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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7.31K- 25.71% |
$268K - $323K
|
21.1K
$976K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-141- 1.08% |
$5.17K - $6.22K
|
12.9K
$598K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.36K- 24.26% |
$86.4K - $104K
|
7.36K
$340K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-71- 6.26% |
$2.6K - $3.13K
|
1.06K
$49.2K
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.37K+ 1.2% |
$86.7K - $104K
|
199K
$9.2M
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.04K+ 6.36% |
$37.9K - $45.7K
|
17.3K
$800K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
8.73K+ 0.73% |
$320K - $385K
|
1.21M
$55.7M
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
41+ 0.59% |
$1.5K - $1.81K
|
6.98K
$323K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43K+ 1.34% |
$52.2K - $62.9K
|
108K
$4.97M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-812- 7.97% |
$29.8K - $35.8K
|
9.38K
$433K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
643+ 3.88% |
$23.6K - $28.4K
|
17.2K
$796K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-400- 4.65% |
$14.7K - $17.7K
|
8.2K
$379K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
800+ 35.07% |
$29.3K - $35.3K
|
3.08K
$142K
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-300- 1.12% |
$11K - $13.2K
|
26.6K
$1.23M
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
24.8K+ 16.42% |
$909K - $1.09M
|
176K
$8.13M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.72K- 1.72% |
$62.9K - $75.8K
|
98.3K
$4.54M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4K- 2.51% |
$147K - $177K
|
155K
$7.18M
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3.44K- 37.06% |
$126K - $152K
|
5.84K
$270K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.98% |
$48.2K - $58.1K
|
45.4K
$2.1M
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-534- 3.48% |
$19.6K - $23.6K
|
14.8K
$685K
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2.7K- 31.95% |
$99K - $119K
|
5.75K
$266K
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$220 - $265
|
7.26K
$336K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.59K+ 16.19% |
$95.1K - $114K
|
18.6K
$860K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.67K+ 99.94% |
$61.1K - $73.6K
|
3.34K
$154K
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
128K+ 2.08% |
$4.7M - $5.66M
|
6.31M
$291M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-369- 0.64% |
$13.5K - $16.3K
|
57.2K
$2.64M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.21K- 9.1% |
$80.8K - $97.3K
|
22K
$1.02M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-75.3K- 53.28% |
$2.76M - $3.32M
|
66K
$3.05M
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
107+ 1.26% |
$3.92K - $4.72K
|
8.61K
$398K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.21K- 21.05% |
$80.9K - $97.4K
|
8.28K
$382K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.19K+ 5.82% |
$190K - $229K
|
94.5K
$4.36M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
8KNew |
$293K - $353K
|
8K
$370K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-226- 1.14% |
$8.28K - $9.97K
|
19.5K
$902K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-372- 2.17% |
$13.6K - $16.4K
|
16.8K
$776K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.85K- 8.23% |
$324K - $391K
|
98.8K
$4.56M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 2.54% |
$7.33K - $8.83K
|
8.08K
$374K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
342K+ 180.14% |
$12.5M - $15.1M
|
531K
$24.6M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-407- 0.32% |
$14.9K - $18K
|
125K
$5.77M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.08KNew |
$186K - $224K
|
5.08K
$235K
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-404- 3.4% |
$14.8K - $17.8K
|
11.5K
$531K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.12K- 11.5% |
$151K - $182K
|
31.7K
$1.47M
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-30- 0.62% |
$1.1K - $1.32K
|
4.78K
$221K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.13K+ 8.31% |
$41.5K - $50K
|
14.8K
$682K
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-6.29K- 5.94% |
$230K - $277K
|
99.5K
$4.6M
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
23.1K+ 9.2% |
$845K - $1.02M
|
274K
$12.6M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-500- 4.04% |
$18.3K - $22.1K
|
11.9K
$549K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
152K+ 30.3% |
$5.56M - $6.7M
|
653K
$30.2M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-615- 7.2% |
$22.5K - $27.1K
|
7.93K
$367K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.24K- 3.27% |
$119K - $143K
|
96.1K
$4.44M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-350- 0.44% |
$12.8K - $15.4K
|
78.6K
$3.63M
|