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 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.32K- 4.63% |
$35.5K - $48.4K
|
27.1K
$1.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
672+ 0.71% |
$18.1K - $24.7K
|
96K
$4.56M
|
|
| Q4 2022 | |||||||
|
Apr 25, 2025
Q4 2022
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-10K- 33.33% |
$298K - $384K
|
20K
$950K
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
5.6K+ 3.3% |
$167K - $215K
|
175K
$8.32M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.16% |
$447 - $576
|
9.24K
$439K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12.8KNew |
$381K - $492K
|
12.8K
$608K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22KNew |
$185K - $239K
|
6.22K
$295K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.7K+ 135.97% |
$320K - $413K
|
18.6K
$885K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
11.7KNew |
$347K - $448K
|
11.7K
$554K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
152KNew |
$4.52M - $5.83M
|
152K
$7.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.26K- 29.54% |
$37.5K - $48.4K
|
3.01K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-5K- 19.92% |
$149K - $192K
|
20.1K
$954K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
29K+ 541.8% |
$862K - $1.11M
|
34.3K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
702New |
$20.9K - $27K
|
702
$33.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
19+ 0.21% |
$566 - $730
|
8.95K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-2.5K- 12.69% |
$74.3K - $95.9K
|
17.2K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-250- 0.78% |
$7.44K - $9.6K
|
31.9K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
300+ 1.0% |
$8.93K - $11.5K
|
30.2K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
82.2K+ 1.85% |
$2.45M - $3.16M
|
4.53M
$215M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-817- 0.92% |
$24.3K - $31.4K
|
87.9K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-580- 8.45% |
$17.3K - $22.3K
|
6.28K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.52K- 3.85% |
$164K - $212K
|
138K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-70K- 70.0% |
$2.08M - $2.69M
|
30K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
80KNew |
$2.38M - $3.07M
|
80K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
15KNew |
$448K - $578K
|
15K
$714K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-13.5K- 0.09% |
$403K - $520K
|
15M
$711M
|
|
|
Feb 14, 2023
Q4 2022
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
150KNew |
$4.47M - $5.76M
|
150K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
256New |
$7.62K - $9.83K
|
256
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
321KNew |
$9.56M - $12.3M
|
321K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
22.4KNew |
$666K - $859K
|
22.4K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
315New |
$9.38K - $12.1K
|
315
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-66KClosed |
$1.96M - $2.53M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
40.5K+ 1.47% |
$1.21M - $1.56M
|
2.8M
$133M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
82.8KNew |
$2.46M - $3.18M
|
82.8K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$298 - $384
|
10
$475
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
230New |
$6.85K - $8.83K
|
230
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
7.5KNew |
$223K - $288K
|
7.5K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$403K - $520K
|
13.6K
$643K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
474+ 57.66% |
$14.1K - $18.2K
|
1.3K
$61.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-15.3K- 55.71% |
$457K - $590K
|
12.2K
$579K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
122+ 0.16% |
$3.63K - $4.69K
|
75.4K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
42.6K+ 72.4% |
$1.27M - $1.64M
|
101K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-34.7M- 99.67% |
$1.03B - $1.33B
|
115K
$5.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Wishbone Management, LP
Chicago, IL |
BUY
|
- |
1.25MNew |
$37.2M - $48M
|
1.25M
$59.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
100KNew |
$2.98M - $3.84M
|
100K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
9.11K+ 7.94% |
$271K - $350K
|
124K
$5.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-645- 4.67% |
$19.2K - $24.8K
|
13.2K
$625K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
592+ 445.11% |
$17.6K - $22.7K
|
725
$34.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-89.9K- 84.57% |
$2.68M - $3.45M
|
16.4K
$779K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.29K- 27.51% |
$187K - $242K
|
16.6K
$787K
|
|