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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.3KNew |
$397K - $512K
|
13.3K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
13.1K+ 17.11% |
$390K - $503K
|
89.7K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
13K+ 12.03% |
$386K - $497K
|
121K
$5.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.9K+ 17.74% |
$385K - $496K
|
85.7K
$4.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
12.9K+ 7.09% |
$384K - $495K
|
195K
$9.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.8K+ 15.96% |
$382K - $493K
|
93.3K
$4.38M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12.8KNew |
$381K - $492K
|
12.8K
$602K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$380K - $490K
|
12.7K
$599K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 2.77% |
$378K - $488K
|
472K
$22.2M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
12.7K+ 46.84% |
$378K - $487K
|
39.8K
$1.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12.6K+ 1.05% |
$376K - $485K
|
1.22M
$57.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.5K+ 7.03% |
$372K - $480K
|
190K
$8.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
12.5K+ 7.75% |
$371K - $478K
|
173K
$8.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12.4KNew |
$369K - $476K
|
12.4K
$582K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12.4KNew |
$368K - $475K
|
12.4K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.4K+ 7.56% |
$368K - $475K
|
176K
$8.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
12.2K+ 140.0% |
$363K - $469K
|
20.9K
$983K
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
12.1KNew |
$361K - $466K
|
12.1K
$570K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
12.1KNew |
$361K - $466K
|
12.1K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
12.1KNew |
$360K - $465K
|
12.1K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12KNew |
$359K - $463K
|
12K
$566K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12KNew |
$359K - $463K
|
12K
$566K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12K+ 9.6% |
$358K - $462K
|
137K
$6.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
12K+ 114.21% |
$357K - $460K
|
22.5K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
12KNew |
$356K - $460K
|
12K
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
11.9K+ 29.22% |
$354K - $457K
|
52.6K
$2.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
11.8K+ 8.33% |
$351K - $453K
|
153K
$7.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.8K+ 25.24% |
$350K - $452K
|
58.3K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.7KNew |
$349K - $450K
|
11.7K
$551K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
11.7KNew |
$347K - $448K
|
11.7K
$548K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
11.7K+ 130.45% |
$347K - $448K
|
20.6K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
11.6K+ 9.39% |
$346K - $446K
|
135K
$6.36M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
11.5K+ 9.95% |
$344K - $443K
|
128K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
11.4KNew |
$339K - $437K
|
11.4K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.4KNew |
$338K - $437K
|
11.4K
$534K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.3K+ 10.6% |
$338K - $436K
|
118K
$5.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
11.3K+ 0.41% |
$338K - $436K
|
2.76M
$130M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
11.3KNew |
$337K - $435K
|
11.3K
$532K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
11.3K+ 46.29% |
$337K - $435K
|
35.8K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
11.2K+ 11.98% |
$333K - $429K
|
104K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$328K - $423K
|
11K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
11K+ 9.26% |
$328K - $423K
|
130K
$6.11M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
10.9K+ 173.99% |
$324K - $418K
|
17.2K
$806K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
10.8KNew |
$322K - $416K
|
10.8K
$509K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.7K+ 135.97% |
$320K - $413K
|
18.6K
$876K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 5.08% |
$317K - $409K
|
220K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10.6KNew |
$315K - $406K
|
10.6K
$497K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
10.4K+ 9.24% |
$311K - $401K
|
123K
$5.8M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4KNew |
$310K - $400K
|
10.4K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 5.36% |
$309K - $399K
|
204K
$9.61M
|