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 |
---|---|---|---|---|---|---|---|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 0.98% |
$44.1K - $49.5K
|
104K
$4.79M
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-1.03K- 2.16% |
$44.4K - $49.8K
|
46.6K
$2.15M
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-1.04K- 0.68% |
$44.6K - $50.1K
|
151K
$7M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.04K- 3.71% |
$44.9K - $50.4K
|
27.1K
$1.25M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.06K- 1.83% |
$45.5K - $51.1K
|
56.8K
$2.62M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.07K- 2.28% |
$45.9K - $51.5K
|
45.6K
$2.11M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.07K- 2.1% |
$46.1K - $51.7K
|
49.8K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.07KClosed |
$46.1K - $51.8K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.08K- 0.45% |
$46.5K - $52.2K
|
239K
$11M
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.08K- 4.71% |
$46.7K - $52.4K
|
21.9K
$1.01M
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.09K- 6.26% |
$46.8K - $52.5K
|
16.3K
$751K
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.1K- 2.7% |
$47.4K - $53.2K
|
39.6K
$1.83M
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.11K- 0.88% |
$47.8K - $53.7K
|
125K
$5.77M
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.11K- 5.23% |
$47.9K - $53.8K
|
20.2K
$932K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.12K- 4.49% |
$48.1K - $54K
|
23.7K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.13K- 2.17% |
$48.5K - $54.4K
|
50.8K
$2.35M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.13K- 15.26% |
$48.9K - $54.9K
|
6.3K
$291K
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.14K- 1.3% |
$49.2K - $55.2K
|
86.6K
$4M
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.14K- 0.3% |
$49.2K - $55.2K
|
385K
$17.8M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 1.53% |
$49.5K - $55.5K
|
73.9K
$3.41M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.15K- 0.44% |
$49.6K - $55.7K
|
259K
$12M
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.18K- 17.7% |
$50.7K - $57K
|
5.48K
$253K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.18K- 3.2% |
$50.8K - $57.1K
|
35.7K
$1.65M
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
SELL
|
- |
-1.18K- 4.32% |
$51K - $57.2K
|
26.2K
$1.21M
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-1.18K- 11.89% |
$51K - $57.2K
|
8.77K
$405K
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.19K- 2.08% |
$51.3K - $57.6K
|
56.1K
$2.59M
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.19K- 1.7% |
$51.4K - $57.7K
|
69K
$3.19M
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.19K- 2.21% |
$51.4K - $57.7K
|
52.8K
$2.44M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 2.55% |
$51.5K - $57.9K
|
45.6K
$2.11M
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.2K- 4.0% |
$51.5K - $57.9K
|
28.7K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.2K- 1.22% |
$51.7K - $58K
|
96.8K
$4.47M
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.42% |
$52.8K - $59.3K
|
49.4K
$2.28M
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-1.23K- 59.55% |
$53K - $59.5K
|
836
$38.6K
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.23K- 10.58% |
$53.2K - $59.7K
|
10.4K
$482K
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-1.24K- 19.71% |
$53.2K - $59.8K
|
5.03K
$233K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.24K- 0.9% |
$53.2K - $59.8K
|
136K
$6.26M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 0.34% |
$53.4K - $60K
|
361K
$16.7M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 4.64% |
$53.5K - $60K
|
25.5K
$1.18M
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.25K- 1.12% |
$53.8K - $60.4K
|
110K
$5.07M
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.25K- 61.17% |
$53.8K - $60.4K
|
793
$36.6K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.25K- 3.6% |
$54K - $60.7K
|
33.6K
$1.55M
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.29KClosed |
$55.5K - $62.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.3K- 4.96% |
$56.1K - $63K
|
25K
$1.15M
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.31K- 3.77% |
$56.3K - $63.3K
|
33.4K
$1.54M
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.31K- 3.77% |
$56.3K - $63.3K
|
33.4K
$1.54M
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 1.06% |
$56.4K - $63.3K
|
122K
$5.64M
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.33K- 18.31% |
$57.3K - $64.3K
|
5.94K
$274K
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.33K- 0.92% |
$57.3K - $64.4K
|
143K
$6.61M
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.34K- 1.1% |
$57.5K - $64.6K
|
120K
$5.56M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-1.35K- 17.26% |
$57.9K - $65.1K
|
6.45K
$298K
|