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
|
Montgomery Investment Management Inc
|
BUY
|
- |
270+ 0.14% |
$8.04K - $10.4K
|
196K
$9.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
270+ 0.59% |
$8.04K - $10.4K
|
45.7K
$2.15M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
265+ 1.33% |
$7.89K - $10.2K
|
20.2K
$947K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
257+ 0.65% |
$7.65K - $9.87K
|
39.9K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
256New |
$7.62K - $9.83K
|
256
$12K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
255+ 9.79% |
$7.59K - $9.79K
|
2.86K
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
254+ 33.25% |
$7.56K - $9.76K
|
1.02K
$47.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
250+ 1.4% |
$7.44K - $9.6K
|
18.1K
$851K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250+ 2.12% |
$7.44K - $9.6K
|
12.1K
$567K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
250+ 0.88% |
$7.44K - $9.6K
|
28.7K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
248+ 1.89% |
$7.38K - $9.53K
|
13.4K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
242+ 2.85% |
$7.2K - $9.3K
|
8.75K
$411K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
242+ 3.48% |
$7.2K - $9.3K
|
7.19K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
240+ 2.31% |
$7.14K - $9.22K
|
10.6K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
240+ 0.11% |
$7.14K - $9.22K
|
211K
$9.9M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
237+ 0.88% |
$7.06K - $9.1K
|
27.1K
$1.27M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
237+ 0.88% |
$7.06K - $9.1K
|
27.1K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
230New |
$6.85K - $8.83K
|
230
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
230+ 0.17% |
$6.85K - $8.83K
|
137K
$6.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
228+ 1.68% |
$6.79K - $8.76K
|
13.8K
$647K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
226+ 0.42% |
$6.73K - $8.68K
|
54.3K
$2.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
225+ 1.59% |
$6.7K - $8.64K
|
14.4K
$677K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
223+ 1.96% |
$6.64K - $8.57K
|
11.6K
$545K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
222+ 0.32% |
$6.61K - $8.53K
|
69.9K
$3.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
220New |
$6.55K - $8.45K
|
220
$10.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
220+ 1.28% |
$6.55K - $8.45K
|
17.4K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
220+ 0.25% |
$6.55K - $8.45K
|
87.3K
$4.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
214+ 2.74% |
$6.37K - $8.22K
|
8.03K
$377K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
213+ 0.69% |
$6.34K - $8.18K
|
31.3K
$1.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
208+ 7.36% |
$6.19K - $7.99K
|
3.03K
$143K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
208+ 0.48% |
$6.19K - $7.99K
|
43.7K
$2.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
207+ 1.75% |
$6.16K - $7.95K
|
12.1K
$566K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
206+ 0.57% |
$6.13K - $7.91K
|
36.5K
$1.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
205+ 1.11% |
$6.1K - $7.87K
|
18.6K
$876K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
205+ 0.74% |
$6.1K - $7.87K
|
27.8K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
200+ 2.86% |
$5.95K - $7.68K
|
7.2K
$338K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
200+ 1.89% |
$5.95K - $7.68K
|
10.8K
$508K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
196+ 1.17% |
$5.83K - $7.53K
|
16.9K
$795K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
195+ 0.32% |
$5.81K - $7.49K
|
60.4K
$2.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
192+ 1.55% |
$5.72K - $7.37K
|
12.6K
$592K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
192+ 1.63% |
$5.72K - $7.37K
|
12K
$562K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
191+ 0.59% |
$5.69K - $7.34K
|
32.4K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
188+ 0.53% |
$5.6K - $7.22K
|
35.5K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
188+ 0.42% |
$5.6K - $7.22K
|
45.4K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
186+ 3.62% |
$5.54K - $7.14K
|
5.33K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
185+ 0.98% |
$5.51K - $7.11K
|
19K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
184+ 2.1% |
$5.48K - $7.07K
|
8.96K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
178+ 0.5% |
$5.3K - $6.84K
|
35.8K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
177+ 177.0% |
$5.27K - $6.8K
|
277
$13K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
175New |
$5.21K - $6.72K
|
175
$8.23K
|