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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-333- 2.36% |
$9.91K - $12.8K
|
13.8K
$638K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-335- 0.54% |
$9.97K - $12.9K
|
62.2K
$2.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-344- 4.11% |
$10.2K - $13.2K
|
8.03K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-350- 3.22% |
$10.4K - $13.4K
|
10.5K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-350- 4.35% |
$10.4K - $13.4K
|
7.71K
$356K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-360- 0.83% |
$10.7K - $13.8K
|
42.8K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-370- 0.22% |
$11K - $14.2K
|
170K
$7.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-371- 3.02% |
$11K - $14.3K
|
11.9K
$551K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-372- 1.24% |
$11.1K - $14.3K
|
29.6K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-374- 0.5% |
$11.1K - $14.4K
|
74.6K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-377- 4.97% |
$11.2K - $14.5K
|
7.21K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-380- 0.41% |
$11.3K - $14.6K
|
92.5K
$4.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-381- 0.42% |
$11.3K - $14.6K
|
91K
$4.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-389- 4.32% |
$11.6K - $14.9K
|
8.63K
$399K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-391- 2.0% |
$11.6K - $15K
|
19.2K
$885K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-391- 0.07% |
$11.6K - $15K
|
529K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-391- 5.03% |
$11.6K - $15K
|
7.38K
$341K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-392- 1.12% |
$11.7K - $15.1K
|
34.5K
$1.6M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-398- 0.4% |
$11.8K - $15.3K
|
99.1K
$4.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-403- 4.31% |
$12K - $15.5K
|
8.96K
$414K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-403- 1.04% |
$12K - $15.5K
|
38.3K
$1.77M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-407- 1.97% |
$12.1K - $15.6K
|
20.2K
$935K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-412- 3.42% |
$12.3K - $15.8K
|
11.6K
$538K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-414- 2.43% |
$12.3K - $15.9K
|
16.6K
$768K
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-420- 5.87% |
$12.5K - $16.1K
|
6.73K
$311K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-431- 3.67% |
$12.8K - $16.6K
|
11.3K
$523K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-432- 86.4% |
$12.9K - $16.6K
|
68
$3.14K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-434- 0.58% |
$12.9K - $16.7K
|
73.8K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-434- 5.0% |
$12.9K - $16.7K
|
8.25K
$381K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-440- 0.38% |
$13.1K - $16.9K
|
117K
$5.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-441- 3.51% |
$13.1K - $16.9K
|
12.1K
$561K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-449- 0.33% |
$13.4K - $17.2K
|
136K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-449- 5.06% |
$13.4K - $17.2K
|
8.42K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-451- 3.88% |
$13.4K - $17.3K
|
11.2K
$517K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-453- 3.98% |
$13.5K - $17.4K
|
10.9K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-454- 1.08% |
$13.5K - $17.4K
|
41.7K
$1.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-460- 4.32% |
$13.7K - $17.7K
|
10.2K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-466- 1.63% |
$13.9K - $17.9K
|
28K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-466- 2.13% |
$13.9K - $17.9K
|
21.4K
$988K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-467- 4.3% |
$13.9K - $17.9K
|
10.4K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-469- 0.28% |
$14K - $18K
|
168K
$7.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-470- 6.79% |
$14K - $18.1K
|
6.45K
$298K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-472- 3.49% |
$14.1K - $18.1K
|
13K
$602K
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-473- 1.23% |
$14.1K - $18.2K
|
38K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-475- 2.1% |
$14.1K - $18.2K
|
22.1K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-479- 3.36% |
$14.3K - $18.4K
|
13.8K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-483- 0.3% |
$14.4K - $18.6K
|
161K
$7.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-486- 4.09% |
$14.5K - $18.7K
|
11.4K
$527K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-486- 0.1% |
$14.5K - $18.7K
|
477K
$22M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-497- 3.61% |
$14.8K - $19.1K
|
13.3K
$614K
|