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 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
29+ 0.37% |
$863 - $1.11K
|
7.77K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
28+ 2.27% |
$834 - $1.08K
|
1.26K
$60.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 0.34% |
$774 - $999
|
7.65K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
26+ 0.21% |
$774 - $999
|
12.4K
$590K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 0.57% |
$774 - $999
|
4.6K
$220K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25+ 2.49% |
$744 - $960
|
1.03K
$49.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.06% |
$744 - $960
|
39.7K
$1.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
21+ 0.18% |
$625 - $807
|
11.9K
$570K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
21+ 0.14% |
$625 - $807
|
14.8K
$709K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
20+ 0.17% |
$595 - $768
|
12.1K
$578K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 0.11% |
$595 - $768
|
19K
$907K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 0.71% |
$595 - $768
|
2.84K
$136K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
20+ 0.03% |
$595 - $768
|
60.6K
$2.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
19+ 1.32% |
$566 - $730
|
1.46K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
19+ 0.21% |
$566 - $730
|
8.95K
$427K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
18+ 0.06% |
$536 - $691
|
31.4K
$1.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
16+ 0.23% |
$476 - $615
|
7.06K
$337K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
16+ 0.01% |
$476 - $615
|
111K
$5.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.2% |
$476 - $615
|
7.88K
$376K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.1% |
$447 - $576
|
14.4K
$687K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 1.88% |
$447 - $576
|
815
$38.9K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.16% |
$447 - $576
|
9.24K
$441K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
14+ 0.13% |
$417 - $538
|
10.4K
$499K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14+ 0.1% |
$417 - $538
|
14.1K
$672K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.04% |
$417 - $538
|
32.3K
$1.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
13+ 0.02% |
$387 - $499
|
85.1K
$4.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.46% |
$387 - $499
|
2.82K
$135K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11+ 0.17% |
$327 - $423
|
6.67K
$319K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11+ 0.08% |
$327 - $423
|
13.6K
$650K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.14% |
$327 - $423
|
8.03K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
11+ 11.0% |
$327 - $423
|
111
$5.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.0% |
$327 - $423
|
257K
$12.3M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 20.37% |
$327 - $423
|
65
$3.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.14% |
$298 - $384
|
7.04K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$298 - $384
|
10
$478
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.04% |
$298 - $384
|
23.2K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.03% |
$268 - $346
|
32.3K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.66% |
$268 - $346
|
1.38K
$65.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.12% |
$238 - $307
|
6.84K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
8+ 0.09% |
$238 - $307
|
8.92K
$426K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.06% |
$208 - $269
|
10.8K
$516K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.56% |
$208 - $269
|
1.26K
$60.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.07% |
$208 - $269
|
10.4K
$495K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
6+ 0.09% |
$179 - $230
|
6.4K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$179 - $230
|
7.44K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
5+ 0.01% |
$149 - $192
|
55.4K
$2.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
4+ 0.01% |
$119 - $154
|
51.6K
$2.47M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.03% |
$119 - $154
|
11.6K
$554K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.01% |
$89.3 - $115
|
30.1K
$1.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$59.5 - $76.8
|
289K
$13.8M
|