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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
147+ 1.23% |
$5.77K - $7.02K
|
12.1K
$541K
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
147+ 0.12% |
$5.77K - $7.02K
|
123K
$5.51M
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
146+ 2.01% |
$5.73K - $6.97K
|
7.39K
$331K
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
142+ 1.5% |
$5.57K - $6.78K
|
9.64K
$432K
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
141+ 0.69% |
$5.53K - $6.74K
|
20.5K
$917K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
141+ 1.2% |
$5.53K - $6.74K
|
11.9K
$532K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140+ 229.51% |
$5.49K - $6.69K
|
201
$9.01K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
140+ 0.85% |
$5.49K - $6.69K
|
16.7K
$748K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
140+ 1.22% |
$5.49K - $6.69K
|
11.6K
$521K
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
140+ 1.87% |
$5.49K - $6.69K
|
7.63K
$342K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
138+ 1.33% |
$5.41K - $6.59K
|
10.5K
$471K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
138+ 2.04% |
$5.41K - $6.59K
|
6.9K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
137+ 0.82% |
$5.37K - $6.54K
|
16.8K
$753K
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
136+ 2.19% |
$5.33K - $6.5K
|
6.36K
$285K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 5.77% |
$5.33K - $6.5K
|
2.49K
$112K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
135New |
$5.29K - $6.45K
|
135
$6.05K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133New |
$5.22K - $6.35K
|
133
$5.96K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
132+ 1.62% |
$5.18K - $6.31K
|
8.26K
$370K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
130New |
$5.1K - $6.21K
|
130
$5.83K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
129+ 1.11% |
$5.06K - $6.16K
|
11.7K
$525K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
129+ 1.46% |
$5.06K - $6.16K
|
8.97K
$402K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 0.64% |
$5.06K - $6.16K
|
20.4K
$913K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
129+ 0.91% |
$5.06K - $6.16K
|
14.4K
$643K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
127+ 1.18% |
$4.98K - $6.07K
|
10.9K
$488K
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
126+ 2.01% |
$4.94K - $6.02K
|
6.4K
$287K
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
126+ 2.4% |
$4.94K - $6.02K
|
5.39K
$241K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
124+ 2.0% |
$4.86K - $5.92K
|
6.31K
$283K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
124+ 0.89% |
$4.86K - $5.92K
|
14.1K
$630K
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
123+ 0.08% |
$4.82K - $5.88K
|
162K
$7.24M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
123+ 1.24% |
$4.82K - $5.88K
|
10.1K
$452K
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
119+ 0.02% |
$4.67K - $5.68K
|
658K
$29.5M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
119+ 1.23% |
$4.67K - $5.68K
|
9.77K
$438K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
117+ 4.74% |
$4.59K - $5.59K
|
2.58K
$116K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 1.38% |
$4.51K - $5.49K
|
8.45K
$379K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
114+ 3.08% |
$4.47K - $5.45K
|
3.82K
$171K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
114+ 1.4% |
$4.47K - $5.45K
|
8.24K
$369K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
112+ 1.04% |
$4.39K - $5.35K
|
10.8K
$485K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
109+ 1.11% |
$4.27K - $5.21K
|
9.95K
$446K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107+ 28.23% |
$4.2K - $5.11K
|
486
$21.8K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
105+ 2.01% |
$4.12K - $5.02K
|
5.34K
$239K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
104+ 0.02% |
$4.08K - $4.97K
|
499K
$22.3M
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
103+ 1.27% |
$4.04K - $4.92K
|
8.22K
$368K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
102+ 0.55% |
$4K - $4.87K
|
18.7K
$840K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102+ 6.0% |
$4K - $4.87K
|
1.8K
$80.7K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 0.16% |
$3.92K - $4.78K
|
61.1K
$2.74M
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
100New |
$3.92K - $4.78K
|
100
$4.48K
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
100+ 4.37% |
$3.92K - $4.78K
|
2.39K
$107K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 1.21% |
$3.92K - $4.78K
|
8.4K
$376K
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 0.12% |
$3.92K - $4.78K
|
84.3K
$3.78M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
98+ 2.06% |
$3.84K - $4.68K
|
4.85K
$217K
|