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 14, 2022
Q4 2021
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
7.3K+ 9.43% |
$314K - $353K
|
84.7K
$3.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.28K+ 4.91% |
$313K - $352K
|
155K
$7.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7.22K+ 5.56% |
$311K - $349K
|
137K
$6.33M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.13K+ 34.45% |
$307K - $345K
|
27.8K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.11K+ 2.64% |
$306K - $344K
|
276K
$12.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
7.09KNew |
$305K - $343K
|
7.09K
$328K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.05KNew |
$304K - $341K
|
7.05K
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
7.04K+ 37.5% |
$303K - $341K
|
25.8K
$1.19M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.04KNew |
$303K - $340K
|
7.04K
$325K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
7.02KNew |
$302K - $340K
|
7.02K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Mqs Management LLC
|
BUY
|
- |
7KNew |
$301K - $338K
|
7K
$323K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
6.94K+ 15.87% |
$299K - $336K
|
50.7K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.92KNew |
$298K - $335K
|
6.92K
$320K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.9KNew |
$297K - $334K
|
6.9K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.88KNew |
$296K - $333K
|
6.88K
$318K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
6.86K+ 15.4% |
$296K - $332K
|
51.4K
$2.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.84K+ 4.5% |
$295K - $331K
|
159K
$7.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.83KNew |
$294K - $330K
|
6.83K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
6.82KNew |
$294K - $330K
|
6.82K
$315K
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.77KNew |
$292K - $327K
|
6.77K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
6.76K+ 1.52% |
$291K - $327K
|
452K
$20.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.75K+ 1.26% |
$291K - $327K
|
542K
$25M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
6.68KNew |
$288K - $323K
|
6.68K
$309K
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.67K+ 19.63% |
$288K - $323K
|
40.7K
$1.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
6.65K+ 1.92% |
$287K - $322K
|
354K
$16.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
6.64KNew |
$286K - $321K
|
6.64K
$307K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.63K+ 66.17% |
$286K - $321K
|
16.7K
$770K
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
6.58K+ 7.1% |
$284K - $318K
|
99.3K
$4.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 10.45% |
$283K - $318K
|
69.5K
$3.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
6.54K+ 3.56% |
$282K - $316K
|
190K
$8.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
6.51K+ 4.2% |
$281K - $315K
|
162K
$7.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.49K+ 27.1% |
$279K - $314K
|
30.4K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.47KNew |
$279K - $313K
|
6.47K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.45K+ 19.99% |
$278K - $312K
|
38.7K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
6.43KNew |
$277K - $311K
|
6.43K
$297K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
6.42K+ 13.97% |
$276K - $310K
|
52.3K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$276K - $310K
|
6.41K
$296K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.4K+ 40.18% |
$276K - $309K
|
22.3K
$1.03M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
6.4K+ 78.51% |
$275K - $309K
|
14.5K
$672K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.38K+ 1.31% |
$275K - $309K
|
492K
$22.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.34KNew |
$273K - $307K
|
6.34K
$293K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.33K+ 1.55% |
$273K - $306K
|
415K
$19.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.3KNew |
$271K - $305K
|
6.3K
$291K
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.29KNew |
$271K - $304K
|
6.29K
$291K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.26KNew |
$270K - $303K
|
6.26K
$289K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6.24KNew |
$269K - $302K
|
6.24K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
6.18K+ 6.57% |
$266K - $299K
|
100K
$4.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.15K+ 12.19% |
$265K - $298K
|
56.6K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.1KNew |
$263K - $295K
|
6.1K
$282K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
6.06KNew |
$261K - $293K
|
6.06K
$280K
|