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 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.2K+ 10.62% |
$51.6K - $57.9K
|
12.5K
$576K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.19K+ 4.03% |
$51.3K - $57.6K
|
30.7K
$1.42M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.19KNew |
$51.2K - $57.5K
|
1.19K
$54.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.18K+ 9.0% |
$50.9K - $57.2K
|
14.3K
$662K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.18K+ 11.6% |
$50.7K - $56.9K
|
11.3K
$523K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.17K+ 3.75% |
$50.5K - $56.7K
|
32.4K
$1.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1.17K+ 12.02% |
$50.4K - $56.5K
|
10.9K
$503K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
1.17K+ 3.02% |
$50.2K - $56.4K
|
39.8K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.17K+ 7.32% |
$50.2K - $56.4K
|
17.1K
$789K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
1.15K+ 1.14% |
$49.7K - $55.8K
|
102K
$4.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 7.69% |
$49K - $55K
|
15.9K
$736K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.13KNew |
$48.6K - $54.6K
|
1.13K
$52.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
1.12K+ 6.52% |
$48.2K - $54.2K
|
18.3K
$845K
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
1.12K+ 15.57% |
$48.2K - $54.2K
|
8.32K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.12KNew |
$48.2K - $54.2K
|
1.12K
$51.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Salem Capital Management Inc
|
BUY
|
- |
1.12K+ 0.51% |
$48.1K - $54K
|
222K
$10.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.11K+ 16.63% |
$47.7K - $53.6K
|
7.77K
$359K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.1K+ 12.05% |
$47.4K - $53.2K
|
10.2K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 20.75% |
$47.2K - $53K
|
6.37K
$294K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.09K+ 3.43% |
$47.1K - $52.9K
|
33K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1.09K+ 3.73% |
$46.9K - $52.6K
|
30.3K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.09K+ 749.66% |
$46.8K - $52.6K
|
1.23K
$56.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.07K+ 0.33% |
$46.1K - $51.8K
|
328K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.07K+ 0.01% |
$46K - $51.6K
|
7.8M
$361M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 8.49% |
$45.8K - $51.4K
|
13.6K
$628K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.06K+ 33.42% |
$45.7K - $51.3K
|
4.23K
$196K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.05K+ 3.97% |
$45.4K - $50.9K
|
27.6K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 17.37% |
$45.4K - $50.9K
|
7.12K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.05K+ 15.59% |
$45.1K - $50.6K
|
7.76K
$358K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 4.73% |
$45K - $50.5K
|
23.1K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.04K+ 1.47% |
$44.8K - $50.3K
|
71.6K
$3.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
1.03K+ 9.23% |
$44.2K - $49.7K
|
12.2K
$562K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.03K+ 0.45% |
$44.2K - $49.6K
|
230K
$10.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.02K+ 3.34% |
$43.9K - $49.3K
|
31.5K
$1.46M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.01K+ 5.32% |
$43.7K - $49K
|
20.1K
$928K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
1.01K+ 4.18% |
$43.4K - $48.7K
|
25.1K
$1.16M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
998+ 6.86% |
$43K - $48.3K
|
15.5K
$718K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
991+ 18.59% |
$42.7K - $47.9K
|
6.32K
$292K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
990+ 1.88% |
$42.6K - $47.9K
|
53.7K
$2.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
975+ 2.52% |
$42K - $47.2K
|
39.7K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
974+ 0.39% |
$42K - $47.1K
|
251K
$11.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
973+ 7.75% |
$41.9K - $47.1K
|
13.5K
$625K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
965+ 4.35% |
$41.6K - $46.7K
|
23.1K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
958+ 2.12% |
$41.3K - $46.3K
|
46.2K
$2.14M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
950+ 0.24% |
$40.9K - $46K
|
397K
$18.3M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
944+ 15.79% |
$40.7K - $45.7K
|
6.92K
$320K
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
935+ 13.7% |
$40.3K - $45.2K
|
7.76K
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
933+ 6.9% |
$40.2K - $45.1K
|
14.5K
$668K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
922+ 14.57% |
$39.7K - $44.6K
|
7.25K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
918+ 8.92% |
$39.5K - $44.4K
|
11.2K
$518K
|