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 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-222- 1.02% |
$4.17K - $7.83K
|
21.6K
$990K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-225- 0.96% |
$4.23K - $7.94K
|
23.1K
$1.06M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-226- 2.63% |
$4.25K - $7.97K
|
8.36K
$383K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-227- 2.26% |
$4.27K - $8.01K
|
9.81K
$449K
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-230- 1.52% |
$4.32K - $8.11K
|
14.9K
$684K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-231- 0.95% |
$4.34K - $8.15K
|
24K
$1.1M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-240- 0.18% |
$4.51K - $8.46K
|
136K
$6.25M
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-245- 0.37% |
$4.61K - $8.64K
|
66.6K
$3.05M
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-249- 2.43% |
$4.68K - $8.78K
|
9.99K
$458K
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
SELL
|
- |
-250- 1.5% |
$4.7K - $8.82K
|
16.5K
$753K
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-250- 0.55% |
$4.7K - $8.82K
|
45.4K
$2.08M
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-255- 3.61% |
$4.79K - $8.99K
|
6.82K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-256- 0.99% |
$4.81K - $9.03K
|
25.6K
$1.17M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-257- 1.14% |
$4.83K - $9.06K
|
22.3K
$1.02M
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-258- 1.0% |
$4.85K - $9.1K
|
25.5K
$1.17M
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-258- 1.0% |
$4.85K - $9.1K
|
25.5K
$1.17M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-262- 0.4% |
$4.93K - $9.24K
|
64.4K
$2.95M
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-262- 2.87% |
$4.93K - $9.24K
|
8.88K
$407K
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-274- 1.68% |
$5.15K - $9.66K
|
16.1K
$735K
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-275- 2.66% |
$5.17K - $9.7K
|
10.1K
$461K
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-278- 0.92% |
$5.23K - $9.81K
|
30.1K
$1.38M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-281- 3.78% |
$5.28K - $9.91K
|
7.16K
$328K
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-282- 1.05% |
$5.3K - $9.95K
|
26.5K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-284- 83.78% |
$5.34K - $10K
|
55
$2.52K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-285- 8.1% |
$5.36K - $10.1K
|
3.23K
$148K
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-288- 3.0% |
$5.41K - $10.2K
|
9.3K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-296- 0.06% |
$5.56K - $10.4K
|
514K
$23.6M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-299- 2.03% |
$5.62K - $10.5K
|
14.4K
$661K
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-299- 0.7% |
$5.62K - $10.5K
|
42.7K
$1.95M
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-300- 3.51% |
$5.64K - $10.6K
|
8.26K
$378K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-300- 1.82% |
$5.64K - $10.6K
|
16.2K
$740K
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-300- 2.47% |
$5.64K - $10.6K
|
11.8K
$542K
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-300- 3.71% |
$5.64K - $10.6K
|
7.78K
$356K
|
|
Nov 16, 2022
Q3 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-300- 0.52% |
$5.64K - $10.6K
|
57.2K
$2.62M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-302- 0.39% |
$5.68K - $10.7K
|
76.2K
$3.49M
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-304- 0.61% |
$5.72K - $10.7K
|
49.4K
$2.26M
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-304- 3.16% |
$5.72K - $10.7K
|
9.33K
$427K
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-305- 0.21% |
$5.73K - $10.8K
|
144K
$6.58M
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-307- 0.9% |
$5.77K - $10.8K
|
33.9K
$1.55M
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-308- 3.83% |
$5.79K - $10.9K
|
7.74K
$354K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-310- 28.94% |
$5.83K - $10.9K
|
761
$34.8K
|
|
Nov 14, 2022
Q3 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-313- 2.79% |
$5.88K - $11K
|
10.9K
$499K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-316- 0.73% |
$5.94K - $11.1K
|
43.2K
$1.98M
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-317- 1.82% |
$5.96K - $11.2K
|
17.1K
$785K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-317- 3.43% |
$5.96K - $11.2K
|
8.93K
$409K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-323- 1.15% |
$6.07K - $11.4K
|
27.7K
$1.27M
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-325- 0.81% |
$6.11K - $11.5K
|
39.7K
$1.82M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-326- 0.55% |
$6.13K - $11.5K
|
59.1K
$2.7M
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-330- 1.89% |
$6.2K - $11.6K
|
17.1K
$784K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-332- 0.33% |
$6.24K - $11.7K
|
99.4K
$4.55M
|