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 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.4K- 11.17% |
$103K - $116K
|
19.1K
$882K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.42K- 30.02% |
$104K - $117K
|
5.65K
$261K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.43K- 8.93% |
$105K - $118K
|
24.8K
$1.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.44K- 1.71% |
$105K - $118K
|
140K
$6.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.45K- 5.85% |
$106K - $119K
|
39.4K
$1.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$106K - $119K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2.46K- 10.55% |
$106K - $119K
|
20.9K
$964K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.47K- 1.51% |
$106K - $119K
|
161K
$7.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.47K- 3.44% |
$106K - $120K
|
69.4K
$3.21M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 12.04% |
$107K - $120K
|
18.1K
$836K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.5K- 2.92% |
$108K - $121K
|
83.2K
$3.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.5K- 2.92% |
$108K - $121K
|
83.1K
$3.84M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.5K- 48.1% |
$108K - $121K
|
2.7K
$125K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-2.5K- 2.28% |
$108K - $121K
|
107K
$4.96M
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-2.52K- 22.39% |
$109K - $122K
|
8.74K
$404K
|
|
|
Feb 09, 2022
Q4 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.55K- 1.75% |
$110K - $123K
|
143K
$6.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-2.55K- 6.87% |
$110K - $123K
|
34.6K
$1.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-2.57K- 1.21% |
$111K - $125K
|
211K
$9.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.58K- 2.29% |
$111K - $125K
|
110K
$5.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.59K- 7.73% |
$111K - $125K
|
30.9K
$1.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.61K- 3.99% |
$112K - $126K
|
62.8K
$2.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.67K- 1.34% |
$115K - $129K
|
197K
$9.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.68K- 3.92% |
$115K - $130K
|
65.6K
$3.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.69K- 11.83% |
$116K - $130K
|
20K
$925K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.69K- 26.41% |
$116K - $130K
|
7.51K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.71K- 4.97% |
$117K - $131K
|
51.9K
$2.4M
|
|
|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-2.72K- 4.6% |
$117K - $132K
|
56.5K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.74K- 37.77% |
$118K - $133K
|
4.52K
$209K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.75K- 9.9% |
$119K - $133K
|
25K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.76K- 9.66% |
$119K - $133K
|
25.8K
$1.19M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.76K- 25.71% |
$119K - $134K
|
7.98K
$369K
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.77K- 21.1% |
$119K - $134K
|
10.4K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.78K- 1.07% |
$120K - $135K
|
257K
$11.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.79K- 16.14% |
$120K - $135K
|
14.5K
$670K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-2.81K- 2.5% |
$121K - $136K
|
110K
$5.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.84K- 15.56% |
$122K - $137K
|
15.4K
$713K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2.87K- 1.03% |
$124K - $139K
|
277K
$12.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.88K- 4.39% |
$124K - $139K
|
62.6K
$2.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 21.45% |
$125K - $140K
|
10.6K
$491K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-2.94K- 2.9% |
$127K - $142K
|
98.3K
$4.54M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-2.96K- 1.94% |
$127K - $143K
|
149K
$6.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.96K- 22.72% |
$128K - $143K
|
10.1K
$466K
|
|
|
Jan 21, 2022
Q4 2021
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.98K- 1.23% |
$128K - $144K
|
239K
$11M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-3K- 1.92% |
$129K - $145K
|
153K
$7.09M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-3.01K- 0.46% |
$129K - $145K
|
647K
$29.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.02K- 24.9% |
$130K - $146K
|
9.1K
$421K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.03K- 1.61% |
$131K - $147K
|
185K
$8.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.05KClosed |
$131K - $147K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.06K- 3.77% |
$132K - $148K
|
78.2K
$3.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.09K- 8.42% |
$133K - $149K
|
33.6K
$1.55M
|