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 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2+ 0.02% |
$37.6 - $70.5
|
8.03K
$367K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
2+ 0.02% |
$37.6 - $70.5
|
13K
$595K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$37.6 - $70.5
|
15K
$686K
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
2+ 0.02% |
$37.6 - $70.5
|
8.13K
$372K
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$37.6 - $70.5
|
20.7K
$949K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$37.6 - $70.5
|
2.11K
$96.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$37.6 - $70.5
|
15.2K
$694K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.01% |
$18.8 - $35.3
|
10.4K
$476K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1+ 0.01% |
$18.8 - $35.3
|
10K
$458K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$18.8 - $35.3
|
398
$18.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.27% |
$18.8 - $35.3
|
366
$16.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 0.29% |
$18.8 - $35.3
|
349
$16K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.36% |
$18.8 - $35.3
|
280
$12.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Security Asset Management
|
SELL
|
- |
-1- 0.01% |
$18.8 - $35.3
|
8.93K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1- 0.01% |
$18.8 - $35.3
|
8.17K
$374K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$37.6 - $70.5
|
23.5K
$1.07M
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4- -0.0% |
$75.2 - $141
|
1.2M
$54.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-4- 0.01% |
$75.2 - $141
|
41.9K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6- 0.06% |
$113 - $212
|
9.86K
$451K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-7- 0.12% |
$132 - $247
|
5.9K
$270K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-8- 0.01% |
$150 - $282
|
84.6K
$3.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-9- 0.09% |
$169 - $317
|
10.4K
$478K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-10- 0.05% |
$188 - $353
|
21.6K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11- 0.1% |
$207 - $388
|
11.4K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.02% |
$226 - $423
|
74.9K
$3.43M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-13- 5.39% |
$244 - $459
|
228
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-17- 0.03% |
$320 - $600
|
50K
$2.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-21- 0.15% |
$395 - $741
|
14.3K
$655K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-25- 0.2% |
$470 - $882
|
12.7K
$583K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-25- 0.25% |
$470 - $882
|
9.85K
$451K
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-25- 0.35% |
$470 - $882
|
7.1K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-25- 0.34% |
$470 - $882
|
7.33K
$336K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 13.89% |
$470 - $882
|
155
$7.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 0.29% |
$526 - $988
|
9.56K
$438K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-29- 2.79% |
$545 - $1.02K
|
1.01K
$46.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-29- 0.75% |
$545 - $1.02K
|
3.83K
$175K
|
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-30- 0.16% |
$564 - $1.06K
|
19.2K
$878K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-30- 0.23% |
$564 - $1.06K
|
13K
$597K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-32- 0.04% |
$602 - $1.13K
|
71.7K
$3.28M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-35- 0.54% |
$658 - $1.23K
|
6.39K
$293K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-36- 13.53% |
$677 - $1.27K
|
230
$10.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-37- 0.01% |
$696 - $1.3K
|
289K
$13.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-39- 0.28% |
$733 - $1.38K
|
14K
$643K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40- 0.04% |
$752 - $1.41K
|
98.1K
$4.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-45- 0.22% |
$846 - $1.59K
|
20.2K
$925K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-47- 0.28% |
$884 - $1.66K
|
16.5K
$754K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-50- 0.14% |
$940 - $1.76K
|
36.3K
$1.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 0.31% |
$940 - $1.76K
|
16.3K
$744K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.29% |
$940 - $1.76K
|
17.2K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-51- 0.36% |
$959 - $1.8K
|
14K
$642K
|