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 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-14.6K- 13.88% |
$535K - $645K
|
90.6K
$4.19M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.83K+ 21.51% |
$177K - $213K
|
27.3K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$503K - $605K
|
13.7K
$634K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.16K+ 40.66% |
$116K - $140K
|
10.9K
$506K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.8K- 1.25% |
$176K - $212K
|
380K
$17.6M
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-20.8K- 6.77% |
$762K - $918K
|
287K
$13.2M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-43- 0.65% |
$1.58K - $1.9K
|
6.56K
$303K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-810- 13.23% |
$29.7K - $35.7K
|
5.31K
$246K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 21.15% |
$58.6K - $70.5K
|
5.96K
$275K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-501- 2.12% |
$18.4K - $22.1K
|
23.2K
$1.07M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-50- 0.02% |
$1.83K - $2.21K
|
224K
$10.3M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.22K+ 0.84% |
$81.3K - $97.9K
|
266K
$12.3M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.09K- 11.07% |
$113K - $136K
|
24.8K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
14.2K+ 262.46% |
$521K - $628K
|
19.6K
$908K
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-827- 5.81% |
$30.3K - $36.5K
|
13.4K
$620K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.87% |
$60.9K - $73.4K
|
59.7K
$2.76M
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
29.3K+ 4341.48% |
$1.07M - $1.29M
|
30K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
368+ 0.8% |
$13.5K - $16.2K
|
46.5K
$2.15M
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
11.4K+ 20.38% |
$418K - $503K
|
67.3K
$3.11M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-48- 0.34% |
$1.76K - $2.12K
|
14.2K
$656K
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-67- 1.02% |
$2.46K - $2.96K
|
6.52K
$301K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-216- 3.02% |
$7.92K - $9.53K
|
6.93K
$320K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.39K+ 3.17% |
$161K - $194K
|
143K
$6.6M
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-217K- 86.87% |
$7.96M - $9.59M
|
32.8K
$1.52M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-14.5K- 4.7% |
$533K - $641K
|
295K
$13.6M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.28K- 4.94% |
$83.4K - $100K
|
43.8K
$2.02M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.91K+ 19.45% |
$70K - $84.3K
|
11.7K
$542K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
751+ 4.49% |
$27.5K - $33.1K
|
17.5K
$808K
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-776- 1.54% |
$28.4K - $34.2K
|
49.7K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-15.8K- 14.28% |
$578K - $696K
|
94.7K
$4.37M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.28K+ 11.96% |
$46.9K - $56.5K
|
12K
$554K
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
32+ 0.57% |
$1.17K - $1.41K
|
5.67K
$262K
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-397- 1.84% |
$14.6K - $17.5K
|
21.1K
$976K
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.25% |
$1.1K - $1.32K
|
12.3K
$567K
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-2.36K- 8.41% |
$86.3K - $104K
|
25.6K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-4.72K- 6.52% |
$173K - $208K
|
67.6K
$3.13M
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.32K- 1.19% |
$85K - $102K
|
192K
$8.89M
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.96K- 2.74% |
$71.8K - $86.5K
|
69.7K
$3.22M
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-6.41K- 0.75% |
$235K - $283K
|
848K
$39.2M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2K- 22.13% |
$73.2K - $88.1K
|
7.03K
$325K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-200- 20.0% |
$7.33K - $8.83K
|
800
$37K
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.25K- 33.61% |
$119K - $143K
|
6.42K
$297K
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.98K+ 1.24% |
$72.6K - $87.4K
|
161K
$7.44M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.3K- 2.58% |
$157K - $190K
|
162K
$7.48M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
419+ 3.36% |
$15.4K - $18.5K
|
12.9K
$595K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
542K+ 1842.72% |
$19.9M - $23.9M
|
571K
$26.4M
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
19.8K+ 3.23% |
$726K - $875K
|
634K
$29.3M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-191- 29.03% |
$7K - $8.43K
|
467
$21.6K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.46K- 5.21% |
$200K - $241K
|
99.2K
$4.59M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-7.25K- 15.37% |
$266K - $320K
|
39.9K
$1.85M
|