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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-100- 0.18% |
$3.47K - $4K
|
56.1K
$2.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.17K- 16.82% |
$40.6K - $46.8K
|
5.78K
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.27K+ 6.97% |
$44K - $50.8K
|
19.5K
$899K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
252+ 3.59% |
$8.74K - $10.1K
|
7.27K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.97% |
$34.7 - $40
|
104
$4.81K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
571New |
$19.8K - $22.9K
|
571
$26.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.55K- 2.27% |
$158K - $182K
|
196K
$9.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$34.7 - $40
|
51.5K
$2.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 11.11% |
$763 - $880
|
220
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3.2K+ 1.3% |
$111K - $128K
|
249K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-149- 2.13% |
$5.17K - $5.96K
|
6.86K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.54KNew |
$192K - $222K
|
5.54K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.84K+ 8.77% |
$168K - $194K
|
60.1K
$2.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-36- 0.69% |
$1.25K - $1.44K
|
5.21K
$241K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
31+ 8.86% |
$1.08K - $1.24K
|
381
$17.6K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
150+ 2.47% |
$5.2K - $6K
|
6.22K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.2K- 11.97% |
$41.4K - $47.8K
|
8.79K
$406K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.84K- 24.52% |
$63.6K - $73.4K
|
5.65K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-155- 2.5% |
$5.38K - $6.2K
|
6.05K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
506New |
$17.5K - $20.3K
|
506
$23.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 19.32% |
$52K - $60K
|
9.27K
$428K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.99K- 3.32% |
$277K - $320K
|
232K
$10.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
5.37KNew |
$186K - $215K
|
5.37K
$248K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-250- 1.18% |
$8.67K - $10K
|
21K
$971K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.34% |
$1.73K - $2K
|
14.9K
$686K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 0.23% |
$1.56K - $1.8K
|
19.2K
$887K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-281- 2.54% |
$9.75K - $11.2K
|
10.8K
$498K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.91K+ 7.93% |
$66.1K - $76.3K
|
25.9K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.1K- 3.63% |
$420K - $484K
|
322K
$14.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.85K+ 0.45% |
$203K - $234K
|
1.31M
$60.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-311- 4.05% |
$10.8K - $12.4K
|
7.36K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.65K- 48.89% |
$57.2K - $66K
|
1.73K
$79.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-700- 2.66% |
$24.3K - $28K
|
25.7K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 5.98% |
$12.1K - $14K
|
5.5K
$254K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$4.62K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-497- 5.53% |
$17.2K - $19.9K
|
8.5K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-77- 0.5% |
$2.67K - $3.08K
|
15.3K
$708K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
248+ 15.09% |
$8.6K - $9.92K
|
1.89K
$87.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
56.3KNew |
$1.95M - $2.25M
|
56.3K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
523+ 4.99% |
$18.1K - $20.9K
|
11K
$509K
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.5K- 11.03% |
$52K - $60K
|
12.1K
$559K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-285- 0.11% |
$9.88K - $11.4K
|
252K
$11.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
507+ 8.55% |
$17.6K - $20.3K
|
6.44K
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.44K+ 2.18% |
$84.4K - $97.4K
|
114K
$5.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.4K+ 23.1% |
$48.7K - $56.2K
|
7.48K
$346K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
720+ 8.1% |
$25K - $28.8K
|
9.6K
$444K
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.93K- 2.55% |
$344K - $397K
|
379K
$17.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
712+ 10.18% |
$24.7K - $28.5K
|
7.7K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-6.27K- 52.37% |
$217K - $251K
|
5.7K
$263K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
810+ 2.02% |
$28.1K - $32.4K
|
41K
$1.89M
|