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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-77- 0.38% |
$2.82K - $3.4K
|
20K
$937K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
54New |
$1.98K - $2.38K
|
54
$2.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
337K+ 4.16% |
$12.3M - $14.9M
|
8.42M
$394M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-104K- 3.85% |
$3.83M - $4.61M
|
2.61M
$122M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.81% |
$36.7 - $44.1
|
125
$5.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-140- 4.3% |
$5.13K - $6.18K
|
3.11K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
772New |
$28.3K - $34.1K
|
772
$36.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.01K+ 2579.49% |
$36.9K - $44.4K
|
1.05K
$48.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-4.96K- 4.04% |
$182K - $219K
|
118K
$5.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.14K+ 32.36% |
$152K - $183K
|
16.9K
$793K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-285- 4.07% |
$10.4K - $12.6K
|
6.71K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
26+ 0.22% |
$953 - $1.15K
|
11.9K
$558K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
376+ 0.53% |
$13.8K - $16.6K
|
71.6K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Harbor Island Capital LLC
|
BUY
|
- |
770+ 0.45% |
$28.2K - $34K
|
170K
$7.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
604+ 8.67% |
$22.1K - $26.7K
|
7.57K
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.1K- 10.11% |
$40.4K - $48.6K
|
9.8K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
55+ 0.94% |
$2.02K - $2.43K
|
5.89K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-244- 1.26% |
$8.94K - $10.8K
|
19.1K
$895K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 51.81% |
$11K - $13.2K
|
279
$13.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-563- 4.26% |
$20.6K - $24.8K
|
12.7K
$592K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
4K+ 8.47% |
$147K - $177K
|
51.2K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
25.3KNew |
$926K - $1.11M
|
25.3K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
985+ 2.12% |
$36.1K - $43.5K
|
47.5K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.02K+ 6.65% |
$37.4K - $45.1K
|
16.4K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.2K+ 36.2% |
$704K - $847K
|
72.2K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.56K+ 2.72% |
$57.1K - $68.8K
|
58.8K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-589- 7.04% |
$21.6K - $26K
|
7.78K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 0.32% |
$18.8K - $22.6K
|
163K
$7.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-6.04K- 32.7% |
$221K - $267K
|
12.4K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
668+ 6.01% |
$24.5K - $29.5K
|
11.8K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.82K- 3.47% |
$140K - $169K
|
106K
$4.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.66% |
$183 - $221
|
760
$35.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.18KNew |
$336K - $405K
|
9.18K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$36.7 - $44.1
|
43.9K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20.5K+ 65.01% |
$753K - $907K
|
52.1K
$2.44M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.34K- 7.41% |
$49.1K - $59.1K
|
16.7K
$782K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 8.44% |
$81.5K - $98.1K
|
28.6K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 0.59% |
$573K - $690K
|
2.67M
$125M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
54+ 0.51% |
$1.98K - $2.38K
|
10.6K
$494K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.9K- 22.09% |
$69.6K - $83.8K
|
6.7K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$73.4K - $88.4K
|
2K
$93.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
6.65KNew |
$244K - $294K
|
6.65K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.9K- 26.98% |
$106K - $128K
|
7.85K
$367K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.16KNew |
$226K - $272K
|
6.16K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-100- 0.95% |
$3.67K - $4.41K
|
10.4K
$485K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.3K+ 36.36% |
$524K - $631K
|
53.6K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
282New |
$10.3K - $12.4K
|
282
$13.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.6K+ 51.14% |
$95.1K - $115K
|
7.67K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
190KNew |
$6.96M - $8.38M
|
190K
$8.89M
|