Purchases and Sales Made in Q1 2022 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
71+ 0.9% |
$2.72K - $3.51K
|
7.92K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
70+ 0.83% |
$2.68K - $3.46K
|
8.54K
$408K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
68+ 0.73% |
$2.61K - $3.36K
|
9.4K
$449K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
68+ 0.33% |
$2.61K - $3.36K
|
20.8K
$994K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
67+ 0.86% |
$2.57K - $3.31K
|
7.82K
$373K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
65+ 0.53% |
$2.49K - $3.21K
|
12.3K
$589K
|
|
|
Apr 22, 2022
Q1 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
65+ 0.48% |
$2.49K - $3.21K
|
13.7K
$652K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.25% |
$2.42K - $3.11K
|
25.5K
$1.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63+ 0.5% |
$2.42K - $3.11K
|
12.5K
$599K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
63+ 1.2% |
$2.42K - $3.11K
|
5.32K
$254K
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
61+ 1.27% |
$2.34K - $3.01K
|
4.86K
$232K
|
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
BUY
|
- |
59+ 0.6% |
$2.26K - $2.91K
|
9.97K
$476K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
59+ 0.19% |
$2.26K - $2.91K
|
30.9K
$1.47M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
57+ 0.26% |
$2.19K - $2.81K
|
21.9K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
56+ 0.37% |
$2.15K - $2.77K
|
15.2K
$726K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
56New |
$2.15K - $2.77K
|
56
$2.67K
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55+ 0.1% |
$2.11K - $2.72K
|
56.1K
$2.68M
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
54+ 0.39% |
$2.07K - $2.67K
|
13.8K
$660K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
54+ 0.11% |
$2.07K - $2.67K
|
51.3K
$2.45M
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
51+ 0.69% |
$1.96K - $2.52K
|
7.47K
$357K
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
50+ 0.01% |
$1.92K - $2.47K
|
397K
$18.9M
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
50+ 0.17% |
$1.92K - $2.47K
|
29K
$1.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
50+ 1.91% |
$1.92K - $2.47K
|
2.67K
$128K
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48+ 0.89% |
$1.84K - $2.37K
|
5.42K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
48+ 0.09% |
$1.84K - $2.37K
|
51.2K
$2.45M
|
|
|
May 16, 2022
Q1 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
48+ 0.93% |
$1.84K - $2.37K
|
5.22K
$249K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
48+ 0.25% |
$1.84K - $2.37K
|
19.2K
$915K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
47+ 0.43% |
$1.8K - $2.32K
|
11.1K
$529K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
46+ 0.18% |
$1.76K - $2.27K
|
26.1K
$1.24M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
46+ 0.68% |
$1.76K - $2.27K
|
6.83K
$326K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
45+ 3.82% |
$1.73K - $2.22K
|
1.22K
$58.4K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
39+ 0.72% |
$1.5K - $1.93K
|
5.47K
$261K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
38+ 0.4% |
$1.46K - $1.88K
|
9.62K
$459K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
35+ 0.31% |
$1.34K - $1.73K
|
11.4K
$544K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
34+ 0.29% |
$1.3K - $1.68K
|
11.8K
$566K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
34+ 0.36% |
$1.3K - $1.68K
|
9.42K
$450K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
34+ 0.07% |
$1.3K - $1.68K
|
51.5K
$2.46M
|
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
33+ 0.55% |
$1.27K - $1.63K
|
6.07K
$290K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.09% |
$1.19K - $1.53K
|
34.8K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
30+ 0.29% |
$1.15K - $1.48K
|
10.5K
$504K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.11K - $1.43K
|
10.7K
$510K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$1.11K - $1.43K
|
13.8K
$657K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.11% |
$1.07K - $1.38K
|
24.8K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 0.11% |
$997 - $1.28K
|
22.7K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
26New |
$997 - $1.28K
|
26
$1.24K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
26+ 1.93% |
$997 - $1.28K
|
1.37K
$65.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.29% |
$997 - $1.28K
|
9.13K
$436K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 0.09% |
$959 - $1.23K
|
27.2K
$1.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
25+ 0.03% |
$959 - $1.23K
|
84.7K
$4.04M
|
|
|
May 02, 2022
Q1 2022
|
Security Asset Management
|
BUY
|
- |
24+ 0.27% |
$920 - $1.19K
|
8.92K
$426K
|