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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.45KClosed |
$209K - $269K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-4.56KClosed |
$175K - $225K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4.55KClosed |
$174K - $224K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-6Closed |
$230 - $296
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-42.3KClosed |
$1.62M - $2.09M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
23K+ 8.45% |
$882K - $1.14M
|
295K
$10.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-4.21KClosed |
$162K - $208K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
626New |
$24K - $30.9K
|
626
$23K
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-120KClosed |
$4.6M - $5.93M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4.77KClosed |
$183K - $235K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
SELL
|
- |
-4.76KClosed |
$183K - $235K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-104KClosed |
$3.99M - $5.14M
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-12.2KClosed |
$468K - $603K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-362Closed |
$13.9K - $17.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
4.05KNew |
$175K - $196K
|
4.05K
$149K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
95New |
$4.09K - $4.6K
|
95
$3.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.29KClosed |
$55.5K - $62.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
350New |
$15.1K - $16.9K
|
350
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-58.2KClosed |
$2.51M - $2.81M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-137K- 27.21% |
$5.88M - $6.6M
|
365K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
PUT |
-533KClosed |
$23M - $25.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-1.88K- 99.89% |
$81K - $91K
|
2
$73.3
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.4MClosed |
$103M - $116M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-11.1KClosed |
$477K - $536K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
610New |
$26.3K - $29.5K
|
610
$22.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
350KNew |
$15.1M - $16.9M
|
350K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.07KClosed |
$46.1K - $51.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
118KNew |
$5.06M - $5.68M
|
118K
$4.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-50KClosed |
$2.15M - $2.42M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Edge Point Investment Group Inc.
Toronto, A6 |
SELL
|
- |
-6.86MClosed |
$295M - $332M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-5.44KClosed |
$234K - $263K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-4.73KClosed |
$204K - $229K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-300Closed |
$12.9K - $14.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-8.88KClosed |
$383K - $430K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-860Closed |
$37K - $41.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
CALL |
1.5KNew |
$64.6K - $72.6K
|
1.5K
$55K
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
24.8KNew |
$1.07M - $1.2M
|
24.8K
$909K
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-6.39KClosed |
$275K - $309K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
200New |
$8.62K - $9.67K
|
200
$7.33K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.31KClosed |
$229K - $257K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
CALL |
300New |
$12.9K - $14.5K
|
300
$11K
|
|
|
Feb 02, 2022
Q4 2021
|
Xxec, Inc.
|
SELL
|
- |
-45KClosed |
$1.94M - $2.18M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.83KClosed |
$78.7K - $88.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-823Closed |
$35.5K - $39.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$106K - $119K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$43.1K - $48.4K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
SELL
|
- |
-356- 50.0% |
$15.3K - $17.2K
|
356
$13.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-5.71KClosed |
$246K - $276K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-10.7KClosed |
$463K - $519K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-11.8KClosed |
$509K - $571K
|
0
$0
|
|