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 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.57KNew |
$197K - $221K
|
4.57K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4.56KNew |
$196K - $220K
|
4.56K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.55KNew |
$196K - $220K
|
4.55K
$210K
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
4.55KNew |
$196K - $220K
|
4.55K
$210K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.54KNew |
$196K - $220K
|
4.54K
$210K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.53K+ 12.33% |
$195K - $219K
|
41.3K
$1.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
4.53KNew |
$195K - $219K
|
4.53K
$209K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.52KNew |
$195K - $218K
|
4.52K
$209K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.52KNew |
$195K - $218K
|
4.52K
$209K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
4.5KNew |
$194K - $218K
|
4.5K
$208K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4.49KNew |
$194K - $217K
|
4.49K
$208K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.44K+ 1.37% |
$191K - $215K
|
328K
$15.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.36K+ 81.41% |
$188K - $211K
|
9.72K
$449K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
4.33KNew |
$186K - $209K
|
4.33K
$200K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
4.33K+ 36.33% |
$186K - $209K
|
16.2K
$750K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.31K+ 73.78% |
$186K - $209K
|
10.2K
$469K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.28K+ 30.32% |
$184K - $207K
|
18.4K
$849K
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
4.27K+ 15.18% |
$184K - $206K
|
32.4K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.26K+ 3.35% |
$183K - $206K
|
131K
$6.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
4.25K+ 17.34% |
$183K - $206K
|
28.8K
$1.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
4.24KNew |
$183K - $205K
|
4.24K
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.23K+ 3.77% |
$182K - $204K
|
116K
$5.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.23K+ 2.3% |
$182K - $204K
|
188K
$8.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.21KNew |
$182K - $204K
|
4.21K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.2K+ 6.06% |
$181K - $203K
|
73.4K
$3.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.19KNew |
$180K - $202K
|
4.19K
$193K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
4.18K+ 3.24% |
$180K - $202K
|
133K
$6.15M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
4.16K+ 3.36% |
$179K - $201K
|
128K
$5.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.13K+ 1.54% |
$178K - $200K
|
273K
$12.6M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
4.08K+ 65.89% |
$176K - $197K
|
10.3K
$475K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.08KNew |
$176K - $197K
|
4.08K
$188K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.08K+ 15.39% |
$176K - $197K
|
30.6K
$1.41M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
4.05KNew |
$175K - $196K
|
4.05K
$187K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.05K+ 1.55% |
$175K - $196K
|
266K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.02K+ 76.21% |
$173K - $195K
|
9.3K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 4.84% |
$173K - $194K
|
86.9K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.01K+ 0.54% |
$173K - $194K
|
744K
$34.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
4K+ 13.09% |
$172K - $193K
|
34.6K
$1.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
4KNew |
$172K - $193K
|
4K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
4K+ 1.33% |
$172K - $193K
|
304K
$14M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.99K+ 7.36% |
$172K - $193K
|
58.2K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.95K+ 17.49% |
$170K - $191K
|
26.5K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.95K+ 45.19% |
$170K - $191K
|
12.7K
$586K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
3.94K+ 16.37% |
$170K - $190K
|
28K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.91K+ 5.18% |
$169K - $189K
|
79.5K
$3.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.9K+ 28.93% |
$168K - $189K
|
17.4K
$803K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
3.89K+ 2.9% |
$167K - $188K
|
138K
$6.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.88K+ 595.39% |
$167K - $187K
|
4.53K
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.83K+ 6.08% |
$165K - $185K
|
66.8K
$3.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.81K+ 45.01% |
$164K - $184K
|
12.3K
$567K
|