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
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 0.4% |
$470 - $882
|
6.31K
$289K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
23+ 0.11% |
$432 - $811
|
21K
$960K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.07% |
$414 - $776
|
30K
$1.38M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
21+ 0.29% |
$395 - $741
|
7.39K
$338K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$395 - $741
|
14.4K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
21+ 0.19% |
$395 - $741
|
11.3K
$516K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20+ 6.67% |
$376 - $705
|
320
$14.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
18+ 0.16% |
$338 - $635
|
11K
$502K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
18+ 0.25% |
$338 - $635
|
7.12K
$326K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
15+ 0.04% |
$282 - $529
|
36.8K
$1.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
14+ 0.05% |
$263 - $494
|
26.8K
$1.23M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$226 - $423
|
14.4K
$658K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12+ 0.59% |
$226 - $423
|
2.06K
$94.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.08% |
$207 - $388
|
13.6K
$621K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
11New |
$207 - $388
|
11
$504
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9+ 0.13% |
$169 - $317
|
7.09K
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$169 - $317
|
9
$412
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
9+ 0.03% |
$169 - $317
|
27.6K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.13% |
$169 - $317
|
6.83K
$313K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
8+ 0.01% |
$150 - $282
|
120K
$5.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.64% |
$150 - $282
|
1.25K
$57.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
8+ 0.0% |
$150 - $282
|
201K
$9.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.06% |
$132 - $247
|
11.4K
$520K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7+ 0.05% |
$132 - $247
|
15K
$688K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.09% |
$113 - $212
|
6.66K
$305K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
6+ 0.02% |
$113 - $212
|
35.9K
$1.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.45% |
$113 - $212
|
1.33K
$60.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$113 - $212
|
7.44K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
6+ 0.09% |
$113 - $212
|
6.97K
$319K
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.06% |
$94 - $176
|
8.84K
$405K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$94 - $176
|
5.7K
$261K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
5+ 0.01% |
$94 - $176
|
51.6K
$2.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5+ 0.05% |
$94 - $176
|
10.3K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.54% |
$94 - $176
|
927
$42.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4+ 0.0% |
$75.2 - $141
|
139K
$6.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.06% |
$75.2 - $141
|
6.7K
$307K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.02% |
$75.2 - $141
|
16.4K
$752K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$75.2 - $141
|
4
$183
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$75.2 - $141
|
11.2K
$513K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.03% |
$75.2 - $141
|
11.6K
$531K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.03% |
$56.4 - $106
|
8.88K
$407K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
3+ 0.02% |
$56.4 - $106
|
19.4K
$887K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$56.4 - $106
|
8.91K
$408K
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$56.4 - $106
|
14.4K
$660K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.01% |
$56.4 - $106
|
31.4K
$1.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3+ 0.02% |
$56.4 - $106
|
13.3K
$611K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3+ 0.04% |
$56.4 - $106
|
7.03K
$322K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.13% |
$56.4 - $106
|
2.39K
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.02% |
$56.4 - $106
|
14.5K
$664K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$37.6 - $70.5
|
7.66K
$351K
|