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 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
916+ 10.36% |
$39.5K - $44.3K
|
9.76K
$451K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
916+ 14.63% |
$39.5K - $44.3K
|
7.18K
$332K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
910New |
$39.2K - $44K
|
910
$42.1K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
901+ 2.36% |
$38.8K - $43.6K
|
39K
$1.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
900+ 2.51% |
$38.8K - $43.5K
|
36.7K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
900+ 2.18% |
$38.8K - $43.5K
|
42.2K
$1.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
899+ 1.58% |
$38.7K - $43.5K
|
57.9K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
899+ 17.16% |
$38.7K - $43.5K
|
6.14K
$284K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
898+ 10.66% |
$38.7K - $43.4K
|
9.33K
$431K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
BUY
|
- |
895+ 17.13% |
$38.6K - $43.3K
|
6.12K
$283K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
889+ 11.93% |
$38.3K - $43K
|
8.34K
$385K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
887+ 1.68% |
$38.2K - $42.9K
|
53.8K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
882+ 9.06% |
$38K - $42.7K
|
10.6K
$491K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
879+ 12.58% |
$37.9K - $42.5K
|
7.86K
$363K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
878+ 2.25% |
$37.8K - $42.5K
|
40K
$1.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
877+ 292.33% |
$37.8K - $42.4K
|
1.18K
$54.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
870+ 17.18% |
$37.5K - $42.1K
|
5.93K
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
867New |
$37.4K - $41.9K
|
867
$40.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
866+ 2.99% |
$37.3K - $41.9K
|
29.9K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
854+ 1.12% |
$36.8K - $41.3K
|
77K
$3.56M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
848+ 8.22% |
$36.5K - $41K
|
11.2K
$516K
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
830+ 1.61% |
$35.8K - $40.1K
|
52.5K
$2.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
827+ 9.33% |
$35.6K - $40K
|
9.69K
$448K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
826+ 96.61% |
$35.6K - $40K
|
1.68K
$77.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
824+ 0.23% |
$35.5K - $39.9K
|
364K
$16.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
817+ 3.2% |
$35.2K - $39.5K
|
26.3K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
814+ 3.92% |
$35.1K - $39.4K
|
21.6K
$997K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
813New |
$35K - $39.3K
|
813
$37.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
805+ 7.94% |
$34.7K - $38.9K
|
10.9K
$505K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
800+ 7.79% |
$34.5K - $38.7K
|
11.1K
$511K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
800+ 2.08% |
$34.5K - $38.7K
|
39.3K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
800+ 6.33% |
$34.5K - $38.7K
|
13.4K
$621K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
800+ 0.72% |
$34.5K - $38.7K
|
112K
$5.16M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
800+ 11.25% |
$34.5K - $38.7K
|
7.91K
$366K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
799+ 5.73% |
$34.4K - $38.6K
|
14.7K
$681K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
795+ 7.69% |
$34.2K - $38.5K
|
11.1K
$515K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
780+ 5.98% |
$33.6K - $37.7K
|
13.8K
$639K
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
774+ 0.04% |
$33.3K - $37.4K
|
2.11M
$97.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
769+ 7.27% |
$33.1K - $37.2K
|
11.3K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
763+ 3.64% |
$32.9K - $36.9K
|
21.8K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
757+ 4.82% |
$32.6K - $36.6K
|
16.5K
$761K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
755+ 2.0% |
$32.5K - $36.5K
|
38.4K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
755+ 0.81% |
$32.5K - $36.5K
|
93.5K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
751+ 157.77% |
$32.4K - $36.3K
|
1.23K
$56.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
744+ 6.42% |
$32.1K - $36K
|
12.3K
$570K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
743+ 8.32% |
$32K - $35.9K
|
9.67K
$447K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
741+ 12.44% |
$31.9K - $35.8K
|
6.7K
$310K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
740+ 2.98% |
$31.9K - $35.8K
|
25.5K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
736+ 0.27% |
$31.7K - $35.6K
|
276K
$12.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
730+ 8.35% |
$31.4K - $35.3K
|
9.48K
$438K
|