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 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.45% |
$33.3K - $42.9K
|
31.3K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.12K- 2.31% |
$33.3K - $43K
|
47.4K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.12K- 2.19% |
$33.3K - $43K
|
50.1K
$2.35M
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 0.4% |
$33.7K - $43.4K
|
282K
$13.2M
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-1.14K- 0.14% |
$33.9K - $43.8K
|
805K
$37.7M
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.14K- 1.57% |
$33.9K - $43.8K
|
71.3K
$3.34M
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.15K- 3.15% |
$34.1K - $44K
|
35.2K
$1.65M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.17K- 0.93% |
$34.9K - $45.1K
|
126K
$5.88M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.18K- 9.73% |
$35.1K - $45.3K
|
11K
$513K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.18K- 3.09% |
$35.2K - $45.4K
|
37K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 7.41% |
$35.4K - $45.6K
|
14.8K
$695K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.19K- 4.02% |
$35.4K - $45.7K
|
28.4K
$1.33M
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.2K- 5.78% |
$35.7K - $46.1K
|
19.6K
$916K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.2K- 15.08% |
$35.7K - $46.1K
|
6.76K
$317K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.2K- 11.37% |
$35.8K - $46.2K
|
9.38K
$440K
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.21K- 2.13% |
$36K - $46.4K
|
55.4K
$2.6M
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-1.22K- 0.03% |
$36.3K - $46.8K
|
3.58M
$168M
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.24K- 1.17% |
$36.9K - $47.6K
|
105K
$4.9M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24K- 4.47% |
$36.9K - $47.6K
|
26.5K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.24K- 8.96% |
$37K - $47.7K
|
12.6K
$592K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 18.08% |
$37K - $47.7K
|
5.63K
$264K
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.25K- 11.23% |
$37.1K - $47.8K
|
9.84K
$461K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.25K- 1.29% |
$37.1K - $47.9K
|
95.2K
$4.46M
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-1.25K- 14.76% |
$37.2K - $48K
|
7.22K
$338K
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.25K- 2.45% |
$37.2K - $48K
|
49.9K
$2.34M
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.26K- 3.22% |
$37.4K - $48.2K
|
37.8K
$1.77M
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.26K- 2.89% |
$37.5K - $48.3K
|
42.3K
$1.98M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 5.85% |
$37.5K - $48.4K
|
20.2K
$948K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.26K- 29.54% |
$37.5K - $48.4K
|
3.01K
$141K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.26K- 11.99% |
$37.6K - $48.5K
|
9.27K
$434K
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.27K- 0.67% |
$37.9K - $48.9K
|
188K
$8.79M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.28K- 0.69% |
$38K - $49K
|
182K
$8.55M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.29K- 9.9% |
$38.3K - $49.5K
|
11.7K
$549K
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-1.3K- 1.08% |
$38.7K - $49.9K
|
118K
$5.55M
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-1.3K- 22.87% |
$38.7K - $49.9K
|
4.39K
$205K
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.3K- 10.0% |
$38.7K - $49.9K
|
11.7K
$548K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 88.0% |
$39.3K - $50.7K
|
180
$8.43K
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 1.44% |
$39.6K - $51.1K
|
91.4K
$4.28M
|
|
May 28, 2025
Q4 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.33K- 3.53% |
$39.6K - $51.1K
|
36.4K
$1.7M
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.34K- 2.82% |
$39.8K - $51.4K
|
46K
$2.15M
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.35K- 15.51% |
$40.2K - $51.9K
|
7.36K
$345K
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.39K- 9.65% |
$41.3K - $53.3K
|
13K
$608K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.4K- 10.25% |
$41.6K - $53.7K
|
12.3K
$574K
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 8.37% |
$41.7K - $53.8K
|
15.3K
$718K
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.4K- 3.33% |
$41.7K - $53.8K
|
40.6K
$1.9M
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.41K- 0.12% |
$41.9K - $54.1K
|
1.15M
$53.7M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.41K- 0.95% |
$41.9K - $54.1K
|
147K
$6.89M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-1.41K- 3.66% |
$42K - $54.2K
|
37.2K
$1.74M
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.41K- 1.89% |
$42K - $54.2K
|
73.1K
$3.43M
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.41K- 8.52% |
$42K - $54.2K
|
15.2K
$710K
|