Purchases and Sales Made in Q1 2022 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q1 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 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.46K+ 26.11% |
$133K - $171K
|
16.7K
$772K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.46K+ 26.11% |
$133K - $171K
|
16.7K
$772K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.43K+ 11.29% |
$132K - $170K
|
33.9K
$1.56M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.42K+ 0.67% |
$131K - $169K
|
517K
$23.9M
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.42K+ 5.54% |
$131K - $169K
|
65.2K
$3.01M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.41K+ 4.14% |
$131K - $168K
|
85.7K
$3.96M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.4K+ 8.5% |
$131K - $168K
|
43.4K
$2.01M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 65.03% |
$130K - $168K
|
8.63K
$399K
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
3.4K+ 14.05% |
$130K - $168K
|
27.6K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.38K+ 20.53% |
$130K - $167K
|
19.8K
$917K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.37K+ 6.87% |
$129K - $166K
|
52.4K
$2.42M
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.35K+ 1.75% |
$128K - $165K
|
195K
$9.01M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.34K+ 5.38% |
$128K - $165K
|
65.4K
$3.02M
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 2.24% |
$127K - $164K
|
152K
$7.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.32K+ 54.49% |
$127K - $164K
|
9.41K
$435K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.3K+ 5.14% |
$127K - $163K
|
67.6K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.3K+ 5.74% |
$127K - $163K
|
60.8K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.27K+ 25.49% |
$126K - $162K
|
16.1K
$745K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
3.27K+ 22.51% |
$125K - $161K
|
17.8K
$822K
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.25K+ 2.96% |
$125K - $161K
|
113K
$5.22M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.24KNew |
$124K - $160K
|
3.24K
$150K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.21K+ 3.37% |
$123K - $158K
|
98.4K
$4.55M
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.2K+ 0.82% |
$123K - $158K
|
395K
$18.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 2.76% |
$123K - $158K
|
119K
$5.51M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.16K+ 7.14% |
$121K - $156K
|
47.5K
$2.19M
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
3.15K+ 32.96% |
$121K - $155K
|
12.7K
$587K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.13K+ 32.16% |
$120K - $155K
|
12.9K
$594K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.13K+ 3.76% |
$120K - $154K
|
86.3K
$3.99M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.12K+ 3.52% |
$120K - $154K
|
91.8K
$4.24M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.11K+ 14.47% |
$119K - $153K
|
24.6K
$1.14M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 0.63% |
$119K - $153K
|
495K
$22.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3.1K+ 1.75% |
$119K - $153K
|
180K
$8.3M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.07K+ 26.02% |
$118K - $152K
|
14.9K
$687K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.05K+ 4.34% |
$117K - $151K
|
73.5K
$3.4M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.05K+ 34.1% |
$117K - $151K
|
12K
$555K
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.05K+ 3.73% |
$117K - $150K
|
84.7K
$3.91M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.04K+ 11.59% |
$117K - $150K
|
29.3K
$1.35M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 8.9% |
$116K - $150K
|
37.1K
$1.71M
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.02K+ 3.36% |
$116K - $149K
|
93K
$4.3M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
3.02K+ 19.83% |
$116K - $149K
|
18.2K
$842K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.01K+ 14.91% |
$115K - $148K
|
23.2K
$1.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3K+ 34.05% |
$115K - $148K
|
11.8K
$546K
|
|
|
Apr 12, 2022
Q1 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.97K+ 0.47% |
$114K - $147K
|
636K
$29.4M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.97K+ 36.92% |
$114K - $146K
|
11K
$508K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.95K+ 9.09% |
$113K - $146K
|
35.4K
$1.64M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.93K+ 12.74% |
$112K - $145K
|
25.9K
$1.2M
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.92K+ 7.61% |
$112K - $144K
|
41.3K
$1.91M
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.92K+ 27.42% |
$112K - $144K
|
13.6K
$627K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.92K+ 209.1% |
$112K - $144K
|
4.31K
$199K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.88K+ 24.06% |
$110K - $142K
|
14.8K
$686K
|