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 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
17.6K+ 17.12% |
$690K - $841K
|
120K
$5.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.44K- 0.53% |
$56.3K - $68.5K
|
269K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.57KNew |
$61.6K - $75K
|
1.57K
$73.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-200- 0.75% |
$7.84K - $9.55K
|
26.4K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-395- 1.88% |
$15.5K - $18.9K
|
20.6K
$963K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
652+ 2.42% |
$25.6K - $31.1K
|
27.6K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.12KNew |
$240K - $292K
|
6.12K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-23- 0.22% |
$902 - $1.1K
|
10.5K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6.15K- 3.5% |
$241K - $294K
|
170K
$7.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-34- 0.49% |
$1.33K - $1.62K
|
6.89K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-36- 0.21% |
$1.41K - $1.72K
|
17.4K
$811K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
865+ 5.0% |
$33.9K - $41.3K
|
18.2K
$848K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.83K- 9.5% |
$71.9K - $87.6K
|
17.5K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.13K- 50.0% |
$44.1K - $53.7K
|
1.13K
$52.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.11K- 4.56% |
$43.4K - $52.9K
|
23.2K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.35K+ 0.31% |
$52.8K - $64.3K
|
441K
$20.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225- 0.45% |
$8.82K - $10.7K
|
50.2K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.98K- 1.85% |
$77.5K - $94.3K
|
105K
$4.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.15K- 12.58% |
$84.3K - $103K
|
14.9K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16.9K- 35.97% |
$662K - $806K
|
30K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.65K- 23.54% |
$261K - $317K
|
21.6K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.05% |
$392 - $478
|
19K
$886K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.04K+ 39.41% |
$198K - $241K
|
17.8K
$833K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
4.66KNew |
$183K - $223K
|
4.66K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-444- 4.63% |
$17.4K - $21.2K
|
9.14K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
210+ 66.88% |
$8.24K - $10K
|
524
$24.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.3K+ 1.41% |
$51K - $62.1K
|
93.6K
$4.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
119+ 1.23% |
$4.67K - $5.68K
|
9.77K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 1.09% |
$61.8K - $75.2K
|
144K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.41K+ 5.39% |
$94.4K - $115K
|
47.1K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.92K- 35.49% |
$193K - $235K
|
8.95K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.28% |
$3.02K - $3.68K
|
27.3K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.01K+ 35.75% |
$197K - $239K
|
19K
$889K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-779- 0.4% |
$30.6K - $37.2K
|
192K
$8.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1K- 4.62% |
$39.2K - $47.8K
|
20.6K
$964K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
294+ 1.27% |
$11.5K - $14K
|
23.4K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9K+ 49.65% |
$429K - $523K
|
33K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-34.4K- 20.63% |
$1.35M - $1.64M
|
132K
$6.18M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$39.2 - $47.8
|
835
$39K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
433New |
$17K - $20.7K
|
433
$20.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
181KNew |
$7.09M - $8.64M
|
181K
$8.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-172- 0.37% |
$6.75K - $8.22K
|
46.3K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.67K+ 13.4% |
$144K - $175K
|
31K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.25K+ 19.62% |
$88.1K - $107K
|
13.7K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-53K- 21.75% |
$2.08M - $2.53M
|
191K
$8.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.03K- 4.15% |
$197K - $240K
|
116K
$5.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-13.3K- 5.26% |
$523K - $637K
|
240K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.8MNew |
$581M - $707M
|
14.8M
$692M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-14.7K- 0.57% |
$577K - $703K
|
2.58M
$121M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.09K- 3.72% |
$42.6K - $51.9K
|
28.1K
$1.31M
|