Moneta Group Investment Advisors LLC Bank Of America Corp Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 227,085 shares of BAC stock, worth $12.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
227,085
Previous 209,925 8.17%
Holding current value
$12.1 Million
Previous $8.76 Million 22.66%
% of portfolio
0.13%
Previous 0.12%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$34.39 - $47.46 $590,132 - $814,413
17,160 Added 8.17%
227,085 $10.7 Million
Q1 2025

May 15, 2025
BUY
$39.61 - $47.74 $136,020 - $163,939
3,434 Added 1.66%
209,925 $8.76 Million
Q4 2024

Feb 11, 2025
SELL
$39.22 - $47.77 $130,955 - $159,504
-3,339 Reduced 1.59%
206,491 $9.08 Million
Q3 2024

Nov 12, 2024
SELL
$36.65 - $44.13 $58,200 - $70,078
-1,588 Reduced 0.75%
209,830 $8.33 Million
Q2 2024

Aug 13, 2024
BUY
$34.68 - $40.02 $142,638 - $164,602
4,113 Added 1.98%
211,418 $8.41 Million
Q1 2024

Aug 13, 2024
BUY
$31.73 - $37.92 $533,857 - $638,004
16,825 Added 8.83%
207,305 $7.86 Million
Q4 2023

Feb 15, 2024
SELL
$25.17 - $33.94 $38,409 - $51,792
-1,526 Reduced 0.79%
190,480 $6.41 Million
Q3 2023

Nov 15, 2023
BUY
$27.17 - $32.65 $3,830 - $4,603
141 Added 0.07%
192,006 $5.26 Million
Q2 2023

Aug 15, 2023
BUY
$26.99 - $30.56 $261,182 - $295,729
9,677 Added 5.31%
191,865 $5.5 Million
Q1 2023

May 15, 2023
BUY
$26.97 - $36.77 $399,182 - $544,232
14,801 Added 8.84%
182,188 $5.21 Million
Q4 2022

Feb 16, 2023
SELL
$29.77 - $38.41 $767,500 - $990,248
-25,781 Reduced 13.35%
167,387 $5.54 Million
Q4 2022

Feb 16, 2023
SELL
$29.77 - $38.41 $5.74 Billion - $7.41 Billion
-192,974,857 Reduced 99.9%
193,168 $6.4 Million
Q4 2022

Feb 15, 2023
BUY
$29.77 - $38.41 $5.75 Billion - $7.41 Billion
192,989,515 Added 108111.32%
193,168,025 $6.4 Billion
Q3 2022

Nov 14, 2022
SELL
$18.8 - $35.27 $311,610 - $584,600
-16,575 Reduced 8.5%
178,510 $5.39 Million
Q2 2022

Aug 15, 2022
BUY
$31.13 - $40.9 $848,417 - $1.11 Million
27,254 Added 16.24%
195,085 $6.07 Million
Q1 2022

May 11, 2022
SELL
$38.34 - $49.38 $175,098 - $225,518
-4,567 Reduced 2.65%
167,831 $6.92 Million
Q4 2021

Feb 11, 2022
BUY
$43.08 - $48.37 $4.79 Million - $5.38 Million
111,173 Added 181.58%
172,398 $7.67 Million
Q3 2021

Nov 12, 2021
BUY
$36.93 - $43.26 $137,305 - $160,840
3,718 Added 6.47%
61,225 $2.6 Million
Q2 2021

Aug 13, 2021
SELL
$38.08 - $43.27 $996,096 - $1.13 Million
-26,158 Reduced 31.27%
57,507 $2.37 Million
Q1 2021

May 14, 2021
BUY
$29.65 - $38.99 $314,883 - $414,073
10,620 Added 14.54%
83,665 $3.24 Million
Q4 2020

Feb 12, 2021
BUY
$23.47 - $30.31 $233,479 - $301,523
9,948 Added 15.77%
73,045 $2.21 Million
Q3 2020

Nov 13, 2020
SELL
$22.77 - $26.92 $41,646 - $49,236
-1,829 Reduced 2.82%
63,097 $1.52 Million
Q2 2020

Aug 12, 2020
BUY
$19.77 - $28.54 $112,095 - $161,821
5,670 Added 9.57%
64,926 $1.54 Million
Q1 2020

May 13, 2020
SELL
$18.08 - $35.64 $45,688 - $90,062
-2,527 Reduced 4.09%
59,256 $1.26 Million
Q4 2019

Feb 11, 2020
SELL
$27.63 - $35.52 $140,001 - $179,979
-5,067 Reduced 7.58%
61,783 $2.18 Million
Q3 2019

Nov 12, 2019
BUY
$26.25 - $30.89 $288,435 - $339,419
10,988 Added 19.67%
66,850 $1.95 Million
Q2 2019

Aug 16, 2019
BUY
$26.6 - $30.77 $1.35 Million - $1.57 Million
50,862 Added 1017.24%
55,862 $1.62 Million
Q2 2019

Aug 13, 2019
SELL
$26.6 - $30.77 $1.3 Million - $1.5 Million
-48,860 Reduced 90.72%
5,000 $1.62 Million
Q1 2019

May 16, 2019
BUY
$24.56 - $29.82 $1.23 Million - $1.49 Million
50,127 Added 1342.81%
53,860 $1.49 Million
Q1 2019

May 15, 2019
SELL
$24.56 - $29.82 $1.27 Million - $1.54 Million
-51,786 Reduced 93.28%
3,733 $1.49 Million
Q4 2018

Feb 11, 2019
BUY
$22.73 - $30.43 $719,245 - $962,896
31,643 Added 132.53%
55,519 $1.37 Million
Q3 2018

Nov 13, 2018
SELL
$27.78 - $31.8 $128,399 - $146,979
-4,622 Reduced 16.22%
23,876 $703,000
Q2 2018

Aug 15, 2018
SELL
$28.19 - $31.22 $3.33 Million - $3.68 Million
-117,996 Reduced 80.55%
28,498 $803,000
Q2 2018

Aug 15, 2018
SELL
$28.19 - $31.22 $398,183 - $440,982
-14,125 Reduced 8.79%
146,494 $803,000
Q2 2018

Aug 14, 2018
BUY
$28.19 - $31.22 $3.81 Million - $4.22 Million
135,273 Added 533.71%
160,619 $886,000
Q1 2018

May 14, 2018
SELL
$29.17 - $32.84 $237,122 - $266,956
-8,129 Reduced 24.28%
25,346 $480,000
Q4 2017

Feb 13, 2018
BUY
$25.45 - $29.88 $4,504 - $5,288
177 Added 0.53%
33,475 $988,000
Q3 2017

Nov 13, 2017
BUY
$22.89 - $25.45 $762,191 - $847,434
33,298
33,298 $844,000

Others Institutions Holding BAC

# of Institutions
3,819
Shares Held
5.31B
Call Options Held
78.3M
Put Options Held
116M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $429B
  • 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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