A detailed history of United Capital Financial Advisers, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 262,747 shares of BAC stock, worth $10.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
262,747
Previous 254,839 3.1%
Holding current value
$10.6 Million
Previous $8.58 Million 16.12%
% of portfolio
0.08%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$31.73 - $37.92 $250,920 - $299,871
7,908 Added 3.1%
262,747 $9.96 Million
Q4 2023

Feb 14, 2024

SELL
$25.17 - $33.94 $891,219 - $1.2 Million
-35,408 Reduced 12.2%
254,839 $8.58 Million
Q3 2023

Nov 14, 2023

SELL
$27.17 - $32.65 $1.42 Million - $1.71 Million
-52,267 Reduced 15.26%
290,247 $7.95 Million
Q2 2023

Aug 14, 2023

SELL
$26.99 - $30.56 $2.52 Million - $2.85 Million
-93,195 Reduced 21.39%
342,514 $9.83 Million
Q1 2023

Aug 14, 2023

BUY
$26.97 - $36.77 $2.51 Million - $3.43 Million
93,195 Added 27.21%
435,709 $12.5 Million
Q1 2023

May 15, 2023

SELL
$26.97 - $36.77 $997,674 - $1.36 Million
-36,992 Reduced 7.83%
435,709 $12.5 Million
Q4 2022

Feb 14, 2023

SELL
$29.77 - $38.41 $280,225 - $361,553
-9,413 Reduced 1.95%
472,701 $15.7 Million
Q3 2022

Nov 14, 2022

SELL
$18.8 - $35.27 $1.94 Million - $3.64 Million
-103,093 Reduced 17.62%
482,114 $14.6 Million
Q2 2022

Aug 11, 2022

BUY
$31.13 - $40.9 $1.07 Million - $1.41 Million
34,495 Added 6.26%
585,207 $18.2 Million
Q1 2022

May 16, 2022

BUY
$38.34 - $49.38 $37,496 - $48,293
978 Added 0.18%
550,712 $22.7 Million
Q4 2021

Feb 14, 2022

BUY
$43.08 - $48.37 $653,265 - $733,482
15,164 Added 2.84%
549,734 $24.5 Million
Q3 2021

Nov 15, 2021

SELL
$36.93 - $43.26 $2.79 Million - $3.27 Million
-75,642 Reduced 12.4%
534,570 $22.7 Million
Q2 2021

Aug 13, 2021

BUY
$38.08 - $43.27 $35,833 - $40,717
941 Added 0.15%
610,212 $25.2 Million
Q1 2021

May 14, 2021

SELL
$29.65 - $38.99 $67,602 - $88,897
-2,280 Reduced 0.37%
609,271 $23.6 Million
Q4 2020

Feb 17, 2021

SELL
$23.47 - $30.31 $518,264 - $669,305
-22,082 Reduced 3.48%
611,551 $18.5 Million
Q3 2020

Nov 13, 2020

SELL
$22.77 - $26.92 $1.49 Million - $1.77 Million
-65,586 Reduced 9.38%
633,633 $15.3 Million
Q2 2020

Aug 13, 2020

SELL
$19.77 - $28.54 $293,406 - $423,562
-14,841 Reduced 2.08%
699,219 $16.6 Million
Q1 2020

May 15, 2020

SELL
$18.08 - $35.64 $2.21 Million - $4.36 Million
-122,280 Reduced 14.62%
714,060 $15.2 Million
Q4 2019

Feb 14, 2020

BUY
$27.63 - $35.52 $3.1 Million - $3.98 Million
112,088 Added 15.48%
836,340 $29.5 Million
Q3 2019

Nov 14, 2019

SELL
$26.25 - $30.89 $2.94 Million - $3.46 Million
-111,919 Reduced 13.38%
724,252 $21.1 Million
Q2 2019

Aug 13, 2019

BUY
$26.6 - $30.77 $1.71 Million - $1.98 Million
64,399 Added 8.34%
836,171 $24.2 Million
Q1 2019

May 14, 2019

BUY
$24.56 - $29.82 $1.33 Million - $1.62 Million
54,236 Added 7.56%
771,772 $21.3 Million
Q4 2018

Feb 14, 2019

BUY
$22.73 - $30.43 $1.98 Million - $2.65 Million
86,963 Added 13.79%
717,536 $17.7 Million
Q3 2018

Nov 14, 2018

BUY
$27.78 - $31.8 $302,413 - $346,174
10,886 Added 1.76%
630,573 $18.6 Million
Q2 2018

Aug 14, 2018

SELL
$28.19 - $31.22 $120,935 - $133,933
-4,290 Reduced 0.69%
619,687 $17.5 Million
Q1 2018

May 15, 2018

SELL
$29.17 - $32.84 $101,628 - $114,414
-3,484 Reduced 0.56%
623,977 $18.7 Million
Q4 2017

Feb 13, 2018

BUY
$25.45 - $29.88 $1.17 Million - $1.38 Million
46,072 Added 7.92%
627,461 $18.7 Million
Q3 2017

Nov 14, 2017

BUY
$22.89 - $25.45 $857,367 - $953,255
37,456 Added 6.89%
581,389 $14.7 Million
Q2 2017

Aug 14, 2017

BUY
N/A
543,933
543,933 $13.2 Million

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 $324B
  • 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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