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
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
162+ 10.29% |
$5.94K - $7.15K
|
1.74K
$73.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.5K- 4.05% |
$165K - $199K
|
107K
$4.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.58K+ 296.44% |
$131K - $158K
|
4.79K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
126KNew |
$4.62M - $5.56M
|
126K
$5.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
327New |
$12K - $14.4K
|
327
$13.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.75K+ 42.31% |
$101K - $121K
|
9.25K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-28.8K- 9.31% |
$1.05M - $1.27M
|
280K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-75- 0.45% |
$2.75K - $3.31K
|
16.7K
$704K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-263- 3.0% |
$9.64K - $11.6K
|
8.5K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.77KNew |
$138K - $166K
|
3.77K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3K- 13.04% |
$110K - $132K
|
20K
$844K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.12KNew |
$298K - $358K
|
8.12K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-260K- 26.26% |
$9.53M - $11.5M
|
730K
$30.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.1K- 12.12% |
$40.4K - $48.7K
|
8K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
382+ 115.76% |
$14K - $16.9K
|
712
$30.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.29K- 1.13% |
$47.1K - $56.7K
|
112K
$4.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 35.9% |
$73.3K - $88.3K
|
3.57K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
85+ 0.72% |
$3.12K - $3.75K
|
11.9K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
14.8K+ 82.28% |
$543K - $654K
|
32.8K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-228- 1.58% |
$8.36K - $10.1K
|
14.2K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-19.9K- 31.27% |
$729K - $878K
|
43.7K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.19K- 1.51% |
$154K - $185K
|
274K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-48.4K- 2.19% |
$1.77M - $2.13M
|
2.16M
$91.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-221- 3.48% |
$8.1K - $9.75K
|
6.14K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-24.6K- 9.92% |
$903K - $1.09M
|
224K
$9.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
81New |
$2.97K - $3.57K
|
81
$3.42K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.3K- 17.87% |
$267K - $322K
|
33.5K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-500- 7.04% |
$18.3K - $22.1K
|
6.6K
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$220 - $265
|
6
$253
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-237- 2.63% |
$8.69K - $10.5K
|
8.78K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
39+ 0.26% |
$1.43K - $1.72K
|
15.1K
$636K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.51K+ 28.24% |
$55.4K - $66.7K
|
6.86K
$290K
|
|
|
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
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.86K- 45.66% |
$178K - $214K
|
5.78K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
153+ 0.15% |
$5.61K - $6.75K
|
102K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
4.52K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-320- 1.29% |
$11.7K - $14.1K
|
24.6K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.89KNew |
$216K - $260K
|
5.89K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-430- 3.85% |
$15.8K - $19K
|
10.7K
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
400New |
$14.7K - $17.7K
|
400
$16.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-344- 4.25% |
$12.6K - $15.2K
|
7.76K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.04K- 7.04% |
$38.3K - $46.1K
|
13.8K
$582K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.86K- 7.74% |
$68.1K - $82K
|
22.1K
$935K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
74.8KNew |
$2.74M - $3.3M
|
74.8K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.5K+ 82.19% |
$238K - $287K
|
14.4K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.01K+ 5.16% |
$36.9K - $44.5K
|
20.5K
$867K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5KNew |
$183K - $221K
|
5K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.16K- 14.43% |
$42.6K - $51.3K
|
6.89K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$488K - $587K
|
13.3K
$562K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-4K- 36.36% |
$147K - $177K
|
7K
$295K
|