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 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-52- 0.76% |
$1.55K - $2K
|
6.78K
$313K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-53- 0.37% |
$1.58K - $2.04K
|
14.3K
$661K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-54- 0.1% |
$1.61K - $2.07K
|
51.9K
$2.4M
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-55- 0.02% |
$1.64K - $2.11K
|
279K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 0.57% |
$1.64K - $2.11K
|
9.56K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-61- 0.11% |
$1.82K - $2.34K
|
54.7K
$2.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-62- 0.13% |
$1.85K - $2.38K
|
47.4K
$2.19M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-62- 0.59% |
$1.85K - $2.38K
|
10.4K
$481K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-63- 0.49% |
$1.88K - $2.42K
|
12.8K
$593K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-64- 0.03% |
$1.91K - $2.46K
|
198K
$9.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-65- 0.92% |
$1.94K - $2.5K
|
7K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-70- 0.51% |
$2.08K - $2.69K
|
13.7K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-75- 0.42% |
$2.23K - $2.88K
|
18K
$830K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-76- 0.06% |
$2.26K - $2.92K
|
118K
$5.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-76- 1.12% |
$2.26K - $2.92K
|
6.69K
$309K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-77- 0.39% |
$2.29K - $2.96K
|
19.8K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-78- 0.58% |
$2.32K - $3K
|
13.4K
$619K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-78- 0.6% |
$2.32K - $3K
|
12.9K
$598K
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-80- 1.21% |
$2.38K - $3.07K
|
6.52K
$301K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-81- 0.48% |
$2.41K - $3.11K
|
16.8K
$776K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-81- 0.35% |
$2.41K - $3.11K
|
23.4K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-86- 0.64% |
$2.56K - $3.3K
|
13.3K
$613K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-88- 0.84% |
$2.62K - $3.38K
|
10.4K
$480K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-92- 1.17% |
$2.74K - $3.53K
|
7.8K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-92- 0.25% |
$2.74K - $3.53K
|
37.4K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-95- 0.59% |
$2.83K - $3.65K
|
16K
$737K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-98- 0.05% |
$2.92K - $3.76K
|
197K
$9.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-99- 0.23% |
$2.95K - $3.8K
|
43.7K
$2.02M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
SELL
|
- |
-99- 0.36% |
$2.95K - $3.8K
|
27.2K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-99- 1.42% |
$2.95K - $3.8K
|
6.88K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-99- 0.79% |
$2.95K - $3.8K
|
12.5K
$576K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-99- 0.6% |
$2.95K - $3.8K
|
16.5K
$761K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 1.25% |
$2.98K - $3.84K
|
7.91K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 0.99% |
$2.98K - $3.84K
|
9.96K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 0.62% |
$2.98K - $3.84K
|
16.1K
$744K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 8.11% |
$2.98K - $3.84K
|
1.13K
$52.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 30.77% |
$2.98K - $3.84K
|
225
$10.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.33% |
$2.98K - $3.84K
|
30.3K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
SELL
|
- |
-100- 0.32% |
$2.98K - $3.84K
|
30.8K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.55% |
$2.98K - $3.84K
|
18.2K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-100- 0.02% |
$2.98K - $3.84K
|
575K
$26.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-101- 0.27% |
$3.01K - $3.88K
|
37.3K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-102- 1.77% |
$3.04K - $3.92K
|
5.66K
$262K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 0.51% |
$3.13K - $4.03K
|
20.4K
$945K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-111- 3.64% |
$3.3K - $4.26K
|
2.94K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-112- 9.64% |
$3.33K - $4.3K
|
1.05K
$48.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 1.02% |
$3.39K - $4.38K
|
11.1K
$513K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-119- 0.64% |
$3.54K - $4.57K
|
18.5K
$855K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-125- 1.45% |
$3.72K - $4.8K
|
8.52K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-127- 0.37% |
$3.78K - $4.88K
|
34.5K
$1.59M
|