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 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-2.68K- 7.4% |
$105K - $128K
|
33.5K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
14.7K+ 5.46% |
$576K - $702K
|
284K
$12.1M
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
142K+ 30.21% |
$5.56M - $6.77M
|
611K
$26M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.93K- 4.95% |
$115K - $140K
|
56.3K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-50.2K- 3.42% |
$1.97M - $2.4M
|
1.42M
$60.3M
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 5.65% |
$47.1K - $57.3K
|
22.5K
$954K
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 2.19% |
$49.4K - $60.2K
|
56.3K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-299- 5.44% |
$11.7K - $14.3K
|
5.2K
$221K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.11K- 8.17% |
$82.7K - $101K
|
23.7K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.7K+ 3.85% |
$145K - $177K
|
99.8K
$4.24M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.33K- 1.23% |
$52.2K - $63.6K
|
107K
$4.56M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
683+ 3.36% |
$26.8K - $32.6K
|
21K
$892K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-169- 0.96% |
$6.63K - $8.07K
|
17.4K
$741K
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-966- 13.58% |
$37.9K - $46.1K
|
6.15K
$261K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.77K+ 1.04% |
$69.4K - $84.5K
|
172K
$7.3M
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-120- 0.17% |
$4.71K - $5.73K
|
72.4K
$3.08M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.29K- 0.78% |
$50.7K - $61.8K
|
165K
$7.01M
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
97.5K+ 12.99% |
$3.82M - $4.66M
|
848K
$36M
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
210+ 0.42% |
$8.24K - $10K
|
50.4K
$2.14M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
61+ 0.26% |
$2.39K - $2.91K
|
23.1K
$982K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-467- 4.71% |
$18.3K - $22.3K
|
9.46K
$402K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.4K- 3.08% |
$172K - $210K
|
138K
$5.87M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.11K+ 3.09% |
$82.6K - $101K
|
70.3K
$2.98M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
195K+ 44.53% |
$7.64M - $9.31M
|
633K
$26.9M
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
SELL
|
- |
-55.6K- 78.1% |
$2.18M - $2.66M
|
15.6K
$662K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
36+ 0.21% |
$1.41K - $1.72K
|
17.3K
$736K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
138+ 1.33% |
$5.41K - $6.59K
|
10.5K
$446K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
387+ 4.06% |
$15.2K - $18.5K
|
9.91K
$421K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.52KNew |
$216K - $264K
|
5.52K
$234K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.47K+ 62.2% |
$175K - $213K
|
11.7K
$495K
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.09% |
$47.1K - $57.4K
|
109K
$4.64M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-130K- 3.09% |
$5.08M - $6.19M
|
4.06M
$173M
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
370K+ 20.31% |
$14.5M - $17.7M
|
2.19M
$93.2M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.81K+ 0.06% |
$71K - $86.5K
|
2.82M
$120M
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-800- 5.78% |
$31.4K - $38.2K
|
13K
$553K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.17KNew |
$164K - $199K
|
4.17K
$177K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
489New |
$19.2K - $23.4K
|
489
$20.8K
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
677+ 1.25% |
$26.6K - $32.3K
|
54.9K
$2.33M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140+ 229.51% |
$5.49K - $6.69K
|
201
$8.54K
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-789- 2.66% |
$30.9K - $37.7K
|
28.9K
$1.23M
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.76K+ 1.65% |
$187K - $227K
|
293K
$12.4M
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.97KNew |
$195K - $238K
|
4.97K
$211K
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.08K- 50.49% |
$81.6K - $99.4K
|
2.04K
$86.7K
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-176- 1.95% |
$6.9K - $8.41K
|
8.83K
$375K
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
46.3K+ 90.25% |
$1.82M - $2.21M
|
97.6K
$4.14M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-250- 1.52% |
$9.81K - $11.9K
|
16.3K
$690K
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-245K- 41.83% |
$9.63M - $11.7M
|
341K
$14.5M
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.92K+ 2.66% |
$75.2K - $91.6K
|
74K
$3.14M
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.46K- 20.34% |
$96.6K - $118K
|
9.65K
$410K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
12.4KNew |
$487K - $594K
|
12.4K
$528K
|