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 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.14KNew |
$183K - $236K
|
6.14K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.13K+ 8.7% |
$182K - $235K
|
76.6K
$3.66M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.12KNew |
$182K - $235K
|
6.12K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.1KNew |
$182K - $234K
|
6.1K
$291K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6.09K+ 34.65% |
$181K - $234K
|
23.7K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
6.09KNew |
$181K - $234K
|
6.09K
$291K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.08KNew |
$181K - $233K
|
6.08K
$290K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$181K - $233K
|
6.07K
$290K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
6.07KNew |
$181K - $233K
|
6.07K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
6.06KNew |
$180K - $233K
|
6.06K
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.06KNew |
$180K - $233K
|
6.06K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 12.18% |
$180K - $232K
|
55.7K
$2.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
6.02K+ 0.07% |
$179K - $231K
|
9.07M
$433M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.99KNew |
$178K - $230K
|
5.99K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.98K+ 8.31% |
$178K - $229K
|
77.9K
$3.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 19.48% |
$177K - $228K
|
36.4K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.87K+ 6.06% |
$175K - $225K
|
103K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.86K+ 10.44% |
$175K - $225K
|
62K
$2.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
5.84K+ 13.39% |
$174K - $224K
|
49.4K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.8K+ 7.11% |
$173K - $223K
|
87.4K
$4.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.78K+ 4.88% |
$172K - $222K
|
124K
$5.94M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
5.77K+ 29.23% |
$172K - $221K
|
25.5K
$1.22M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.76K+ 28.55% |
$172K - $221K
|
25.9K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.72K+ 1.28% |
$170K - $220K
|
454K
$21.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.71K+ 4.15% |
$170K - $219K
|
144K
$6.85M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.7K+ 57.02% |
$170K - $219K
|
15.7K
$749K
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.7K+ 2.51% |
$170K - $219K
|
233K
$11.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
5.68K+ 13.07% |
$169K - $218K
|
49.1K
$2.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.67K+ 6.09% |
$169K - $218K
|
98.8K
$4.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
5.59K+ 47.66% |
$166K - $215K
|
17.3K
$826K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
5.58KNew |
$166K - $214K
|
5.58K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.54K+ 30.46% |
$165K - $213K
|
23.7K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
5.5K+ 1.78% |
$164K - $211K
|
314K
$15M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.46K+ 13.92% |
$163K - $210K
|
44.7K
$2.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.44K+ 9.1% |
$162K - $209K
|
65.2K
$3.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
5.43K+ 7.02% |
$162K - $209K
|
82.9K
$3.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5.4K+ 2.82% |
$161K - $207K
|
197K
$9.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.36K+ 0.73% |
$160K - $206K
|
742K
$35.4M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.36K+ 3.49% |
$159K - $206K
|
159K
$7.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 31.37% |
$159K - $205K
|
22.4K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.32K+ 5.33% |
$158K - $204K
|
105K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
5.32K+ 1.99% |
$158K - $204K
|
272K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.3K+ 15.91% |
$158K - $204K
|
38.6K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.29K+ 1.44% |
$157K - $203K
|
373K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.26K+ 4.06% |
$157K - $202K
|
135K
$6.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.23K+ 12.4% |
$156K - $201K
|
47.4K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5.21KNew |
$155K - $200K
|
5.21K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.2K+ 8.12% |
$155K - $200K
|
69.2K
$3.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.17K+ 0.64% |
$154K - $199K
|
817K
$39M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.13K+ 4.76% |
$153K - $197K
|
113K
$5.39M
|