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 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-200- 0.03% |
$5.4K - $6.11K
|
700K
$33.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-36.5K- 24.11% |
$984K - $1.11M
|
115K
$5.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-14- 0.2% |
$378 - $428
|
7.13K
$339K
|
|
|
Jul 20, 2023
Q2 2023
|
Pm Capital LTD
|
BUY
|
- |
407K+ 22.29% |
$11M - $12.4M
|
2.23M
$106M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 19.78% |
$486 - $550
|
109
$5.18K
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-32K- 41.29% |
$864K - $978K
|
45.5K
$2.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-260- 2.96% |
$7.02K - $7.95K
|
8.54K
$405K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
233+ 1.52% |
$6.29K - $7.12K
|
15.6K
$740K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-756- 7.39% |
$20.4K - $23.1K
|
9.47K
$450K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$2.7K - $3.06K
|
100
$4.75K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-260- 72.63% |
$7.02K - $7.95K
|
98
$4.65K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.4K- 11.75% |
$64.8K - $73.4K
|
18K
$856K
|
|
|
Jul 13, 2023
Q2 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-5K- 0.4% |
$135K - $153K
|
1.24M
$59.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.42% |
$1.35K - $1.53K
|
11.8K
$561K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-11.9K- 65.93% |
$321K - $364K
|
6.15K
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-932- 11.38% |
$25.2K - $28.5K
|
7.26K
$345K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-543- 1.31% |
$14.7K - $16.6K
|
40.9K
$1.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$13.5K - $15.3K
|
500
$23.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54+ 20.38% |
$1.46K - $1.65K
|
319
$15.1K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
873+ 48.99% |
$23.6K - $26.7K
|
2.66K
$126K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
166KNew |
$4.48M - $6.1M
|
166K
$7.88M
|
|
|
May 10, 2024
Q1 2023
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
425KNew |
$11.5M - $15.6M
|
425K
$20.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-14.9KClosed |
$402K - $548K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
50+ 0.2% |
$1.35K - $1.84K
|
25.6K
$1.21M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.4K- 6.49% |
$37.8K - $51.5K
|
20.2K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 37.08% |
$412K - $561K
|
56.4K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
301K+ 9.71% |
$8.12M - $11.1M
|
3.4M
$162M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.62K- 41.96% |
$259K - $354K
|
13.3K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$307K - $418K
|
11.4K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
SELL
|
- |
-803- 2.81% |
$21.7K - $29.5K
|
27.8K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
15.2KNew |
$410K - $559K
|
15.2K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-276K- 23.9% |
$7.45M - $10.2M
|
879K
$41.8M
|
|
|
May 15, 2023
Q1 2023
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
PUT |
80.3KNew |
$2.17M - $2.95M
|
80.3K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
14KNew |
$377K - $514K
|
14K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-81.2KClosed |
$2.19M - $2.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 64.53% |
$506K - $690K
|
47.9K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
200KNew |
$5.39M - $7.35M
|
200K
$9.5M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
20KNew |
$539K - $735K
|
20K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
13.1K+ 79.52% |
$352K - $480K
|
29.5K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
5MNew |
$135M - $184M
|
5M
$237M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-208K- 92.23% |
$5.61M - $7.64M
|
17.5K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
3KNew |
$80.9K - $110K
|
3K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.85K+ 107.89% |
$185K - $252K
|
13.2K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
10.8KNew |
$291K - $396K
|
10.8K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
450KNew |
$12.1M - $16.5M
|
450K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-20K- 40.0% |
$539K - $735K
|
30K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-140- 0.69% |
$3.78K - $5.15K
|
20.1K
$956K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
20KNew |
$539K - $735K
|
20K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
2.5KNew |
$67.4K - $91.9K
|
2.5K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-47.5K- 57.99% |
$1.28M - $1.75M
|
34.4K
$1.63M
|
|