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 |
|---|---|---|---|---|---|---|---|
|
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
$33.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
652+ 5.95% |
$19.4K - $25K
|
11.6K
$544K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
650+ 4.74% |
$19.4K - $25K
|
14.4K
$673K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
650+ 0.73% |
$19.4K - $25K
|
89.6K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
650+ 0.05% |
$19.4K - $25K
|
1.2M
$56.1M
|
|
|
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
$927K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
625+ 0.52% |
$18.6K - $24K
|
120K
$5.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
623+ 0.67% |
$18.5K - $23.9K
|
94.2K
$4.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
623+ 8.3% |
$18.5K - $23.9K
|
8.13K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
622+ 2.32% |
$18.5K - $23.9K
|
27.5K
$1.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
615+ 1.08% |
$18.3K - $23.6K
|
57.5K
$2.69M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
612New |
$18.2K - $23.5K
|
612
$28.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
611+ 4.8% |
$18.2K - $23.5K
|
13.3K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
600+ 8.01% |
$17.9K - $23K
|
8.09K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
600+ 3.34% |
$17.9K - $23K
|
18.6K
$870K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
592+ 3.64% |
$17.6K - $22.7K
|
16.8K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
592+ 445.11% |
$17.6K - $22.7K
|
725
$34K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
592+ 1.71% |
$17.6K - $22.7K
|
35.2K
$1.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
584+ 47.44% |
$17.4K - $22.4K
|
1.82K
$85K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
583+ 2.11% |
$17.4K - $22.4K
|
28.2K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
580+ 1.48% |
$17.3K - $22.3K
|
39.7K
$1.86M
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
575+ 0.69% |
$17.1K - $22.1K
|
83.5K
$3.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
572+ 0.37% |
$17K - $22K
|
154K
$7.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
570+ 61.29% |
$17K - $21.9K
|
1.5K
$70.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
570+ 5.78% |
$17K - $21.9K
|
10.4K
$489K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
569+ 0.37% |
$16.9K - $21.9K
|
152K
$7.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
563+ 2.12% |
$16.8K - $21.6K
|
27.1K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
557+ 2.57% |
$16.6K - $21.4K
|
22.2K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
556+ 0.96% |
$16.6K - $21.4K
|
58.6K
$2.75M
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
556+ 0.51% |
$16.6K - $21.4K
|
109K
$5.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
550+ 2.68% |
$16.4K - $21.1K
|
21.1K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
550+ 84.1% |
$16.4K - $21.1K
|
1.2K
$56.4K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
549+ 0.29% |
$16.3K - $21.1K
|
188K
$8.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
538+ 3.69% |
$16K - $20.7K
|
15.1K
$708K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
535+ 1.22% |
$15.9K - $20.5K
|
44.2K
$2.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
529+ 2.59% |
$15.7K - $20.3K
|
21K
$983K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
521New |
$15.5K - $20K
|
521
$24.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
514+ 0.84% |
$15.3K - $19.7K
|
61.6K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
503+ 16.16% |
$15K - $19.3K
|
3.62K
$169K
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
501+ 0.82% |
$14.9K - $19.2K
|
61.9K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
481+ 1.55% |
$14.3K - $18.5K
|
31.4K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
480+ 5.1% |
$14.3K - $18.4K
|
9.9K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
474+ 57.66% |
$14.1K - $18.2K
|
1.3K
$60.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
467+ 4.21% |
$13.9K - $17.9K
|
11.6K
$542K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
462+ 0.11% |
$13.8K - $17.7K
|
410K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
462+ 1.14% |
$13.8K - $17.7K
|
41K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
460+ 3.5% |
$13.7K - $17.7K
|
13.6K
$637K
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
459+ 5.19% |
$13.7K - $17.6K
|
9.3K
$436K
|