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 15, 2022
Q2 2022
|
Bradley Mark J.
|
SELL
|
- |
-6KClosed |
$187K - $245K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
187+ 0.45% |
$5.82K - $7.65K
|
42.1K
$1.95M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5.01KClosed |
$156K - $205K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
15KNew |
$467K - $614K
|
15K
$693K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.97KClosed |
$186K - $244K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.07K- 15.45% |
$64.5K - $84.7K
|
11.3K
$524K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-306- 0.22% |
$9.53K - $12.5K
|
137K
$6.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
870+ 15.41% |
$27.1K - $35.6K
|
6.52K
$301K
|
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-5.49KClosed |
$171K - $225K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-35.3KClosed |
$1.1M - $1.44M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-5.14KClosed |
$160K - $210K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.56K- 9.25% |
$79.7K - $105K
|
25.1K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-628KClosed |
$19.5M - $25.7M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 28.73% |
$63K - $82.8K
|
9.07K
$419K
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-5.26KClosed |
$164K - $215K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-15.8K- 66.94% |
$493K - $648K
|
7.82K
$362K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
9.78KNew |
$304K - $400K
|
9.78K
$452K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
352+ 4.22% |
$11K - $14.4K
|
8.69K
$402K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
CALL |
5.5KNew |
$171K - $225K
|
5.5K
$254K
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.7KNew |
$209K - $274K
|
6.7K
$310K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.66K- 99.9% |
$332K - $427K
|
9
$416
|
|
|
Sep 04, 2024
Q1 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-71.4K- 23.63% |
$2.74M - $3.52M
|
231K
$10.7M
|
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-52.3KClosed |
$2.01M - $2.58M
|
0
$0
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.71KClosed |
$372K - $479K
|
0
$0
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-61.8K- 66.67% |
$2.37M - $3.05M
|
30.9K
$1.43M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
56KNew |
$2.15M - $2.77M
|
56K
$2.59M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.64KNew |
$216K - $279K
|
5.64K
$261K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-59- 0.77% |
$2.26K - $2.91K
|
7.59K
$351K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3+ 25.0% |
$115 - $148
|
15
$693
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-5.32KClosed |
$204K - $263K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-521Closed |
$20K - $25.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Oakmont Corp
|
BUY
|
- |
1.46KNew |
$55.8K - $71.8K
|
1.46K
$67.2K
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
12.5KNew |
$479K - $617K
|
12.5K
$578K
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-17.1KClosed |
$656K - $844K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
$7.67K - $9.88K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goff John C
Fort Worth, TX |
BUY
|
- |
8.85KNew |
$339K - $437K
|
8.85K
$409K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-331- 0.86% |
$12.7K - $16.3K
|
38.2K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.6KClosed |
$176K - $227K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-400KClosed |
$15.3M - $19.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-8.45KClosed |
$324K - $417K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-224KClosed |
$8.6M - $11.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-62.9K- 71.56% |
$2.41M - $3.11M
|
25K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-77Closed |
$2.95K - $3.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-6.59KClosed |
$253K - $325K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-101Closed |
$3.87K - $4.99K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-9.09KClosed |
$348K - $449K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-11.2KClosed |
$428K - $552K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
CALL |
10.6KNew |
$406K - $523K
|
10.6K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-17.6KClosed |
$673K - $867K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-55.5KClosed |
$2.13M - $2.74M
|
0
$0
|
|