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 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.5K+ 41.03% |
$883K - $1.08M
|
77.4K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$458K - $558K
|
11.7K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-150- 2.59% |
$5.88K - $7.17K
|
5.65K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-94.1K- 11.03% |
$3.69M - $4.49M
|
759K
$35.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.01K- 1.28% |
$354K - $431K
|
694K
$32.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
5.47KNew |
$214K - $261K
|
5.47K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
11.4K+ 47.06% |
$447K - $544K
|
35.6K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
13.2K+ 150.98% |
$517K - $630K
|
21.9K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.51K- 2.76% |
$59.3K - $72.2K
|
53.2K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-199- 1.68% |
$7.8K - $9.51K
|
11.6K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 9.02% |
$21.5K - $26.2K
|
6.62K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 4.26% |
$7.84K - $9.55K
|
4.5K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-6.62K- 16.01% |
$260K - $316K
|
34.7K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
395+ 3.67% |
$15.5K - $18.9K
|
11.2K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.04K+ 10.71% |
$40.9K - $49.8K
|
10.8K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-921- 0.89% |
$36.1K - $44K
|
102K
$4.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
235+ 1.81% |
$9.22K - $11.2K
|
13.2K
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 10.57% |
$118K - $144K
|
31.4K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.98K+ 24.48% |
$156K - $190K
|
20.2K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.29K- 2.11% |
$50.6K - $61.7K
|
59.8K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.42% |
$1.22K - $1.48K
|
7.35K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-290- 1.86% |
$11.4K - $13.9K
|
15.3K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 8.3% |
$39.2K - $47.8K
|
11.1K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-500- 0.6% |
$19.6K - $23.9K
|
82.2K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
638+ 0.95% |
$25K - $30.5K
|
68K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
51+ 0.18% |
$2K - $2.44K
|
28.1K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-87- 1.12% |
$3.41K - $4.16K
|
7.71K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-80.2K- 9.05% |
$3.14M - $3.83M
|
806K
$37.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.42K+ 2.39% |
$134K - $163K
|
146K
$6.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.63K- 3.5% |
$103K - $126K
|
72.5K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.11K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.19% |
$392 - $478
|
5.38K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 4.58% |
$62.3K - $75.9K
|
36.3K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-759- 2.68% |
$29.8K - $36.3K
|
27.5K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.26K- 3.13% |
$49.3K - $60.1K
|
38.9K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.59K- 1.76% |
$141K - $171K
|
200K
$9.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 0.53% |
$23.5K - $28.7K
|
113K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.29K+ 3.98% |
$50.6K - $61.7K
|
33.8K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
51+ 0.9% |
$2K - $2.44K
|
5.72K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.2K+ 4.57% |
$47.1K - $57.3K
|
27.5K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.89K- 19.81% |
$153K - $186K
|
15.7K
$737K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-132- 2.54% |
$5.18K - $6.31K
|
5.06K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.09K- 6.13% |
$121K - $148K
|
47.4K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
511+ 6.73% |
$20K - $24.4K
|
8.1K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-440- 8.2% |
$17.3K - $21K
|
4.93K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.96K+ 5.53% |
$312K - $380K
|
152K
$7.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$78.4 - $95.5
|
1.86K
$87.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
399+ 4.14% |
$15.6K - $19.1K
|
10K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.6K+ 47.76% |
$572K - $696K
|
45.1K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-165- 2.26% |
$6.47K - $7.88K
|
7.13K
$334K
|