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 10, 2022
Q4 2021
|
Ns Partners LTD
|
SELL
|
- |
-7.2K- 1.03% |
$310K - $348K
|
691K
$32.1M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.29K- 49.27% |
$314K - $353K
|
7.51K
$348K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-7.31K- 11.96% |
$315K - $354K
|
53.8K
$2.5M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-7.32K- 60.01% |
$315K - $354K
|
4.88K
$226K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.35K- 0.68% |
$317K - $356K
|
1.08M
$50.2M
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-7.43KClosed |
$320K - $359K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.43K- 5.13% |
$320K - $359K
|
138K
$6.38M
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.5K- 12.04% |
$323K - $363K
|
54.8K
$2.54M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.52K- 7.03% |
$324K - $364K
|
99.5K
$4.61M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.58K- 1.76% |
$327K - $367K
|
424K
$19.7M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.71KClosed |
$332K - $373K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-7.74K- 12.06% |
$333K - $374K
|
56.4K
$2.62M
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-7.74KClosed |
$334K - $375K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-7.92K- 4.29% |
$341K - $383K
|
177K
$8.19M
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 21.05% |
$345K - $387K
|
30K
$1.39M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-8.07K- 3.36% |
$348K - $391K
|
232K
$10.8M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.23K- 4.07% |
$355K - $398K
|
194K
$9M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-8.5K- 31.45% |
$366K - $411K
|
18.5K
$859K
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8.52K- 41.03% |
$367K - $412K
|
12.3K
$568K
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
SELL
|
- |
-8.57K- 13.34% |
$369K - $415K
|
55.7K
$2.58M
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-8.77K- 1.04% |
$378K - $424K
|
835K
$38.7M
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.8K- 12.7% |
$379K - $426K
|
60.5K
$2.81M
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.83K- 2.1% |
$381K - $427K
|
412K
$19.1M
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-8.88KClosed |
$383K - $430K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.14K- 1.68% |
$394K - $442K
|
535K
$24.8M
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-9.16KClosed |
$395K - $443K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-9.34K- 0.97% |
$402K - $452K
|
949K
$44M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-9.4K- 2.5% |
$405K - $454K
|
366K
$17M
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-9.4K- 1.64% |
$405K - $455K
|
563K
$26.1M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.42K- 10.63% |
$406K - $456K
|
79.2K
$3.67M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9.46K- 2.55% |
$408K - $458K
|
362K
$16.8M
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
SELL
|
- |
-9.53K- 26.37% |
$411K - $461K
|
26.6K
$1.23M
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-9.6K- 2.08% |
$414K - $464K
|
451K
$20.9M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.67K- 25.25% |
$416K - $467K
|
28.6K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.69K- 26.32% |
$417K - $469K
|
27.1K
$1.26M
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-9.74K- 31.47% |
$420K - $471K
|
21.2K
$984K
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-9.79K- 26.3% |
$422K - $473K
|
27.4K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.86K- 16.93% |
$425K - $477K
|
48.4K
$2.24M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-9.9K- 68.99% |
$426K - $479K
|
4.45K
$206K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.99K- 16.93% |
$430K - $483K
|
49K
$2.27M
|
|
Feb 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-10K- 10.49% |
$431K - $484K
|
85.4K
$3.96M
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
SELL
|
- |
-10K- 10.91% |
$432K - $485K
|
81.8K
$3.8M
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10K- 3.28% |
$432K - $485K
|
296K
$13.7M
|
|
Feb 11, 2022
Q4 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-10.1K- 0.3% |
$437K - $490K
|
3.34M
$155M
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-10.1K- 21.15% |
$437K - $491K
|
37.8K
$1.75M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10.2K- 0.66% |
$441K - $495K
|
1.53M
$71.1M
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-10.3K- 4.12% |
$444K - $498K
|
240K
$11.1M
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-10.3K- 5.14% |
$445K - $499K
|
190K
$8.83M
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-10.7K- 3.06% |
$461K - $518K
|
339K
$15.7M
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-10.7KClosed |
$463K - $519K
|
0
$0
|