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
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
5.2K+ 4.72% |
$224K - $252K
|
115K
$5.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
5.18KNew |
$223K - $250K
|
5.18K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.17KNew |
$223K - $250K
|
5.17K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.16KNew |
$222K - $250K
|
5.16K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.16KNew |
$222K - $250K
|
5.16K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
5.15K+ 0.63% |
$222K - $249K
|
818K
$37.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5.14KNew |
$222K - $249K
|
5.14K
$238K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5.14KNew |
$221K - $249K
|
5.14K
$237K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.13KNew |
$221K - $248K
|
5.13K
$237K
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
5.13KNew |
$221K - $248K
|
5.13K
$237K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$220K - $247K
|
5.12K
$236K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.1K+ 50.73% |
$220K - $247K
|
15.2K
$701K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.08K+ 0.88% |
$219K - $246K
|
584K
$27M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.05KNew |
$217K - $244K
|
5.05K
$233K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
5.04KNew |
$217K - $244K
|
5.04K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
5.03K+ 5.76% |
$217K - $243K
|
92.3K
$4.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5K+ 26.36% |
$215K - $242K
|
24K
$1.11M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
5K+ 2.0% |
$215K - $242K
|
255K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.99KNew |
$215K - $241K
|
4.99K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
BUY
|
- |
4.98K+ 0.19% |
$215K - $241K
|
2.68M
$124M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.94KNew |
$213K - $239K
|
4.94K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.94K+ 51.22% |
$213K - $239K
|
14.6K
$674K
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.92K+ 13.41% |
$212K - $238K
|
41.6K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.91K+ 15.14% |
$211K - $237K
|
37.3K
$1.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
4.89KNew |
$210K - $236K
|
4.89K
$226K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
4.88K+ 4.69% |
$210K - $236K
|
109K
$5.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
4.88KNew |
$210K - $236K
|
4.88K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.88K+ 8.76% |
$210K - $236K
|
60.5K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.87KNew |
$210K - $235K
|
4.87K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.84KNew |
$209K - $234K
|
4.84K
$224K
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.83KNew |
$208K - $234K
|
4.83K
$223K
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
4.81KNew |
$207K - $232K
|
4.81K
$222K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
4.8K+ 9.99% |
$207K - $232K
|
52.9K
$2.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
4.8KNew |
$207K - $232K
|
4.8K
$222K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.78K+ 36.34% |
$206K - $231K
|
17.9K
$828K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.7KNew |
$202K - $227K
|
4.7K
$217K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.69KNew |
$202K - $227K
|
4.69K
$217K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
4.69KNew |
$202K - $227K
|
4.69K
$217K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.68K+ 2.95% |
$202K - $227K
|
163K
$7.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.67KNew |
$201K - $226K
|
4.67K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.66K+ 7.82% |
$201K - $226K
|
64.3K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.64KNew |
$200K - $225K
|
4.64K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$199K - $224K
|
4.63K
$214K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
4.63KNew |
$199K - $224K
|
4.63K
$214K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.63K+ 10.7% |
$199K - $224K
|
47.9K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
4.61KNew |
$199K - $223K
|
4.61K
$213K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.61K+ 82.25% |
$199K - $223K
|
10.2K
$472K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
4.61KNew |
$198K - $223K
|
4.61K
$213K
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
4.59K+ 101.98% |
$198K - $222K
|
9.09K
$420K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.58K+ 50.35% |
$197K - $222K
|
13.7K
$633K
|