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 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.2K+ 12.72% |
$244K - $315K
|
72.6K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.16K+ 29.02% |
$243K - $313K
|
36.3K
$1.7M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.16KNew |
$243K - $313K
|
8.16K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
8.1KNew |
$241K - $311K
|
8.1K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
8.08K+ 1.76% |
$241K - $310K
|
468K
$22M
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
8.03K+ 0.68% |
$239K - $308K
|
1.19M
$55.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8KNew |
$238K - $307K
|
8K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.97KNew |
$237K - $306K
|
7.97K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.96KNew |
$237K - $306K
|
7.96K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
7.92K+ 7.75% |
$236K - $304K
|
110K
$5.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.92K+ 0.51% |
$236K - $304K
|
1.56M
$73.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.86KNew |
$234K - $302K
|
7.86K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7.83K+ 6.25% |
$233K - $301K
|
133K
$6.26M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
7.8K+ 8.61% |
$232K - $300K
|
98.4K
$4.63M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
7.78KNew |
$232K - $299K
|
7.78K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.78K+ 19.01% |
$232K - $299K
|
48.7K
$2.29M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.74K+ 54.93% |
$231K - $297K
|
21.8K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
7.68K+ 3.7% |
$229K - $295K
|
215K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
7.57K+ 2.9% |
$225K - $291K
|
268K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.56KNew |
$225K - $290K
|
7.56K
$355K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
7.56KNew |
$225K - $290K
|
7.56K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.55K+ 7.14% |
$225K - $290K
|
113K
$5.33M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 1.42% |
$224K - $288K
|
537K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
7.5KNew |
$223K - $288K
|
7.5K
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
7.5KNew |
$223K - $288K
|
7.5K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.49KNew |
$223K - $288K
|
7.49K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7.49KNew |
$223K - $288K
|
7.49K
$352K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.42KNew |
$221K - $285K
|
7.42K
$349K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
7.42KNew |
$221K - $285K
|
7.42K
$349K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7.33K+ 2.38% |
$218K - $282K
|
315K
$14.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
7.32KNew |
$218K - $281K
|
7.32K
$344K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.32K+ 34.92% |
$218K - $281K
|
28.3K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
7.29KNew |
$217K - $280K
|
7.29K
$343K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.27K+ 0.75% |
$216K - $279K
|
977K
$45.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 13.84% |
$215K - $277K
|
59.3K
$2.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
7.11KNew |
$212K - $273K
|
7.11K
$334K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.01K+ 10.78% |
$209K - $269K
|
72.1K
$3.39M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
7.01K+ 35.06% |
$209K - $269K
|
27K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.98KNew |
$208K - $268K
|
6.98K
$328K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6.97KNew |
$207K - $268K
|
6.97K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.91K+ 11.47% |
$206K - $265K
|
67.2K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
6.83KNew |
$203K - $262K
|
6.83K
$321K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.83KNew |
$203K - $262K
|
6.83K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
6.83K+ 42.44% |
$203K - $262K
|
22.9K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
6.82KNew |
$203K - $262K
|
6.82K
$320K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.81KNew |
$203K - $262K
|
6.81K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
6.79K+ 7.22% |
$202K - $261K
|
101K
$4.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.76K+ 7.0% |
$201K - $260K
|
103K
$4.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.75K+ 42.78% |
$201K - $259K
|
22.5K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.7K+ 0.58% |
$199K - $257K
|
1.16M
$54.3M
|