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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-620- 5.24% |
$18.5K - $23.8K
|
11.2K
$525K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-621- 0.34% |
$18.5K - $23.9K
|
180K
$8.43M
|
|
Feb 02, 2023
Q4 2022
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-625- 0.54% |
$18.6K - $24K
|
114K
$5.36M
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-625- 0.03% |
$18.6K - $24K
|
1.97M
$92.3M
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-640- 5.36% |
$19.1K - $24.6K
|
11.3K
$529K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-642- 4.9% |
$19.1K - $24.7K
|
12.5K
$584K
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-645- 4.67% |
$19.2K - $24.8K
|
13.2K
$616K
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-648- 0.1% |
$19.3K - $24.9K
|
637K
$29.9M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-649- 1.65% |
$19.3K - $24.9K
|
38.7K
$1.81M
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-650- 3.55% |
$19.4K - $25K
|
17.7K
$828K
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-650- 2.22% |
$19.4K - $25K
|
28.6K
$1.34M
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-650- 1.11% |
$19.4K - $25K
|
57.7K
$2.7M
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-660- 9.25% |
$19.6K - $25.4K
|
6.48K
$303K
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-665- 1.75% |
$19.8K - $25.5K
|
37.4K
$1.75M
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-678- 0.45% |
$20.2K - $26K
|
150K
$7.03M
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-679- 1.44% |
$20.2K - $26.1K
|
46.6K
$2.18M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-687- 1.31% |
$20.5K - $26.4K
|
51.8K
$2.43M
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-692- 5.73% |
$20.6K - $26.6K
|
11.4K
$533K
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-695- 0.47% |
$20.7K - $26.7K
|
148K
$6.95M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-698- 0.94% |
$20.8K - $26.8K
|
73.8K
$3.46M
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-700- 7.69% |
$20.8K - $26.9K
|
8.4K
$393K
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 0.1% |
$20.8K - $26.9K
|
712K
$33.4M
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 0.6% |
$21.1K - $27.2K
|
117K
$5.47M
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-710- 1.71% |
$21.1K - $27.3K
|
40.9K
$1.91M
|
|
Feb 02, 2023
Q4 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-712- 0.48% |
$21.2K - $27.3K
|
147K
$6.88M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-715- 2.98% |
$21.3K - $27.5K
|
23.3K
$1.09M
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-717- 4.41% |
$21.3K - $27.5K
|
15.5K
$728K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-724- 2.53% |
$21.6K - $27.8K
|
27.9K
$1.31M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-745- 8.06% |
$22.2K - $28.6K
|
8.5K
$398K
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-749- 1.7% |
$22.3K - $28.8K
|
43.3K
$2.03M
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-750- 10.87% |
$22.3K - $28.8K
|
6.15K
$288K
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-752- 27.31% |
$22.4K - $28.9K
|
2K
$93.8K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-756- 4.1% |
$22.5K - $29K
|
17.7K
$828K
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-763- 8.4% |
$22.7K - $29.3K
|
8.32K
$390K
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-765- 0.8% |
$22.8K - $29.4K
|
95.2K
$4.46M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-770- 5.69% |
$22.9K - $29.6K
|
12.8K
$597K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-772- 6.31% |
$23K - $29.7K
|
11.5K
$537K
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-776- 3.99% |
$23.1K - $29.8K
|
18.7K
$875K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-777- 11.06% |
$23.1K - $29.8K
|
6.25K
$293K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-784- 0.84% |
$23.3K - $30.1K
|
92.4K
$4.33M
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-786- 0.66% |
$23.4K - $30.2K
|
118K
$5.53M
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-792- 4.82% |
$23.6K - $30.4K
|
15.6K
$732K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-797- 0.52% |
$23.7K - $30.6K
|
152K
$7.12M
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-797- 9.12% |
$23.7K - $30.6K
|
7.94K
$372K
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-800- 4.64% |
$23.8K - $30.7K
|
16.4K
$769K
|
|
Jan 13, 2023
Q4 2022
|
Kempner Capital Management Inc.
|
SELL
|
- |
-803- 0.51% |
$23.9K - $30.8K
|
158K
$7.41M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-803- 1.62% |
$23.9K - $30.8K
|
48.6K
$2.28M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-804- 7.81% |
$23.9K - $30.9K
|
9.49K
$445K
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-810- 0.78% |
$24.1K - $31.1K
|
103K
$4.81M
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-814- 1.19% |
$24.2K - $31.3K
|
67.7K
$3.17M
|