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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
403+ 0.53% |
$12K - $15.5K
|
76.2K
$3.58M
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
400+ 12.7% |
$11.9K - $15.4K
|
3.55K
$167K
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
392+ 19.0% |
$11.7K - $15.1K
|
2.46K
$115K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
388+ 2.23% |
$11.6K - $14.9K
|
17.8K
$834K
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
382+ 21.98% |
$11.4K - $14.7K
|
2.12K
$99.6K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
380+ 1.35% |
$11.3K - $14.6K
|
28.6K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
380+ 3.74% |
$11.3K - $14.6K
|
10.6K
$496K
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
379+ 0.57% |
$11.3K - $14.6K
|
66.5K
$3.12M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
378+ 0.48% |
$11.3K - $14.5K
|
79.6K
$3.74M
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
377+ 0.35% |
$11.2K - $14.5K
|
107K
$5.01M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
377+ 1.74% |
$11.2K - $14.5K
|
22.1K
$1.04M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
372+ 1.55% |
$11.1K - $14.3K
|
24.3K
$1.14M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
371+ 3.02% |
$11K - $14.3K
|
12.7K
$595K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
364+ 3.58% |
$10.8K - $14K
|
10.5K
$495K
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
363+ 0.76% |
$10.8K - $13.9K
|
48K
$2.26M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
359+ 32.91% |
$10.7K - $13.8K
|
1.45K
$68.2K
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
358+ 0.79% |
$10.7K - $13.8K
|
45.9K
$2.16M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.04% |
$10.5K - $13.5K
|
34.1K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
351+ 3.89% |
$10.4K - $13.5K
|
9.37K
$440K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
349New |
$10.4K - $13.4K
|
349
$16.4K
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
337+ 0.83% |
$10K - $12.9K
|
40.9K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
334+ 2.41% |
$9.94K - $12.8K
|
14.2K
$668K
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
333+ 2.2% |
$9.91K - $12.8K
|
15.5K
$728K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
333+ 0.55% |
$9.91K - $12.8K
|
60.8K
$2.86M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
332+ 0.6% |
$9.88K - $12.8K
|
55.6K
$2.61M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
331+ 1.25% |
$9.85K - $12.7K
|
26.8K
$1.26M
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
321+ 3.98% |
$9.56K - $12.3K
|
8.38K
$394K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
320+ 5.0% |
$9.53K - $12.3K
|
6.72K
$316K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
319+ 12.57% |
$9.5K - $12.3K
|
2.86K
$134K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
316+ 19.84% |
$9.41K - $12.1K
|
1.91K
$89.7K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
315New |
$9.38K - $12.1K
|
315
$14.8K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
314+ 9.17% |
$9.35K - $12.1K
|
3.74K
$176K
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
308+ 3.98% |
$9.17K - $11.8K
|
8.05K
$378K
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
308+ 0.88% |
$9.17K - $11.8K
|
35.3K
$1.66M
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
303+ 0.77% |
$9.02K - $11.6K
|
39.5K
$1.86M
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
303+ 3.28% |
$9.02K - $11.6K
|
9.55K
$449K
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
300+ 1.86% |
$8.93K - $11.5K
|
16.5K
$774K
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
300+ 3.8% |
$8.93K - $11.5K
|
8.19K
$385K
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
300+ 1.89% |
$8.93K - $11.5K
|
16.2K
$761K
|
|
Feb 08, 2023
Q4 2022
|
Shayne & Co., LLC
|
BUY
|
- |
300+ 2.8% |
$8.93K - $11.5K
|
11K
$517K
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
300+ 0.61% |
$8.93K - $11.5K
|
49.2K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
300+ 1.0% |
$8.93K - $11.5K
|
30.2K
$1.42M
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
298+ 2.17% |
$8.87K - $11.4K
|
14K
$658K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
297+ 0.76% |
$8.84K - $11.4K
|
39.4K
$1.85M
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
288+ 0.48% |
$8.57K - $11.1K
|
60.7K
$2.85M
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
284+ 1.68% |
$8.45K - $10.9K
|
17.2K
$806K
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
279+ 0.3% |
$8.31K - $10.7K
|
92.6K
$4.35M
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
276+ 12.77% |
$8.22K - $10.6K
|
2.44K
$115K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
275+ 1.2% |
$8.19K - $10.6K
|
23.1K
$1.09M
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
270+ 2.44% |
$8.04K - $10.4K
|
11.4K
$534K
|