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 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.16K+ 1.45% |
$84.8K - $103K
|
151K
$6.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.59K+ 34.36% |
$62.5K - $76.1K
|
6.23K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.13% |
$431 - $525
|
8.69K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 0.11% |
$981 - $1.19K
|
21.9K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.12K+ 3.23% |
$279K - $340K
|
228K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
88New |
$3.45K - $4.2K
|
88
$4.07K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.28K+ 19.23% |
$89.3K - $109K
|
14.1K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.53K- 8.78% |
$138K - $168K
|
36.6K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 8.0% |
$8.31K - $10.1K
|
2.86K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-665- 15.24% |
$26.1K - $31.8K
|
3.7K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
56+ 0.55% |
$2.2K - $2.68K
|
10.2K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.39K+ 3.19% |
$54.7K - $66.6K
|
45.1K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.06K- 5.94% |
$159K - $194K
|
64.3K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
700+ 4.33% |
$27.5K - $33.4K
|
16.9K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.45K- 20.42% |
$56.7K - $69K
|
5.63K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
450+ 1.53% |
$17.6K - $21.5K
|
29.9K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-4.7K- 28.29% |
$184K - $224K
|
11.9K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.94K+ 1.75% |
$272K - $331K
|
404K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.59K+ 11.39% |
$62.2K - $75.8K
|
15.5K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-846- 0.59% |
$33.2K - $40.4K
|
143K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-957- 0.34% |
$37.5K - $45.7K
|
283K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-509- 3.92% |
$20K - $24.3K
|
12.5K
$577K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-644- 2.28% |
$25.3K - $30.8K
|
27.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-524- 0.55% |
$20.6K - $25K
|
95.5K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.6K+ 5.67% |
$62.6K - $76.2K
|
29.8K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 5.98% |
$40.9K - $49.8K
|
18.5K
$854K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-752- 6.23% |
$29.5K - $35.9K
|
11.3K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
217+ 1.1% |
$8.51K - $10.4K
|
20K
$924K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
10.2KNew |
$400K - $487K
|
10.2K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-608- 0.61% |
$23.8K - $29K
|
98.6K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 2.0% |
$39.2 - $47.8
|
51
$2.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-760- 1.9% |
$29.8K - $36.3K
|
39.2K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-521- 2.52% |
$20.4K - $24.9K
|
20.1K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-15.2K- 15.07% |
$598K - $728K
|
85.9K
$3.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-3.29M- 38.19% |
$129M - $157M
|
5.32M
$246M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-192- 1.94% |
$7.53K - $9.17K
|
9.72K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
72+ 0.4% |
$2.82K - $3.44K
|
17.9K
$825K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12.7KNew |
$500K - $608K
|
12.7K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
250KNew |
$9.81M - $11.9M
|
250K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
62+ 0.69% |
$2.43K - $2.96K
|
9.03K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
103+ 1.27% |
$4.04K - $4.92K
|
8.22K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.22% |
$19.6K - $23.9K
|
40.6K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.9K- 5.79% |
$153K - $186K
|
63.4K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$196 - $239
|
9.1K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
96+ 1.62% |
$3.77K - $4.59K
|
6.02K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-385- 0.77% |
$15.1K - $18.4K
|
49.7K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-205K- 7.04% |
$8.04M - $9.79M
|
2.71M
$125M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
105K+ 42.16% |
$4.11M - $5.01M
|
354K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
807+ 5.88% |
$31.7K - $38.6K
|
14.5K
$672K
|