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 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.4K+ 17.35% |
$41.7K - $53.8K
|
9.47K
$445K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.4K+ 1.39% |
$41.7K - $53.8K
|
102K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.4K+ 3.29% |
$41.6K - $53.6K
|
43.9K
$2.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
1.4K+ 5.54% |
$41.5K - $53.6K
|
26.6K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.39K+ 10.11% |
$41.5K - $53.5K
|
15.2K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.39K+ 4.55% |
$41.4K - $53.4K
|
31.9K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 6.45% |
$40.9K - $52.8K
|
22.7K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.37K+ 3.05% |
$40.9K - $52.7K
|
46.4K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
1.33KNew |
$39.6K - $51K
|
1.33K
$62.5K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.31K+ 1.62% |
$39K - $50.4K
|
82.4K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.3K+ 4.82% |
$38.6K - $49.8K
|
28.2K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.29K+ 16.99% |
$38.5K - $49.7K
|
8.91K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.29K+ 1.19% |
$38.5K - $49.7K
|
110K
$5.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.29K+ 8.38% |
$38.3K - $49.4K
|
16.6K
$781K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.28K+ 2.89% |
$38.1K - $49.1K
|
45.5K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.28K+ 11.36% |
$38K - $49K
|
12.5K
$587K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1.25K+ 9.55% |
$37.3K - $48.1K
|
14.4K
$675K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.25K+ 12.39% |
$37.3K - $48.1K
|
11.4K
$534K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.25K+ 5.26% |
$37.2K - $48.1K
|
25K
$1.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
1.25K+ 4.22% |
$37.2K - $48K
|
30.9K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.24K+ 2.97% |
$37K - $47.8K
|
43.2K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.24K+ 0.93% |
$37K - $47.7K
|
134K
$6.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 5.0% |
$36.9K - $47.6K
|
26K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.23K+ 1.75% |
$36.7K - $47.4K
|
71.9K
$3.38M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.23K+ 0.89% |
$36.6K - $47.2K
|
140K
$6.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.22K+ 9.11% |
$36.4K - $46.9K
|
14.6K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.22K+ 4.59% |
$36.2K - $46.7K
|
27.7K
$1.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2K+ 31.36% |
$35.7K - $46.1K
|
5.03K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
1.2KNew |
$35.7K - $46.1K
|
1.2K
$56.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.2K+ 1.26% |
$35.7K - $46.1K
|
96.6K
$4.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.2K+ 1.56% |
$35.6K - $45.9K
|
78K
$3.67M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.19K+ 10.71% |
$35.5K - $45.9K
|
12.3K
$580K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.19K+ 3.25% |
$35.5K - $45.9K
|
38K
$1.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.19KNew |
$35.3K - $45.6K
|
1.19K
$55.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.19K+ 7.88% |
$35.3K - $45.6K
|
16.2K
$763K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.18K+ 2.87% |
$35.2K - $45.4K
|
42.4K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 11.47% |
$34.7K - $44.7K
|
11.3K
$532K
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.15K+ 1.12% |
$34.1K - $44K
|
104K
$4.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$33.9K - $43.7K
|
1.14K
$53.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.13KNew |
$33.7K - $43.5K
|
1.13K
$53.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.13K+ 1.23% |
$33.6K - $43.4K
|
93.2K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.13K+ 2.53% |
$33.5K - $43.2K
|
45.6K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.12K+ 2.0% |
$33.3K - $42.9K
|
57K
$2.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
1.12K+ 6.19% |
$33.2K - $42.8K
|
19.1K
$899K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.11K+ 1.28% |
$33.2K - $42.8K
|
88.3K
$4.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.11K+ 3.03% |
$33.2K - $42.8K
|
37.8K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Unison Asset Management LLC
|
BUY
|
- |
1.11K+ 0.7% |
$33K - $42.6K
|
160K
$7.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.1K+ 3.04% |
$32.7K - $42.2K
|
37.2K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.1KNew |
$32.6K - $42.1K
|
1.1K
$51.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.09K+ 2.15% |
$32.4K - $41.9K
|
51.9K
$2.44M
|