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
|
Fagan Associates, Inc.
|
BUY
|
- |
787+ 0.44% |
$14.8K - $27.8K
|
178K
$8.23M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
785+ 0.36% |
$14.8K - $27.7K
|
220K
$10.2M
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
776+ 0.53% |
$14.6K - $27.4K
|
148K
$6.86M
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
774+ 2.38% |
$14.6K - $27.3K
|
33.3K
$1.54M
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
773+ 0.18% |
$14.5K - $27.3K
|
429K
$19.9M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
772+ 6.74% |
$14.5K - $27.2K
|
12.2K
$566K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
768+ 2.9% |
$14.4K - $27.1K
|
27.2K
$1.26M
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
767+ 7.43% |
$14.4K - $27.1K
|
11.1K
$513K
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
753+ 3.46% |
$14.2K - $26.6K
|
22.5K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
749+ 2.47% |
$14.1K - $26.4K
|
31.1K
$1.44M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
746+ 12.17% |
$14K - $26.3K
|
6.88K
$318K
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
742+ 0.59% |
$13.9K - $26.2K
|
127K
$5.89M
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
736+ 0.75% |
$13.8K - $26K
|
99.5K
$4.61M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
729+ 2.53% |
$13.7K - $25.7K
|
29.6K
$1.37M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
726+ 5.68% |
$13.6K - $25.6K
|
13.5K
$626K
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
725+ 1.05% |
$13.6K - $25.6K
|
69.9K
$3.24M
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
725+ 2.36% |
$13.6K - $25.6K
|
31.4K
$1.46M
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
711+ 10.0% |
$13.4K - $25.1K
|
7.82K
$362K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
711+ 6.51% |
$13.4K - $25.1K
|
11.6K
$538K
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
710+ 8.66% |
$13.3K - $25K
|
8.9K
$412K
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
709+ 3.76% |
$13.3K - $25K
|
19.5K
$905K
|
|
Nov 14, 2022
Q3 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
705+ 0.67% |
$13.3K - $24.9K
|
105K
$4.87M
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
702+ 3.12% |
$13.2K - $24.8K
|
23.2K
$1.07M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
695+ 5.0% |
$13.1K - $24.5K
|
14.6K
$675K
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
685+ 0.89% |
$12.9K - $24.2K
|
77.4K
$3.58M
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
684+ 3.03% |
$12.9K - $24.1K
|
23.3K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
672+ 3.09% |
$12.6K - $23.7K
|
22.4K
$1.04M
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
665+ 0.72% |
$12.5K - $23.5K
|
93.6K
$4.33M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
661+ 10.39% |
$12.4K - $23.3K
|
7.03K
$325K
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
654+ 2.05% |
$12.3K - $23.1K
|
32.6K
$1.51M
|
|
Oct 21, 2022
Q3 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
650+ 0.77% |
$12.2K - $22.9K
|
85.4K
$3.95M
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
650+ 3.66% |
$12.2K - $22.9K
|
18.4K
$853K
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
646+ 9.22% |
$12.1K - $22.8K
|
7.65K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
641+ 0.71% |
$12.1K - $22.6K
|
91.4K
$4.23M
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
640+ 2.25% |
$12K - $22.6K
|
29.1K
$1.35M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
640+ 2.25% |
$12K - $22.6K
|
29.1K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
638+ 1.31% |
$12K - $22.5K
|
49.2K
$2.28M
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
634+ 8.92% |
$11.9K - $22.4K
|
7.74K
$358K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
632+ 7.67% |
$11.9K - $22.3K
|
8.87K
$411K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
628+ 1.63% |
$11.8K - $22.1K
|
39.3K
$1.82M
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
626+ 1.17% |
$11.8K - $22.1K
|
54.1K
$2.51M
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
625+ 33.75% |
$11.8K - $22K
|
2.48K
$115K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
622+ 9.04% |
$11.7K - $21.9K
|
7.5K
$347K
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
607+ 1.41% |
$11.4K - $21.4K
|
43.6K
$2.02M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
607+ 3.95% |
$11.4K - $21.4K
|
16K
$740K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
607+ 4.76% |
$11.4K - $21.4K
|
13.4K
$618K
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
603+ 2.14% |
$11.3K - $21.3K
|
28.8K
$1.33M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
603+ 5.81% |
$11.3K - $21.3K
|
11K
$508K
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
600New |
$11.3K - $21.2K
|
600
$27.8K
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
600+ 2.68% |
$11.3K - $21.2K
|
23K
$1.06M
|