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 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-923- 1.14% |
$27.5K - $35.5K
|
80.4K
$3.82M
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-924- 1.15% |
$27.5K - $35.5K
|
79.7K
$3.79M
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-935- 3.92% |
$27.8K - $35.9K
|
22.9K
$1.09M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-939- 18.95% |
$28K - $36.1K
|
4.02K
$191K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-944- 13.19% |
$28.1K - $36.3K
|
6.21K
$295K
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-946- 8.12% |
$28.2K - $36.3K
|
10.7K
$509K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-948- 0.26% |
$28.2K - $36.4K
|
363K
$17.3M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-951- 4.79% |
$28.3K - $36.5K
|
18.9K
$898K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-961- 2.13% |
$28.6K - $36.9K
|
44.1K
$2.09M
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-965- 9.0% |
$28.7K - $37.1K
|
9.75K
$463K
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-975- 9.23% |
$29K - $37.4K
|
9.59K
$455K
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-979- 10.5% |
$29.1K - $37.6K
|
8.35K
$397K
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-986- 12.7% |
$29.4K - $37.9K
|
6.78K
$322K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-986- 12.71% |
$29.4K - $37.9K
|
6.77K
$322K
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-986- 6.58% |
$29.4K - $37.9K
|
14K
$665K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1K- 11.26% |
$29.8K - $38.4K
|
7.88K
$374K
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1K- 8.49% |
$29.8K - $38.4K
|
10.8K
$512K
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1K- 23.26% |
$29.8K - $38.4K
|
3.3K
$157K
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1K- 4.76% |
$29.8K - $38.4K
|
20K
$950K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1K- 9.9% |
$29.8K - $38.4K
|
9.1K
$432K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 0.11% |
$30.2K - $39K
|
910K
$43.2M
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.02K- 3.59% |
$30.5K - $39.3K
|
27.5K
$1.31M
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.03K- 1.74% |
$30.5K - $39.4K
|
58K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-1.03K- 0.84% |
$30.7K - $39.6K
|
122K
$5.77M
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.04K- 3.5% |
$31K - $39.9K
|
28.7K
$1.36M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.05K- 2.55% |
$31.2K - $40.3K
|
40K
$1.9M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 0.93% |
$31.4K - $40.6K
|
112K
$5.33M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.06K- 5.54% |
$31.6K - $40.7K
|
18.1K
$858K
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.06K- 2.07% |
$31.6K - $40.8K
|
50.4K
$2.39M
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.07K- 1.52% |
$31.7K - $40.9K
|
69.1K
$3.28M
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.08K- 5.35% |
$32K - $41.3K
|
19K
$904K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.09K- 3.61% |
$32.4K - $41.8K
|
29K
$1.38M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.09K- 13.54% |
$32.4K - $41.8K
|
6.95K
$330K
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-1.1K- 12.63% |
$32.7K - $42.3K
|
7.61K
$362K
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.1K- 0.48% |
$32.7K - $42.3K
|
226K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.1K- 0.95% |
$32.7K - $42.3K
|
115K
$5.46M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.45% |
$33.3K - $42.9K
|
31.3K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.12K- 2.31% |
$33.3K - $43K
|
47.4K
$2.25M
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.12K- 2.19% |
$33.3K - $43K
|
50.1K
$2.38M
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 0.4% |
$33.7K - $43.4K
|
282K
$13.4M
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-1.14K- 0.14% |
$33.9K - $43.8K
|
805K
$38.3M
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.14K- 1.57% |
$33.9K - $43.8K
|
71.3K
$3.39M
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.15K- 3.15% |
$34.1K - $44K
|
35.2K
$1.67M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.17K- 0.93% |
$34.9K - $45.1K
|
126K
$5.96M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.18K- 9.73% |
$35.1K - $45.3K
|
11K
$520K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.18K- 3.09% |
$35.2K - $45.4K
|
37K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 7.41% |
$35.4K - $45.6K
|
14.8K
$705K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.19K- 4.02% |
$35.4K - $45.7K
|
28.4K
$1.35M
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.2K- 5.78% |
$35.7K - $46.1K
|
19.6K
$929K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.2K- 15.08% |
$35.7K - $46.1K
|
6.76K
$321K
|