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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
11.2KNew |
$481K - $540K
|
11.2K
$516K
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$477K - $536K
|
11.1K
$512K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 50.25% |
$471K - $529K
|
32.7K
$1.51M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$469K - $527K
|
10.9K
$503K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.9K+ 7.76% |
$468K - $525K
|
151K
$6.97M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10.8K+ 181.44% |
$465K - $522K
|
16.7K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
10.8K+ 0.61% |
$463K - $520K
|
1.78M
$82.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10.7KNew |
$461K - $518K
|
10.7K
$495K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
10.7K+ 338.86% |
$460K - $517K
|
13.8K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.7K+ 23.58% |
$460K - $516K
|
55.9K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$459K - $515K
|
10.7K
$492K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.6KNew |
$458K - $515K
|
10.6K
$492K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 2.78% |
$457K - $514K
|
393K
$18.2M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
10.6KNew |
$457K - $513K
|
10.6K
$490K
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
10.6KNew |
$457K - $513K
|
10.6K
$490K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
10.6K+ 15.73% |
$456K - $512K
|
77.9K
$3.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10.6KNew |
$455K - $511K
|
10.6K
$488K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.6K+ 39.63% |
$455K - $510K
|
37.2K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.6KNew |
$455K - $510K
|
10.6K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.5K+ 1.42% |
$454K - $510K
|
752K
$34.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10.5K+ 0.99% |
$454K - $510K
|
1.08M
$49.8M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$448K - $503K
|
10.4K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 2.77% |
$448K - $503K
|
385K
$17.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.4KNew |
$447K - $502K
|
10.4K
$479K
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$445K - $500K
|
10.3K
$477K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
10.3KNew |
$442K - $496K
|
10.3K
$474K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.2K+ 2.77% |
$438K - $491K
|
378K
$17.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2K+ 3.85% |
$437K - $491K
|
274K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 14.58% |
$431K - $484K
|
78.7K
$3.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
10K+ 10.62% |
$431K - $484K
|
104K
$4.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
BUY
|
- |
10K+ 2.08% |
$431K - $484K
|
490K
$22.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10KNew |
$431K - $484K
|
10K
$462K
|
|
|
Feb 10, 2022
Q4 2021
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
10K+ 16.67% |
$431K - $484K
|
70K
$3.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
10K+ 13.25% |
$431K - $484K
|
85.5K
$3.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9.92K+ 1.79% |
$427K - $480K
|
565K
$26.1M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
9.91KNew |
$427K - $479K
|
9.91K
$458K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.86KNew |
$425K - $477K
|
9.86K
$456K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
9.84KNew |
$424K - $476K
|
9.84K
$455K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
9.78KNew |
$421K - $473K
|
9.78K
$452K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
9.77K+ 29.01% |
$421K - $473K
|
43.4K
$2.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.75K+ 76.91% |
$420K - $472K
|
22.4K
$1.04M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.71KNew |
$418K - $470K
|
9.71K
$449K
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
9.71KNew |
$418K - $469K
|
9.71K
$449K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.64K+ 9.55% |
$415K - $466K
|
111K
$5.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.57K+ 5.05% |
$412K - $463K
|
199K
$9.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
9.48K+ 32.81% |
$409K - $459K
|
38.4K
$1.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
9.48KNew |
$408K - $458K
|
9.48K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
9.44K+ 23.65% |
$407K - $457K
|
49.4K
$2.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.33KNew |
$402K - $451K
|
9.33K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.33K+ 9.99% |
$402K - $451K
|
103K
$4.74M
|