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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
102+ 0.97% |
$3.04K - $3.92K
|
10.6K
$498K
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 0.82% |
$2.98K - $3.84K
|
12.4K
$579K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$2.98K - $3.84K
|
100
$4.68K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.1% |
$2.98K - $3.84K
|
104K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
100+ 1.11% |
$2.98K - $3.84K
|
9.09K
$426K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
98+ 1.12% |
$2.92K - $3.76K
|
8.85K
$414K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
98+ 0.24% |
$2.92K - $3.76K
|
40.4K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
97+ 1.29% |
$2.89K - $3.73K
|
7.6K
$356K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
95+ 25.07% |
$2.83K - $3.65K
|
474
$22.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
94+ 0.96% |
$2.8K - $3.61K
|
9.9K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
92+ 0.38% |
$2.74K - $3.53K
|
24.2K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
92+ 0.1% |
$2.74K - $3.53K
|
90.1K
$4.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
90+ 0.71% |
$2.68K - $3.46K
|
12.8K
$600K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
90+ 1.62% |
$2.68K - $3.46K
|
5.66K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
89+ 0.38% |
$2.65K - $3.42K
|
23.6K
$1.1M
|
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
89+ 0.09% |
$2.65K - $3.42K
|
103K
$4.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
87+ 0.34% |
$2.59K - $3.34K
|
26K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
87+ 0.34% |
$2.59K - $3.34K
|
25.6K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
86+ 0.3% |
$2.56K - $3.3K
|
28.6K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
86New |
$2.56K - $3.3K
|
86
$4.03K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
86+ 0.32% |
$2.56K - $3.3K
|
27.3K
$1.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
83+ 1.17% |
$2.47K - $3.19K
|
7.18K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
82+ 0.56% |
$2.44K - $3.15K
|
14.7K
$687K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
79+ 0.55% |
$2.35K - $3.03K
|
14.4K
$675K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
77+ 0.66% |
$2.29K - $2.96K
|
11.8K
$552K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
77+ 0.46% |
$2.29K - $2.96K
|
16.9K
$791K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
76+ 0.4% |
$2.26K - $2.92K
|
19.1K
$897K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
75+ 0.19% |
$2.23K - $2.88K
|
38.7K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
73+ 0.71% |
$2.17K - $2.8K
|
10.4K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
73+ 0.9% |
$2.17K - $2.8K
|
8.19K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
73+ 0.33% |
$2.17K - $2.8K
|
22.5K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
70+ 0.22% |
$2.08K - $2.69K
|
31.9K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
68+ 0.15% |
$2.02K - $2.61K
|
45.6K
$2.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
66+ 0.34% |
$1.96K - $2.54K
|
19.6K
$920K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
61+ 0.5% |
$1.82K - $2.34K
|
12.2K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
61+ 0.48% |
$1.82K - $2.34K
|
12.9K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
59+ 0.6% |
$1.76K - $2.27K
|
9.91K
$464K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
55+ 0.04% |
$1.64K - $2.11K
|
131K
$6.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
54+ 0.38% |
$1.61K - $2.07K
|
14.4K
$675K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
54+ 0.68% |
$1.61K - $2.07K
|
8.02K
$376K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
51+ 0.37% |
$1.52K - $1.96K
|
13.9K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
51New |
$1.52K - $1.96K
|
51
$2.39K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
49New |
$1.46K - $1.88K
|
49
$2.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
46+ 0.23% |
$1.37K - $1.77K
|
20.2K
$948K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46+ 4.96% |
$1.37K - $1.77K
|
973
$45.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
45+ 0.11% |
$1.34K - $1.73K
|
39.3K
$1.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
45+ 0.51% |
$1.34K - $1.73K
|
8.95K
$419K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
44+ 0.34% |
$1.31K - $1.69K
|
13K
$611K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
44+ 0.22% |
$1.31K - $1.69K
|
20.5K
$958K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44+ 0.52% |
$1.31K - $1.69K
|
8.53K
$399K
|