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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-51- 0.75% |
$959 - $1.8K
|
6.71K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-54- 0.12% |
$1.02K - $1.9K
|
44.5K
$2.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-59- 0.1% |
$1.11K - $2.08K
|
58.6K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-60- 4.44% |
$1.13K - $2.12K
|
1.29K
$59.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-60- 0.61% |
$1.13K - $2.12K
|
9.82K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-61- 4.83% |
$1.15K - $2.15K
|
1.2K
$55K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-62- 0.07% |
$1.17K - $2.19K
|
83.1K
$3.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-62- 8.66% |
$1.17K - $2.19K
|
654
$29.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-67- 0.49% |
$1.26K - $2.36K
|
13.6K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-68- 0.04% |
$1.28K - $2.4K
|
189K
$8.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-71- 4.66% |
$1.33K - $2.5K
|
1.45K
$66.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-72- 0.28% |
$1.35K - $2.54K
|
25.5K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-72- 0.48% |
$1.35K - $2.54K
|
15K
$686K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-73- 0.06% |
$1.37K - $2.57K
|
129K
$5.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 1.06% |
$1.41K - $2.65K
|
7.02K
$321K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 0.73% |
$1.41K - $2.65K
|
10.3K
$470K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 1.01% |
$1.47K - $2.75K
|
7.65K
$350K
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-80- 1.04% |
$1.5K - $2.82K
|
7.61K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-82- 0.95% |
$1.54K - $2.89K
|
8.52K
$390K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-83- 11.64% |
$1.56K - $2.93K
|
630
$28.8K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-83- 1.16% |
$1.56K - $2.93K
|
7.1K
$325K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-83- 1.16% |
$1.56K - $2.93K
|
7.1K
$325K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-84- 0.07% |
$1.58K - $2.96K
|
126K
$5.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-85- 0.5% |
$1.6K - $3K
|
16.8K
$767K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-85- 0.34% |
$1.6K - $3K
|
24.9K
$1.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-93- 0.18% |
$1.75K - $3.28K
|
51K
$2.34M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-95- 0.11% |
$1.79K - $3.35K
|
84.2K
$3.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-99- 0.76% |
$1.86K - $3.49K
|
13K
$596K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-99- 0.78% |
$1.86K - $3.49K
|
12.6K
$575K
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 1.15% |
$1.88K - $3.53K
|
8.57K
$392K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-100- 1.32% |
$1.88K - $3.53K
|
7.46K
$342K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-100- 1.4% |
$1.88K - $3.53K
|
7.07K
$324K
|
|
|
Nov 08, 2022
Q3 2022
|
Kidder Stephen W
|
SELL
|
- |
-100- 0.32% |
$1.88K - $3.53K
|
30.9K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.48% |
$1.88K - $3.53K
|
20.9K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.32% |
$1.88K - $3.53K
|
30.8K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-100- 0.03% |
$1.88K - $3.53K
|
340K
$15.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-102- 0.06% |
$1.92K - $3.6K
|
181K
$8.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-105- 0.65% |
$1.97K - $3.7K
|
15.9K
$730K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-105- 0.84% |
$1.97K - $3.7K
|
12.4K
$567K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-106- 2.93% |
$1.99K - $3.74K
|
3.51K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-107- 0.04% |
$2.01K - $3.77K
|
256K
$11.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-108- 0.31% |
$2.03K - $3.81K
|
35.3K
$1.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-110- 0.54% |
$2.07K - $3.88K
|
20.4K
$936K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-110- 0.8% |
$2.07K - $3.88K
|
13.7K
$628K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-112- 1.22% |
$2.11K - $3.95K
|
9.09K
$416K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-112- 0.83% |
$2.11K - $3.95K
|
13.3K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-113- 0.59% |
$2.12K - $3.99K
|
18.9K
$866K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-118- 0.3% |
$2.22K - $4.16K
|
38.6K
$1.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-120- 1.35% |
$2.26K - $4.23K
|
8.75K
$401K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-120- 0.41% |
$2.26K - $4.23K
|
29.2K
$1.34M
|