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 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-393- 7.41% |
$16.9K - $19K
|
4.91K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-397Closed |
$17.1K - $19.2K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-400- 0.33% |
$17.2K - $19.3K
|
122K
$5.64M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-400- 3.26% |
$17.2K - $19.3K
|
11.9K
$548K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-400- 5.53% |
$17.2K - $19.3K
|
6.83K
$316K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
SELL
|
- |
-400- 1.85% |
$17.2K - $19.3K
|
21.2K
$982K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-400- 0.59% |
$17.2K - $19.3K
|
66.9K
$3.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-400- 0.29% |
$17.2K - $19.3K
|
137K
$6.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-400- 4.06% |
$17.2K - $19.3K
|
9.46K
$437K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-408- 2.49% |
$17.6K - $19.7K
|
15.9K
$737K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-411- 4.16% |
$17.7K - $19.9K
|
9.48K
$438K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-416- 1.48% |
$17.9K - $20.1K
|
27.7K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-418- 1.03% |
$18K - $20.2K
|
40K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-420- 3.03% |
$18.1K - $20.3K
|
13.4K
$621K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-422- 0.31% |
$18.2K - $20.4K
|
134K
$6.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-427- 4.12% |
$18.4K - $20.7K
|
9.93K
$459K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-428- 4.7% |
$18.4K - $20.7K
|
8.67K
$401K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-430- 2.89% |
$18.5K - $20.8K
|
14.5K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-434- 0.54% |
$18.7K - $21K
|
79.8K
$3.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-436- 0.54% |
$18.8K - $21.1K
|
81K
$3.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-438- 2.19% |
$18.9K - $21.2K
|
19.5K
$903K
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Management Advisors, LLC
|
SELL
|
- |
-440- 0.36% |
$19K - $21.3K
|
122K
$5.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Kempner Capital Management Inc.
|
SELL
|
- |
-445- 0.29% |
$19.2K - $21.5K
|
154K
$7.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-450- 2.48% |
$19.4K - $21.8K
|
17.7K
$818K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-450- 8.3% |
$19.4K - $21.8K
|
4.97K
$230K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-450- 0.34% |
$19.4K - $21.8K
|
132K
$6.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-452- 0.11% |
$19.5K - $21.9K
|
395K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-464- 3.45% |
$20K - $22.4K
|
13K
$600K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-468- 2.05% |
$20.2K - $22.6K
|
22.3K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-472- 1.05% |
$20.3K - $22.8K
|
44.4K
$2.05M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-487- 7.34% |
$21K - $23.6K
|
6.15K
$284K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-490- 1.55% |
$21.1K - $23.7K
|
31.2K
$1.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-491- 0.25% |
$21.2K - $23.7K
|
198K
$9.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-495- 0.96% |
$21.3K - $23.9K
|
51.3K
$2.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-497- 3.72% |
$21.4K - $24K
|
12.8K
$594K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-498- 0.53% |
$21.5K - $24.1K
|
94.1K
$4.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-500- 1.75% |
$21.5K - $24.2K
|
28K
$1.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-500- 2.81% |
$21.5K - $24.2K
|
17.3K
$799K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.41% |
$21.5K - $24.2K
|
14.2K
$655K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-500- 6.33% |
$21.5K - $24.2K
|
7.4K
$342K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-500- 0.95% |
$21.5K - $24.2K
|
52.4K
$2.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-500- 0.99% |
$21.5K - $24.2K
|
50.2K
$2.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-501- 1.41% |
$21.6K - $24.2K
|
35.1K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-504- 1.14% |
$21.7K - $24.4K
|
43.7K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-508- 1.06% |
$21.9K - $24.6K
|
47.6K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-512- 3.2% |
$22.1K - $24.8K
|
15.5K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-519- 1.38% |
$22.4K - $25.1K
|
37.2K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-520- 15.57% |
$22.4K - $25.2K
|
2.82K
$130K
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-535- 0.55% |
$23K - $25.9K
|
96.2K
$4.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-550- 8.23% |
$23.7K - $26.6K
|
6.13K
$283K
|