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 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
26K+ 15.43% |
$775K - $1M
|
195K
$8.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 45.99% |
$762K - $983K
|
81.3K
$3.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
25.4K+ 14.99% |
$757K - $977K
|
195K
$8.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
25.2K+ 8.1% |
$751K - $969K
|
337K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
25.1KNew |
$749K - $966K
|
25.1K
$1.16M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
24.5K+ 160.76% |
$728K - $940K
|
39.7K
$1.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
24.2KNew |
$721K - $930K
|
24.2K
$1.12M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23.7KNew |
$706K - $911K
|
23.7K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
23.7K+ 33.86% |
$705K - $910K
|
93.6K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
23.4KNew |
$695K - $897K
|
23.4K
$1.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.3K+ 13.41% |
$694K - $896K
|
197K
$9.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
23.2KNew |
$690K - $890K
|
23.2K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23.1KNew |
$688K - $888K
|
23.1K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.6K+ 4.69% |
$671K - $866K
|
503K
$23.2M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
22.5KNew |
$670K - $864K
|
22.5K
$1.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
22.4K+ 38.97% |
$667K - $861K
|
80K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
22.4KNew |
$666K - $859K
|
22.4K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
22.3KNew |
$665K - $858K
|
22.3K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22KNew |
$656K - $847K
|
22K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
22K+ 0.52% |
$654K - $843K
|
4.21M
$194M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
21.8KNew |
$650K - $839K
|
21.8K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21.7KNew |
$645K - $832K
|
21.7K
$999K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.6K+ 9.76% |
$644K - $830K
|
243K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
21.6KNew |
$643K - $830K
|
21.6K
$995K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
21.3KNew |
$633K - $817K
|
21.3K
$980K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
21.2K+ 9.14% |
$632K - $815K
|
253K
$11.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.9K+ 44.24% |
$622K - $802K
|
68.1K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
20.8KNew |
$618K - $797K
|
20.8K
$957K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20.7KNew |
$616K - $795K
|
20.7K
$954K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
20.6K+ 12.88% |
$613K - $791K
|
181K
$8.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$610K - $787K
|
20.5K
$944K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
20.5K+ 77.48% |
$609K - $786K
|
46.9K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
20.5K+ 143.65% |
$609K - $786K
|
34.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 8.02% |
$602K - $777K
|
272K
$12.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
BUY
|
- |
20.1K+ 100.5% |
$598K - $772K
|
40.1K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20.1K+ 6.89% |
$598K - $771K
|
312K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
20KNew |
$595K - $768K
|
20K
$922K
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
20K+ 50.0% |
$595K - $768K
|
60K
$2.76M
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
19.6KNew |
$583K - $753K
|
19.6K
$903K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.5K+ 49.39% |
$581K - $749K
|
59K
$2.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
19.5KNew |
$581K - $749K
|
19.5K
$899K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.4KNew |
$576K - $744K
|
19.4K
$892K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 11.74% |
$570K - $735K
|
182K
$8.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
18.8K+ 93.26% |
$558K - $720K
|
38.9K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
18.6KNew |
$553K - $714K
|
18.6K
$856K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.5K+ 3.39% |
$549K - $709K
|
563K
$26M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18.4KNew |
$548K - $707K
|
18.4K
$848K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
18.4KNew |
$547K - $705K
|
18.4K
$846K
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
18.3K+ 112.27% |
$544K - $702K
|
34.6K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
18.1K+ 11.12% |
$540K - $697K
|
181K
$8.35M
|