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 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
22+ 1.82% |
$843 - $1.09K
|
1.23K
$57.9K
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
21+ 0.26% |
$805 - $1.04K
|
8.22K
$386K
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
20+ 0.4% |
$767 - $988
|
5.08K
$239K
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
20+ 0.01% |
$767 - $988
|
215K
$10.1M
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20New |
$767 - $988
|
20
$940
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
BUY
|
- |
20+ 0.41% |
$767 - $988
|
4.91K
$231K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.54% |
$767 - $988
|
3.75K
$176K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20+ 0.07% |
$767 - $988
|
27.3K
$1.28M
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.01% |
$767 - $988
|
291K
$13.7M
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
19+ 0.18% |
$728 - $938
|
10.4K
$490K
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
18+ 0.02% |
$690 - $889
|
106K
$4.99M
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
18+ 0.04% |
$690 - $889
|
48K
$2.25M
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
18+ 0.02% |
$690 - $889
|
119K
$5.58M
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
17+ 0.05% |
$652 - $839
|
36.6K
$1.72M
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
17+ 0.25% |
$652 - $839
|
6.95K
$326K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 1.71% |
$613 - $790
|
953
$44.8K
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16+ 0.19% |
$613 - $790
|
8.38K
$394K
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.05% |
$613 - $790
|
31.1K
$1.46M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
15+ 0.01% |
$575 - $741
|
177K
$8.31M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
14+ 0.13% |
$537 - $691
|
11.1K
$521K
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13+ 0.07% |
$498 - $642
|
18.8K
$884K
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12+ 0.03% |
$460 - $593
|
38.9K
$1.83M
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.92% |
$460 - $593
|
1.32K
$62.1K
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
12+ 1.48% |
$460 - $593
|
823
$38.7K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 0.07% |
$460 - $593
|
16.3K
$768K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.06% |
$422 - $543
|
18.3K
$862K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
11+ 0.16% |
$422 - $543
|
6.76K
$318K
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.21% |
$422 - $543
|
5.14K
$241K
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11+ 0.11% |
$422 - $543
|
9.87K
$464K
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.05% |
$383 - $494
|
19.5K
$918K
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
10+ 0.1% |
$383 - $494
|
9.98K
$469K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8+ 0.08% |
$307 - $395
|
10.4K
$488K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8+ 0.39% |
$307 - $395
|
2.04K
$95.9K
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
8+ 0.06% |
$307 - $395
|
12.7K
$595K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.03% |
$307 - $395
|
27.1K
$1.28M
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 0.11% |
$268 - $346
|
6.33K
$298K
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.1% |
$268 - $346
|
7K
$329K
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.06% |
$268 - $346
|
12.3K
$579K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.18% |
$268 - $346
|
4K
$188K
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.04% |
$230 - $296
|
13.5K
$636K
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
6+ 0.09% |
$230 - $296
|
7.03K
$330K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.08% |
$192 - $247
|
6.66K
$313K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$192 - $247
|
6.3K
$296K
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5+ 0.08% |
$192 - $247
|
5.94K
$279K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5+ 0.04% |
$192 - $247
|
12.4K
$581K
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.41% |
$192 - $247
|
1.24K
$58.2K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$153 - $198
|
5.55K
$261K
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
4+ 0.02% |
$153 - $198
|
17.1K
$806K
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4+ 0.05% |
$153 - $198
|
7.35K
$345K
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.05% |
$153 - $198
|
7.35K
$345K
|