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 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.09K+ 4.02% |
$32.4K - $41.8K
|
28.1K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 2.22% |
$31.9K - $41.2K
|
49.4K
$2.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.07K+ 8.27% |
$31.7K - $40.9K
|
13.9K
$655K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.07K+ 2.1% |
$31.7K - $40.9K
|
51.7K
$2.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.06K+ 1.79% |
$31.6K - $40.8K
|
60.3K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.06K+ 1.88% |
$31.6K - $40.8K
|
57.6K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.06KNew |
$31.6K - $40.8K
|
1.06K
$49.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.05K+ 2.8% |
$31.3K - $40.4K
|
38.7K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.05K+ 5.49% |
$31.2K - $40.2K
|
20.1K
$945K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.05K+ 3.64% |
$31.2K - $40.2K
|
29.8K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.04K+ 9.06% |
$31.1K - $40.1K
|
12.6K
$590K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.03K+ 1.42% |
$30.8K - $39.7K
|
73.8K
$3.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 34.37% |
$30.3K - $39.1K
|
3.98K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.01K+ 6.58% |
$30.2K - $38.9K
|
16.4K
$771K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 0.85% |
$29.9K - $38.6K
|
119K
$5.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
1K+ 6.92% |
$29.9K - $38.5K
|
15.5K
$729K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1K+ 1.58% |
$29.8K - $38.4K
|
64.3K
$3.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
984+ 10.58% |
$29.3K - $37.8K
|
10.3K
$483K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
981+ 0.61% |
$29.2K - $37.7K
|
161K
$7.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
980+ 6.35% |
$29.2K - $37.6K
|
16.4K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
971+ 3.65% |
$28.9K - $37.3K
|
27.6K
$1.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
970+ 10.37% |
$28.9K - $37.3K
|
10.3K
$485K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
968+ 0.48% |
$28.8K - $37.2K
|
201K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
967+ 2.42% |
$28.8K - $37.1K
|
41K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
964+ 1.26% |
$28.7K - $37K
|
77.2K
$3.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
964+ 63.5% |
$28.7K - $37K
|
2.48K
$117K
|
|
|
Jan 17, 2023
Q4 2022
|
Harbor Island Capital LLC
|
BUY
|
- |
960+ 0.75% |
$28.6K - $36.9K
|
129K
$6.08M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
960+ 12.87% |
$28.6K - $36.9K
|
8.42K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
953+ 1.04% |
$28.4K - $36.6K
|
92.4K
$4.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
944+ 4.25% |
$28.1K - $36.3K
|
23.2K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
940+ 0.84% |
$28K - $36.1K
|
112K
$5.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
938+ 10.58% |
$27.9K - $36K
|
9.8K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
929+ 1.36% |
$27.7K - $35.7K
|
69.2K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
921+ 2.16% |
$27.4K - $35.4K
|
43.5K
$2.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
919+ 8.56% |
$27.4K - $35.3K
|
11.7K
$548K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
916+ 9.61% |
$27.3K - $35.2K
|
10.4K
$491K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
915+ 5.34% |
$27.2K - $35.1K
|
18.1K
$849K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
913+ 1.8% |
$27.2K - $35.1K
|
51.8K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
905+ 4.03% |
$26.9K - $34.8K
|
23.3K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Hedges Asset Management LLC
|
BUY
|
- |
900+ 4.21% |
$26.8K - $34.6K
|
22.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
900+ 4.46% |
$26.8K - $34.6K
|
21.1K
$991K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
894+ 249.72% |
$26.6K - $34.3K
|
1.25K
$58.8K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
870+ 4.61% |
$25.9K - $33.4K
|
19.8K
$929K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
869+ 0.49% |
$25.9K - $33.4K
|
179K
$8.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
851+ 4.29% |
$25.3K - $32.7K
|
20.7K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
850+ 5.7% |
$25.3K - $32.6K
|
15.8K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
845+ 1.52% |
$25.2K - $32.5K
|
56.3K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
839+ 0.46% |
$25K - $32.2K
|
183K
$8.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
835+ 5.73% |
$24.9K - $32.1K
|
15.4K
$724K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
827+ 0.19% |
$24.6K - $31.8K
|
430K
$20.2M
|