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 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3.92K+ 1.06% |
$117K - $151K
|
375K
$17.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.85K+ 10.8% |
$115K - $148K
|
39.5K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.83K+ 15.96% |
$114K - $147K
|
27.8K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.82K+ 14.17% |
$114K - $147K
|
30.7K
$1.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 27.09% |
$113K - $145K
|
17.7K
$833K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.77K+ 11.44% |
$112K - $145K
|
36.7K
$1.72M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
3.74K+ 17.97% |
$111K - $144K
|
24.6K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.72K+ 0.7% |
$111K - $143K
|
538K
$25.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.69K+ 4.26% |
$110K - $142K
|
90.3K
$4.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.68K+ 3.95% |
$110K - $142K
|
97K
$4.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
3.6K+ 0.8% |
$107K - $138K
|
451K
$21.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
3.59K+ 2.06% |
$107K - $138K
|
178K
$8.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.58K+ 14.31% |
$107K - $138K
|
28.6K
$1.34M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.58K+ 2.44% |
$107K - $137K
|
150K
$7.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.53K+ 12.69% |
$105K - $136K
|
31.4K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.51K+ 37.15% |
$105K - $135K
|
13K
$609K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.51K+ 8.97% |
$104K - $135K
|
42.6K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.5K+ 14.52% |
$104K - $134K
|
27.6K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.5K+ 0.31% |
$104K - $134K
|
1.13M
$53.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.49K+ 8.9% |
$104K - $134K
|
42.7K
$2.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.48K+ 7.48% |
$103K - $134K
|
49.9K
$2.35M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
3.46K+ 1.42% |
$103K - $133K
|
247K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.46K+ 20.59% |
$103K - $133K
|
20.3K
$952K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.46K+ 13.1% |
$103K - $133K
|
29.8K
$1.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.41K+ 9.39% |
$101K - $131K
|
39.7K
$1.87M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.4K+ 0.19% |
$101K - $131K
|
1.81M
$84.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.39K+ 6.31% |
$101K - $130K
|
57.1K
$2.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.35K+ 2.25% |
$99.7K - $129K
|
152K
$7.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
3.34K+ 25.63% |
$99.5K - $128K
|
16.4K
$770K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.31K+ 12.28% |
$98.5K - $127K
|
30.3K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.25K+ 2.12% |
$96.8K - $125K
|
156K
$7.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.23K+ 3.74% |
$96.1K - $124K
|
89.6K
$4.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.17K+ 5.98% |
$94.3K - $122K
|
56.2K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.15K+ 0.99% |
$93.9K - $121K
|
321K
$15.1M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.15KNew |
$93.8K - $121K
|
3.15K
$148K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.15K+ 0.71% |
$93.8K - $121K
|
450K
$21.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.13K+ 35.15% |
$93.2K - $120K
|
12K
$566K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.13K+ 4.07% |
$93K - $120K
|
80K
$3.76M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.11K+ 12.0% |
$92.6K - $119K
|
29K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.07K+ 5.0% |
$91.4K - $118K
|
64.5K
$3.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.06K+ 0.68% |
$91.2K - $118K
|
451K
$21.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.05K+ 34.24% |
$90.7K - $117K
|
11.9K
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.03K+ 9.75% |
$90.1K - $116K
|
34.1K
$1.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3K+ 8.96% |
$89.3K - $115K
|
36.5K
$1.72M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.98KNew |
$88.6K - $114K
|
2.98K
$140K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.95K+ 42.6% |
$87.8K - $113K
|
9.88K
$464K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
2.89K+ 2.22% |
$86.2K - $111K
|
133K
$6.26M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.89K+ 0.04% |
$86.2K - $111K
|
7.2M
$338M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.8K+ 1.36% |
$83.2K - $107K
|
208K
$9.77M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.76K+ 15.74% |
$82.2K - $106K
|
20.3K
$954K
|