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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
456+ 1.32% |
$8.57K - $16.1K
|
35K
$1.62M
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
452+ 1.51% |
$8.5K - $15.9K
|
30.3K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
451+ 0.25% |
$8.48K - $15.9K
|
179K
$8.3M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
450+ 0.45% |
$8.46K - $15.9K
|
99.4K
$4.6M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
450+ 3000.0% |
$8.46K - $15.9K
|
465
$21.5K
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
450+ 5.17% |
$8.46K - $15.9K
|
9.16K
$424K
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
450+ 5.46% |
$8.46K - $15.9K
|
8.69K
$402K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
437+ 4.05% |
$8.22K - $15.4K
|
11.2K
$520K
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
437+ 6.15% |
$8.22K - $15.4K
|
7.54K
$349K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
429+ 0.32% |
$8.07K - $15.1K
|
133K
$6.16M
|
|
Nov 10, 2022
Q3 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
428+ 0.02% |
$8.05K - $15.1K
|
2.15M
$99.6M
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
426+ 5.58% |
$8.01K - $15K
|
8.06K
$373K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
424+ 0.83% |
$7.97K - $15K
|
51.7K
$2.39M
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
423+ 0.32% |
$7.95K - $14.9K
|
132K
$6.11M
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
414+ 0.77% |
$7.78K - $14.6K
|
54K
$2.5M
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
411+ 5.97% |
$7.73K - $14.5K
|
7.29K
$338K
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
409+ 4.47% |
$7.69K - $14.4K
|
9.57K
$443K
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
408+ 0.92% |
$7.67K - $14.4K
|
44.7K
$2.07M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
406+ 0.56% |
$7.63K - $14.3K
|
73.5K
$3.4M
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
404+ 0.98% |
$7.6K - $14.2K
|
41.6K
$1.93M
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
400+ 2.87% |
$7.52K - $14.1K
|
14.4K
$665K
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
400+ 3.55% |
$7.52K - $14.1K
|
11.7K
$539K
|
|
Nov 14, 2022
Q3 2022
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
400+ 0.31% |
$7.52K - $14.1K
|
130K
$6.04M
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
397+ 5.21% |
$7.46K - $14K
|
8.02K
$371K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
393+ 1.75% |
$7.39K - $13.9K
|
22.9K
$1.06M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
390+ 35.14% |
$7.33K - $13.8K
|
1.5K
$69.5K
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
385+ 1.85% |
$7.24K - $13.6K
|
21.2K
$981K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
384+ 1.87% |
$7.22K - $13.5K
|
20.9K
$969K
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
381+ 1.24% |
$7.16K - $13.4K
|
31K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
378+ 0.77% |
$7.11K - $13.3K
|
49.4K
$2.29M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
375+ 3.37% |
$7.05K - $13.2K
|
11.5K
$532K
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
375+ 0.94% |
$7.05K - $13.2K
|
40.1K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
375+ 3.46% |
$7.05K - $13.2K
|
11.2K
$520K
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
369+ 3.05% |
$6.94K - $13K
|
12.4K
$576K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
364+ 0.66% |
$6.84K - $12.8K
|
55.8K
$2.59M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
359+ 0.54% |
$6.75K - $12.7K
|
66.6K
$3.09M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
350+ 0.5% |
$6.58K - $12.3K
|
69.7K
$3.23M
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
350+ 1.96% |
$6.58K - $12.3K
|
18.2K
$843K
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
348+ 2.09% |
$6.54K - $12.3K
|
17K
$786K
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
344+ 4.1% |
$6.47K - $12.1K
|
8.74K
$405K
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
343+ 2.51% |
$6.45K - $12.1K
|
14K
$649K
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
343+ 2.26% |
$6.45K - $12.1K
|
15.5K
$719K
|
|
Oct 20, 2022
Q3 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
342+ 1.26% |
$6.43K - $12.1K
|
27.5K
$1.28M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
340+ 0.3% |
$6.39K - $12K
|
113K
$5.24M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
334+ 4.59% |
$6.28K - $11.8K
|
7.62K
$353K
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
330+ 3.31% |
$6.2K - $11.6K
|
10.3K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
330+ 0.08% |
$6.2K - $11.6K
|
397K
$18.4M
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
321+ 0.33% |
$6.03K - $11.3K
|
97.3K
$4.5M
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
320+ 0.89% |
$6.02K - $11.3K
|
36.1K
$1.67M
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
319+ 0.34% |
$6K - $11.3K
|
93.8K
$4.34M
|