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 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1K+ 32.91% |
$36.7K - $44.1K
|
4.04K
$189K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.31K- 12.65% |
$158K - $190K
|
29.7K
$1.39M
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3K- 13.04% |
$110K - $132K
|
20K
$936K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.15K- 16.62% |
$78.9K - $95K
|
10.8K
$506K
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
223+ 3.3% |
$8.17K - $9.84K
|
6.99K
$327K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 0.86% |
$8.25K - $9.93K
|
26.1K
$1.22M
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.12KNew |
$298K - $358K
|
8.12K
$380K
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.21K+ 5.24% |
$44.4K - $53.4K
|
24.3K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70.1K+ 17.42% |
$2.57M - $3.09M
|
472K
$22.1M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.52K- 9.25% |
$55.7K - $67K
|
14.9K
$697K
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
223K+ 11.68% |
$8.19M - $9.86M
|
2.14M
$99.9M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-260K- 26.26% |
$9.53M - $11.5M
|
730K
$34.2M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29K+ 104.89% |
$1.06M - $1.28M
|
56.6K
$2.65M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.1K- 12.12% |
$40.4K - $48.7K
|
8K
$374K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
382+ 115.76% |
$14K - $16.9K
|
712
$33.3K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
113+ 0.9% |
$4.14K - $4.99K
|
12.7K
$596K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-51.9K- 25.47% |
$1.9M - $2.29M
|
152K
$7.1M
|
|
Nov 04, 2024
Q3 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.29K- 1.13% |
$47.1K - $56.7K
|
112K
$5.26M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
18.2KNew |
$668K - $805K
|
18.2K
$853K
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 35.9% |
$73.3K - $88.3K
|
3.57K
$167K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
85+ 0.72% |
$3.12K - $3.75K
|
11.9K
$556K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
14.8K+ 82.28% |
$543K - $654K
|
32.8K
$1.54M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-228- 1.58% |
$8.36K - $10.1K
|
14.2K
$666K
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-19.9K- 31.27% |
$729K - $878K
|
43.7K
$2.05M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-606- 0.86% |
$22.2K - $26.7K
|
70.2K
$3.29M
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.25K+ 39.28% |
$82.6K - $99.4K
|
7.99K
$374K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.19K- 1.51% |
$154K - $185K
|
274K
$12.8M
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-4.1K- 0.24% |
$150K - $181K
|
1.71M
$80.2M
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-48.4K- 2.19% |
$1.77M - $2.13M
|
2.16M
$101M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-221- 3.48% |
$8.1K - $9.75K
|
6.14K
$287K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-24.6K- 9.92% |
$903K - $1.09M
|
224K
$10.5M
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
66K+ 10.56% |
$2.42M - $2.91M
|
691K
$32.3M
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
81New |
$2.97K - $3.57K
|
81
$3.79K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 0.54% |
$12.2K - $14.7K
|
61.8K
$2.89M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-74- 3.0% |
$2.71K - $3.27K
|
2.39K
$112K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.3K- 17.87% |
$267K - $322K
|
33.5K
$1.57M
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
523+ 7.41% |
$19.2K - $23.1K
|
7.58K
$355K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$369K - $444K
|
10.1K
$471K
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-500- 7.04% |
$18.3K - $22.1K
|
6.6K
$309K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$220 - $265
|
6
$281
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-43- 0.27% |
$1.58K - $1.9K
|
16K
$750K
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-237- 2.63% |
$8.69K - $10.5K
|
8.78K
$411K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
588+ 2.29% |
$21.6K - $25.9K
|
26.3K
$1.23M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.76K+ 1.48% |
$64.6K - $77.8K
|
121K
$5.65M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
34K+ 125.77% |
$1.25M - $1.5M
|
61K
$2.85M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
39+ 0.26% |
$1.43K - $1.72K
|
15.1K
$705K
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.51K+ 28.24% |
$55.4K - $66.7K
|
6.86K
$321K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.21K+ 3.61% |
$44.4K - $53.5K
|
34.8K
$1.63M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.23K- 5.27% |
$45K - $54.1K
|
22K
$1.03M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.86K- 45.66% |
$178K - $214K
|
5.78K
$271K
|