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 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73.1K+ 77.42% |
$2.87M - $3.49M
|
168K
$7.36M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-945- 1.82% |
$37.1K - $45.1K
|
50.9K
$2.24M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.4KNew |
$759K - $924K
|
19.4K
$850K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.2K- 10.5% |
$830K - $1.01M
|
180K
$7.93M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-846K- 97.64% |
$33.2M - $40.4M
|
20.4K
$899K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-738- 0.79% |
$28.9K - $35.3K
|
92.2K
$4.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.76K+ 375.61% |
$187K - $227K
|
6.03K
$265K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 7.93% |
$61.2K - $74.6K
|
18.1K
$796K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.72KNew |
$185K - $225K
|
4.72K
$207K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.7K- 7.59% |
$771K - $939K
|
239K
$10.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-5.37K- 27.58% |
$211K - $256K
|
14.1K
$619K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
965+ 6.1% |
$37.8K - $46.1K
|
16.8K
$737K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.27K+ 24.65% |
$89K - $108K
|
11.5K
$504K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$8.35K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.58KNew |
$180K - $219K
|
4.58K
$201K
|
|
|
Feb 21, 2025
Q4 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25K- 9.09% |
$981K - $1.19M
|
250K
$11M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
6.91KNew |
$271K - $330K
|
6.91K
$303K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.13K- 25.29% |
$201K - $245K
|
15.1K
$665K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.5K+ 14.17% |
$725K - $883K
|
149K
$6.55M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7.24KNew |
$284K - $346K
|
7.24K
$318K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-833- 5.38% |
$32.7K - $39.8K
|
14.7K
$644K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
101KNew |
$3.96M - $4.83M
|
101K
$4.44M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-896- 1.32% |
$35.1K - $42.8K
|
66.8K
$2.93M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.83K+ 3858.62% |
$307K - $374K
|
8.04K
$353K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
269+ 4.2% |
$10.6K - $12.9K
|
6.67K
$293K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
10.8KNew |
$422K - $515K
|
10.8K
$473K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
6.12KNew |
$240K - $292K
|
6.12K
$269K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.55K- 10.83% |
$257K - $313K
|
54K
$2.37M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
15.3KNew |
$599K - $729K
|
15.3K
$671K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-5.14K- 1.54% |
$202K - $245K
|
329K
$14.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-258K- 13.96% |
$10.1M - $12.3M
|
1.59M
$70M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
238KNew |
$9.35M - $11.4M
|
238K
$10.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
855K+ 2337.58% |
$33.5M - $40.8M
|
891K
$39.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.83K+ 8.29% |
$71.7K - $87.3K
|
23.9K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.36K+ 23.98% |
$53.4K - $65.1K
|
7.04K
$309K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.19K- 8.45% |
$125K - $152K
|
34.5K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.32K- 7.56% |
$51.8K - $63.1K
|
16.2K
$710K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.3K+ 13.27% |
$90.2K - $110K
|
19.6K
$863K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-226- 0.54% |
$8.86K - $10.8K
|
41.9K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
478New |
$18.7K - $22.8K
|
478
$21K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
69+ 0.9% |
$2.71K - $3.3K
|
7.74K
$340K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-581- 1.89% |
$22.8K - $27.8K
|
30.2K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.8K+ 33.95% |
$699K - $851K
|
70.3K
$3.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.17K+ 45.3% |
$124K - $151K
|
10.2K
$446K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
8.45KNew |
$331K - $404K
|
8.45K
$371K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.59K- 5.09% |
$62.5K - $76.1K
|
29.7K
$1.31M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-840- 8.81% |
$32.9K - $40.1K
|
8.69K
$382K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-206K- 71.11% |
$8.07M - $9.83M
|
83.6K
$3.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-76.2K- 93.01% |
$2.99M - $3.64M
|
5.73K
$252K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$30K
|