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 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.66% |
$268 - $346
|
1.38K
$64.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.12% |
$238 - $307
|
6.84K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
8+ 0.09% |
$238 - $307
|
8.92K
$418K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.06% |
$208 - $269
|
10.8K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.56% |
$208 - $269
|
1.26K
$59K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.07% |
$208 - $269
|
10.4K
$485K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
6+ 0.09% |
$179 - $230
|
6.4K
$300K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$179 - $230
|
7.44K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
5+ 0.01% |
$149 - $192
|
55.4K
$2.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
4+ 0.01% |
$119 - $154
|
51.6K
$2.42M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.03% |
$119 - $154
|
11.6K
$543K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.01% |
$89.3 - $115
|
30.1K
$1.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$59.5 - $76.8
|
289K
$13.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.12% |
$59.5 - $76.8
|
1.67K
$78K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2+ 0.02% |
$59.5 - $76.8
|
8.03K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2+ 0.01% |
$59.5 - $76.8
|
13.3K
$625K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$59.5 - $76.8
|
15K
$702K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$59.5 - $76.8
|
7.1K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.08% |
$59.5 - $76.8
|
2.4K
$112K
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
2+ 0.01% |
$59.5 - $76.8
|
18K
$842K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.88% |
$59.5 - $76.8
|
230
$10.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$29.8 - $38.4
|
7.82K
$366K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$29.8 - $38.4
|
7.66K
$359K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.0% |
$29.8 - $38.4
|
23K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 25.0% |
$29.8 - $38.4
|
5
$234
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$29.8 - $38.4
|
51.9K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$29.8 - $38.4
|
12.2K
$571K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.36% |
$29.8 - $38.4
|
281
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.1% |
$29.8 - $38.4
|
991
$46.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.01% |
$29.8 - $38.4
|
14.3K
$670K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8- 0.38% |
$238 - $307
|
2.1K
$98.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-9- 0.04% |
$268 - $346
|
23.8K
$1.12M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-11- 0.04% |
$327 - $423
|
24.9K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-12- 0.05% |
$357 - $461
|
24.7K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-15- 0.13% |
$447 - $576
|
11.9K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-15- 0.11% |
$447 - $576
|
13.5K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.08% |
$536 - $691
|
23.1K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 0.43% |
$566 - $730
|
4.35K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-20- 0.07% |
$595 - $768
|
27K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-23- 0.21% |
$685 - $883
|
11.2K
$524K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-24- 15.48% |
$714 - $922
|
131
$6.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.94% |
$744 - $960
|
2.65K
$124K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-25- 0.01% |
$744 - $960
|
242K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-26- 0.37% |
$774 - $999
|
7.01K
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
SELL
|
- |
-27- 0.24% |
$804 - $1.04K
|
11.2K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27- 0.24% |
$804 - $1.04K
|
11.4K
$535K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-30- 0.29% |
$893 - $1.15K
|
10.4K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-31- 0.17% |
$923 - $1.19K
|
18.6K
$872K
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-35- 0.23% |
$1.04K - $1.34K
|
14.9K
$697K
|