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 08, 2023
Q4 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.91K- 1.46% |
$56.7K - $73.2K
|
129K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.91K- 12.8% |
$56.9K - $73.4K
|
13K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.92K- 5.83% |
$57.2K - $73.7K
|
31K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.92K- 9.19% |
$57.2K - $73.8K
|
19K
$890K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.93K- 10.41% |
$57.3K - $73.9K
|
16.6K
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.93K- 4.44% |
$57.5K - $74.2K
|
41.6K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.96K- 8.46% |
$58.5K - $75.4K
|
21.3K
$996K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-1.98K- 14.84% |
$59.1K - $76.2K
|
11.4K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.99K- 24.16% |
$59.2K - $76.4K
|
6.25K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.99K- 1.87% |
$59.2K - $76.4K
|
105K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2K- 14.71% |
$59.5K - $76.8K
|
11.6K
$543K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2K- 44.46% |
$59.5K - $76.8K
|
2.5K
$117K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2K- 15.98% |
$59.5K - $76.8K
|
10.5K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-2K- 55.56% |
$59.5K - $76.8K
|
1.6K
$74.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.01K- 1.0% |
$59.7K - $77.1K
|
199K
$9.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.01K- 20.79% |
$59.9K - $77.3K
|
7.67K
$359K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.02K- 3.89% |
$60K - $77.5K
|
49.9K
$2.34M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.03K- 16.93% |
$60.3K - $77.8K
|
9.94K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.04K- 4.8% |
$60.6K - $78.2K
|
40.4K
$1.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.04K- 6.71% |
$60.8K - $78.4K
|
28.4K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-2.08K- 1.97% |
$61.8K - $79.8K
|
103K
$4.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.09K- 15.67% |
$62.1K - $80.1K
|
11.2K
$526K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-2.11K- 1.45% |
$62.9K - $81.1K
|
144K
$6.73M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-2.15K- 1.19% |
$63.9K - $82.4K
|
178K
$8.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.21K- 0.64% |
$65.8K - $84.9K
|
343K
$16.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.22K- 9.7% |
$66.1K - $85.2K
|
20.7K
$968K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.22K- -0.0% |
$66.1K - $85.3K
|
70.6M
$3.31B
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2.24K- 0.26% |
$66.6K - $85.9K
|
873K
$40.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.24K- 1.87% |
$66.7K - $86K
|
118K
$5.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.26K- 16.39% |
$67.2K - $86.7K
|
11.5K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.26K- 10.74% |
$67.4K - $87K
|
18.8K
$881K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-2.27K- 19.77% |
$67.5K - $87.1K
|
9.21K
$431K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-2.27K- 20.21% |
$67.7K - $87.3K
|
8.97K
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.27K- 3.76% |
$67.7K - $87.3K
|
58.1K
$2.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.31K- 6.41% |
$68.8K - $88.7K
|
33.7K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.31K- 4.96% |
$68.9K - $88.9K
|
44.3K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.31K- 23.36% |
$68.9K - $88.9K
|
7.59K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.32K- 4.18% |
$68.9K - $88.9K
|
53K
$2.48M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.32K- 4.18% |
$68.9K - $88.9K
|
53K
$2.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.32K- 10.37% |
$69K - $89K
|
20K
$938K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.33K- 0.21% |
$69.3K - $89.4K
|
1.1M
$51.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.35K- 1.45% |
$69.8K - $90.1K
|
160K
$7.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.36K- 2.03% |
$70.1K - $90.5K
|
114K
$5.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.36K- 15.44% |
$70.1K - $90.5K
|
12.9K
$604K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.36K- 5.48% |
$70.3K - $90.7K
|
40.7K
$1.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.37K- 5.48% |
$70.6K - $91.1K
|
40.9K
$1.92M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.39K- 12.5% |
$71.1K - $91.7K
|
16.7K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.4K- 3.66% |
$71.4K - $92.1K
|
63.1K
$2.96M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.4K- 27.97% |
$71.4K - $92.1K
|
6.18K
$289K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.4K- 4.47% |
$71.4K - $92.1K
|
51.3K
$2.4M
|