Purchases and Sales Made in Q4 2021 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
13.9K+ 9.33% |
$597K - $670K
|
162K
$7.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
13.8KNew |
$593K - $666K
|
13.8K
$636K
|
|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
13.7K+ 23.46% |
$589K - $661K
|
71.9K
$3.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
13.6K+ 56.91% |
$587K - $659K
|
37.6K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.6KNew |
$587K - $659K
|
13.6K
$630K
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
13.6KNew |
$585K - $657K
|
13.6K
$628K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
13.5KNew |
$583K - $655K
|
13.5K
$625K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$581K - $652K
|
13.5K
$623K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
13.5K+ 147.44% |
$580K - $651K
|
22.6K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
13.4K+ 60.84% |
$579K - $650K
|
35.5K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.4K+ 18.86% |
$576K - $646K
|
84.2K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.3KNew |
$575K - $645K
|
13.3K
$616K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
13.3KNew |
$572K - $642K
|
13.3K
$614K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
13.2K+ 3.35% |
$567K - $637K
|
407K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
13.1K+ 7.97% |
$565K - $634K
|
178K
$8.21M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13.1KNew |
$563K - $632K
|
13.1K
$604K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
13KNew |
$559K - $627K
|
13K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.9K+ 39.83% |
$554K - $622K
|
45.1K
$2.09M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
12.9KNew |
$554K - $622K
|
12.9K
$594K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
12.8KNew |
$553K - $621K
|
12.8K
$594K
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
12.8K+ 4.62% |
$551K - $619K
|
290K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12.7K+ 0.98% |
$549K - $616K
|
1.31M
$60.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.7KNew |
$548K - $615K
|
12.7K
$588K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
12.7K+ 53.98% |
$546K - $613K
|
36.2K
$1.67M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12.7KNew |
$545K - $612K
|
12.7K
$585K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.6K+ 7.62% |
$541K - $608K
|
177K
$8.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12.4KNew |
$533K - $598K
|
12.4K
$571K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12.3KNew |
$530K - $596K
|
12.3K
$569K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.2K+ 3.9% |
$524K - $589K
|
325K
$15M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
12K+ 8.46% |
$517K - $581K
|
154K
$7.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$511K - $573K
|
11.9K
$548K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11.8KNew |
$508K - $571K
|
11.8K
$545K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11.8KNew |
$508K - $570K
|
11.8K
$544K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.7KNew |
$506K - $568K
|
11.7K
$543K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11.7KNew |
$505K - $568K
|
11.7K
$542K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$504K - $565K
|
11.7K
$540K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11.7K+ 5.22% |
$503K - $565K
|
235K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
11.6K+ 15.64% |
$500K - $562K
|
85.8K
$3.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
11.6KNew |
$500K - $561K
|
11.6K
$536K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
11.6K+ 34.95% |
$500K - $561K
|
44.8K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
11.4KNew |
$492K - $553K
|
11.4K
$528K
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
11.4KNew |
$492K - $552K
|
11.4K
$527K
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.4K+ 255.82% |
$490K - $551K
|
15.8K
$732K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
11.4KNew |
$489K - $549K
|
11.4K
$524K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
11.3KNew |
$486K - $545K
|
11.3K
$521K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11.3K+ 170.41% |
$485K - $545K
|
17.9K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 1.19% |
$483K - $543K
|
958K
$44.3M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11.2KNew |
$483K - $543K
|
11.2K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.2K+ 130.75% |
$483K - $543K
|
19.8K
$915K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.2KNew |
$483K - $542K
|
11.2K
$518K
|