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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 61.35% |
$4.31K - $4.84K
|
263
$12.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
100New |
$4.31K - $4.84K
|
100
$4.62K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
99+ 0.22% |
$4.26K - $4.79K
|
45.7K
$2.11M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
98+ 0.85% |
$4.22K - $4.74K
|
11.6K
$536K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
98+ 37.69% |
$4.22K - $4.74K
|
358
$16.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
95New |
$4.09K - $4.6K
|
95
$4.39K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
93+ 1.06% |
$4.01K - $4.5K
|
8.85K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
92+ 0.49% |
$3.96K - $4.45K
|
18.8K
$868K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 0.97% |
$3.92K - $4.4K
|
9.51K
$439K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
90+ 0.53% |
$3.88K - $4.35K
|
17.2K
$795K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
87+ 1.23% |
$3.75K - $4.21K
|
7.16K
$331K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
86+ 1.5% |
$3.7K - $4.16K
|
5.83K
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
86+ 1.75% |
$3.7K - $4.16K
|
5.01K
$232K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
81+ 0.09% |
$3.49K - $3.92K
|
94.1K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 0.59% |
$3.4K - $3.82K
|
13.4K
$618K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
77New |
$3.32K - $3.72K
|
77
$3.56K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
76+ 3.6% |
$3.27K - $3.68K
|
2.19K
$101K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
76New |
$3.27K - $3.68K
|
76
$3.51K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
73+ 0.78% |
$3.14K - $3.53K
|
9.39K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
73+ 0.55% |
$3.14K - $3.53K
|
13.4K
$621K
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
72+ 0.27% |
$3.1K - $3.48K
|
26.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72+ 0.23% |
$3.1K - $3.48K
|
31.5K
$1.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
70+ 0.44% |
$3.02K - $3.39K
|
16.1K
$743K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.34% |
$2.67K - $3K
|
18.4K
$849K
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
62+ 0.41% |
$2.67K - $3K
|
15.2K
$700K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
61+ 0.22% |
$2.63K - $2.95K
|
28.3K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
61+ 1.48% |
$2.63K - $2.95K
|
4.17K
$193K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
60+ 0.25% |
$2.58K - $2.9K
|
23.7K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
60+ 0.61% |
$2.58K - $2.9K
|
9.88K
$457K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
59+ 0.01% |
$2.54K - $2.85K
|
482K
$22.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
58+ 0.67% |
$2.5K - $2.81K
|
8.72K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
58+ 0.26% |
$2.5K - $2.81K
|
22.6K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56+ 0.11% |
$2.41K - $2.71K
|
50.7K
$2.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
56+ 0.48% |
$2.41K - $2.71K
|
11.8K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
54+ 0.29% |
$2.33K - $2.61K
|
18.9K
$875K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
53+ 1.06% |
$2.28K - $2.56K
|
5.06K
$234K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
51+ 2.95% |
$2.2K - $2.47K
|
1.78K
$82.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
50+ 7.69% |
$2.15K - $2.42K
|
700
$32.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.27% |
$2.15K - $2.42K
|
18.5K
$857K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
49+ 0.83% |
$2.11K - $2.37K
|
5.93K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.01% |
$1.94K - $2.18K
|
4.49K
$208K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
45+ 2.28% |
$1.94K - $2.18K
|
2.02K
$93.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
43+ 0.03% |
$1.85K - $2.08K
|
131K
$6.06M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
43+ 0.3% |
$1.85K - $2.08K
|
14.2K
$654K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
42+ 0.2% |
$1.81K - $2.03K
|
21.2K
$979K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
41+ 0.07% |
$1.77K - $1.98K
|
57.8K
$2.67M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
40+ 0.3% |
$1.72K - $1.93K
|
13.2K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
39+ 0.3% |
$1.68K - $1.89K
|
13.2K
$612K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
39+ 0.1% |
$1.68K - $1.89K
|
41K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
37+ 0.69% |
$1.59K - $1.79K
|
5.43K
$251K
|