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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-428- 3.39% |
$15.7K - $18.9K
|
12.2K
$570K
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-345- 0.74% |
$12.6K - $15.2K
|
46.3K
$2.16M
|
|
Nov 07, 2024
Q3 2024
|
Salzhauer Michael
|
BUY
|
CALL |
273K+ 540.87% |
$9.99M - $12M
|
323K
$15.1M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
118+ 0.32% |
$4.32K - $5.21K
|
36.6K
$1.71M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.26M- 6.5% |
$82.9M - $99.8M
|
32.5M
$1.52B
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
16.6K+ 5.5% |
$608K - $733K
|
318K
$14.9M
|
|
Nov 07, 2024
Q3 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
268K+ 3.49% |
$9.81M - $11.8M
|
7.94M
$371M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.39% |
$2.71K - $3.27K
|
18.8K
$882K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.39K- 14.37% |
$50.9K - $61.3K
|
8.29K
$388K
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
12.1KNew |
$443K - $533K
|
12.1K
$565K
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
47.6K+ 15.52% |
$1.74M - $2.1M
|
354K
$16.6M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.23K- 4.9% |
$44.9K - $54.1K
|
23.8K
$1.11M
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-25K- 4.56% |
$916K - $1.1M
|
523K
$24.5M
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.92K- 1.95% |
$70.4K - $84.7K
|
96.4K
$4.51M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-10- 0.56% |
$367 - $441
|
1.77K
$83K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.81K- 6.64% |
$66.4K - $80K
|
25.5K
$1.19M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 13.05% |
$82.3K - $99.1K
|
19.5K
$911K
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
145+ 0.07% |
$5.31K - $6.4K
|
204K
$9.56M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
162+ 10.29% |
$5.94K - $7.15K
|
1.74K
$81.3K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-38.5K- 3.79% |
$1.41M - $1.7M
|
977K
$45.7M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-6.87K- 5.58% |
$252K - $303K
|
116K
$5.44M
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
694K+ 7.49% |
$25.4M - $30.6M
|
9.96M
$466M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.4K- 4.78% |
$383K - $461K
|
208K
$9.73M
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.5K- 4.05% |
$165K - $199K
|
107K
$4.99M
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-75- 0.05% |
$2.75K - $3.31K
|
138K
$6.45M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.59K- 1.95% |
$168K - $203K
|
230K
$10.8M
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 4.44% |
$29.1K - $35K
|
18.7K
$874K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.35K- 11.29% |
$160K - $192K
|
34.2K
$1.6M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.58K+ 296.44% |
$131K - $158K
|
4.79K
$224K
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
126KNew |
$4.62M - $5.56M
|
126K
$5.9M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
327New |
$12K - $14.4K
|
327
$15.3K
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.75K+ 42.31% |
$101K - $121K
|
9.25K
$433K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3.63K- 3.84% |
$133K - $160K
|
91.1K
$4.26M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-15.5K- 27.09% |
$568K - $684K
|
41.7K
$1.95M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10.2K- 2.44% |
$373K - $449K
|
407K
$19M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
950+ 5.3% |
$34.8K - $41.9K
|
18.9K
$884K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-635- 70.79% |
$23.3K - $28K
|
262
$12.3K
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
11.9K+ 42.98% |
$435K - $524K
|
39.5K
$1.85M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
85+ 0.93% |
$3.12K - $3.75K
|
9.27K
$434K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32M- 15.26% |
$48.4M - $58.3M
|
7.33M
$343M
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-28.8K- 9.31% |
$1.05M - $1.27M
|
280K
$13.1M
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
36.2K+ 9.68% |
$1.33M - $1.6M
|
410K
$19.2M
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.51KNew |
$202K - $243K
|
5.51K
$258K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-75- 0.45% |
$2.75K - $3.31K
|
16.7K
$781K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-263- 3.0% |
$9.64K - $11.6K
|
8.5K
$398K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.77KNew |
$138K - $166K
|
3.77K
$176K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.7K+ 15.63% |
$980K - $1.18M
|
198K
$9.26M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.43K+ 24.18% |
$88.9K - $107K
|
12.5K
$583K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-25.6K- 29.92% |
$940K - $1.13M
|
60.1K
$2.81M
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4.47K- 9.61% |
$164K - $197K
|
42.1K
$1.97M
|