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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.01K+ 11.38% |
$78.8K - $96K
|
19.7K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-100- 0.12% |
$3.92K - $4.78K
|
83.4K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-645K- 10.13% |
$25.3M - $30.8M
|
5.72M
$264M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-119K- 3.21% |
$4.67M - $5.69M
|
3.59M
$166M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
11.6K+ 5.42% |
$454K - $553K
|
225K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.8K- 3.25% |
$424K - $516K
|
322K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.18K+ 4.84% |
$85.3K - $104K
|
47.1K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 22.4% |
$64.9K - $79.1K
|
9.05K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
35.1KNew |
$1.38M - $1.68M
|
35.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.01K- 9.3% |
$118K - $144K
|
29.4K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23.4K- 66.35% |
$918K - $1.12M
|
11.9K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-252- 1.64% |
$9.88K - $12K
|
15.1K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4.49K- 1.48% |
$176K - $214K
|
299K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-385K- 3.02% |
$15.1M - $18.4M
|
12.4M
$572M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-235- 4.48% |
$9.22K - $11.2K
|
5.02K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
479+ 5.47% |
$18.8K - $22.9K
|
9.23K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.92KNew |
$350K - $426K
|
8.92K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
193+ 3.56% |
$7.57K - $9.22K
|
5.61K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.47K- 4.87% |
$136K - $166K
|
67.7K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
66.6KNew |
$2.61M - $3.18M
|
66.6K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.6K- 6.27% |
$62.8K - $76.5K
|
23.9K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.28K- 3.82% |
$50K - $60.9K
|
32.1K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-39.3K- 5.8% |
$1.54M - $1.88M
|
638K
$29.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
283+ 2.95% |
$11.1K - $13.5K
|
9.89K
$457K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 0.29% |
$79.7K - $97K
|
708K
$32.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9.49K- 26.78% |
$372K - $453K
|
25.9K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
7.62KNew |
$299K - $364K
|
7.62K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 1.31% |
$3.33K - $4.06K
|
6.58K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
940+ 6.12% |
$36.9K - $44.9K
|
16.3K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.49K- 15.85% |
$58.3K - $71K
|
7.89K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
660+ 0.13% |
$25.9K - $31.5K
|
499K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-2.6K- 2.46% |
$102K - $124K
|
103K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.3K+ 6.63% |
$90.2K - $110K
|
37K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-5.99K- 6.05% |
$235K - $286K
|
93.1K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.02K- 1.84% |
$40K - $48.7K
|
54.3K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-62- 0.84% |
$2.43K - $2.96K
|
7.3K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
29.2KNew |
$1.15M - $1.4M
|
29.2K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
378+ 4.43% |
$14.8K - $18.1K
|
8.91K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.38K- 3.37% |
$54K - $65.8K
|
39.5K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.85KNew |
$347K - $423K
|
8.85K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$94.8K - $116K
|
2.42K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-188- 0.98% |
$7.37K - $8.98K
|
19K
$878K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-43- 0.36% |
$1.69K - $2.05K
|
11.8K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 0.45% |
$51.8K - $63.1K
|
292K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 4.45% |
$137K - $166K
|
74.8K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$78.4 - $95.5
|
3.4K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
230+ 0.49% |
$9.02K - $11K
|
46.8K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.54K+ 3.59% |
$374K - $455K
|
275K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.6K+ 14.05% |
$534K - $650K
|
111K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.19KNew |
$204K - $248K
|
5.19K
$240K
|