Latest Institutional Sells of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-264K- 97.34% |
$7.14M - $8.08M
|
7.22K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-115K- 58.77% |
$3.1M - $3.51M
|
80.6K
$3.54M
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
SELL
|
CALL |
-100K- 50.0% |
$2.7M - $3.06M
|
100K
$4.39M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-95.3K- 73.52% |
$2.57M - $2.91M
|
34.3K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-76.5K- 50.1% |
$2.06M - $2.34M
|
76.2K
$3.35M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-72.1K- 99.35% |
$1.95M - $2.2M
|
468
$20.6K
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
SELL
|
- |
-50K- 71.03% |
$1.35M - $1.53M
|
20.4K
$896K
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-36.5K- 24.11% |
$984K - $1.11M
|
115K
$5.04M
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-32K- 41.29% |
$864K - $978K
|
45.5K
$2M
|
|
Aug 08, 2023
Q2 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-30K- 21.43% |
$810K - $917K
|
110K
$4.83M
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-12.6K- 45.98% |
$341K - $386K
|
14.9K
$653K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-11.9K- 65.93% |
$321K - $364K
|
6.15K
$270K
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-8.9K- 42.38% |
$240K - $272K
|
12.1K
$532K
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.25KClosed |
$196K - $222K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.19K- 2.5% |
$167K - $189K
|
241K
$10.6M
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.42K- 23.12% |
$146K - $166K
|
18K
$793K
|
|
Jul 13, 2023
Q2 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-5K- 0.4% |
$135K - $153K
|
1.24M
$54.7M
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4.41K- 30.4% |
$119K - $135K
|
10.1K
$444K
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-3.52K- 0.26% |
$94.9K - $107K
|
1.36M
$59.7M
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-2.77K- 15.96% |
$74.9K - $84.8K
|
14.6K
$642K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.65K- 7.36% |
$71.5K - $80.9K
|
33.3K
$1.47M
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.4K- 11.75% |
$64.8K - $73.4K
|
18K
$793K
|
|
Jul 25, 2023
Q2 2023
|
Hikari Power LTD
|
SELL
|
- |
-2.2K- 5.18% |
$59.4K - $67.2K
|
40.2K
$1.77M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.13K- 20.6% |
$57.4K - $65K
|
8.2K
$360K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.84K- 13.09% |
$49.7K - $56.3K
|
12.2K
$537K
|
|
Aug 14, 2023
Q2 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-1.84K- 6.78% |
$49.6K - $56.1K
|
25.2K
$1.11M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 10.18% |
$49.5K - $56.1K
|
16.2K
$711K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.78K- 22.74% |
$48.2K - $54.5K
|
6.06K
$266K
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.56K- 11.0% |
$42.1K - $47.7K
|
12.6K
$555K
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.25K- 12.63% |
$33.7K - $38.2K
|
8.65K
$380K
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.01K- 1.02% |
$27.2K - $30.8K
|
97.8K
$4.3M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-959- 3.64% |
$25.9K - $29.3K
|
25.4K
$1.12M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-959- 3.64% |
$25.9K - $29.3K
|
25.4K
$1.12M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-932- 11.38% |
$25.2K - $28.5K
|
7.26K
$319K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-910- 5.66% |
$24.6K - $27.8K
|
15.2K
$666K
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-906- 7.69% |
$24.5K - $27.7K
|
10.9K
$478K
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-813Closed |
$21.9K - $24.8K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-779- 2.0% |
$21K - $23.8K
|
38.3K
$1.68M
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-756- 7.39% |
$20.4K - $23.1K
|
9.47K
$416K
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-602- 7.72% |
$16.2K - $18.4K
|
7.2K
$316K
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-543- 1.31% |
$14.7K - $16.6K
|
40.9K
$1.8M
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
CALL |
-500- 3.7% |
$13.5K - $15.3K
|
13K
$571K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-439- 0.11% |
$11.8K - $13.4K
|
382K
$16.8M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-364- 28.96% |
$9.82K - $11.1K
|
893
$39.2K
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-321- 0.41% |
$8.66K - $9.81K
|
77.1K
$3.39M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-295- 3.96% |
$7.96K - $9.02K
|
7.16K
$315K
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-260- 2.96% |
$7.02K - $7.95K
|
8.54K
$375K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-260- 72.63% |
$7.02K - $7.95K
|
98
$4.31K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-221- 2.67% |
$5.96K - $6.75K
|
8.07K
$355K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-200- 0.03% |
$5.4K - $6.11K
|
700K
$30.8M
|