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 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
175New |
$5.21K - $6.72K
|
175
$8.36K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
173+ 0.96% |
$5.15K - $6.64K
|
18.2K
$869K
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
171+ 0.43% |
$5.09K - $6.57K
|
40.2K
$1.92M
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
171+ 0.19% |
$5.09K - $6.57K
|
90.4K
$4.32M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
170+ 0.84% |
$5.06K - $6.53K
|
20.4K
$973K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
170+ 1.41% |
$5.06K - $6.53K
|
12.2K
$583K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
170+ 1.44% |
$5.06K - $6.53K
|
12K
$571K
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
169+ 0.32% |
$5.03K - $6.49K
|
53.7K
$2.56M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
169+ 0.81% |
$5.03K - $6.49K
|
21.2K
$1.01M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
168+ 0.7% |
$5K - $6.45K
|
24.1K
$1.15M
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
160+ 1.14% |
$4.76K - $6.15K
|
14.2K
$678K
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
155+ 0.05% |
$4.61K - $5.95K
|
338K
$16.1M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
153+ 1.53% |
$4.55K - $5.88K
|
10.1K
$484K
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
150+ 1.36% |
$4.47K - $5.76K
|
11.1K
$532K
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
150+ 0.36% |
$4.47K - $5.76K
|
42K
$2.01M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
150+ 1.07% |
$4.47K - $5.76K
|
14.1K
$674K
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
150+ 1.54% |
$4.47K - $5.76K
|
9.9K
$473K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
147+ 10.12% |
$4.38K - $5.65K
|
1.6K
$76.4K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
145+ 1.16% |
$4.32K - $5.57K
|
12.7K
$606K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
142+ 1.95% |
$4.23K - $5.45K
|
7.41K
$354K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
140+ 0.28% |
$4.17K - $5.38K
|
50.2K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
136+ 0.4% |
$4.05K - $5.22K
|
34.1K
$1.63M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
133+ 0.49% |
$3.96K - $5.11K
|
27.3K
$1.31M
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
129+ 0.58% |
$3.84K - $4.95K
|
22.4K
$1.07M
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
129+ 5.02% |
$3.84K - $4.95K
|
2.7K
$129K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
126New |
$3.75K - $4.84K
|
126
$6.02K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
125+ 0.7% |
$3.72K - $4.8K
|
18K
$859K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
122+ 0.16% |
$3.63K - $4.69K
|
75.4K
$3.6M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
120+ 1.19% |
$3.57K - $4.61K
|
10.2K
$488K
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 1.31% |
$3.57K - $4.61K
|
9.28K
$443K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
118+ 0.37% |
$3.51K - $4.53K
|
32.1K
$1.53M
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
118+ 1.2% |
$3.51K - $4.53K
|
9.97K
$476K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117+ 0.22% |
$3.48K - $4.49K
|
52.8K
$2.52M
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
114+ 0.79% |
$3.39K - $4.38K
|
14.5K
$694K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
110+ 0.83% |
$3.27K - $4.23K
|
13.4K
$641K
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
107+ 0.74% |
$3.19K - $4.11K
|
14.5K
$693K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
105+ 1.84% |
$3.13K - $4.03K
|
5.8K
$277K
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
103+ 0.61% |
$3.07K - $3.96K
|
16.9K
$809K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
102+ 0.97% |
$3.04K - $3.92K
|
10.6K
$508K
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 0.82% |
$2.98K - $3.84K
|
12.4K
$590K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$2.98K - $3.84K
|
100
$4.78K
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.1% |
$2.98K - $3.84K
|
104K
$4.95M
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
100+ 1.11% |
$2.98K - $3.84K
|
9.09K
$434K
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
98+ 1.12% |
$2.92K - $3.76K
|
8.85K
$422K
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
98+ 0.24% |
$2.92K - $3.76K
|
40.4K
$1.93M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
97+ 1.29% |
$2.89K - $3.73K
|
7.6K
$363K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
95+ 25.07% |
$2.83K - $3.65K
|
474
$22.6K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
94+ 0.96% |
$2.8K - $3.61K
|
9.9K
$473K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
92+ 0.38% |
$2.74K - $3.53K
|
24.2K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
92+ 0.1% |
$2.74K - $3.53K
|
90.1K
$4.3M
|