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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$36.2K - $43.2K
|
29.1K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
130+ 1.54% |
$4.12K - $4.93K
|
8.58K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$184K - $220K
|
5.8K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.6KNew |
$114K - $136K
|
3.6K
$172K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.55% |
$1.24K - $1.48K
|
7.1K
$339K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-616- 2.93% |
$19.5K - $23.4K
|
20.4K
$974K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.08K- 41.52% |
$129K - $155K
|
5.74K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-696- 7.11% |
$22.1K - $26.4K
|
9.1K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-403- 2.62% |
$12.8K - $15.3K
|
15K
$715K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.1KNew |
$383K - $458K
|
12.1K
$576K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-176K- 99.86% |
$5.58M - $6.67M
|
244
$11.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-574K- 85.79% |
$18.2M - $21.8M
|
95K
$4.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 66.67% |
$3.17K - $3.79K
|
50
$2.39K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
34.9KNew |
$1.11M - $1.32M
|
34.9K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.42KNew |
$172K - $206K
|
5.42K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.23K- 15.21% |
$39.2K - $46.8K
|
6.88K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
20K+ 58723.53% |
$634K - $757K
|
20K
$955K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-114- 1.35% |
$3.62K - $4.32K
|
8.34K
$398K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-400- 40.0% |
$12.7K - $15.2K
|
600
$28.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-50- 1.16% |
$1.59K - $1.9K
|
4.26K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-50K- 59.28% |
$1.59M - $1.9M
|
34.4K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-79.5K- 7.2% |
$2.52M - $3.01M
|
1.02M
$48.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-45.7K- 19.15% |
$1.45M - $1.73M
|
193K
$9.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
5.33KNew |
$169K - $202K
|
5.33K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-222- 3.66% |
$7.04K - $8.42K
|
5.84K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
5.9KNew |
$187K - $224K
|
5.9K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-1.42K- 14.74% |
$45.1K - $53.8K
|
8.21K
$392K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
34.7KNew |
$1.1M - $1.32M
|
34.7K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.16K+ 4856.92% |
$100K - $120K
|
3.22K
$154K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.51KNew |
$175K - $209K
|
5.51K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-210- 2.61% |
$6.66K - $7.96K
|
7.85K
$375K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
5.88KNew |
$187K - $223K
|
5.88K
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
5.35KNew |
$170K - $203K
|
5.35K
$256K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
237+ 30.42% |
$7.52K - $8.99K
|
1.02K
$48.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-45- 3.14% |
$1.43K - $1.71K
|
1.39K
$66.2K
|
|
|
Apr 04, 2024
Q1 2024
|
Charlie Munger
Daily Journal Corp
|
SELL
|
- |
-300K- 13.04% |
$9.52M - $11.4M
|
2M
$95.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-23- 1.41% |
$730 - $872
|
1.61K
$76.7K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-959- 14.84% |
$30.4K - $36.4K
|
5.5K
$263K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
1.75K+ 388.89% |
$55.5K - $66.4K
|
2.2K
$105K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.95M+ 4.49% |
$49M - $66.1M
|
45.3M
$2.17B
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-1.43K- 5.35% |
$36K - $48.5K
|
25.3K
$1.21M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 96.29% |
$257K - $346K
|
20.8K
$993K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$203K - $273K
|
8.05K
$384K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-137- 7.17% |
$3.45K - $4.65K
|
1.77K
$84.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.78KNew |
$171K - $230K
|
6.78K
$324K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.99K- 20.33% |
$50.1K - $67.5K
|
7.8K
$373K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3+ 300.0% |
$75.5 - $102
|
4
$191
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
75KNew |
$1.89M - $2.55M
|
75K
$3.58M
|
|