Latest Institutional Transactions on Bank Of America Corp (BAC)
This table provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$8.51K
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.58KNew |
$180K - $219K
|
4.58K
$205K
|
|
Feb 21, 2025
Q4 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25K- 9.09% |
$981K - $1.19M
|
250K
$11.2M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
6.91KNew |
$271K - $330K
|
6.91K
$309K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.13K- 25.29% |
$201K - $245K
|
15.1K
$678K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.5K+ 14.17% |
$725K - $883K
|
149K
$6.68M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-833- 5.38% |
$32.7K - $39.8K
|
14.7K
$657K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$49.7K - $60.5K
|
1.27K
$56.8K
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
101KNew |
$3.96M - $4.83M
|
101K
$4.53M
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-896- 1.32% |
$35.1K - $42.8K
|
66.8K
$2.99M
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.83K+ 3858.62% |
$307K - $374K
|
8.04K
$360K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
269+ 4.2% |
$10.6K - $12.9K
|
6.67K
$299K
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
10.8KNew |
$422K - $515K
|
10.8K
$483K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
6.12KNew |
$240K - $292K
|
6.12K
$274K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.55K- 10.83% |
$257K - $313K
|
54K
$2.42M
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
15.3KNew |
$599K - $729K
|
15.3K
$684K
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-5.14K- 1.54% |
$202K - $245K
|
329K
$14.7M
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-258K- 13.96% |
$10.1M - $12.3M
|
1.59M
$71.4M
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
238KNew |
$9.35M - $11.4M
|
238K
$10.7M
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
855K+ 2337.58% |
$33.5M - $40.8M
|
891K
$39.9M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.83K+ 8.29% |
$71.7K - $87.3K
|
23.9K
$1.07M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.36K+ 23.98% |
$53.4K - $65.1K
|
7.04K
$316K
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.19K- 8.45% |
$125K - $152K
|
34.5K
$1.55M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.32K- 7.56% |
$51.8K - $63.1K
|
16.2K
$724K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.3K+ 13.27% |
$90.2K - $110K
|
19.6K
$880K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-226- 0.54% |
$8.86K - $10.8K
|
41.9K
$1.88M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
478New |
$18.7K - $22.8K
|
478
$21.4K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
69+ 0.9% |
$2.71K - $3.3K
|
7.74K
$347K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-581- 1.89% |
$22.8K - $27.8K
|
30.2K
$1.35M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.8K+ 33.95% |
$699K - $851K
|
70.3K
$3.15M
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.17K+ 45.3% |
$124K - $151K
|
10.2K
$455K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
8.45KNew |
$331K - $404K
|
8.45K
$379K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.59K- 5.09% |
$62.5K - $76.1K
|
29.7K
$1.33M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-840- 8.81% |
$32.9K - $40.1K
|
8.69K
$390K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-206K- 71.11% |
$8.07M - $9.83M
|
83.6K
$3.75M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-76.2K- 93.01% |
$2.99M - $3.64M
|
5.73K
$257K
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$30.6K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
399New |
$15.6K - $19.1K
|
399
$17.9K
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 3.55% |
$46.9K - $57.1K
|
32.5K
$1.46M
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.4KNew |
$251K - $306K
|
6.4K
$287K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
16KNew |
$628K - $765K
|
16K
$718K
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
79KNew |
$3.1M - $3.78M
|
79K
$3.54M
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
1.13M+ 8883.29% |
$44.4M - $54.1M
|
1.15M
$51.3M
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-24.1K- 11.23% |
$947K - $1.15M
|
191K
$8.56M
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.84MNew |
$111M - $136M
|
2.84M
$127M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.54K+ 4.37% |
$178K - $217K
|
108K
$4.86M
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
165K+ 3.09% |
$6.46M - $7.87M
|
5.49M
$246M
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-838K- 32.77% |
$32.9M - $40M
|
1.72M
$77.1M
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
5.53K+ 2.9% |
$217K - $264K
|
196K
$8.78M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.03K- 8.6% |
$119K - $145K
|
32.2K
$1.44M
|