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 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-358- 2.99% |
$14K - $17.1K
|
11.6K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-319- 11.66% |
$12.5K - $15.2K
|
2.42K
$113K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
573+ 2.07% |
$22.5K - $27.4K
|
28.3K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.18K- 5.67% |
$125K - $152K
|
53K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.39K+ 20.21% |
$172K - $210K
|
26.1K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
262+ 2.59% |
$10.3K - $12.5K
|
10.4K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.41% |
$12.9K - $15.8K
|
14K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
458+ 0.26% |
$18K - $21.9K
|
177K
$8.28M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
709+ 3.33% |
$27.8K - $33.9K
|
22K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
497New |
$19.5K - $23.7K
|
497
$23.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-366- 0.17% |
$14.4K - $17.5K
|
217K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
167+ 10.87% |
$6.55K - $7.98K
|
1.7K
$79.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1+ 0.0% |
$39.2 - $47.8
|
31.5K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
28+ 0.45% |
$1.1K - $1.34K
|
6.24K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.83KNew |
$228K - $278K
|
5.83K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-437- 1.26% |
$17.1K - $20.9K
|
34.3K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
280+ 0.37% |
$11K - $13.4K
|
76.3K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.78KNew |
$187K - $228K
|
4.78K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.44K- 8.47% |
$95.8K - $117K
|
26.4K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-500- 4.22% |
$19.6K - $23.9K
|
11.4K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.5K- 5.04% |
$491K - $598K
|
236K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
25.1K+ 1.19% |
$983K - $1.2M
|
2.13M
$99.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-91- 0.62% |
$3.57K - $4.35K
|
14.6K
$682K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.36K+ 3.65% |
$249K - $304K
|
181K
$8.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
198+ 2.02% |
$7.77K - $9.46K
|
9.99K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-577- 4.99% |
$22.6K - $27.6K
|
11K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
312+ 6.1% |
$12.2K - $14.9K
|
5.43K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$78.4 - $95.5
|
22.3K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
608+ 5.45% |
$23.8K - $29K
|
11.8K
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.6K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-8.36K- 10.17% |
$328K - $399K
|
73.8K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-47- 0.58% |
$1.84K - $2.25K
|
8.03K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-245- 3.61% |
$9.61K - $11.7K
|
6.53K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.4K- 3.83% |
$290K - $353K
|
186K
$8.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
359+ 3.7% |
$14.1K - $17.1K
|
10.1K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
10+ 0.08% |
$392 - $478
|
12.4K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
500New |
$19.6K - $23.9K
|
500
$23.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.6K- 8.73% |
$102K - $124K
|
27.2K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
126+ 2.4% |
$4.94K - $6.02K
|
5.39K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.26KNew |
$324K - $394K
|
8.26K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
72.1K+ 5.25% |
$2.83M - $3.45M
|
1.45M
$67.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.72KNew |
$185K - $225K
|
4.72K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-65- 0.56% |
$2.55K - $3.11K
|
11.5K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.61K+ 5.16% |
$63.2K - $77K
|
32.9K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.4K+ 127.16% |
$1.23M - $1.5M
|
56K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-39.3K- 19.99% |
$1.54M - $1.88M
|
157K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.07K- 6.57% |
$42.1K - $51.3K
|
15.3K
$714K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
872+ 6.56% |
$34.2K - $41.7K
|
14.2K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.39K- 0.64% |
$133K - $162K
|
529K
$24.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
4.49K+ 7.6% |
$176K - $214K
|
63.6K
$2.97M
|