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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.55K- 10.07% |
$167K - $201K
|
40.6K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
416+ 3.88% |
$15.2K - $18.4K
|
11.1K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
47.9K+ 5.77% |
$1.76M - $2.11M
|
878K
$40.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.7K- 2.87% |
$99.1K - $119K
|
91.4K
$4.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.26K- 9.75% |
$303K - $365K
|
76.4K
$3.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-237- 2.63% |
$8.69K - $10.5K
|
8.78K
$406K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.11K+ 44.29% |
$114K - $137K
|
10.1K
$467K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
588+ 2.29% |
$21.6K - $25.9K
|
26.3K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-250- 2.23% |
$9.16K - $11K
|
10.9K
$506K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.76K+ 1.48% |
$64.6K - $77.8K
|
121K
$5.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
34K+ 125.77% |
$1.25M - $1.5M
|
61K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.7K- 3.35% |
$136K - $163K
|
107K
$4.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.8K- 32.74% |
$468K - $564K
|
26.3K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
39+ 0.26% |
$1.43K - $1.72K
|
15.1K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.07KNew |
$149K - $180K
|
4.07K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-30K- 4.07% |
$1.1M - $1.32M
|
706K
$32.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.51K+ 28.24% |
$55.4K - $66.7K
|
6.86K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-310- 0.58% |
$11.4K - $13.7K
|
53.1K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15.5K- 5.76% |
$569K - $685K
|
254K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-8.64K- 4.23% |
$317K - $381K
|
196K
$9.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.21K+ 3.61% |
$44.4K - $53.5K
|
34.8K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.23K- 5.27% |
$45K - $54.1K
|
22K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
8.72K+ 6.16% |
$319K - $385K
|
150K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.86K- 45.66% |
$178K - $214K
|
5.78K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19.2K+ 20.2% |
$702K - $846K
|
114K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
194+ 0.65% |
$7.11K - $8.56K
|
29.8K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.32K+ 1.56% |
$48.4K - $58.3K
|
86K
$3.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
330+ 5.32% |
$12.1K - $14.6K
|
6.53K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
250K+ 7.88% |
$9.16M - $11M
|
3.42M
$158M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 4.49% |
$67.9K - $81.8K
|
43.1K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
608+ 6.92% |
$22.3K - $26.8K
|
9.4K
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
31.1KNew |
$1.14M - $1.37M
|
31.1K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.78K+ 41.75% |
$102K - $123K
|
9.44K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
32.1KNew |
$1.18M - $1.42M
|
32.1K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-415- 2.58% |
$15.2K - $18.3K
|
15.6K
$723K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-449- 91.82% |
$16.5K - $19.8K
|
40
$1.85K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
245K+ 71.91% |
$9M - $10.8M
|
587K
$27.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-175- 0.96% |
$6.41K - $7.72K
|
18K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.8K+ 7.66% |
$176K - $212K
|
67.4K
$3.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.45K+ 0.68% |
$126K - $152K
|
514K
$23.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-440- 1.63% |
$16.1K - $19.4K
|
26.6K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
244KNew |
$8.93M - $10.8M
|
244K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.1K- 3.31% |
$114K - $137K
|
90.6K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$147 - $177
|
21.7K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 0.95% |
$3.67K - $4.41K
|
10.4K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-427- 0.15% |
$15.6K - $18.8K
|
294K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-12K- 5.45% |
$440K - $530K
|
208K
$9.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
77+ 0.56% |
$2.82K - $3.4K
|
13.8K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.67K+ 13.31% |
$135K - $162K
|
31.3K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-994- 2.68% |
$36.4K - $43.9K
|
36.1K
$1.67M
|