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 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
925+ 6.49% |
$35.5K - $45.7K
|
15.2K
$701K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
922+ 2.13% |
$35.3K - $45.5K
|
44.2K
$2.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
918+ 2.06% |
$35.2K - $45.3K
|
45.5K
$2.1M
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
914+ 14.46% |
$35K - $45.1K
|
7.23K
$334K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
910+ 54.13% |
$34.9K - $44.9K
|
2.59K
$120K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
910+ 0.87% |
$34.9K - $44.9K
|
106K
$4.88M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
901+ 11.62% |
$34.5K - $44.5K
|
8.66K
$400K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
894+ 1.15% |
$34.3K - $44.1K
|
78.7K
$3.64M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
891+ 12.57% |
$34.2K - $44K
|
7.98K
$369K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
888+ 7.64% |
$34K - $43.8K
|
12.5K
$578K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
885+ 2.62% |
$33.9K - $43.7K
|
34.7K
$1.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
884+ 5.66% |
$33.9K - $43.7K
|
16.5K
$763K
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
851+ 1.27% |
$32.6K - $42K
|
67.8K
$3.13M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
840+ 1.24% |
$32.2K - $41.5K
|
68.7K
$3.18M
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
831+ 37.98% |
$31.9K - $41K
|
3.02K
$140K
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
820+ 2.75% |
$31.4K - $40.5K
|
30.6K
$1.42M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
817+ 25.16% |
$31.3K - $40.3K
|
4.06K
$188K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
806+ 5.32% |
$30.9K - $39.8K
|
16K
$738K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
803+ 7.68% |
$30.8K - $39.7K
|
11.3K
$520K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
798+ 0.8% |
$30.6K - $39.4K
|
100K
$4.64M
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
794+ 10.58% |
$30.4K - $39.2K
|
8.3K
$384K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
793+ 0.79% |
$30.4K - $39.2K
|
101K
$4.65M
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
792+ 1.45% |
$30.4K - $39.1K
|
55.4K
$2.56M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
791+ 12.97% |
$30.3K - $39.1K
|
6.89K
$318K
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
788+ 1.89% |
$30.2K - $38.9K
|
42.4K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
783+ 0.78% |
$30K - $38.7K
|
102K
$4.69M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
779+ 13.03% |
$29.9K - $38.5K
|
6.76K
$312K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
772+ 1.69% |
$29.6K - $38.1K
|
46.5K
$2.15M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
757+ 6.48% |
$29K - $37.4K
|
12.4K
$575K
|
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
750+ 1.78% |
$28.8K - $37K
|
43K
$1.99M
|
|
|
May 04, 2022
Q1 2022
|
Prospect Hill Management, LLC
|
BUY
|
- |
750+ 0.21% |
$28.8K - $37K
|
356K
$16.4M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
750+ 8.17% |
$28.8K - $37K
|
9.93K
$459K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
750+ 5.58% |
$28.8K - $37K
|
14.2K
$655K
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
750New |
$28.8K - $37K
|
750
$34.7K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
749+ 1.36% |
$28.7K - $37K
|
55.8K
$2.58M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
741+ 10.23% |
$28.4K - $36.6K
|
7.98K
$369K
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
715+ 0.66% |
$27.4K - $35.3K
|
109K
$5.05M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
710+ 4.41% |
$27.2K - $35.1K
|
16.8K
$777K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
703+ 7.2% |
$27K - $34.7K
|
10.5K
$483K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
701+ 3.03% |
$26.9K - $34.6K
|
23.9K
$1.1M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
700+ 4.71% |
$26.8K - $34.6K
|
15.6K
$720K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
698+ 9.82% |
$26.8K - $34.5K
|
7.8K
$361K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
696+ 1.41% |
$26.7K - $34.4K
|
50K
$2.31M
|
|
|
May 12, 2022
Q1 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
691+ 2.13% |
$26.5K - $34.1K
|
33.1K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
689+ 3.53% |
$26.4K - $34K
|
20.2K
$933K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
686+ 13.33% |
$26.3K - $33.9K
|
5.83K
$269K
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
683+ 10.0% |
$26.2K - $33.7K
|
7.52K
$347K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
661+ 12.62% |
$25.3K - $32.6K
|
5.9K
$273K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
661+ 0.8% |
$25.3K - $32.6K
|
83.2K
$3.85M
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
652+ 4.24% |
$25K - $32.2K
|
16K
$740K
|