Latest Institutional Purchases of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
452+ 0.16% |
$17.7K - $21.6K
|
279K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
451+ 1.02% |
$17.7K - $21.5K
|
44.6K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
450+ 1.53% |
$17.6K - $21.5K
|
29.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
441+ 0.74% |
$17.3K - $21.1K
|
59.7K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
438+ 4.65% |
$17.2K - $20.9K
|
9.87K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
437+ 7.62% |
$17.1K - $20.9K
|
6.17K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
433New |
$17K - $20.7K
|
433
$19.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
431+ 6.07% |
$16.9K - $20.6K
|
7.54K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
428+ 1.42% |
$16.8K - $20.4K
|
30.6K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
427+ 1.65% |
$16.7K - $20.4K
|
26.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
421+ 8.45% |
$16.5K - $20.1K
|
5.41K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
420+ 0.49% |
$16.5K - $20.1K
|
85.7K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
413+ 2.75% |
$16.2K - $19.7K
|
15.4K
$691K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
408+ 6.58% |
$16K - $19.5K
|
6.61K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
405+ 6.12% |
$15.9K - $19.3K
|
7.02K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
404+ 1.65% |
$15.8K - $19.3K
|
24.8K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 6.18% |
$15.8K - $19.3K
|
6.95K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
401+ 0.68% |
$15.7K - $19.2K
|
59.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
400New |
$15.7K - $19.1K
|
400
$17.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
400+ 0.22% |
$15.7K - $19.1K
|
186K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
400+ 1.18% |
$15.7K - $19.1K
|
34.3K
$1.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
399New |
$15.6K - $19.1K
|
399
$17.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
399+ 4.14% |
$15.6K - $19.1K
|
10K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
397+ 1.7% |
$15.6K - $19K
|
23.7K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
395+ 1.14% |
$15.5K - $18.9K
|
35.1K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
395+ 3.67% |
$15.5K - $18.9K
|
11.2K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 0.53% |
$15.5K - $18.8K
|
74.1K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
393+ 0.92% |
$15.4K - $18.8K
|
43.2K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
388+ 5.6% |
$15.2K - $18.5K
|
7.31K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
387+ 4.06% |
$15.2K - $18.5K
|
9.91K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
383+ 0.28% |
$15K - $18.3K
|
138K
$6.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
379+ 5.26% |
$14.9K - $18.1K
|
7.59K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
378+ 4.43% |
$14.8K - $18.1K
|
8.91K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
372+ 4.71% |
$14.6K - $17.8K
|
8.27K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
371+ 1.94% |
$14.6K - $17.7K
|
19.5K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
367+ 0.83% |
$14.4K - $17.5K
|
44.8K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
365+ 0.58% |
$14.3K - $17.4K
|
62.9K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
364New |
$14.3K - $17.4K
|
364
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
361+ 68.24% |
$14.2K - $17.2K
|
890
$39.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
359+ 3.7% |
$14.1K - $17.1K
|
10.1K
$451K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
359+ 4.61% |
$14.1K - $17.1K
|
8.15K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
356+ 3.24% |
$14K - $17K
|
11.3K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
333+ 0.16% |
$13.1K - $15.9K
|
205K
$9.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.41% |
$12.9K - $15.8K
|
14K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
327+ 42.19% |
$12.8K - $15.6K
|
1.1K
$49.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
325+ 0.31% |
$12.7K - $15.5K
|
107K
$4.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
323+ 4.35% |
$12.7K - $15.4K
|
7.75K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
319+ 5.27% |
$12.5K - $15.2K
|
6.37K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
318+ 0.39% |
$12.5K - $15.2K
|
81.1K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
313+ 0.79% |
$12.3K - $15K
|
39.9K
$1.79M
|