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
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-335- 3.29% |
$6.3K - $11.8K
|
9.85K
$460K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-335- 6.18% |
$6.3K - $11.8K
|
5.08K
$237K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-336- 1.55% |
$6.32K - $11.9K
|
21.3K
$995K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-337- 1.56% |
$6.34K - $11.9K
|
21.3K
$995K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-343- 0.59% |
$6.45K - $12.1K
|
57.6K
$2.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-350- 0.7% |
$6.58K - $12.3K
|
49.8K
$2.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-350- 1.29% |
$6.58K - $12.3K
|
26.9K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-350- 2.26% |
$6.58K - $12.3K
|
15.2K
$708K
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-354- 3.16% |
$6.66K - $12.5K
|
10.9K
$507K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-360- 2.07% |
$6.77K - $12.7K
|
17K
$794K
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-365- 1.16% |
$6.86K - $12.9K
|
31.1K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-365- 3.89% |
$6.86K - $12.9K
|
9.02K
$421K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-368- 0.14% |
$6.92K - $13K
|
268K
$12.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-376- 1.9% |
$7.07K - $13.3K
|
19.4K
$904K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-380- 0.47% |
$7.14K - $13.4K
|
81.1K
$3.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-381- 1.07% |
$7.16K - $13.4K
|
35.3K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-382- 1.99% |
$7.18K - $13.5K
|
18.8K
$878K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-392- 5.68% |
$7.37K - $13.8K
|
6.51K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-400- 44.44% |
$7.52K - $14.1K
|
500
$23.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-401- 2.88% |
$7.54K - $14.1K
|
13.5K
$631K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-403- 1.71% |
$7.58K - $14.2K
|
23.2K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-403- 3.54% |
$7.58K - $14.2K
|
11K
$513K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-407- 0.4% |
$7.65K - $14.4K
|
101K
$4.72M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-407- 1.97% |
$7.65K - $14.4K
|
20.2K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-414- 57.66% |
$7.78K - $14.6K
|
304
$14.2K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-427Closed |
$8.03K - $15.1K
|
0
$0
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-430- 0.64% |
$8.08K - $15.2K
|
66.7K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-433- 5.99% |
$8.14K - $15.3K
|
6.8K
$317K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-447- 4.94% |
$8.4K - $15.8K
|
8.6K
$401K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-450- 1.49% |
$8.46K - $15.9K
|
29.7K
$1.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-451- 4.85% |
$8.48K - $15.9K
|
8.84K
$412K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-453- 3.32% |
$8.52K - $16K
|
13.2K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-453- 1.51% |
$8.52K - $16K
|
29.6K
$1.38M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-454- 5.16% |
$8.54K - $16K
|
8.35K
$389K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-457- 0.42% |
$8.59K - $16.1K
|
108K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-457- 2.96% |
$8.59K - $16.1K
|
15K
$699K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-474- 2.26% |
$8.91K - $16.7K
|
20.5K
$958K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-475- 1.53% |
$8.93K - $16.8K
|
30.6K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-476- 13.5% |
$8.95K - $16.8K
|
3.05K
$142K
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-481- 1.01% |
$9.04K - $17K
|
47.3K
$2.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-485- 49.24% |
$9.12K - $17.1K
|
500
$23.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
SELL
|
- |
-489- 1.7% |
$9.19K - $17.2K
|
28.2K
$1.32M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-492- 4.39% |
$9.25K - $17.4K
|
10.7K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-495- 4.25% |
$9.31K - $17.5K
|
11.1K
$520K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-496Closed |
$9.32K - $17.5K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-498- 3.66% |
$9.36K - $17.6K
|
13.1K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-498- 55.46% |
$9.36K - $17.6K
|
400
$18.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 4.93% |
$9.4K - $17.6K
|
9.64K
$450K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-500- 40.75% |
$9.4K - $17.6K
|
727
$33.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-500- 5.57% |
$9.4K - $17.6K
|
8.48K
$396K
|