Purchases and Sales Made in Q4 2022 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
10.4K+ 9.24% |
$311K - $401K
|
123K
$5.72M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4KNew |
$310K - $400K
|
10.4K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 5.36% |
$309K - $399K
|
204K
$9.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.2K+ 68.56% |
$305K - $393K
|
25.2K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 15.52% |
$301K - $389K
|
75.4K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.1KNew |
$301K - $389K
|
10.1K
$470K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
10.1K+ 0.81% |
$301K - $388K
|
1.26M
$58.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10.1K+ 11.76% |
$301K - $388K
|
96.1K
$4.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
10.1K+ 25.4% |
$300K - $386K
|
49.7K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
10K+ 5.3% |
$298K - $385K
|
199K
$9.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10K+ 34.81% |
$298K - $384K
|
38.7K
$1.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
10K+ 23.58% |
$298K - $384K
|
52.4K
$2.43M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
9.92KNew |
$295K - $381K
|
9.92K
$460K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.81K+ 65.56% |
$292K - $377K
|
24.8K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.79KNew |
$292K - $376K
|
9.79K
$454K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.72KNew |
$289K - $373K
|
9.72K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.68K+ 3.98% |
$288K - $372K
|
253K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
9.62K+ 14.31% |
$286K - $369K
|
76.8K
$3.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.5K+ 6.61% |
$283K - $365K
|
153K
$7.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
9.45KNew |
$281K - $363K
|
9.45K
$438K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
9.39K+ 6.39% |
$280K - $361K
|
156K
$7.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
9.31KNew |
$277K - $357K
|
9.31K
$432K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
9.3K+ 7.0% |
$277K - $357K
|
142K
$6.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.26K+ 12.57% |
$276K - $356K
|
83K
$3.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
9.25KNew |
$275K - $355K
|
9.25K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.22K+ 2.55% |
$275K - $354K
|
370K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
9.2K+ 11.4% |
$274K - $353K
|
89.9K
$4.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9.15K+ 3.2% |
$272K - $352K
|
295K
$13.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
9.11K+ 12.19% |
$271K - $350K
|
83.8K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
9.11K+ 7.94% |
$271K - $350K
|
124K
$5.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.05K+ 6.6% |
$269K - $348K
|
146K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.05KNew |
$269K - $348K
|
9.05K
$420K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.99K+ 107.69% |
$268K - $345K
|
17.3K
$804K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8.95KNew |
$267K - $344K
|
8.95K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.95K+ 18.16% |
$267K - $344K
|
58.3K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.84KNew |
$263K - $340K
|
8.84K
$410K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
8.8K+ 10.22% |
$262K - $338K
|
94.8K
$4.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.74KNew |
$260K - $336K
|
8.74K
$406K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.74KNew |
$260K - $336K
|
8.74K
$405K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8.71KNew |
$259K - $334K
|
8.71K
$404K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.68K+ 1.52% |
$258K - $333K
|
581K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.66K+ 44.1% |
$258K - $333K
|
28.3K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.62K+ 3.27% |
$256K - $331K
|
272K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.59KNew |
$256K - $330K
|
8.59K
$398K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.55KNew |
$255K - $328K
|
8.55K
$397K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8.45KNew |
$252K - $325K
|
8.45K
$392K
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
8.35KNew |
$249K - $321K
|
8.35K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.32K+ 20.01% |
$248K - $320K
|
49.9K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.31K+ 4.04% |
$248K - $319K
|
214K
$9.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8.27KNew |
$246K - $318K
|
8.27K
$384K
|