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 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-98- 4.86% |
$3.76K - $4.84K
|
1.92K
$91.6K
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.18% |
$3.83K - $4.94K
|
8.34K
$398K
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-100- 1.24% |
$3.83K - $4.94K
|
7.95K
$380K
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-100- 3.85% |
$3.83K - $4.94K
|
2.5K
$119K
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-101Closed |
$3.87K - $4.99K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-102- 0.67% |
$3.91K - $5.04K
|
15.1K
$719K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-112- 1.56% |
$4.29K - $5.53K
|
7.05K
$336K
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-112- 0.24% |
$4.29K - $5.53K
|
47.5K
$2.27M
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-117- 1.41% |
$4.49K - $5.78K
|
8.21K
$392K
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-117- 0.42% |
$4.49K - $5.78K
|
27.6K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-119- 0.08% |
$4.56K - $5.88K
|
147K
$7.02M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-120- 1.56% |
$4.6K - $5.93K
|
7.56K
$361K
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-120- 0.62% |
$4.6K - $5.93K
|
19.2K
$918K
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-120- 0.53% |
$4.6K - $5.93K
|
22.4K
$1.07M
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-124- 10.99% |
$4.75K - $6.12K
|
1K
$47.9K
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-124- 0.16% |
$4.75K - $6.12K
|
76.2K
$3.64M
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-124- 0.65% |
$4.75K - $6.12K
|
19.1K
$911K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-129- 0.67% |
$4.95K - $6.37K
|
19.3K
$919K
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-129- 0.84% |
$4.95K - $6.37K
|
15.2K
$724K
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
SELL
|
- |
-133- 0.1% |
$5.1K - $6.57K
|
133K
$6.33M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-133Closed |
$5.1K - $6.57K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-133- 0.76% |
$5.1K - $6.57K
|
17.3K
$828K
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-136- 2.54% |
$5.21K - $6.72K
|
5.22K
$249K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-138- 1.76% |
$5.29K - $6.81K
|
7.71K
$368K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-138- 0.07% |
$5.29K - $6.81K
|
210K
$10M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-139- 2.28% |
$5.33K - $6.86K
|
5.97K
$285K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-142- 1.28% |
$5.44K - $7.01K
|
11K
$525K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-144- 8.49% |
$5.52K - $7.11K
|
1.55K
$74.2K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-145- 0.31% |
$5.56K - $7.16K
|
47K
$2.24M
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-149- 1.57% |
$5.71K - $7.36K
|
9.33K
$446K
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
SELL
|
- |
-150- 2.43% |
$5.75K - $7.41K
|
6.03K
$288K
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-150- 2.1% |
$5.75K - $7.41K
|
7.01K
$334K
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-150- 4.1% |
$5.75K - $7.41K
|
3.51K
$168K
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-157- 2.83% |
$6.02K - $7.75K
|
5.39K
$257K
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-157- 1.48% |
$6.02K - $7.75K
|
10.4K
$499K
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-160- 1.33% |
$6.13K - $7.9K
|
11.8K
$565K
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-162- 0.53% |
$6.21K - $8K
|
30.2K
$1.44M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-162- 0.55% |
$6.21K - $8K
|
29.3K
$1.4M
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-165- 1.14% |
$6.33K - $8.15K
|
14.4K
$686K
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-175- 1.49% |
$6.71K - $8.64K
|
11.6K
$552K
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-179- 0.05% |
$6.86K - $8.84K
|
340K
$16.2M
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-186- 0.55% |
$7.13K - $9.18K
|
33.4K
$1.6M
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-189- 1.43% |
$7.25K - $9.33K
|
13.1K
$624K
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-190- 0.43% |
$7.28K - $9.38K
|
44.1K
$2.11M
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-190- 2.32% |
$7.28K - $9.38K
|
8.01K
$382K
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-191- 2.32% |
$7.32K - $9.43K
|
8.06K
$385K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-194- 1.21% |
$7.44K - $9.58K
|
15.9K
$758K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-199- 0.44% |
$7.63K - $9.83K
|
44.6K
$2.13M
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-200- 0.42% |
$7.67K - $9.88K
|
48K
$2.29M
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 0.75% |
$7.67K - $9.88K
|
26.6K
$1.27M
|