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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-867- 7.38% |
$33.2K - $42.8K
|
10.9K
$519K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-867Closed |
$33.2K - $42.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-869- 10.2% |
$33.3K - $42.9K
|
7.65K
$365K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-870- 25.53% |
$33.4K - $43K
|
2.54K
$121K
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-875- 0.06% |
$33.5K - $43.2K
|
1.52M
$72.6M
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-880- 0.89% |
$33.7K - $43.5K
|
97.5K
$4.65M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-889- 7.24% |
$34.1K - $43.9K
|
11.4K
$544K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-892- 9.57% |
$34.2K - $44K
|
8.43K
$403K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-897- 3.63% |
$34.4K - $44.3K
|
23.8K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-900- 7.34% |
$34.5K - $44.4K
|
11.4K
$542K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-910Closed |
$34.9K - $44.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-916- 1.65% |
$35.1K - $45.2K
|
54.5K
$2.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-919- 6.81% |
$35.2K - $45.4K
|
12.6K
$600K
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-920- 6.77% |
$35.3K - $45.4K
|
12.7K
$605K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-923- 24.14% |
$35.4K - $45.6K
|
2.9K
$139K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-930- 1.25% |
$35.7K - $45.9K
|
73.3K
$3.5M
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-937- 0.78% |
$35.9K - $46.3K
|
119K
$5.67M
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-938- 0.57% |
$36K - $46.3K
|
164K
$7.85M
|
|
|
May 06, 2022
Q1 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-940- 6.9% |
$36K - $46.4K
|
12.7K
$606K
|
|
|
May 16, 2022
Q1 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-942- 0.75% |
$36.1K - $46.5K
|
124K
$5.93M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-948- 4.01% |
$36.3K - $46.8K
|
22.7K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-948- 6.21% |
$36.3K - $46.8K
|
14.3K
$684K
|
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-952- 7.79% |
$36.5K - $47K
|
11.3K
$538K
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-960- 4.81% |
$36.8K - $47.4K
|
19K
$908K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-966- 2.46% |
$37K - $47.7K
|
38.3K
$1.83M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-967- 7.56% |
$37.1K - $47.8K
|
11.8K
$565K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-969- 0.35% |
$37.2K - $47.8K
|
276K
$13.2M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-987- 1.8% |
$37.8K - $48.7K
|
53.7K
$2.57M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-988- 12.26% |
$37.9K - $48.8K
|
7.07K
$338K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-991- 10.22% |
$38K - $48.9K
|
8.7K
$415K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1K- 10.45% |
$38.3K - $49.4K
|
8.57K
$409K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-1K- 66.53% |
$38.3K - $49.4K
|
503
$24K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 3.33% |
$38.6K - $49.8K
|
29.2K
$1.4M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 4.7% |
$39K - $50.2K
|
20.6K
$985K
|
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.03K- 1.65% |
$39.4K - $50.8K
|
61.4K
$2.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.03K- 5.66% |
$39.5K - $50.9K
|
17.2K
$821K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.04K- 9.22% |
$39.8K - $51.3K
|
10.2K
$488K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.05K- 7.78% |
$40.1K - $51.6K
|
12.4K
$592K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.06K- 1.48% |
$40.6K - $52.3K
|
70.5K
$3.37M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.07K- 0.43% |
$41K - $52.8K
|
250K
$11.9M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.08K- 10.35% |
$41.4K - $53.3K
|
9.35K
$447K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.1K- 4.96% |
$42.1K - $54.2K
|
21K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 0.57% |
$42.1K - $54.2K
|
193K
$9.21M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 3.99% |
$42.6K - $54.9K
|
26.7K
$1.28M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 11.91% |
$43.2K - $55.7K
|
8.35K
$399K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.13K- 7.78% |
$43.4K - $55.8K
|
13.4K
$640K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.14K- 6.2% |
$43.6K - $56.1K
|
17.2K
$821K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.15K- 2.92% |
$44K - $56.7K
|
38.1K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.15K- 6.19% |
$44.1K - $56.7K
|
17.4K
$831K
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.15K- 19.01% |
$44.1K - $56.8K
|
4.9K
$234K
|