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 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6+ 0.07% |
$220 - $265
|
9.11K
$385K
|
|
|
Oct 07, 2024
Q3 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.2K- 1.01% |
$44K - $53K
|
117K
$4.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 44.68% |
$165K - $199K
|
5.57K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-173- 0.35% |
$6.34K - $7.63K
|
49.5K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
274KNew |
$10M - $12.1M
|
274K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-3.35K- 23.17% |
$123K - $148K
|
11.1K
$469K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
657+ 7.9% |
$24.1K - $29K
|
8.97K
$379K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-74- 1.41% |
$2.71K - $3.27K
|
5.18K
$218K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
888+ 3.97% |
$32.5K - $39.2K
|
23.3K
$982K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.47KNew |
$201K - $242K
|
5.47K
$231K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 19.95% |
$39.1K - $47.1K
|
6.42K
$271K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
794+ 4.35% |
$29.1K - $35K
|
19.1K
$804K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.18KNew |
$179K - $207K
|
5.18K
$218K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
244K+ 26.14% |
$8.45M - $9.75M
|
1.18M
$49.6M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
CALL |
-100KClosed |
$3.47M - $4M
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
270+ 1.87% |
$9.36K - $10.8K
|
14.7K
$621K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.17K- 32.86% |
$214K - $247K
|
12.6K
$532K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
3.03K+ 3.69% |
$105K - $121K
|
85K
$3.59M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
200New |
$6.94K - $8K
|
200
$8.44K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.7KNew |
$648K - $748K
|
18.7K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
50KNew |
$1.73M - $2M
|
50K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-404- 5.6% |
$14K - $16.2K
|
6.82K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$10.4K - $12K
|
300
$12.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.07KNew |
$176K - $203K
|
5.07K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
6KNew |
$208K - $240K
|
6K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-365K- 21.92% |
$12.6M - $14.6M
|
1.3M
$54.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
45KNew |
$1.56M - $1.8M
|
45K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-1.8K- 1.64% |
$62.4K - $72K
|
108K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
550KNew |
$19.1M - $22M
|
550K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
188+ 0.7% |
$6.52K - $7.52K
|
27.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
71KNew |
$2.46M - $2.84M
|
71K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.35K- 2.9% |
$46.8K - $54K
|
45.3K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
525KNew |
$18.2M - $21M
|
525K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.4K+ 2.77% |
$48.5K - $55.9K
|
51.9K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-19.6K- 41.72% |
$679K - $783K
|
27.3K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
59.7K+ 48.54% |
$2.07M - $2.39M
|
183K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.03KNew |
$209K - $241K
|
6.03K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.1KNew |
$177K - $204K
|
5.1K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
25KNew |
$867K - $1M
|
25K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
29+ 0.45% |
$1.01K - $1.16K
|
6.44K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-280- 5.01% |
$9.71K - $11.2K
|
5.31K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
178New |
$6.17K - $7.12K
|
178
$7.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
5.2KNew |
$180K - $208K
|
5.2K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-65- 10.2% |
$2.25K - $2.6K
|
572
$24.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
67+ 61.47% |
$2.32K - $2.68K
|
176
$7.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
8.19KNew |
$284K - $328K
|
8.19K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
71+ 15.4% |
$2.46K - $2.84K
|
532
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
25New |
$867 - $1K
|
25
$1.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.08% |
$34.7 - $40
|
1.24K
$52.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
21.6KNew |
$749K - $865K
|
21.6K
$912K
|
|