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 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.62K+ 4.29% |
$69.6K - $78.2K
|
39.3K
$1.81M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.61K+ 0.95% |
$69.2K - $77.7K
|
170K
$7.86M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1.6K+ 4.7% |
$68.8K - $77.2K
|
35.6K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
1.57K+ 0.31% |
$67.5K - $75.8K
|
500K
$23.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
1.55K+ 0.39% |
$66.8K - $75K
|
400K
$18.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.55K+ 28.41% |
$66.6K - $74.8K
|
6.99K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 12.51% |
$66.1K - $74.2K
|
13.8K
$638K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
1.53K+ 12.99% |
$65.7K - $73.8K
|
13.3K
$613K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.53K+ 2.15% |
$65.7K - $73.8K
|
72.6K
$3.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.53K+ 4.03% |
$65.7K - $73.8K
|
39.4K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.52KNew |
$65.4K - $73.4K
|
1.52K
$70.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.52K+ 9.52% |
$65.3K - $73.3K
|
17.4K
$806K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.51K+ 27.03% |
$65.1K - $73.1K
|
7.11K
$328K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.1% |
$64.7K - $72.7K
|
30.9K
$1.43M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.5KNew |
$64.6K - $72.6K
|
1.5K
$69.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.5K+ 3.66% |
$64.6K - $72.6K
|
42.5K
$1.96M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.48K+ 14.38% |
$63.9K - $71.7K
|
11.8K
$545K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.47K+ 6.87% |
$63.5K - $71.3K
|
22.9K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.46K+ 5.39% |
$62.9K - $70.6K
|
28.5K
$1.32M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.45K+ 1.85% |
$62.5K - $70.2K
|
79.8K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.45K+ 2.59% |
$62.4K - $70K
|
57.3K
$2.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.45K+ 15.94% |
$62.3K - $70K
|
10.5K
$486K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 1.55% |
$60.8K - $68.3K
|
92.3K
$4.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.4K+ 17.53% |
$60.2K - $67.6K
|
9.37K
$433K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 9.11% |
$60.1K - $67.4K
|
16.7K
$771K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.39K+ 11.13% |
$59.8K - $67.2K
|
13.9K
$641K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.38K+ 0.98% |
$59.5K - $66.8K
|
143K
$6.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 0.95% |
$59.5K - $66.8K
|
147K
$6.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.36K+ 0.0% |
$58.5K - $65.6K
|
28.9M
$1.34B
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1.35K+ 6.37% |
$57.9K - $65.1K
|
22.5K
$1.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.35K+ 8.46% |
$57.9K - $65.1K
|
17.2K
$796K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.35K+ 2.49% |
$57.9K - $65.1K
|
55.4K
$2.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.34KNew |
$57.7K - $64.8K
|
1.34K
$61.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.32K+ 15.49% |
$56.7K - $63.6K
|
9.8K
$453K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.31K+ 6.9% |
$56.5K - $63.5K
|
20.3K
$939K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.29K+ 7.62% |
$55.6K - $62.4K
|
18.2K
$842K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.29K+ 1.36% |
$55.5K - $62.3K
|
96K
$4.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.28K+ 1.09% |
$55.2K - $62K
|
119K
$5.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
1.27K+ 5.35% |
$54.6K - $61.3K
|
25K
$1.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.26K+ 13.74% |
$54.4K - $61.1K
|
10.5K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.26K+ 8.29% |
$54.3K - $61K
|
16.5K
$761K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.25K+ 19.09% |
$53.9K - $60.5K
|
7.8K
$360K
|
|
|
Feb 04, 2022
Q4 2021
|
Check Capital Management Inc
|
BUY
|
- |
1.25K+ 1.7% |
$53.9K - $60.5K
|
74.8K
$3.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.22K+ 1.04% |
$52.6K - $59.1K
|
119K
$5.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.22K+ 3.17% |
$52.6K - $59.1K
|
39.8K
$1.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.22K+ 2.81% |
$52.5K - $59K
|
44.6K
$2.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$52.5K - $59K
|
1.22K
$56.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.21K+ 1.37% |
$52.2K - $58.6K
|
89.6K
$4.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.21K+ 4.8% |
$52.1K - $58.5K
|
26.4K
$1.22M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1.21KNew |
$52.1K - $58.5K
|
1.21K
$55.9K
|