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 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.75K+ 42.78% |
$201K - $259K
|
22.5K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.7K+ 0.58% |
$199K - $257K
|
1.16M
$53.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.69K+ 1.23% |
$199K - $257K
|
552K
$25.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
6.66K+ 29.55% |
$198K - $256K
|
29.2K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.65K+ 2.13% |
$198K - $255K
|
319K
$14.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.64KNew |
$198K - $255K
|
6.64K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.62K+ 2.08% |
$197K - $254K
|
325K
$15M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
6.61K+ 59.83% |
$197K - $254K
|
17.7K
$816K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.59KNew |
$196K - $253K
|
6.59K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.55K+ 9.81% |
$195K - $252K
|
73.4K
$3.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.55KNew |
$195K - $252K
|
6.55K
$303K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.53KNew |
$194K - $251K
|
6.53K
$302K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.5KNew |
$194K - $250K
|
6.5K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
6.5K+ 34.34% |
$194K - $250K
|
25.4K
$1.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.5KNew |
$193K - $250K
|
6.5K
$300K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
6.5K+ 5.12% |
$193K - $249K
|
133K
$6.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
6.49KNew |
$193K - $249K
|
6.49K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
6.49KNew |
$193K - $249K
|
6.49K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.47KNew |
$193K - $249K
|
6.47K
$299K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.47KNew |
$193K - $249K
|
6.47K
$299K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.44K+ 49.74% |
$192K - $247K
|
19.4K
$896K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.43KNew |
$191K - $247K
|
6.43K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
6.43KNew |
$191K - $247K
|
6.43K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.39K+ 10.21% |
$190K - $246K
|
69K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.39K+ 52.23% |
$190K - $246K
|
18.6K
$861K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.38KNew |
$190K - $245K
|
6.38K
$295K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.38KNew |
$190K - $245K
|
6.38K
$295K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
6.37KNew |
$190K - $245K
|
6.37K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.36KNew |
$189K - $244K
|
6.36K
$294K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.36KNew |
$189K - $244K
|
6.36K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.35KNew |
$189K - $244K
|
6.35K
$293K
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
6.34KNew |
$189K - $244K
|
6.34K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.34KNew |
$189K - $244K
|
6.34K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$189K - $243K
|
6.34K
$293K
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
6.33KNew |
$189K - $243K
|
6.33K
$293K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
6.31KNew |
$188K - $242K
|
6.31K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.3K+ 1.09% |
$188K - $242K
|
583K
$26.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.3KNew |
$188K - $242K
|
6.3K
$291K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6.3KNew |
$187K - $242K
|
6.3K
$291K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.26KNew |
$186K - $240K
|
6.26K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.24KNew |
$186K - $240K
|
6.24K
$288K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.23KNew |
$185K - $239K
|
6.23K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
6.22K+ 1085.86% |
$185K - $239K
|
6.8K
$314K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22KNew |
$185K - $239K
|
6.22K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.21KNew |
$185K - $238K
|
6.21K
$287K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.2KNew |
$185K - $238K
|
6.2K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.18KNew |
$184K - $237K
|
6.18K
$286K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.18K+ 39.21% |
$184K - $237K
|
21.9K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.18K+ 35.14% |
$184K - $237K
|
23.8K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.16K+ 4.91% |
$183K - $237K
|
132K
$6.09M
|