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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-118- 1.57% |
$3.74K - $4.47K
|
7.4K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
269KNew |
$8.52M - $10.2M
|
269K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$476K - $569K
|
15K
$633K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.85KNew |
$58.7K - $70.2K
|
1.85K
$78.1K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 25.5% |
$60.3K - $72K
|
5.55K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.12K+ 141.29% |
$67.2K - $80.3K
|
3.62K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-110- 51.16% |
$3.49K - $4.17K
|
105
$4.43K
|
|
|
May 13, 2024
Q1 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
1.97M+ 53.43% |
$62.5M - $74.7M
|
5.66M
$239M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-593- 9.16% |
$18.8K - $22.5K
|
5.88K
$248K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.96K- 0.28% |
$157K - $188K
|
1.74M
$73.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.7K+ 7.02% |
$2.82M - $3.36M
|
1.35M
$57.1M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-73.2K- 99.92% |
$2.32M - $2.78M
|
59
$2.49K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.39KNew |
$107K - $128K
|
3.39K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.26KNew |
$199K - $238K
|
6.26K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.9K+ 35.83% |
$727K - $869K
|
86.8K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
58.3KNew |
$1.85M - $2.21M
|
58.3K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.45KNew |
$173K - $207K
|
5.45K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.11KNew |
$194K - $232K
|
6.11K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
16.6KNew |
$526K - $629K
|
16.6K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.61M- 15.48% |
$51.1M - $61M
|
8.79M
$371M
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-343K- 95.77% |
$10.9M - $13M
|
15.1K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
17+ 0.13% |
$539 - $645
|
13.4K
$564K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3+ 0.05% |
$95.2 - $114
|
6.08K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 18.83% |
$6.35K - $7.58K
|
862
$36.4K
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
PUT |
160KNew |
$5.08M - $6.07M
|
160K
$6.75M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-64K- 9.59% |
$2.03M - $2.43M
|
603K
$25.5M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
107KNew |
$3.38M - $4.04M
|
107K
$4.5M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.51K- 17.55% |
$47.9K - $57.3K
|
7.1K
$300K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.63K- 30.14% |
$83.5K - $99.8K
|
6.1K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
CALL |
-4K- 20.0% |
$127K - $152K
|
16K
$675K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.69K- 22.4% |
$53.7K - $64.2K
|
5.86K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.65K- 3.53% |
$52.3K - $62.5K
|
45K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.43KNew |
$172K - $206K
|
5.43K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.69MNew |
$85.2M - $102M
|
2.69M
$113M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.75KNew |
$246K - $294K
|
7.75K
$327K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-96- 2.02% |
$3.05K - $3.64K
|
4.66K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-140K- 81.53% |
$4.43M - $5.29M
|
31.6K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
160KNew |
$5.08M - $6.07M
|
160K
$6.76M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1K- 40.03% |
$31.7K - $37.9K
|
1.5K
$63.2K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.38K- 24.02% |
$203K - $242K
|
20.2K
$852K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$177K - $212K
|
5.58K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
75KNew |
$2.38M - $2.84M
|
75K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.86KNew |
$218K - $260K
|
6.86K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-760- 1.34% |
$24.1K - $28.8K
|
56K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-200- 1.9% |
$6.35K - $7.58K
|
10.3K
$435K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.6KNew |
$178K - $212K
|
5.6K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
5.38KNew |
$171K - $204K
|
5.38K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.49KNew |
$174K - $208K
|
5.49K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.66K+ 4.39% |
$211K - $253K
|
158K
$6.69M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.4KNew |
$76.2K - $91K
|
2.4K
$101K
|