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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.44K+ 8.33% |
$95.9K - $117K
|
31.8K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.63KNew |
$299K - $365K
|
7.63K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.76KNew |
$187K - $227K
|
4.76K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-810- 2.04% |
$31.8K - $38.7K
|
38.9K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
600+ 4.67% |
$23.5K - $28.7K
|
13.5K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.8K- 5.56% |
$1.17M - $1.42M
|
506K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-303- 4.64% |
$11.9K - $14.5K
|
6.23K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.4K- 2.29% |
$55K - $67K
|
59.9K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
9+ 0.1% |
$353 - $430
|
9.22K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-469- 2.17% |
$18.4K - $22.4K
|
21.1K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
298K+ 0.7% |
$11.7M - $14.2M
|
42.9M
$2.02B
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-449- 1.12% |
$17.6K - $21.4K
|
39.8K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2.1K- 15.71% |
$82.3K - $100K
|
11.3K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.6K+ 19.64% |
$533K - $650K
|
82.8K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-22.1K- 1.14% |
$867K - $1.06M
|
1.92M
$90.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.09% |
$275 - $334
|
7.76K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
130New |
$5.1K - $6.21K
|
130
$6.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.86K- 1.72% |
$73.1K - $89K
|
107K
$5.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-242K- 14.88% |
$9.48M - $11.5M
|
1.38M
$64.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 2.42% |
$40.9K - $49.8K
|
42.1K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.16K+ 7.12% |
$45.5K - $55.5K
|
17.5K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-901- 7.17% |
$35.3K - $43K
|
11.7K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
7.73KNew |
$303K - $369K
|
7.73K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.93K- 20.6% |
$232K - $283K
|
22.8K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
381K+ 10.5% |
$14.9M - $18.2M
|
4.01M
$188M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.91KNew |
$192K - $234K
|
4.91K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4K- 46.24% |
$157K - $191K
|
4.65K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7+ 0.56% |
$275 - $334
|
1.26K
$58.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.6KNew |
$416K - $507K
|
10.6K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
325+ 0.31% |
$12.7K - $15.5K
|
107K
$5M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
653+ 7.99% |
$25.6K - $31.2K
|
8.83K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
38.3K+ 1.12% |
$1.5M - $1.83M
|
3.46M
$162M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
173New |
$6.79K - $8.26K
|
173
$8.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-5.12K- 12.87% |
$201K - $245K
|
34.7K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.29K- 1.28% |
$50.7K - $61.7K
|
99.5K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
27.6KNew |
$1.08M - $1.32M
|
27.6K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
140+ 0.85% |
$5.49K - $6.69K
|
16.7K
$783K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.34KNew |
$52.5K - $63.9K
|
1.34K
$62.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
72.9K+ 8.3% |
$2.86M - $3.48M
|
951K
$44.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.21K+ 7.41% |
$86.5K - $105K
|
32K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
79.7K+ 9.19% |
$3.13M - $3.81M
|
947K
$44.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
CALL |
156+ 26.17% |
$6.12K - $7.45K
|
752
$35.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 2.56% |
$457K - $557K
|
467K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.19% |
$824 - $1K
|
11K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
10.4K+ 0.51% |
$407K - $496K
|
2.03M
$95.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-117K- 92.53% |
$4.59M - $5.59M
|
9.44K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
513+ 0.56% |
$20.1K - $24.5K
|
91.9K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-870K- 97.72% |
$34.1M - $41.6M
|
20.3K
$951K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-229- 1.66% |
$8.98K - $10.9K
|
13.6K
$638K
|