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
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
820+ 5.15% |
$24.4K - $31.5K
|
16.8K
$788K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
815+ 5.94% |
$24.3K - $31.3K
|
14.5K
$683K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
813New |
$24.2K - $31.2K
|
813
$38.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
812+ 0.98% |
$24.2K - $31.2K
|
83.7K
$3.93M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
812+ 23.69% |
$24.2K - $31.2K
|
4.24K
$199K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
797+ 1.38% |
$23.7K - $30.6K
|
58.4K
$2.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
792+ 1.11% |
$23.6K - $30.4K
|
72.5K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
792+ 8.6% |
$23.6K - $30.4K
|
10K
$470K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
790+ 16.48% |
$23.5K - $30.3K
|
5.58K
$262K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
787+ 2.9% |
$23.4K - $30.2K
|
27.9K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
784+ 1.0% |
$23.3K - $30.1K
|
79K
$3.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
783+ 4.27% |
$23.3K - $30.1K
|
19.1K
$899K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
783+ 14.72% |
$23.3K - $30.1K
|
6.1K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
781+ 8.9% |
$23.3K - $30K
|
9.56K
$449K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
777+ 2.9% |
$23.1K - $29.8K
|
27.6K
$1.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
776+ 8.74% |
$23.1K - $29.8K
|
9.66K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$23.1K - $29.8K
|
775
$36.4K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
772New |
$23K - $29.7K
|
772
$36.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
765New |
$22.8K - $29.4K
|
765
$36K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
762+ 2.62% |
$22.7K - $29.3K
|
29.9K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
754+ 9.85% |
$22.4K - $29K
|
8.41K
$395K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
745+ 6772.73% |
$22.2K - $28.6K
|
756
$35.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
743+ 3.45% |
$22.1K - $28.5K
|
22.3K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
710+ 0.46% |
$21.1K - $27.3K
|
157K
$7.37M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
710+ 2.65% |
$21.1K - $27.3K
|
27.5K
$1.29M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
710+ 4.12% |
$21.1K - $27.3K
|
18K
$844K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
706+ 0.47% |
$21K - $27.1K
|
152K
$7.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
703+ 1.72% |
$20.9K - $27K
|
41.6K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
702New |
$20.9K - $27K
|
702
$33K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
700+ 5.67% |
$20.8K - $26.9K
|
13K
$613K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
700+ 1.26% |
$20.8K - $26.9K
|
56.4K
$2.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
700New |
$20.8K - $26.9K
|
700
$32.9K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
700New |
$20.8K - $26.9K
|
700
$32.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
699+ 2.14% |
$20.8K - $26.8K
|
33.3K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
683New |
$20.3K - $26.2K
|
683
$32.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
679+ 1.16% |
$20.2K - $26.1K
|
59.2K
$2.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
675+ 8.3% |
$20.1K - $25.9K
|
8.8K
$414K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
660+ 1.17% |
$19.6K - $25.4K
|
57.1K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
658+ 2.97% |
$19.6K - $25.3K
|
22.8K
$1.07M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
658+ 2.97% |
$19.6K - $25.3K
|
22.8K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
656+ 0.09% |
$19.5K - $25.2K
|
707K
$33.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
652+ 5.95% |
$19.4K - $25K
|
11.6K
$545K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
650+ 4.74% |
$19.4K - $25K
|
14.4K
$675K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
650+ 0.73% |
$19.4K - $25K
|
89.6K
$4.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
650+ 0.05% |
$19.4K - $25K
|
1.2M
$56.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
643+ 2.17% |
$19.1K - $24.7K
|
30.3K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
640+ 3.34% |
$19.1K - $24.6K
|
19.8K
$930K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
625+ 0.52% |
$18.6K - $24K
|
120K
$5.64M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
623+ 0.67% |
$18.5K - $23.9K
|
94.2K
$4.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
623+ 8.3% |
$18.5K - $23.9K
|
8.13K
$382K
|