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 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
36+ 0.07% |
$1.55K - $1.74K
|
54.6K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
36+ 0.13% |
$1.55K - $1.74K
|
26.8K
$1.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
36+ 0.35% |
$1.55K - $1.74K
|
10.2K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
36+ 0.45% |
$1.55K - $1.74K
|
8.12K
$375K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
35+ 0.6% |
$1.51K - $1.69K
|
5.86K
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
34+ 0.13% |
$1.46K - $1.64K
|
25.4K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
33+ 0.19% |
$1.42K - $1.6K
|
17.7K
$816K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
32+ 0.15% |
$1.38K - $1.55K
|
20.7K
$959K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
31+ 0.06% |
$1.34K - $1.5K
|
48K
$2.22M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
31+ 0.52% |
$1.34K - $1.5K
|
5.96K
$276K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30+ 1.83% |
$1.29K - $1.45K
|
1.67K
$77.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.45% |
$1.25K - $1.4K
|
6.54K
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29+ 0.23% |
$1.25K - $1.4K
|
12.4K
$573K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
29+ 0.27% |
$1.25K - $1.4K
|
10.9K
$503K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
26+ 0.13% |
$1.12K - $1.26K
|
19.8K
$916K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
25+ 0.15% |
$1.08K - $1.21K
|
16.4K
$760K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25+ 0.28% |
$1.08K - $1.21K
|
8.92K
$412K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
23+ 4.6% |
$991 - $1.11K
|
523
$24.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
22+ 0.46% |
$948 - $1.06K
|
4.81K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20+ 0.21% |
$862 - $967
|
9.58K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
20+ 1.51% |
$862 - $967
|
1.35K
$62.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18+ 0.25% |
$775 - $871
|
7.35K
$339K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 0.77% |
$689 - $774
|
2.11K
$97.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.05% |
$689 - $774
|
31.7K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
15New |
$646 - $726
|
15
$693
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.11% |
$646 - $726
|
13.3K
$613K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13+ 0.1% |
$560 - $629
|
13.4K
$621K
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
11+ 0.06% |
$474 - $532
|
17.1K
$792K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10+ 0.15% |
$431 - $484
|
6.65K
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.2% |
$431 - $484
|
5.13K
$237K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10+ 0.05% |
$431 - $484
|
18.5K
$855K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
9+ 0.01% |
$388 - $435
|
160K
$7.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.17% |
$388 - $435
|
5.42K
$250K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$345 - $387
|
6.32K
$292K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8+ 0.4% |
$345 - $387
|
2.03K
$93.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.06% |
$302 - $339
|
12.5K
$577K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$302 - $339
|
19.3K
$893K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
6New |
$258 - $290
|
6
$277
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
6+ 0.03% |
$258 - $290
|
21.4K
$991K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
6+ 0.03% |
$258 - $290
|
19.8K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
5+ 0.01% |
$215 - $242
|
56.8K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5New |
$215 - $242
|
5
$231
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$172 - $193
|
5.55K
$256K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
3+ 0.02% |
$129 - $145
|
13.6K
$630K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.2% |
$129 - $145
|
1.5K
$69.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.2% |
$129 - $145
|
1.53K
$70.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.42% |
$129 - $145
|
725
$33.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 0.01% |
$129 - $145
|
50.8K
$2.35M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.08% |
$129 - $145
|
3.95K
$182K
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$86.2 - $96.7
|
289K
$13.3M
|