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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-910- 5.66% |
$24.6K - $27.8K
|
15.2K
$707K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.01K- 1.02% |
$27.2K - $30.8K
|
97.8K
$4.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$13.5K - $15.3K
|
500
$23.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
116K+ 19.02% |
$3.14M - $3.56M
|
729K
$34M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9.16K+ 816.67% |
$247K - $280K
|
10.3K
$480K
|
|
|
Jul 28, 2023
Q2 2023
|
Lattice Capital Management, LLC
|
SELL
|
- |
-41- 0.3% |
$1.11K - $1.25K
|
13.8K
$644K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-2.77K- 15.96% |
$74.9K - $84.8K
|
14.6K
$682K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.49M - $1.69M
|
55.3K
$2.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-364- 28.96% |
$9.82K - $11.1K
|
893
$41.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
163KNew |
$4.39M - $4.97M
|
163K
$7.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.72KNew |
$46.5K - $52.7K
|
1.72K
$80.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
32+ 0.33% |
$864 - $978
|
9.86K
$460K
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.29K+ 14.11% |
$34.7K - $39.3K
|
10.4K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Hikari Power LTD
|
SELL
|
- |
-2.2K- 5.18% |
$59.4K - $67.2K
|
40.2K
$1.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.78K- 22.74% |
$48.2K - $54.5K
|
6.06K
$283K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-959- 3.64% |
$25.9K - $29.3K
|
25.4K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4.41K- 30.4% |
$119K - $135K
|
10.1K
$472K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 10.18% |
$49.5K - $56.1K
|
16.2K
$756K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-959- 3.64% |
$25.9K - $29.3K
|
25.4K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-200- 0.03% |
$5.4K - $6.11K
|
700K
$32.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-36.5K- 24.11% |
$984K - $1.11M
|
115K
$5.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-14- 0.2% |
$378 - $428
|
7.13K
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Pm Capital LTD
|
BUY
|
- |
407K+ 22.29% |
$11M - $12.4M
|
2.23M
$104M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 19.78% |
$486 - $550
|
109
$5.09K
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-32K- 41.29% |
$864K - $978K
|
45.5K
$2.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-260- 2.96% |
$7.02K - $7.95K
|
8.54K
$398K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
233+ 1.52% |
$6.29K - $7.12K
|
15.6K
$727K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-756- 7.39% |
$20.4K - $23.1K
|
9.47K
$442K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$2.7K - $3.06K
|
100
$4.67K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-260- 72.63% |
$7.02K - $7.95K
|
98
$4.57K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.4K- 11.75% |
$64.8K - $73.4K
|
18K
$842K
|
|
|
Jul 13, 2023
Q2 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-5K- 0.4% |
$135K - $153K
|
1.24M
$58.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.42% |
$1.35K - $1.53K
|
11.8K
$551K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-11.9K- 65.93% |
$321K - $364K
|
6.15K
$287K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-932- 11.38% |
$25.2K - $28.5K
|
7.26K
$339K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-543- 1.31% |
$14.7K - $16.6K
|
40.9K
$1.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$13.5K - $15.3K
|
500
$23.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54+ 20.38% |
$1.46K - $1.65K
|
319
$14.9K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
873+ 48.99% |
$23.6K - $26.7K
|
2.66K
$124K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.83K- 8.15% |
$49.3K - $67.3K
|
20.6K
$962K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
82.3K+ 3.76% |
$2.22M - $3.03M
|
2.27M
$106M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
166KNew |
$4.48M - $6.1M
|
166K
$7.74M
|
|
|
May 10, 2024
Q1 2023
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
425KNew |
$11.5M - $15.6M
|
425K
$19.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-14.9KClosed |
$402K - $548K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
50+ 0.2% |
$1.35K - $1.84K
|
25.6K
$1.19M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.4K- 6.49% |
$37.8K - $51.5K
|
20.2K
$943K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
PUT |
-27K- 34.13% |
$728K - $993K
|
52.1K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 37.08% |
$412K - $561K
|
56.4K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
301K+ 9.71% |
$8.12M - $11.1M
|
3.4M
$159M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.62K- 41.96% |
$259K - $354K
|
13.3K
$621K
|
|