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
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
85+ 0.06% |
$1.6K - $3K
|
145K
$6.7M
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
84+ 5.08% |
$1.58K - $2.96K
|
1.74K
$80.5K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
84+ 1.49% |
$1.58K - $2.96K
|
5.72K
$265K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
82+ 6.68% |
$1.54K - $2.89K
|
1.31K
$60.7K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
81+ 0.7% |
$1.52K - $2.86K
|
11.7K
$543K
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
80+ 1.02% |
$1.5K - $2.82K
|
7.9K
$366K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
80+ 1.64% |
$1.5K - $2.82K
|
4.97K
$230K
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
79+ 1.18% |
$1.49K - $2.79K
|
6.76K
$313K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
77+ 0.85% |
$1.45K - $2.72K
|
9.13K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
77+ 0.3% |
$1.45K - $2.72K
|
26.1K
$1.21M
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
76+ 1.01% |
$1.43K - $2.68K
|
7.63K
$353K
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
75+ 0.59% |
$1.41K - $2.65K
|
12.8K
$591K
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
75+ 0.07% |
$1.41K - $2.65K
|
104K
$4.8M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
75+ 0.42% |
$1.41K - $2.65K
|
18.1K
$840K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
71+ 0.13% |
$1.33K - $2.5K
|
53K
$2.45M
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
70+ 0.17% |
$1.32K - $2.47K
|
40.5K
$1.88M
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.4% |
$1.26K - $2.36K
|
16.7K
$775K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
66+ 0.29% |
$1.24K - $2.33K
|
22.9K
$1.06M
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
65+ 0.22% |
$1.22K - $2.29K
|
30.1K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
64+ 0.5% |
$1.2K - $2.26K
|
12.8K
$594K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
62+ 0.32% |
$1.17K - $2.19K
|
19.6K
$906K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
61+ 0.34% |
$1.15K - $2.15K
|
18K
$832K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
59+ 0.11% |
$1.11K - $2.08K
|
53.2K
$2.46M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
57+ 0.21% |
$1.07K - $2.01K
|
27.1K
$1.25M
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.56% |
$1.05K - $1.98K
|
10.1K
$467K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54New |
$1.02K - $1.9K
|
54
$2.5K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
51+ 0.3% |
$959 - $1.8K
|
16.9K
$784K
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 0.42% |
$940 - $1.76K
|
11.9K
$552K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
50+ 5.32% |
$940 - $1.76K
|
990
$45.8K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
46+ 0.36% |
$865 - $1.62K
|
13K
$602K
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.28% |
$865 - $1.62K
|
16.7K
$774K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
45+ 0.22% |
$846 - $1.59K
|
20.4K
$945K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
45+ 0.37% |
$846 - $1.59K
|
12.3K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
45+ 0.43% |
$846 - $1.59K
|
10.5K
$486K
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
44+ 0.03% |
$827 - $1.55K
|
153K
$7.07M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
44+ 0.35% |
$827 - $1.55K
|
12.5K
$580K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
40+ 0.21% |
$752 - $1.41K
|
19.2K
$888K
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
39+ 0.21% |
$733 - $1.38K
|
19K
$878K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
38+ 0.01% |
$714 - $1.34K
|
381K
$17.7M
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
36+ 0.34% |
$677 - $1.27K
|
10.6K
$489K
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
36+ 0.51% |
$677 - $1.27K
|
7.1K
$329K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
35+ 0.39% |
$658 - $1.23K
|
8.91K
$412K
|
|
Nov 10, 2022
Q3 2022
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
35+ 0.24% |
$658 - $1.23K
|
14.9K
$690K
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
34+ 0.09% |
$639 - $1.2K
|
38.6K
$1.79M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
34+ 0.23% |
$639 - $1.2K
|
14.8K
$686K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
33+ 0.13% |
$620 - $1.16K
|
24.9K
$1.15M
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.13% |
$564 - $1.06K
|
23.2K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
28+ 0.22% |
$526 - $988
|
12.9K
$597K
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.2% |
$470 - $882
|
12.3K
$567K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
25+ 1.76% |
$470 - $882
|
1.44K
$66.9K
|