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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.2K- 22.95% |
$990K - $1.21M
|
84.8K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3- 0.01% |
$118 - $143
|
23.6K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-144- 0.54% |
$5.65K - $6.88K
|
26.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
548+ 0.34% |
$21.5K - $26.2K
|
162K
$7.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-92.9K- 26.8% |
$3.64M - $4.44M
|
254K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
5.49M+ 130.85% |
$215M - $262M
|
9.69M
$444M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
36+ 0.26% |
$1.41K - $1.72K
|
14.1K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.1K- 0.3% |
$43.1K - $52.5K
|
360K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
747+ 11.2% |
$29.3K - $35.7K
|
7.42K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
66.3KNew |
$2.6M - $3.17M
|
66.3K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-43.4K- 32.97% |
$1.7M - $2.08M
|
88.3K
$4.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.31K+ 3.83% |
$130K - $158K
|
89.7K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-833- 1.75% |
$32.7K - $39.8K
|
46.9K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.88K- 3.97% |
$270K - $329K
|
167K
$7.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-299- 3.01% |
$11.7K - $14.3K
|
9.63K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-3.03K- 9.62% |
$119K - $145K
|
28.5K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
376K+ 75.15% |
$14.8M - $18M
|
877K
$40.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.15K- 2.04% |
$45.1K - $55K
|
55.4K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-721- 8.49% |
$28.3K - $34.4K
|
7.78K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
652+ 10.0% |
$25.6K - $31.1K
|
7.17K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
79.7K+ 66.92% |
$3.13M - $3.81M
|
199K
$9.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.5K- 99.92% |
$842K - $1.03M
|
18
$824
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 0.87% |
$10.6K - $12.9K
|
30.9K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 18.9% |
$44.2K - $53.8K
|
4.83K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
PUT |
1KNew |
$39.2K - $47.8K
|
1K
$45.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-480- 2.48% |
$18.8K - $22.9K
|
18.9K
$865K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
903+ 3.14% |
$35.4K - $43.1K
|
29.6K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.5K- 9.09% |
$98.1K - $119K
|
25K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-6.56K- 21.87% |
$257K - $313K
|
23.4K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
64+ 7.9% |
$2.51K - $3.06K
|
874
$40K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 3.26% |
$62.7K - $76.4K
|
50.7K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.12K+ 1.53% |
$43.9K - $53.5K
|
74.2K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-405- 0.23% |
$15.9K - $19.3K
|
173K
$7.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.32K+ 12.36% |
$90.9K - $111K
|
21.1K
$965K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.32K+ 61.19% |
$130K - $159K
|
8.74K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.17K+ 15.11% |
$163K - $199K
|
31.7K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-315- 16.54% |
$12.4K - $15K
|
1.59K
$72.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-14.7K- 7.46% |
$576K - $701K
|
182K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$185K - $226K
|
4.73K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
23+ 0.4% |
$902 - $1.1K
|
5.79K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-190- 1.41% |
$7.45K - $9.08K
|
13.3K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.23K+ 1.14% |
$87.4K - $106K
|
197K
$9.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
136+ 2.19% |
$5.33K - $6.5K
|
6.36K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
57.5K+ 912.55% |
$2.26M - $2.75M
|
63.8K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.05K- 12.87% |
$80.5K - $98K
|
13.9K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.92K+ 32.03% |
$193K - $235K
|
20.3K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.19K- 16.23% |
$46.7K - $56.8K
|
6.14K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
17.6K+ 5.4% |
$689K - $840K
|
343K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-710- 10.6% |
$27.8K - $33.9K
|
5.99K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-443- 11.12% |
$17.4K - $21.2K
|
3.54K
$162K
|