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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.13K+ 13.81% |
$91.8K - $103K
|
17.6K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.13K+ 23.74% |
$91.7K - $103K
|
11.1K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.11K+ 2.0% |
$91.1K - $102K
|
108K
$4.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.11K+ 6.86% |
$90.9K - $102K
|
32.9K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.08K+ 12.63% |
$89.7K - $101K
|
18.6K
$858K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
2.08K+ 5.33% |
$89.6K - $101K
|
41.1K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.07K+ 6.13% |
$89.1K - $100K
|
35.8K
$1.65M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.04K+ 2.25% |
$87.8K - $98.6K
|
92.6K
$4.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.03K+ 12.59% |
$87.5K - $98.3K
|
18.2K
$840K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.03K+ 38.59% |
$87.4K - $98.1K
|
7.29K
$337K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.03K+ 6.66% |
$87.4K - $98.1K
|
32.5K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03K+ 2.34% |
$87.4K - $98.1K
|
88.7K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.02K+ 5.0% |
$86.9K - $97.6K
|
42.4K
$1.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2K+ 4.89% |
$86.3K - $96.9K
|
43K
$1.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2K+ 33.16% |
$86.2K - $96.7K
|
8.03K
$371K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.99K+ 24.75% |
$85.5K - $96K
|
10K
$462K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.94K+ 10.62% |
$83.6K - $93.8K
|
20.2K
$934K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.94K+ 10.62% |
$83.6K - $93.8K
|
20.2K
$934K
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.93K+ 2.05% |
$83.1K - $93.3K
|
96K
$4.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.92K+ 18.47% |
$82.8K - $92.9K
|
12.3K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.92K+ 6.0% |
$82.5K - $92.7K
|
33.9K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.91K+ 20.15% |
$82.2K - $92.3K
|
11.4K
$526K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
1.9K+ 20.66% |
$81.7K - $91.7K
|
11.1K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.89K+ 22.44% |
$81.2K - $91.2K
|
10.3K
$475K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.87K+ 26.45% |
$80.7K - $90.6K
|
8.95K
$414K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.87K+ 3.85% |
$80.6K - $90.5K
|
50.4K
$2.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.87K+ 36.03% |
$80.4K - $90.3K
|
7.05K
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.87KNew |
$80.4K - $90.3K
|
1.87K
$86.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.87K+ 9.98% |
$80.3K - $90.2K
|
20.6K
$950K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
1.86K+ 1.58% |
$80.2K - $90.1K
|
120K
$5.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 25.7% |
$80.2K - $90K
|
9.1K
$421K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86K+ 189.69% |
$80.1K - $89.9K
|
2.84K
$131K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.84K+ 170.54% |
$79.1K - $88.8K
|
2.91K
$135K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.81K+ 8.33% |
$78K - $87.6K
|
23.5K
$1.09M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.81K+ 4.3% |
$77.8K - $87.4K
|
43.8K
$2.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.76K+ 5.91% |
$76K - $85.3K
|
31.6K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.74K+ 3.62% |
$74.9K - $84.1K
|
49.8K
$2.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 7.14% |
$74.5K - $83.7K
|
26K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 1.81% |
$73.5K - $82.5K
|
96.1K
$4.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.7K+ 6.04% |
$73.2K - $82.2K
|
29.9K
$1.38M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.7KNew |
$73.1K - $82.1K
|
1.7K
$78.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.69K+ 10.05% |
$72.9K - $81.8K
|
18.5K
$856K
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.69K+ 9.5% |
$72.7K - $81.6K
|
19.5K
$899K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3.37% |
$72.4K - $81.3K
|
51.6K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.67K+ 24.36% |
$72.1K - $81K
|
8.55K
$395K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67K+ 18.24% |
$72K - $80.9K
|
10.8K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.66K+ 12.08% |
$71.3K - $80.1K
|
15.4K
$710K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 33.21% |
$71.2K - $79.9K
|
6.63K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
1.65K+ 1.93% |
$71K - $79.8K
|
87.1K
$4.03M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
1.63K+ 2.7% |
$70.2K - $78.8K
|
62K
$2.86M
|