A detailed history of Institutional & Family Asset Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 5,899 shares of BAC stock, worth $275,778. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,899
Previous 3,113 89.5%
Holding current value
$275,778
Previous $118,000 98.31%
% of portfolio
0.03%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$34.68 - $40.02 $96,618 - $111,495
2,786 Added 89.5%
5,899 $234,000
Q1 2024

May 08, 2024

SELL
$31.73 - $37.92 $2,633 - $3,147
-83 Reduced 2.6%
3,113 $118,000
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $53,133 - $71,647
2,111 Added 194.56%
3,196 $107,000
Q3 2023

Nov 13, 2023

BUY
$27.17 - $32.65 $27 - $32
1 Added 0.09%
1,085 $29,000
Q2 2023

Aug 09, 2023

BUY
$26.99 - $30.56 $6,558 - $7,426
243 Added 28.89%
1,084 $31,000
Q1 2023

May 08, 2023

BUY
$26.97 - $36.77 $1,132 - $1,544
42 Added 5.26%
841 $24,000
Q4 2022

Feb 08, 2023

SELL
$29.77 - $38.41 $16,254 - $20,971
-546 Reduced 40.59%
799 $26,000
Q3 2022

Nov 07, 2022

BUY
$18.8 - $35.27 $2,312 - $4,338
123 Added 10.07%
1,345 $41,000
Q2 2022

Aug 08, 2022

SELL
$31.13 - $40.9 $8,996 - $11,820
-289 Reduced 19.13%
1,222 $38,000
Q1 2022

May 11, 2022

BUY
$38.34 - $49.38 $6,364 - $8,197
166 Added 12.34%
1,511 $62,000
Q4 2021

Feb 14, 2022

BUY
$43.08 - $48.37 $861 - $967
20 Added 1.51%
1,345 $60,000
Q3 2021

Nov 10, 2021

BUY
$36.93 - $43.26 $30,578 - $35,819
828 Added 166.6%
1,325 $56,000
Q2 2021

Aug 10, 2021

BUY
$38.08 - $43.27 $3,427 - $3,894
90 Added 22.11%
497 $21,000
Q1 2021

May 06, 2021

BUY
$29.65 - $38.99 $3,558 - $4,678
120 Added 41.81%
407 $16,000
Q3 2020

Oct 30, 2020

BUY
$22.77 - $26.92 $22 - $26
1 Added 0.35%
287 $7,000
Q2 2020

Aug 14, 2020

SELL
$19.77 - $28.54 $6,800 - $9,817
-344 Reduced 54.6%
286 $7,000
Q1 2020

May 14, 2020

BUY
$18.08 - $35.64 $470 - $926
26 Added 4.3%
630 $13,000
Q4 2019

Feb 14, 2020

SELL
$27.63 - $35.52 $1,630 - $2,095
-59 Reduced 8.9%
604 $21,000
Q2 2019

Aug 14, 2019

BUY
$26.6 - $30.77 $26 - $30
1 Added 0.15%
663 $19,000
Q4 2018

Feb 14, 2019

BUY
$22.73 - $30.43 $636 - $852
28 Added 4.42%
662 $16,000
Q2 2018

Aug 13, 2018

SELL
$28.19 - $31.22 $563 - $624
-20 Reduced 3.06%
634 $18,000
Q1 2018

May 14, 2018

BUY
$29.17 - $32.84 $19,077 - $21,477
654 New
654 $20,000

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $375B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
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