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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
62+ 0.82% |
$2.43K - $2.96K
|
7.62K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-938- 0.14% |
$36.8K - $44.8K
|
646K
$29.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
248+ 0.77% |
$9.73K - $11.8K
|
32.4K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 6.37% |
$2.63K - $3.2K
|
1.12K
$51.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
4.57KNew |
$179K - $218K
|
4.57K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 37.16% |
$115K - $140K
|
10.8K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.01K- 0.87% |
$78.9K - $96.1K
|
229K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
67+ 0.4% |
$2.63K - $3.2K
|
16.8K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-5- 0.03% |
$196 - $239
|
17.6K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-739- 12.22% |
$29K - $35.3K
|
5.31K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-207- 2.2% |
$8.12K - $9.89K
|
9.21K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60- 0.14% |
$2.35K - $2.87K
|
41.3K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.2K- 8.04% |
$361K - $439K
|
105K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.09K- 6.02% |
$42.9K - $52.2K
|
17.1K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-141- 0.48% |
$5.53K - $6.74K
|
29K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-44- 0.7% |
$1.73K - $2.1K
|
6.21K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
10.5K+ 2.68% |
$410K - $499K
|
400K
$18.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
266+ 1.85% |
$10.4K - $12.7K
|
14.7K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.43K- 0.03% |
$56K - $68.3K
|
5.56M
$257M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-4.93K- 4.95% |
$193K - $235K
|
94.6K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
81+ 0.94% |
$3.18K - $3.87K
|
8.67K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
452+ 0.16% |
$17.7K - $21.6K
|
279K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-68- 1.1% |
$2.67K - $3.25K
|
6.11K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 13.14% |
$706 - $860
|
155
$7.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.05% |
$196 - $239
|
10.8K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-121- 0.38% |
$4.75K - $5.78K
|
31.6K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-400- 27.21% |
$15.7K - $19.1K
|
1.07K
$49.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.61K- 9.63% |
$142K - $172K
|
33.9K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 1.61% |
$3.92K - $4.78K
|
6.12K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.69K- 63.78% |
$341K - $415K
|
4.94K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-40- 0.39% |
$1.57K - $1.91K
|
10.3K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-43- 0.16% |
$1.69K - $2.05K
|
27.2K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-26- 0.48% |
$1.02K - $1.24K
|
5.35K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
400+ 1.18% |
$15.7K - $19.1K
|
34.3K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.36K- 2.1% |
$210K - $256K
|
250K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.55K+ 1.71% |
$99.9K - $122K
|
152K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-44- 0.18% |
$1.73K - $2.1K
|
24.9K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 3.63% |
$23.5K - $28.7K
|
15.9K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
52+ 0.64% |
$2.04K - $2.48K
|
8.16K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.7K- 5.13% |
$419K - $510K
|
198K
$9.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.72KNew |
$303K - $369K
|
7.72K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-16.9K- 10.79% |
$663K - $807K
|
140K
$6.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
5.06KNew |
$198K - $242K
|
5.06K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
588+ 0.23% |
$23.1K - $28.1K
|
261K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-674- 3.16% |
$26.4K - $32.2K
|
20.7K
$956K
|
|
|
Jan 21, 2025
Q4 2024
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
43.5K+ 13.01% |
$1.7M - $2.08M
|
378K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12+ 0.21% |
$471 - $573
|
5.83K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5KNew |
$196K - $239K
|
5K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-900- 0.98% |
$35.3K - $43K
|
91.3K
$4.22M
|