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 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.1K+ 8.21% |
$43.1K - $52.5K
|
14.5K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.78M- 79.71% |
$69.6M - $84.8M
|
452K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.1K+ 16.67% |
$122K - $148K
|
21.7K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
81.6K+ 405.34% |
$3.2M - $3.9M
|
102K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.11K- 6.32% |
$318K - $388K
|
120K
$5.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.5K- 11.3% |
$176K - $215K
|
35.3K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-135- 0.1% |
$5.29K - $6.45K
|
129K
$5.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
862+ 0.95% |
$33.8K - $41.2K
|
91.8K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-325- 2.42% |
$12.7K - $15.5K
|
13.1K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-675- 8.01% |
$26.5K - $32.2K
|
7.76K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.45% |
$424K - $516K
|
178K
$8.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.8KNew |
$227K - $277K
|
5.8K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-645- 9.94% |
$25.3K - $30.8K
|
5.85K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.24% |
$1.57K - $1.91K
|
16.9K
$783K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
885+ 13.35% |
$34.7K - $42.3K
|
7.52K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$247K - $301K
|
6.3K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
753+ 4.83% |
$29.5K - $36K
|
16.3K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.82K- 18.3% |
$150K - $182K
|
17K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-45.5K- 34.62% |
$1.78M - $2.17M
|
85.8K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 9.94% |
$48.5K - $59.1K
|
11.2K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.99KNew |
$117K - $143K
|
2.99K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-10- 0.1% |
$392 - $478
|
9.83K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-794- 2.09% |
$31.1K - $37.9K
|
37.3K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.83K- 27.56% |
$150K - $183K
|
10.1K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-2.6K- 9.77% |
$102K - $124K
|
24K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-101- 2.0% |
$3.96K - $4.82K
|
4.94K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
300+ 3.84% |
$11.8K - $14.3K
|
8.11K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-1.31K- 10.66% |
$51.3K - $62.4K
|
11K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-886- 12.2% |
$34.7K - $42.3K
|
6.38K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
151+ 0.55% |
$5.92K - $7.21K
|
27.4K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.1K+ 30.03% |
$986K - $1.2M
|
109K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
365+ 0.58% |
$14.3K - $17.4K
|
62.9K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.29K+ 5.27% |
$50.6K - $61.7K
|
25.8K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.31K- 4.64% |
$90.4K - $110K
|
47.4K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 0.64% |
$5.06K - $6.16K
|
20.4K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-205- 0.95% |
$8.04K - $9.79K
|
21.4K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
408+ 6.58% |
$16K - $19.5K
|
6.61K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-683- 6.93% |
$26.8K - $32.6K
|
9.18K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.02% |
$196 - $239
|
25.4K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-3.31K- 7.52% |
$130K - $158K
|
40.8K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
318+ 0.39% |
$12.5K - $15.2K
|
81.1K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
466+ 5.84% |
$18.3K - $22.3K
|
8.44K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
25.1KNew |
$985K - $1.2M
|
25.1K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
940+ 9.24% |
$36.9K - $44.9K
|
11.1K
$514K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
420+ 0.49% |
$16.5K - $20.1K
|
85.7K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
205+ 0.65% |
$8.04K - $9.79K
|
31.5K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 1.21% |
$3.92K - $4.78K
|
8.4K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.75K+ 8.55% |
$147K - $179K
|
47.5K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
372+ 4.71% |
$14.6K - $17.8K
|
8.27K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
800+ 0.62% |
$31.4K - $38.2K
|
129K
$5.96M
|