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 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
195New |
$3.67K - $6.88K
|
195
$8.28K
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
195+ 0.72% |
$3.67K - $6.88K
|
27.3K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
194+ 1.39% |
$3.65K - $6.84K
|
14.1K
$600K
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
191+ 1.03% |
$3.59K - $6.74K
|
18.7K
$792K
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
178+ 0.56% |
$3.35K - $6.28K
|
32K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
178+ 0.17% |
$3.35K - $6.28K
|
107K
$4.55M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
177+ 1.45% |
$3.33K - $6.24K
|
12.4K
$527K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
176+ 0.47% |
$3.31K - $6.21K
|
37.6K
$1.6M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
175+ 1.29% |
$3.29K - $6.17K
|
13.7K
$582K
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
175+ 0.9% |
$3.29K - $6.17K
|
19.6K
$831K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
174+ 0.25% |
$3.27K - $6.14K
|
69.8K
$2.96M
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
172+ 1.49% |
$3.23K - $6.07K
|
11.7K
$498K
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
170+ 0.43% |
$3.2K - $6K
|
39.5K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170+ 0.71% |
$3.2K - $6K
|
24.1K
$1.02M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
169+ 2.5% |
$3.18K - $5.96K
|
6.93K
$294K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
168+ 0.34% |
$3.16K - $5.93K
|
49.4K
$2.1M
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
167+ 1.7% |
$3.14K - $5.89K
|
9.99K
$424K
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
162+ 0.63% |
$3.05K - $5.71K
|
25.9K
$1.1M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
161+ 0.96% |
$3.03K - $5.68K
|
17K
$722K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
154+ 0.74% |
$2.9K - $5.43K
|
21K
$890K
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
153+ 0.91% |
$2.88K - $5.4K
|
17K
$721K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
146+ 1.14% |
$2.74K - $5.15K
|
13K
$552K
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
145+ 1.06% |
$2.73K - $5.11K
|
13.8K
$585K
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.19% |
$2.71K - $5.08K
|
74.9K
$3.18M
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
142+ 0.5% |
$2.67K - $5.01K
|
28.5K
$1.21M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
140+ 0.35% |
$2.63K - $4.94K
|
40.6K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
138+ 0.72% |
$2.59K - $4.87K
|
19.4K
$825K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
134+ 14.0% |
$2.52K - $4.73K
|
1.09K
$46.3K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 0.44% |
$2.44K - $4.59K
|
30K
$1.27M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.6% |
$2.43K - $4.55K
|
21.5K
$913K
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
129+ 0.67% |
$2.43K - $4.55K
|
19.4K
$823K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
129+ 0.33% |
$2.43K - $4.55K
|
39.2K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
127+ 1.09% |
$2.39K - $4.48K
|
11.8K
$501K
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
125+ 1.05% |
$2.35K - $4.41K
|
12K
$510K
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
123+ 0.87% |
$2.31K - $4.34K
|
14.2K
$602K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
123+ 10.07% |
$2.31K - $4.34K
|
1.35K
$57.1K
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
119+ 1.2% |
$2.24K - $4.2K
|
10K
$425K
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
109+ 1.19% |
$2.05K - $3.84K
|
9.24K
$393K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
108+ 0.87% |
$2.03K - $3.81K
|
12.5K
$532K
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
105+ 0.66% |
$1.97K - $3.7K
|
16K
$680K
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
104+ 0.22% |
$1.96K - $3.67K
|
47.7K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
104+ 0.04% |
$1.96K - $3.67K
|
257K
$10.9M
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 0.77% |
$1.88K - $3.53K
|
13.1K
$558K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
100New |
$1.88K - $3.53K
|
100
$4.25K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 44.44% |
$1.88K - $3.53K
|
325
$13.8K
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
BUY
|
- |
98+ 0.09% |
$1.84K - $3.46K
|
106K
$4.51M
|
|
Oct 27, 2022
Q3 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
98+ 0.71% |
$1.84K - $3.46K
|
13.8K
$588K
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
98+ 0.35% |
$1.84K - $3.46K
|
28.1K
$1.19M
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
96+ 0.17% |
$1.8K - $3.39K
|
57.2K
$2.43M
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
96+ 0.4% |
$1.8K - $3.39K
|
24.1K
$1.03M
|