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 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-226- 0.07% |
$6.73K - $8.68K
|
333K
$15.4M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-228- 31.19% |
$6.79K - $8.76K
|
503
$23.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-236- 0.21% |
$7.03K - $9.06K
|
114K
$5.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-236- 1.82% |
$7.03K - $9.06K
|
12.8K
$590K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-238- 0.04% |
$7.09K - $9.14K
|
629K
$29.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-238- 1.12% |
$7.09K - $9.14K
|
21.1K
$974K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-240- 1.94% |
$7.14K - $9.22K
|
12.1K
$561K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-244- 18.74% |
$7.26K - $9.37K
|
1.06K
$48.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-244- 3.02% |
$7.26K - $9.37K
|
7.85K
$363K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-245- 0.29% |
$7.29K - $9.41K
|
84K
$3.88M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-250- 0.57% |
$7.44K - $9.6K
|
43.6K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-250- 1.97% |
$7.44K - $9.6K
|
12.4K
$574K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 10.55% |
$7.44K - $9.6K
|
2.12K
$98K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-250- 0.78% |
$7.44K - $9.6K
|
31.9K
$1.47M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-250- 1.2% |
$7.44K - $9.6K
|
20.6K
$950K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-251- 2.06% |
$7.47K - $9.64K
|
11.9K
$552K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-253- 2.5% |
$7.53K - $9.72K
|
9.89K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-258- 0.36% |
$7.68K - $9.91K
|
71.5K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-259- 0.14% |
$7.71K - $9.95K
|
184K
$8.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-260- 2.16% |
$7.74K - $9.99K
|
11.8K
$544K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-264- 0.44% |
$7.86K - $10.1K
|
60.4K
$2.79M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-269- 0.15% |
$8.01K - $10.3K
|
176K
$8.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-272- 1.26% |
$8.1K - $10.4K
|
21.3K
$986K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-274- 1.76% |
$8.16K - $10.5K
|
15.3K
$705K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-276- 1.84% |
$8.22K - $10.6K
|
14.7K
$680K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-278- 36.53% |
$8.28K - $10.7K
|
483
$22.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-278- 3.63% |
$8.28K - $10.7K
|
7.37K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-282- 0.09% |
$8.4K - $10.8K
|
305K
$14.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-286- 0.8% |
$8.51K - $11K
|
35.6K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-288- 12.82% |
$8.57K - $11.1K
|
1.96K
$90.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-290- 0.33% |
$8.63K - $11.1K
|
87.1K
$4.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-291- 2.61% |
$8.66K - $11.2K
|
10.9K
$501K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-292- 3.21% |
$8.69K - $11.2K
|
8.8K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-295- 1.34% |
$8.78K - $11.3K
|
21.7K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-297- 2.54% |
$8.84K - $11.4K
|
11.4K
$527K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-297- 1.75% |
$8.84K - $11.4K
|
16.6K
$768K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-299- 0.69% |
$8.9K - $11.5K
|
43.1K
$1.99M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-299- 0.75% |
$8.9K - $11.5K
|
39.5K
$1.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-300- 2.88% |
$8.93K - $11.5K
|
10.1K
$467K
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-300- 0.25% |
$8.93K - $11.5K
|
119K
$5.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-300- 1.02% |
$8.93K - $11.5K
|
29.1K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-300- 1.96% |
$8.93K - $11.5K
|
15K
$693K
|
|
|
Feb 14, 2023
Q4 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-300- 2.75% |
$8.93K - $11.5K
|
10.6K
$490K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-302- 0.34% |
$8.99K - $11.6K
|
88.7K
$4.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-305- 1.12% |
$9.08K - $11.7K
|
27K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-306- 1.77% |
$9.11K - $11.8K
|
17K
$785K
|
|
|
Feb 02, 2023
Q4 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-314- 0.74% |
$9.35K - $12.1K
|
42.4K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-317- 1.14% |
$9.44K - $12.2K
|
27.6K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-320- 3.03% |
$9.53K - $12.3K
|
10.2K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-324- 0.66% |
$9.65K - $12.4K
|
48.9K
$2.26M
|