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 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.57K+ 3.78% |
$57.5K - $69.3K
|
43.1K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
112+ 0.58% |
$4.1K - $4.94K
|
19.5K
$878K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.45K+ 29.87% |
$346K - $417K
|
41.1K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-500- 0.69% |
$18.3K - $22.1K
|
72.5K
$3.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.8K+ 11.44% |
$541K - $652K
|
144K
$6.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$3.12K - $3.75K
|
21.6K
$974K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
711+ 9.18% |
$26.1K - $31.4K
|
8.46K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-6.62K- 33.13% |
$243K - $292K
|
13.4K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-7.49K- 36.65% |
$275K - $331K
|
12.9K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-621- 1.05% |
$22.8K - $27.4K
|
58.5K
$2.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-981- 2.59% |
$36K - $43.3K
|
36.9K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-6.67K- 2.68% |
$244K - $294K
|
242K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.86K+ 18.4% |
$325K - $391K
|
57K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.06K+ 3.03% |
$38.8K - $46.8K
|
36.1K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
262+ 0.13% |
$9.6K - $11.6K
|
196K
$8.86M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
175+ 0.56% |
$6.41K - $7.72K
|
31.3K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
16.9K+ 4.45% |
$620K - $746K
|
397K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
105K+ 13.4% |
$3.83M - $4.62M
|
885K
$39.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.5K+ 6.31% |
$128K - $155K
|
59.1K
$2.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 10.23% |
$189K - $227K
|
55.5K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 1.26% |
$3.67K - $4.41K
|
7.86K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.53K- 21.14% |
$56K - $67.4K
|
5.7K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 1.65% |
$47.1K - $56.8K
|
79.2K
$3.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-209- 2.31% |
$7.66K - $9.22K
|
8.84K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.35KNew |
$123K - $148K
|
3.35K
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.22% |
$550 - $662
|
6.79K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2K- 6.19% |
$73.3K - $88.3K
|
30.3K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
97+ 1.26% |
$3.56K - $4.28K
|
7.79K
$351K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
8.17K+ 68.27% |
$299K - $360K
|
20.1K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.76K+ 22.57% |
$64.5K - $77.7K
|
9.56K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.86% |
$73.3 - $88.3
|
235
$10.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-55- 0.54% |
$2.02K - $2.43K
|
10.2K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-540- 1.38% |
$19.8K - $23.8K
|
38.7K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.02K- 5.78% |
$37.5K - $45.1K
|
16.7K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-74- 0.57% |
$2.71K - $3.27K
|
12.9K
$581K
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 1.02% |
$77K - $92.8K
|
208K
$9.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
402+ 6.67% |
$14.7K - $17.7K
|
6.43K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-23- 0.28% |
$843 - $1.01K
|
8.18K
$369K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.07% |
$476 - $574
|
19.2K
$865K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
281+ 3.79% |
$10.3K - $12.4K
|
7.7K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-22K- 2.51% |
$806K - $970K
|
853K
$38.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
146+ 1.33% |
$5.35K - $6.44K
|
11.1K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.3K- 37.44% |
$121K - $146K
|
5.51K
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.36K+ 23.51% |
$86.5K - $104K
|
12.4K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.86K+ 10.36% |
$68.1K - $82K
|
19.8K
$893K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.12K- 5.19% |
$40.9K - $49.3K
|
20.4K
$920K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 12.9% |
$37K - $44.5K
|
8.83K
$398K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.98K- 6.35% |
$256K - $308K
|
103K
$4.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.56K+ 13.64% |
$57.2K - $68.9K
|
13K
$587K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-522- 8.24% |
$19.1K - $23K
|
5.81K
$262K
|