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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.83K+ 12.65% |
$122K - $137K
|
25.2K
$1.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
2.8KNew |
$121K - $135K
|
2.8K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.78K+ 1.45% |
$120K - $134K
|
194K
$8.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.75K+ 11.59% |
$119K - $133K
|
26.5K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.73K+ 30.3% |
$118K - $132K
|
11.7K
$542K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.72K+ 20.13% |
$117K - $132K
|
16.2K
$750K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.7K+ 7.5% |
$116K - $131K
|
38.7K
$1.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
2.7K+ 55.95% |
$116K - $130K
|
7.52K
$347K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 5.01% |
$114K - $128K
|
55.4K
$2.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.63KNew |
$113K - $127K
|
2.63K
$122K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.63K+ 26.26% |
$113K - $127K
|
12.7K
$585K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.62KNew |
$113K - $127K
|
2.62K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.58K+ 13.09% |
$111K - $125K
|
22.3K
$1.03M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.58K+ 19.52% |
$111K - $125K
|
15.8K
$730K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.57K+ 1.57% |
$111K - $124K
|
166K
$7.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.56K+ 5.49% |
$110K - $124K
|
49.1K
$2.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.55K+ 3.65% |
$110K - $123K
|
72.3K
$3.34M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
2.53K+ 11.32% |
$109K - $122K
|
24.9K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.51K+ 2.47% |
$108K - $122K
|
104K
$4.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2.51K+ 33.65% |
$108K - $121K
|
9.97K
$461K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.48K+ 2.54% |
$107K - $120K
|
99.9K
$4.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.47K+ 14.77% |
$106K - $120K
|
19.2K
$888K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
2.44KNew |
$105K - $118K
|
2.44K
$113K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.44K+ 7.0% |
$105K - $118K
|
37.3K
$1.72M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.44K+ 14.07% |
$105K - $118K
|
19.8K
$913K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
2.42K+ 7.31% |
$104K - $117K
|
35.6K
$1.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.42K+ 0.95% |
$104K - $117K
|
259K
$11.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.39K+ 9.33% |
$103K - $116K
|
28K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
2.36K+ 1.74% |
$102K - $114K
|
138K
$6.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.36K+ 5.54% |
$102K - $114K
|
45K
$2.08M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
2.35K+ 6.75% |
$101K - $114K
|
37.2K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.34K+ 2.71% |
$101K - $113K
|
88.8K
$4.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.34K+ 0.46% |
$101K - $113K
|
514K
$23.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.33K+ 1.37% |
$100K - $113K
|
173K
$7.97M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.29KNew |
$98.7K - $111K
|
2.29K
$106K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.28K+ 9.55% |
$98.4K - $110K
|
26.2K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.28KNew |
$98.4K - $110K
|
2.28K
$106K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.28K+ 31.53% |
$98.2K - $110K
|
9.51K
$440K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.28K+ 0.96% |
$98.2K - $110K
|
240K
$11.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.27K+ 4.16% |
$97.9K - $110K
|
56.9K
$2.63M
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.25K+ 3.01% |
$96.9K - $109K
|
77K
$3.56M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.25K+ 3.01% |
$96.9K - $109K
|
77K
$3.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.24K+ 6.9% |
$96.6K - $108K
|
34.7K
$1.61M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.19KNew |
$94.2K - $106K
|
2.19K
$101K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.18K+ 87.94% |
$94K - $105K
|
4.66K
$215K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2.18KNew |
$93.9K - $105K
|
2.18K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.18K+ 6.01% |
$93.9K - $105K
|
38.5K
$1.78M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.15K+ 13.22% |
$92.6K - $104K
|
18.4K
$851K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2.14K+ 21.24% |
$92.2K - $104K
|
12.2K
$565K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
2.14K+ 13.15% |
$92.2K - $104K
|
18.4K
$851K
|