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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-278K- 52.4% |
$10.9M - $13.3M
|
253K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.38K+ 26.14% |
$172K - $209K
|
21.1K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 6.3% |
$137K - $167K
|
59K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.03% |
$78.4 - $95.5
|
5.89K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
323+ 4.35% |
$12.7K - $15.4K
|
7.75K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
129+ 1.46% |
$5.06K - $6.16K
|
8.97K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
204+ 19.69% |
$8K - $9.75K
|
1.24K
$57.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
698+ 2.51% |
$27.4K - $33.3K
|
28.5K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
222+ 1.71% |
$8.71K - $10.6K
|
13.2K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
7.82K+ 17.63% |
$307K - $374K
|
52.2K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
162+ 2.6% |
$6.35K - $7.74K
|
6.4K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-970- 3.11% |
$38K - $46.3K
|
30.2K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
615+ 1.75% |
$24.1K - $29.4K
|
35.8K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-500- 1.18% |
$19.6K - $23.9K
|
42K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-350- 0.52% |
$13.7K - $16.7K
|
66.9K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-26.8K- 9.61% |
$1.05M - $1.28M
|
252K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27K- 1.41% |
$1.06M - $1.29M
|
1.88M
$87.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.24K- 14.94% |
$362K - $441K
|
52.6K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 5.77% |
$5.33K - $6.5K
|
2.49K
$116K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.1K+ 8.21% |
$43.1K - $52.5K
|
14.5K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.78M- 79.71% |
$69.6M - $84.8M
|
452K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.1K+ 16.67% |
$122K - $148K
|
21.7K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
81.6K+ 405.34% |
$3.2M - $3.9M
|
102K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.11K- 6.32% |
$318K - $388K
|
120K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.5K- 11.3% |
$176K - $215K
|
35.3K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-135- 0.1% |
$5.29K - $6.45K
|
129K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
862+ 0.95% |
$33.8K - $41.2K
|
91.8K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-325- 2.42% |
$12.7K - $15.5K
|
13.1K
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-675- 8.01% |
$26.5K - $32.2K
|
7.76K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.45% |
$424K - $516K
|
178K
$8.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.8KNew |
$227K - $277K
|
5.8K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-645- 9.94% |
$25.3K - $30.8K
|
5.85K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.24% |
$1.57K - $1.91K
|
16.9K
$791K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
885+ 13.35% |
$34.7K - $42.3K
|
7.52K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$247K - $301K
|
6.3K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
753+ 4.83% |
$29.5K - $36K
|
16.3K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.82K- 18.3% |
$150K - $182K
|
17K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-45.5K- 34.62% |
$1.78M - $2.17M
|
85.8K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 9.94% |
$48.5K - $59.1K
|
11.2K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.99KNew |
$117K - $143K
|
2.99K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-10- 0.1% |
$392 - $478
|
9.83K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-794- 2.09% |
$31.1K - $37.9K
|
37.3K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.83K- 27.56% |
$150K - $183K
|
10.1K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-2.6K- 9.77% |
$102K - $124K
|
24K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-101- 2.0% |
$3.96K - $4.82K
|
4.94K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
300+ 3.84% |
$11.8K - $14.3K
|
8.11K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-1.31K- 10.66% |
$51.3K - $62.4K
|
11K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-886- 12.2% |
$34.7K - $42.3K
|
6.38K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
151+ 0.55% |
$5.92K - $7.21K
|
27.4K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.1K+ 30.03% |
$986K - $1.2M
|
109K
$5.08M
|