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
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.02% |
$86.2 - $96.7
|
8.9K
$411K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$86.2 - $96.7
|
14.5K
$670K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.02% |
$86.2 - $96.7
|
9.06K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.0% |
$86.2 - $96.7
|
41K
$1.89M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
1+ 0.02% |
$43.1 - $48.4
|
5.12K
$237K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
1+ 0.01% |
$43.1 - $48.4
|
18K
$831K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.1 - $48.4
|
5.92K
$274K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.07% |
$43.1 - $48.4
|
1.4K
$64.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.0% |
$43.1 - $48.4
|
20.8K
$963K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$43.1 - $48.4
|
14.6K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.11% |
$43.1 - $48.4
|
939
$43.4K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.02% |
$43.1 - $48.4
|
5.97K
$276K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Security Asset Management
|
SELL
|
- |
-1- 0.01% |
$43.1 - $48.4
|
8.89K
$411K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-1- -0.0% |
$43.1 - $48.4
|
86.4K
$3.99M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$43.1 - $48.4
|
22.2K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1- 0.01% |
$43.1 - $48.4
|
8.2K
$379K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-3Closed |
$129 - $145
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4- 0.02% |
$172 - $193
|
18.9K
$874K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7- 0.03% |
$302 - $339
|
27.2K
$1.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8- 0.05% |
$345 - $387
|
14.9K
$687K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.05% |
$345 - $387
|
15.2K
$701K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 0.08% |
$517 - $580
|
15.4K
$713K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-13- 0.03% |
$560 - $629
|
40.6K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 3.44% |
$560 - $629
|
365
$16.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14- 0.47% |
$603 - $677
|
2.94K
$136K
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-16- 0.08% |
$689 - $774
|
19.4K
$895K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-16- 0.12% |
$689 - $774
|
13.6K
$630K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-18- 0.03% |
$775 - $871
|
51.5K
$2.38M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-20- 0.03% |
$862 - $967
|
66.6K
$3.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.07% |
$862 - $967
|
29.2K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-20- 1.47% |
$862 - $967
|
1.34K
$62.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-21- 0.35% |
$905 - $1.02K
|
6.04K
$279K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-22- 0.08% |
$948 - $1.06K
|
26K
$1.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-22- 0.29% |
$948 - $1.06K
|
7.53K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-27- 0.08% |
$1.16K - $1.31K
|
34K
$1.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-29- 0.32% |
$1.25K - $1.4K
|
9K
$416K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-32- 0.16% |
$1.38K - $1.55K
|
20.4K
$942K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-32- 0.15% |
$1.38K - $1.55K
|
21.2K
$979K
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-32- 0.09% |
$1.38K - $1.55K
|
37.1K
$1.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-34- 0.04% |
$1.46K - $1.64K
|
96.5K
$4.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-35- 0.46% |
$1.51K - $1.69K
|
7.57K
$350K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-40- 0.08% |
$1.72K - $1.93K
|
52.6K
$2.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-41- 0.1% |
$1.77K - $1.98K
|
42.7K
$1.97M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-48- 0.84% |
$2.07K - $2.32K
|
5.68K
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.29% |
$2.07K - $2.32K
|
16.6K
$769K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
SELL
|
- |
-48- 0.11% |
$2.07K - $2.32K
|
42.6K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-49- 0.82% |
$2.11K - $2.37K
|
5.94K
$274K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 0.11% |
$2.15K - $2.42K
|
44.5K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-50- 0.42% |
$2.15K - $2.42K
|
11.8K
$546K
|