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 31, 2023
Q4 2022
|
Terril Brothers, Inc.
|
BUY
|
- |
18.1KNew |
$537K - $693K
|
18.1K
$832K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
18.1KNew |
$537K - $693K
|
18.1K
$832K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.5K+ 21.03% |
$522K - $674K
|
101K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
17.5K+ 73.26% |
$520K - $670K
|
41.3K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.3KNew |
$516K - $665K
|
17.3K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
17.3K+ 892.61% |
$514K - $664K
|
19.2K
$886K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
17.3K+ 93.98% |
$514K - $663K
|
35.6K
$1.64M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
17.2KNew |
$512K - $661K
|
17.2K
$792K
|
|
|
Feb 06, 2023
Q4 2022
|
Check Capital Management Inc
|
BUY
|
- |
17.1K+ 17.05% |
$510K - $658K
|
118K
$5.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
16.9KNew |
$502K - $647K
|
16.9K
$776K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.6K+ 9.43% |
$495K - $639K
|
193K
$8.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
16.6K+ 75.52% |
$495K - $639K
|
38.7K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.5K+ 5.57% |
$490K - $633K
|
312K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.5K+ 6.88% |
$490K - $633K
|
256K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.4K+ 44.52% |
$489K - $630K
|
53.3K
$2.45M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
16.4KNew |
$487K - $629K
|
16.4K
$754K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16.4KNew |
$487K - $628K
|
16.4K
$754K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.2K+ 4.53% |
$481K - $621K
|
373K
$17.2M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
16K+ 41.39% |
$475K - $613K
|
54.5K
$2.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16KNew |
$475K - $613K
|
16K
$735K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
15.9KNew |
$472K - $609K
|
15.9K
$731K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.8K+ 97.75% |
$471K - $608K
|
32K
$1.48M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8KNew |
$471K - $608K
|
15.8K
$729K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.8K+ 21.65% |
$470K - $607K
|
88.8K
$4.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15.7K+ 49.81% |
$466K - $601K
|
47.1K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
15.7K+ 5.88% |
$466K - $601K
|
282K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
15.6K+ 0.32% |
$463K - $598K
|
4.89M
$225M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
15.5K+ 24.63% |
$463K - $597K
|
78.7K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
15.2K+ 2.79% |
$453K - $585K
|
560K
$25.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 165.2% |
$450K - $580K
|
24.3K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
15KNew |
$448K - $578K
|
15K
$693K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
15K+ 11.48% |
$446K - $575K
|
145K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
14.9K+ 3.2% |
$444K - $573K
|
481K
$22.1M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
14.9KNew |
$444K - $573K
|
14.9K
$687K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.8K+ 6.73% |
$440K - $568K
|
235K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.6K+ 21.33% |
$434K - $560K
|
83K
$3.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
14.5KNew |
$432K - $558K
|
14.5K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
14.5K+ 27.05% |
$432K - $557K
|
68.1K
$3.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.5K+ 73.87% |
$431K - $556K
|
34.1K
$1.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$427K - $551K
|
14.4K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 15.27% |
$426K - $550K
|
108K
$4.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
14.2KNew |
$422K - $544K
|
14.2K
$653K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.1K+ 5.29% |
$420K - $541K
|
281K
$12.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
14.1K+ 9.8% |
$420K - $541K
|
158K
$7.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
14.1KNew |
$420K - $541K
|
14.1K
$649K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14K+ 27.85% |
$417K - $539K
|
64.4K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
13.8K+ 82.54% |
$412K - $532K
|
30.6K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
13.7K+ 2.2% |
$408K - $526K
|
637K
$29.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.6K+ 3.61% |
$405K - $523K
|
391K
$18M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
13.6K+ 10.54% |
$404K - $521K
|
142K
$6.56M
|