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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-120- 1.25% |
$2.26K - $4.23K
|
9.48K
$439K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-122- 1.14% |
$2.29K - $4.3K
|
10.6K
$489K
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-123- 1.03% |
$2.31K - $4.34K
|
11.8K
$546K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-130- 1.69% |
$2.44K - $4.59K
|
7.57K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-133- 0.32% |
$2.5K - $4.69K
|
40.9K
$1.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-136- 0.15% |
$2.56K - $4.8K
|
91.7K
$4.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-138- 4.15% |
$2.59K - $4.87K
|
3.19K
$148K
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-139- 0.83% |
$2.61K - $4.9K
|
16.7K
$771K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 0.75% |
$2.63K - $4.94K
|
18.5K
$856K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-144- 0.59% |
$2.71K - $5.08K
|
24.1K
$1.12M
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-148- 6.79% |
$2.78K - $5.22K
|
2.03K
$94K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-150- 1.2% |
$2.82K - $5.29K
|
12.3K
$572K
|
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-150- 0.71% |
$2.82K - $5.29K
|
20.9K
$969K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-150- 9.87% |
$2.82K - $5.29K
|
1.37K
$63.4K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-150- 2.0% |
$2.82K - $5.29K
|
7.37K
$341K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-151- 0.23% |
$2.84K - $5.33K
|
65.5K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-152- 0.53% |
$2.86K - $5.36K
|
28.5K
$1.32M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-153- 45.81% |
$2.88K - $5.4K
|
181
$8.38K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-155- 6.69% |
$2.91K - $5.47K
|
2.16K
$100K
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-158- 1.59% |
$2.97K - $5.57K
|
9.76K
$452K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-161- 2.03% |
$3.03K - $5.68K
|
7.76K
$359K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-161- 1.54% |
$3.03K - $5.68K
|
10.3K
$476K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-163- 0.58% |
$3.06K - $5.75K
|
27.9K
$1.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-164- 1.36% |
$3.08K - $5.78K
|
11.9K
$551K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-165- 11.26% |
$3.1K - $5.82K
|
1.3K
$60.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-169- 0.14% |
$3.18K - $5.96K
|
122K
$5.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-170- 1.57% |
$3.2K - $6K
|
10.6K
$493K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-174- 1.15% |
$3.27K - $6.14K
|
15K
$694K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-175- 31.59% |
$3.29K - $6.17K
|
379
$17.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-175- 2.28% |
$3.29K - $6.17K
|
7.49K
$347K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-176- 0.13% |
$3.31K - $6.21K
|
130K
$6.03M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-178- 1.02% |
$3.35K - $6.28K
|
17.2K
$798K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-181- 1.19% |
$3.4K - $6.38K
|
15.1K
$697K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-182- 1.17% |
$3.42K - $6.42K
|
15.4K
$715K
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-183- 0.54% |
$3.44K - $6.45K
|
33.9K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-184- 0.06% |
$3.46K - $6.49K
|
286K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-185- 2.58% |
$3.48K - $6.52K
|
6.98K
$323K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-190- 1.04% |
$3.57K - $6.7K
|
18K
$834K
|
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-193- 1.61% |
$3.63K - $6.81K
|
11.8K
$546K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-197- 1.03% |
$3.7K - $6.95K
|
18.9K
$874K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-198- 13.85% |
$3.72K - $6.98K
|
1.23K
$57K
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 0.65% |
$3.76K - $7.05K
|
30.8K
$1.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-200- 78.43% |
$3.76K - $7.05K
|
55
$2.55K
|
|
|
Nov 14, 2022
Q3 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-200- 0.05% |
$3.76K - $7.05K
|
434K
$20.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-200- 1.21% |
$3.76K - $7.05K
|
16.4K
$758K
|
|
|
Oct 27, 2022
Q3 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-209- 1.23% |
$3.93K - $7.37K
|
16.8K
$779K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-211- 0.08% |
$3.97K - $7.44K
|
272K
$12.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-212- 0.07% |
$3.99K - $7.48K
|
288K
$13.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-214- 0.8% |
$4.02K - $7.55K
|
26.5K
$1.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-215- 0.35% |
$4.04K - $7.58K
|
60.5K
$2.8M
|