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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.84K+ 64.87% |
$172K - $232K
|
17.4K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
652KNew |
$16.4M - $22.1M
|
652K
$31.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
2.26K+ 5.34% |
$57K - $76.8K
|
44.7K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
55KNew |
$1.38M - $1.87M
|
55K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-131K- 60.94% |
$3.29M - $4.43M
|
83.7K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-12K- 50.32% |
$303K - $409K
|
11.9K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.21K- 5.21% |
$30.5K - $41.1K
|
22.1K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.46% |
$26.8K - $36.2K
|
18.5K
$882K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.7K+ 9.8% |
$369K - $498K
|
164K
$7.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$327 - $441
|
13
$621
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$822K - $1.11M
|
32.7K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.45K+ 359.95% |
$112K - $151K
|
5.69K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-500K- 54.14% |
$12.6M - $17M
|
424K
$20.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
200New |
$5.03K - $6.79K
|
200
$9.55K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
49K+ 12.47% |
$1.23M - $1.66M
|
442K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.34K+ 2.52% |
$33.7K - $45.4K
|
54.4K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3K+ 14.91% |
$75.4K - $102K
|
23.1K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-8.35K- 15.61% |
$210K - $283K
|
45.1K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
7.52KNew |
$189K - $255K
|
7.52K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
SELL
|
- |
-366K- 27.93% |
$9.21M - $12.4M
|
944K
$45.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-345- 4.1% |
$8.68K - $11.7K
|
8.06K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-1.8K- 64.29% |
$45.3K - $61.1K
|
1K
$47.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100- 13.64% |
$2.52K - $3.39K
|
633
$30.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.52K+ 53.36% |
$164K - $221K
|
18.7K
$896K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.51K- 23.89% |
$88.3K - $119K
|
11.2K
$534K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-8.42K- 23.04% |
$212K - $286K
|
28.1K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
CALL |
234KNew |
$5.89M - $7.94M
|
234K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.54KNew |
$165K - $222K
|
6.54K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
958New |
$24.1K - $32.5K
|
958
$45.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-9.94K- 18.67% |
$250K - $337K
|
43.3K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.6KNew |
$670K - $904K
|
26.6K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$75.5 - $102
|
3
$143
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.87KNew |
$47.1K - $63.6K
|
1.87K
$89.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.65K- 6.51% |
$243K - $328K
|
139K
$6.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-368- 1.74% |
$9.26K - $12.5K
|
20.8K
$992K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 18.57% |
$37.6K - $50.7K
|
9.53K
$455K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
3KNew |
$75.5K - $102K
|
3K
$143K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-14K- 1.9% |
$352K - $475K
|
724K
$34.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.95K- 14.62% |
$49.1K - $66.2K
|
11.4K
$544K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.02KNew |
$152K - $204K
|
6.02K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-49.1K- 59.74% |
$1.24M - $1.67M
|
33.1K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
6.89KNew |
$173K - $234K
|
6.89K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 3.87% |
$25.2K - $33.9K
|
24.9K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
500New |
$12.6K - $17K
|
500
$23.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-1.48K- 17.44% |
$37.2K - $50.1K
|
6.99K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
CALL |
-2.4K- 50.0% |
$60.4K - $81.5K
|
2.4K
$115K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-42.4K- 99.66% |
$1.07M - $1.44M
|
145
$6.93K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.7K+ 18.03% |
$270K - $365K
|
70.3K
$3.36M
|