Purchases and Sales Made in Q4 2021 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
18K+ 0.71% |
$774K - $869K
|
2.54M
$115M
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
17.9K+ 10.88% |
$773K - $868K
|
183K
$8.24M
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.6KNew |
$758K - $851K
|
17.6K
$793K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17.3K+ 5.69% |
$746K - $837K
|
322K
$14.5M
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
17K+ 12.52% |
$733K - $823K
|
153K
$6.9M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 6.67% |
$731K - $821K
|
271K
$12.2M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
17K+ 1.74% |
$730K - $820K
|
990K
$44.6M
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
16.8K+ 6.74% |
$724K - $813K
|
266K
$12M
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
BUY
|
- |
16.8K+ 64.73% |
$724K - $813K
|
42.8K
$1.93M
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.6K+ 5.41% |
$715K - $803K
|
323K
$14.6M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16.6K+ 7.63% |
$714K - $801K
|
234K
$10.5M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
16.3KNew |
$702K - $788K
|
16.3K
$735K
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
16.3K+ 2.96% |
$701K - $787K
|
567K
$25.6M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
16.3KNew |
$701K - $787K
|
16.3K
$734K
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$697K - $782K
|
16.2K
$730K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16K+ 95.17% |
$688K - $773K
|
32.8K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16K+ 1.93% |
$688K - $772K
|
842K
$38M
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16KNew |
$688K - $772K
|
16K
$720K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15.8KNew |
$680K - $764K
|
15.8K
$712K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15.8KNew |
$680K - $764K
|
15.8K
$712K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.6KNew |
$673K - $756K
|
15.6K
$705K
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15.6KNew |
$673K - $755K
|
15.6K
$704K
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
15.5K+ 21.95% |
$666K - $748K
|
85.9K
$3.87M
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.4KNew |
$665K - $747K
|
15.4K
$697K
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.4K+ 171.39% |
$662K - $743K
|
24.3K
$1.1M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
15.4KNew |
$662K - $743K
|
15.4K
$693K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.3K+ 14.56% |
$661K - $742K
|
121K
$5.44M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15.3K+ 10.73% |
$660K - $742K
|
158K
$7.14M
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15.3KNew |
$660K - $741K
|
15.3K
$691K
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
15.3KNew |
$659K - $740K
|
15.3K
$690K
|
|
Feb 09, 2022
Q4 2021
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
15.3KNew |
$658K - $738K
|
15.3K
$689K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
15.2K+ 267.37% |
$657K - $737K
|
20.9K
$945K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.2K+ 2.84% |
$653K - $733K
|
550K
$24.8M
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
15.1KNew |
$651K - $731K
|
15.1K
$682K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
14.9K+ 162.39% |
$644K - $723K
|
24.2K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 48.48% |
$635K - $713K
|
45.2K
$2.04M
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
14.7K+ 0.4% |
$633K - $710K
|
3.72M
$168M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7K+ 7.46% |
$632K - $710K
|
211K
$9.54M
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
14.6K+ 25.67% |
$629K - $706K
|
71.5K
$3.22M
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$626K - $703K
|
14.5K
$655K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14.4K+ 8.42% |
$622K - $698K
|
186K
$8.38M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4KNew |
$621K - $697K
|
14.4K
$650K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
14.4K+ 22.73% |
$619K - $695K
|
77.6K
$3.5M
|
|
Feb 01, 2022
Q4 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
14.4K+ 4.14% |
$619K - $695K
|
361K
$16.3M
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.4K+ 21.75% |
$618K - $694K
|
80.4K
$3.62M
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14.2KNew |
$614K - $689K
|
14.2K
$643K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.2K+ 0.99% |
$611K - $686K
|
1.45M
$65.5M
|
|
Feb 11, 2022
Q4 2021
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
14.1KNew |
$608K - $683K
|
14.1K
$637K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.1K+ 10.69% |
$606K - $680K
|
146K
$6.57M
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
14.1K+ 8.46% |
$605K - $680K
|
180K
$8.13M
|