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 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-397- 3.88% |
$13.8K - $15.9K
|
9.84K
$455K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
306New |
$10.6K - $12.2K
|
306
$14.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-146- 6.69% |
$5.06K - $5.84K
|
2.04K
$94K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6+ 0.1% |
$208 - $240
|
6.15K
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
571+ 6.81% |
$19.8K - $22.9K
|
8.96K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.05% |
$104 - $120
|
6.18K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
5.07KNew |
$176K - $203K
|
5.07K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.35KNew |
$46.7K - $53.9K
|
1.35K
$62.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-20K- 10.0% |
$694K - $800K
|
180K
$8.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.15K- 24.2% |
$109K - $126K
|
9.88K
$456K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-516- 3.19% |
$17.9K - $20.7K
|
15.7K
$723K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-195- 78.0% |
$6.76K - $7.8K
|
55
$2.54K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-388- 6.46% |
$13.5K - $15.5K
|
5.61K
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-667- 3.05% |
$23.1K - $26.7K
|
21.2K
$979K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18+ 1.57% |
$624 - $720
|
1.16K
$53.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-31KClosed |
$1.07M - $1.24M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
191KNew |
$6.63M - $7.65M
|
191K
$8.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
PUT |
13.6KNew |
$472K - $544K
|
13.6K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.6KNew |
$645K - $744K
|
18.6K
$859K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.45% |
$867 - $1K
|
5.59K
$258K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-810- 11.39% |
$28.1K - $32.4K
|
6.3K
$291K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-150- 2.52% |
$5.2K - $6K
|
5.8K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
538New |
$18.7K - $21.5K
|
538
$24.9K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.93K- 5.98% |
$102K - $117K
|
46.1K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.9K+ 74.06% |
$724K - $835K
|
49K
$2.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
5.15KNew |
$179K - $206K
|
5.15K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-350- 4.5% |
$12.1K - $14K
|
7.42K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
31+ 0.51% |
$1.08K - $1.24K
|
6.16K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-601- 6.85% |
$20.8K - $24.1K
|
8.18K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.71KNew |
$233K - $269K
|
6.71K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.05K- 11.24% |
$36.4K - $42K
|
8.3K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
725+ 221.04% |
$25.1K - $29K
|
1.05K
$48.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.17KNew |
$249K - $287K
|
7.17K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-140K- 94.2% |
$4.86M - $5.61M
|
8.63K
$399K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
359KNew |
$12.5M - $14.4M
|
359K
$16.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.99K+ 16.19% |
$208K - $240K
|
43K
$1.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-100- 0.64% |
$3.47K - $4K
|
15.6K
$720K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
832+ 1.43% |
$28.9K - $33.3K
|
59.1K
$2.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-108- 0.89% |
$3.75K - $4.32K
|
12.1K
$557K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.72K- 9.0% |
$94.3K - $109K
|
27.5K
$1.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-390- 3.85% |
$13.5K - $15.6K
|
9.74K
$450K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.25KNew |
$78.1K - $90.2K
|
2.25K
$104K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
180+ 8.12% |
$6.24K - $7.2K
|
2.4K
$111K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$6.94K - $8K
|
200
$9.24K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 6.67% |
$4.16K - $4.8K
|
1.68K
$77.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
11.9KNew |
$411K - $474K
|
11.9K
$548K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.79K+ 89.5% |
$96.6K - $111K
|
5.9K
$273K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 0.31% |
$1.7K - $1.96K
|
15.9K
$733K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-400- 5.4% |
$13.9K - $16K
|
7K
$324K
|