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 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.66K- 2.41% |
$79.3K - $102K
|
108K
$5.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.67K- 3.2% |
$79.5K - $103K
|
80.8K
$3.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.69K- 8.29% |
$79.9K - $103K
|
29.7K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.69K- 0.48% |
$80K - $103K
|
554K
$26.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-2.7K- 2.26% |
$80.5K - $104K
|
117K
$5.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-2.71K- 8.38% |
$80.7K - $104K
|
29.6K
$1.42M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.71K- 23.76% |
$80.8K - $104K
|
8.71K
$416K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.71K- 23.76% |
$80.8K - $104K
|
8.71K
$416K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.72K- 2.58% |
$80.9K - $104K
|
103K
$4.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.73K- 54.94% |
$81.2K - $105K
|
2.24K
$107K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.75K- 4.18% |
$81.9K - $106K
|
63K
$3.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-2.76K- 0.34% |
$82K - $106K
|
817K
$39M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-2.77K- 1.13% |
$82.5K - $106K
|
242K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.8K- 0.87% |
$83.3K - $107K
|
320K
$15.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.8K- 2.12% |
$83.3K - $108K
|
129K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.8K- 0.38% |
$83.4K - $108K
|
736K
$35.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.82K- 1.41% |
$83.9K - $108K
|
198K
$9.44M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
SELL
|
- |
-2.83K- 2.94% |
$84.3K - $109K
|
93.3K
$4.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.84K- 1.75% |
$84.4K - $109K
|
159K
$7.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-2.85K- 22.3% |
$84.8K - $109K
|
9.92K
$474K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.86K- 7.01% |
$85K - $110K
|
37.9K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.87K- 1.87% |
$85.4K - $110K
|
151K
$7.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-2.89K- 39.68% |
$86.1K - $111K
|
4.4K
$210K
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-2.9K- 7.78% |
$86.3K - $111K
|
34.4K
$1.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.92K- 3.33% |
$86.8K - $112K
|
84.6K
$4.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.94K- 5.12% |
$87.6K - $113K
|
54.6K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.96K- 17.63% |
$88.2K - $114K
|
13.8K
$661K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.97K- 0.52% |
$88.4K - $114K
|
565K
$27M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-3K- 17.78% |
$89.2K - $115K
|
13.9K
$662K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3K- 0.99% |
$89.3K - $115K
|
301K
$14.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.02K- 13.76% |
$89.8K - $116K
|
18.9K
$904K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.04K- 20.75% |
$90.5K - $117K
|
11.6K
$555K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.05K- 14.42% |
$90.9K - $117K
|
18.1K
$866K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.06K- 1.58% |
$91.1K - $117K
|
191K
$9.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.07K- 22.52% |
$91.4K - $118K
|
10.6K
$505K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.09K- 21.9% |
$92K - $119K
|
11K
$527K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 5.26% |
$92.9K - $120K
|
56.2K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3.12K- 10.83% |
$92.9K - $120K
|
25.7K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-3.12K- 13.92% |
$92.9K - $120K
|
19.3K
$922K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-3.13K- 2.22% |
$93K - $120K
|
138K
$6.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.13K- 13.98% |
$93.3K - $120K
|
19.3K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.14K- 26.34% |
$93.4K - $120K
|
8.77K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.14K- 9.15% |
$93.4K - $121K
|
31.2K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.18K- 0.01% |
$94.8K - $122K
|
38.7M
$1.85B
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.19K- 0.61% |
$94.9K - $122K
|
515K
$24.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.2K- 30.95% |
$95.3K - $123K
|
7.14K
$341K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-3.22K- 3.24% |
$95.8K - $124K
|
96K
$4.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.22K- 34.3% |
$95.8K - $124K
|
6.17K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.27K- 0.56% |
$97.3K - $126K
|
581K
$27.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.3K- 4.43% |
$98.1K - $127K
|
71K
$3.39M
|