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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
171+ 0.12% |
$7.37K - $8.27K
|
144K
$6.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
165+ 20.63% |
$7.11K - $7.98K
|
965
$44.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
163+ 1.96% |
$7.02K - $7.88K
|
8.47K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
161+ 1.21% |
$6.94K - $7.79K
|
13.5K
$625K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
160+ 3.15% |
$6.89K - $7.74K
|
5.24K
$242K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
159+ 0.18% |
$6.85K - $7.69K
|
88.5K
$4.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
159+ 0.66% |
$6.85K - $7.69K
|
24.3K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
158+ 0.78% |
$6.81K - $7.64K
|
20.4K
$942K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
157+ 2.04% |
$6.76K - $7.59K
|
7.85K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
154+ 0.49% |
$6.63K - $7.45K
|
31.8K
$1.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
153+ 0.54% |
$6.59K - $7.4K
|
28.7K
$1.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
152+ 0.15% |
$6.55K - $7.35K
|
98.6K
$4.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
152+ 1.1% |
$6.55K - $7.35K
|
14K
$647K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
152+ 1.49% |
$6.55K - $7.35K
|
10.4K
$480K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
152+ 0.5% |
$6.55K - $7.35K
|
30.3K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
149+ 4.16% |
$6.42K - $7.21K
|
3.73K
$173K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
149+ 1.62% |
$6.42K - $7.21K
|
9.33K
$431K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
148+ 2.24% |
$6.38K - $7.16K
|
6.76K
$312K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
147+ 78.19% |
$6.33K - $7.11K
|
335
$15.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
146+ 0.75% |
$6.29K - $7.06K
|
19.5K
$901K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
145New |
$6.25K - $7.01K
|
145
$6.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
144+ 0.87% |
$6.2K - $6.97K
|
16.6K
$769K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
143+ 0.16% |
$6.16K - $6.92K
|
92K
$4.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
BUY
|
- |
140+ 0.02% |
$6.03K - $6.77K
|
896K
$41.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
140+ 1.47% |
$6.03K - $6.77K
|
9.65K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
138+ 0.6% |
$5.95K - $6.68K
|
23.2K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
136+ 2.73% |
$5.86K - $6.58K
|
5.11K
$236K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
133New |
$5.73K - $6.43K
|
133
$6.15K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
132+ 2.8% |
$5.69K - $6.38K
|
4.85K
$224K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
129+ 0.26% |
$5.56K - $6.24K
|
48.9K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
126+ 2.61% |
$5.43K - $6.09K
|
4.96K
$229K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
120+ 0.83% |
$5.17K - $5.8K
|
14.5K
$671K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
120+ 0.55% |
$5.17K - $5.8K
|
21.8K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
118+ 1.06% |
$5.08K - $5.71K
|
11.2K
$518K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
117+ 1.88% |
$5.04K - $5.66K
|
6.35K
$293K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
116New |
$5K - $5.61K
|
116
$5.36K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
116+ 0.3% |
$5K - $5.61K
|
39.2K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
116+ 0.84% |
$5K - $5.61K
|
13.9K
$643K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
111+ 1.67% |
$4.78K - $5.37K
|
6.75K
$312K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
110+ 2.71% |
$4.74K - $5.32K
|
4.17K
$193K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
110New |
$4.74K - $5.32K
|
110
$5.08K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
109+ 0.07% |
$4.7K - $5.27K
|
159K
$7.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
104+ 0.19% |
$4.48K - $5.03K
|
54.6K
$2.52M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
102+ 1.24% |
$4.39K - $4.93K
|
8.34K
$386K
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
101+ 0.71% |
$4.35K - $4.89K
|
14.4K
$665K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
101New |
$4.35K - $4.89K
|
101
$4.67K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
100+ 1.19% |
$4.31K - $4.84K
|
8.48K
$392K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
100+ 2.69% |
$4.31K - $4.84K
|
3.82K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
100+ 0.59% |
$4.31K - $4.84K
|
17.1K
$790K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
100+ 1.9% |
$4.31K - $4.84K
|
5.38K
$248K
|