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 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
51+ 0.18% |
$2K - $2.44K
|
28.1K
$1.26M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
51+ 0.9% |
$2K - $2.44K
|
5.72K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
49+ 0.14% |
$1.92K - $2.34K
|
36K
$1.61M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
48+ 0.04% |
$1.88K - $2.29K
|
116K
$5.21M
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
48+ 0.57% |
$1.88K - $2.29K
|
8.52K
$382K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.02K
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
44+ 0.17% |
$1.73K - $2.1K
|
25.6K
$1.15M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
44+ 0.65% |
$1.73K - $2.1K
|
6.84K
$306K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
43+ 0.28% |
$1.69K - $2.05K
|
15.2K
$681K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
43+ 1.2% |
$1.69K - $2.05K
|
3.62K
$162K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
42+ 0.32% |
$1.65K - $2.01K
|
13.3K
$595K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
41+ 0.27% |
$1.61K - $1.96K
|
15.1K
$677K
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.24% |
$1.57K - $1.91K
|
16.9K
$759K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
36+ 0.21% |
$1.41K - $1.72K
|
17.3K
$777K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
36+ 0.26% |
$1.41K - $1.72K
|
14.1K
$631K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.12% |
$1.41K - $1.72K
|
29.3K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
35+ 0.11% |
$1.37K - $1.67K
|
32.9K
$1.48M
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
35+ 1.07% |
$1.37K - $1.67K
|
3.32K
$149K
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
34+ 0.12% |
$1.33K - $1.62K
|
29.4K
$1.32M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
34+ 0.08% |
$1.33K - $1.62K
|
42.6K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
33+ 0.31% |
$1.29K - $1.58K
|
10.6K
$474K
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
33+ 0.59% |
$1.29K - $1.58K
|
5.63K
$252K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.47% |
$1.26K - $1.53K
|
6.88K
$308K
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
32+ 0.26% |
$1.26K - $1.53K
|
12.5K
$561K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 0.58% |
$1.26K - $1.53K
|
5.55K
$249K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.42% |
$1.22K - $1.48K
|
7.35K
$329K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.21% |
$1.18K - $1.43K
|
14.2K
$638K
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
29+ 0.57% |
$1.14K - $1.39K
|
5.1K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
28+ 0.07% |
$1.1K - $1.34K
|
37.5K
$1.68M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 1.14% |
$1.1K - $1.34K
|
2.48K
$111K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
28+ 0.21% |
$1.1K - $1.34K
|
13.4K
$603K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
28+ 0.18% |
$1.1K - $1.34K
|
16K
$716K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
28+ 0.41% |
$1.1K - $1.34K
|
6.83K
$306K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
28+ 0.45% |
$1.1K - $1.34K
|
6.24K
$280K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 0.37% |
$1.06K - $1.29K
|
7.33K
$329K
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26+ 0.09% |
$1.02K - $1.24K
|
30.2K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
24+ 0.21% |
$941 - $1.15K
|
11.3K
$506K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24+ 0.2% |
$941 - $1.15K
|
11.9K
$535K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.06% |
$902 - $1.1K
|
35.8K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
23+ 0.4% |
$902 - $1.1K
|
5.79K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22New |
$863 - $1.05K
|
22
$986
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.19% |
$824 - $1K
|
11K
$492K
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
20+ 0.04% |
$784 - $955
|
47.7K
$2.14M
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
20+ 0.21% |
$784 - $955
|
9.32K
$418K
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20+ 0.13% |
$784 - $955
|
15.8K
$706K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.3K
$820K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 0.3% |
$784 - $955
|
6.77K
$303K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.6K
$834K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 13.14% |
$706 - $860
|
155
$6.95K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.02% |
$706 - $860
|
76.3K
$3.42M
|