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 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.75K+ 6.86% |
$81.8K - $106K
|
42.8K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.72K+ 30.32% |
$80.9K - $104K
|
11.7K
$549K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.68K+ 9.34% |
$79.8K - $103K
|
31.4K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.68K+ 1.43% |
$79.7K - $103K
|
190K
$8.93M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.64K+ 15.66% |
$78.7K - $101K
|
19.5K
$917K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
2.62K+ 1.38% |
$78K - $101K
|
192K
$9.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.58K+ 161.67% |
$76.7K - $99K
|
4.17K
$196K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
2.57K+ 32.75% |
$76.6K - $98.8K
|
10.4K
$490K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.57KNew |
$76.5K - $98.7K
|
2.57K
$121K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.55K+ 8.31% |
$75.9K - $97.9K
|
33.2K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
2.52K+ 35.04% |
$75K - $96.8K
|
9.71K
$456K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.52K+ 0.25% |
$75K - $96.8K
|
992K
$46.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.52K+ 6.17% |
$74.9K - $96.6K
|
43.3K
$2.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.51K+ 0.79% |
$74.8K - $96.6K
|
323K
$15.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$74.2K - $95.8K
|
2.49K
$117K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.48K+ 3.25% |
$73.7K - $95.1K
|
78.6K
$3.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.47K+ 11.61% |
$73.5K - $94.9K
|
23.7K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.46K+ 0.77% |
$73.2K - $94.5K
|
323K
$15.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.4K+ 0.44% |
$71.5K - $92.3K
|
550K
$25.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.4K+ 5.77% |
$71.4K - $92.2K
|
44K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2.4K+ 6.8% |
$71.4K - $92.2K
|
37.7K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.36K+ 4.09% |
$70.2K - $90.6K
|
59.9K
$2.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.35K+ 1.09% |
$70K - $90.3K
|
218K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
2.33K+ 34.34% |
$69.5K - $89.6K
|
9.13K
$429K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.3K+ 0.23% |
$68.5K - $88.3K
|
1.01M
$47.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
2.25K+ 16.59% |
$66.9K - $86.3K
|
15.8K
$742K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.24K+ 14.02% |
$66.7K - $86.1K
|
18.2K
$857K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.22K+ 32.92% |
$66.1K - $85.3K
|
8.97K
$421K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
2.22K+ 1.57% |
$66.1K - $85.3K
|
144K
$6.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.2K+ 8.2% |
$65.5K - $84.5K
|
29K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.2K+ 7.63% |
$65.4K - $84.3K
|
31K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.19K+ 29.0% |
$65.1K - $84K
|
9.73K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.17K+ 13.45% |
$64.5K - $83.3K
|
18.3K
$860K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.14K+ 16.6% |
$63.7K - $82.2K
|
15K
$706K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 13.16% |
$62.9K - $81.2K
|
18.2K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.08KNew |
$61.9K - $79.9K
|
2.08K
$97.7K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.04K+ 1.17% |
$60.7K - $78.3K
|
176K
$8.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.03K+ 10.47% |
$60.4K - $77.9K
|
21.4K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.01K+ 20.96% |
$59.7K - $77K
|
11.6K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2K+ 3.72% |
$59.7K - $77K
|
55.8K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2K+ 13.18% |
$59.5K - $76.8K
|
17.2K
$807K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2K+ 22.15% |
$59.5K - $76.7K
|
11K
$518K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.99K+ 5.52% |
$59.2K - $76.4K
|
38K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.99K+ 7.17% |
$59.2K - $76.4K
|
29.7K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.96K+ 10.72% |
$58.5K - $75.4K
|
20.3K
$953K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.96K+ 18.19% |
$58.2K - $75.1K
|
12.7K
$597K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.96K+ 6.12% |
$58.2K - $75.1K
|
33.9K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.95K+ 10.68% |
$58.1K - $75K
|
20.2K
$951K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.94K+ 8.08% |
$57.7K - $74.5K
|
25.9K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.93K+ 16.18% |
$57.3K - $74K
|
13.8K
$650K
|