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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
9.25KNew |
$398K - $447K
|
9.25K
$427K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.25KNew |
$398K - $447K
|
9.25K
$427K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
9.23KNew |
$398K - $447K
|
9.23K
$427K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.19K+ 6.2% |
$396K - $444K
|
157K
$7.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
9.12K+ 27.82% |
$393K - $441K
|
41.9K
$1.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9.11K+ 4.65% |
$392K - $441K
|
205K
$9.47M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
9.09K+ 3.18% |
$392K - $440K
|
295K
$13.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
9K+ 14.82% |
$388K - $435K
|
69.7K
$3.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
8.99K+ 10.4% |
$387K - $435K
|
95.4K
$4.41M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.99KNew |
$387K - $435K
|
8.99K
$415K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.97KNew |
$386K - $434K
|
8.97K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
8.96KNew |
$386K - $434K
|
8.96K
$414K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.9K+ 10.21% |
$384K - $431K
|
96.1K
$4.44M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
8.87K+ 3.99% |
$382K - $429K
|
231K
$10.7M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.85K+ 13.11% |
$381K - $428K
|
76.3K
$3.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.78K+ 25074.29% |
$378K - $424K
|
8.81K
$407K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.66K+ 6.27% |
$373K - $419K
|
147K
$6.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.61K+ 4.94% |
$371K - $417K
|
183K
$8.46M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
8.54KNew |
$368K - $413K
|
8.54K
$395K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.52K+ 3.4% |
$367K - $412K
|
259K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
8.43K+ 5.94% |
$363K - $408K
|
150K
$6.94M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
8.4K+ 0.41% |
$362K - $406K
|
2.08M
$96.1M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
8.39K+ 0.8% |
$362K - $406K
|
1.06M
$48.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
8.36KNew |
$360K - $404K
|
8.36K
$386K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.34KNew |
$359K - $404K
|
8.34K
$386K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.33KNew |
$359K - $403K
|
8.33K
$385K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.3KNew |
$357K - $401K
|
8.3K
$383K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.25KNew |
$355K - $399K
|
8.25K
$381K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
8.24K+ 11.44% |
$355K - $398K
|
80.2K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
8.2K+ 2.65% |
$353K - $397K
|
318K
$14.7M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.18KNew |
$352K - $396K
|
8.18K
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.15K+ 14.96% |
$351K - $394K
|
62.6K
$2.89M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8K+ 4.3% |
$345K - $387K
|
194K
$8.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
7.99KNew |
$344K - $387K
|
7.99K
$369K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
7.98K+ 59.76% |
$344K - $386K
|
21.3K
$986K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.96KNew |
$343K - $385K
|
7.96K
$368K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$342K - $384K
|
7.94K
$367K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.93KNew |
$342K - $384K
|
7.93K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.86K+ 39.1% |
$339K - $380K
|
28K
$1.29M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
7.85K+ 130.12% |
$338K - $379K
|
13.9K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Eight Capital, LP
|
BUY
|
- |
7.8KNew |
$336K - $377K
|
7.8K
$361K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.73KNew |
$333K - $374K
|
7.73K
$357K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
7.67KNew |
$330K - $371K
|
7.67K
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.66K+ 13.05% |
$330K - $370K
|
66.3K
$3.06M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
7.65KNew |
$329K - $370K
|
7.65K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.61K+ 12.3% |
$328K - $368K
|
69.5K
$3.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
7.6K+ 76.05% |
$327K - $368K
|
17.6K
$813K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
7.52KNew |
$324K - $364K
|
7.52K
$347K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
7.4K+ 31.4% |
$319K - $358K
|
31K
$1.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7.32K+ 15.19% |
$315K - $354K
|
55.5K
$2.57M
|