18.4K - $34.5K
|
60.3K
$2.79M
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
977+ 1.96% |
$18.4K - $34.5K
|
50.8K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
975+ 1.15% |
$18.3K - $34.4K
|
85.7K
$3.97M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
971+ 4.65% |
$18.3K - $34.2K
|
21.8K
$1.01M
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
969+ 4.53% |
$18.2K - $34.2K
|
22.3K
$1.03M
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
968+ 3.76% |
$18.2K - $34.1K
|
26.7K
$1.24M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
968+ 9.92% |
$18.2K - $34.1K
|
10.7K
$496K
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
963+ 3.75% |
$18.1K - $34K
|
26.6K
$1.23M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
959+ 4.03% |
$18K - $33.8K
|
24.8K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
955+ 1.07% |
$18K - $33.7K
|
90.2K
$4.18M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
955+ 11.58% |
$18K - $33.7K
|
9.2K
$426K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
946+ 50.32% |
$17.8K - $33.4K
|
2.83K
$131K
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
927+ 7.45% |
$17.4K - $32.7K
|
13.4K
$619K
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
925+ 2.26% |
$17.4K - $32.6K
|
41.9K
$1.94M
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
923+ 9.74% |
$17.4K - $32.6K
|
10.4K
$481K
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
920+ 7.29% |
$17.3K - $32.4K
|
13.5K
$627K
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
913+ 2.0% |
$17.2K - $32.2K
|
46.7K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
910+ 1.78% |
$17.1K - $32.1K
|
51.9K
$2.4M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
904+ 9.83% |
$17K - $31.9K
|
10.1K
$468K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
903+ 3.92% |
$17K - $31.8K
|
23.9K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
900+ 33.33% |
$16.9K - $31.7K
|
3.6K
$167K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
899+ 2.06% |
$16.9K - $31.7K
|
44.5K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
896+ 5.21% |
$16.8K - $31.6K
|
18.1K
$837K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
891+ 4.9% |
$16.8K - $31.4K
|
19.1K
$883K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
891+ 4.9% |
$16.8K - $31.4K
|
19.1K
$883K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
890+ 1.26% |
$16.7K - $31.4K
|
71.4K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
889+ 9.22% |
$16.7K - $31.4K
|
10.5K
$488K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
886+ 0.76% |
$16.7K - $31.2K
|
117K
$5.43M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
884+ 884.0% |
$16.6K - $31.2K
|
984
$45.6K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
863+ 6.82% |
$16.2K - $30.4K
|
13.5K
$626K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
841+ 6.53% |
$15.8K - $29.7K
|
13.7K
$636K
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
841+ 2.44% |
$15.8K - $29.7K
|
35.3K
$1.63M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
839+ 32.42% |
$15.8K - $29.6K
|
3.43K
$159K
|
|
Oct 11, 2022
Q3 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
825+ 4.69% |
$15.5K - $29.1K
|
18.4K
$853K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
823+ 0.82% |
$15.5K - $29K
|
101K
$4.66M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
815+ 2.08% |
$15.3K - $28.7K
|
40K
$1.85M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
814+ 0.69% |
$15.3K - $28.7K
|
118K
$5.47M
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
813New |
$15.3K - $28.7K
|
813
$37.6K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
812+ 9.23% |
$15.3K - $28.6K
|
9.61K
$445K
|
|
Nov 14, 2022
Q3 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
811+ 5.36% |
$15.2K - $28.6K
|
16K
$739K
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
810+ 0.39% |
$15.2K - $28.6K
|
210K
$9.74M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
801+ 1.29% |
$15.1K - $28.3K
|
63K
$2.92M
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
800New |
$15K - $28.2K
|
800
$37K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
800New |
$15K - $28.2K
|
800
$37K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
791+ 0.92% |
$14.9K - $27.9K
|
86.7K
$4.01M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
788+ 0.98% |
$14.8K - $27.8K
|
81.2K
$3.76M
|