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 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.0% |
$153 - $198
|
129K
$6.06M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.02% |
$153 - $198
|
16.7K
$787K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$115 - $148
|
13.3K
$625K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$115 - $148
|
5.13K
$241K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$115 - $148
|
9.78K
$460K
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3+ 0.04% |
$115 - $148
|
8.38K
$394K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.03% |
$115 - $148
|
10.2K
$480K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.2% |
$115 - $148
|
1.53K
$71.9K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3+ 25.0% |
$115 - $148
|
15
$705
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$76.7 - $98.8
|
5.14K
$242K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
18K
$845K
|
|
|
Apr 14, 2022
Q1 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$76.7 - $98.8
|
289K
$13.6M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.02% |
$76.7 - $98.8
|
8.9K
$418K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
19.4K
$910K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
13.9K
$652K
|
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
14.4K
$677K
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$76.7 - $98.8
|
6.26K
$294K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
16.6K
$782K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
14.5K
$681K
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$76.7 - $98.8
|
27.9K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2+ 0.0% |
$76.7 - $98.8
|
60.2K
$2.83M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.03% |
$76.7 - $98.8
|
5.97K
$281K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
1+ 0.02% |
$38.3 - $49.4
|
5.12K
$241K
|
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
BUY
|
- |
1+ 0.01% |
$38.3 - $49.4
|
10.6K
$500K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$38.3 - $49.4
|
5.92K
$278K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$38.3 - $49.4
|
5.86K
$276K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 0.29% |
$38.3 - $49.4
|
350
$16.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$38.3 - $49.4
|
20.7K
$974K
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$38.3 - $49.4
|
31.4K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.69% |
$38.3 - $49.4
|
146
$6.86K
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$38.3 - $49.4
|
14K
$658K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
1+ 0.01% |
$38.3 - $49.4
|
13K
$611K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$38.3 - $49.4
|
6.06K
$285K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.01% |
$38.3 - $49.4
|
7.04K
$331K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.0% |
$38.3 - $49.4
|
22.4K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$38.3 - $49.4
|
6.63K
$312K
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$38.3 - $49.4
|
12.7K
$595K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$38.3 - $49.4
|
4.5K
$211K
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$38.3 - $49.4
|
16.7K
$783K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$38.3 - $49.4
|
10.3K
$486K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$38.3 - $49.4
|
8.12K
$382K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2- 0.02% |
$76.7 - $98.8
|
9.83K
$462K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3- 0.03% |
$115 - $148
|
9.86K
$463K
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3- 0.01% |
$115 - $148
|
25.9K
$1.22M
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4- 0.06% |
$153 - $198
|
6.68K
$314K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-5- 0.04% |
$192 - $247
|
11.8K
$553K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-6Closed |
$230 - $296
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-10- 0.19% |
$383 - $494
|
5.3K
$249K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-12- 0.09% |
$460 - $593
|
12.7K
$597K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-15- 6.22% |
$575 - $741
|
226
$10.6K
|