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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.02K- 3.89% |
$60K - $77.5K
|
49.9K
$2.37M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.03K- 16.93% |
$60.3K - $77.8K
|
9.94K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.04K- 4.8% |
$60.6K - $78.2K
|
40.4K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.04K- 6.71% |
$60.8K - $78.4K
|
28.4K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-2.08K- 1.97% |
$61.8K - $79.8K
|
103K
$4.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.09K- 15.67% |
$62.1K - $80.1K
|
11.2K
$533K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-2.11K- 1.45% |
$62.9K - $81.1K
|
144K
$6.82M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-2.15K- 1.19% |
$63.9K - $82.4K
|
178K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.21K- 0.64% |
$65.8K - $84.9K
|
343K
$16.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.22K- 9.7% |
$66.1K - $85.2K
|
20.7K
$982K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.22K- -0.0% |
$66.1K - $85.3K
|
70.6M
$3.36B
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2.24K- 0.26% |
$66.6K - $85.9K
|
873K
$41.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.24K- 1.87% |
$66.7K - $86K
|
118K
$5.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.26K- 16.39% |
$67.2K - $86.7K
|
11.5K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.26K- 10.74% |
$67.4K - $87K
|
18.8K
$894K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-2.27K- 19.77% |
$67.5K - $87.1K
|
9.21K
$437K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-2.27K- 20.21% |
$67.7K - $87.3K
|
8.97K
$426K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.27K- 3.76% |
$67.7K - $87.3K
|
58.1K
$2.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.31K- 6.41% |
$68.8K - $88.7K
|
33.7K
$1.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.31K- 4.96% |
$68.9K - $88.9K
|
44.3K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.31K- 23.36% |
$68.9K - $88.9K
|
7.59K
$361K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.32K- 4.18% |
$68.9K - $88.9K
|
53K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.32K- 10.37% |
$69K - $89K
|
20K
$952K
|
|
|
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
$52.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.35K- 1.45% |
$69.8K - $90.1K
|
160K
$7.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.36K- 2.03% |
$70.1K - $90.5K
|
114K
$5.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.36K- 15.44% |
$70.1K - $90.5K
|
12.9K
$613K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.36K- 5.48% |
$70.3K - $90.7K
|
40.7K
$1.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.37K- 5.48% |
$70.6K - $91.1K
|
40.9K
$1.94M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.39K- 12.5% |
$71.1K - $91.7K
|
16.7K
$794K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.4K- 3.66% |
$71.4K - $92.1K
|
63.1K
$3M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.4K- 27.97% |
$71.4K - $92.1K
|
6.18K
$293K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.4K- 4.47% |
$71.4K - $92.1K
|
51.3K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.42K- 10.56% |
$72.2K - $93.1K
|
20.5K
$975K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.43K- 6.31% |
$72.3K - $93.2K
|
36K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.46K- 12.2% |
$73.2K - $94.5K
|
17.7K
$841K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.49K- 21.36% |
$74.1K - $95.6K
|
9.16K
$435K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.49K- 0.89% |
$74.1K - $95.6K
|
277K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.49K- 4.01% |
$74.1K - $95.6K
|
59.6K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-2.5K- 12.69% |
$74.3K - $95.9K
|
17.2K
$816K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.5K- 13.49% |
$74.4K - $96K
|
16K
$762K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.5K- 1.72% |
$74.4K - $96K
|
142K
$6.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.51K- 0.53% |
$74.7K - $96.4K
|
466K
$22.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2.51K- 4.51% |
$74.8K - $96.6K
|
53.2K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.54K- 22.52% |
$75.5K - $97.4K
|
8.73K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.55K- 0.51% |
$75.8K - $97.8K
|
501K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.55K- 15.38% |
$76K - $98.1K
|
14.1K
$668K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.56K- 14.02% |
$76.2K - $98.3K
|
15.7K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.65K- 3.86% |
$78.7K - $102K
|
65.9K
$3.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-2.65K- 2.07% |
$78.9K - $102K
|
125K
$5.96M
|