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 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-4K- 18.67% |
$119K - $154K
|
17.4K
$827K
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
155+ 0.05% |
$4.61K - $5.95K
|
338K
$16M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-389- 4.32% |
$11.6K - $14.9K
|
8.63K
$410K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
371+ 3.02% |
$11K - $14.3K
|
12.7K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
12KNew |
$357K - $461K
|
12K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-381- 0.42% |
$11.3K - $14.6K
|
91K
$4.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.98KNew |
$208K - $268K
|
6.98K
$331K
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
8.35KNew |
$249K - $321K
|
8.35K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
223K+ 13.66% |
$6.65M - $8.58M
|
1.86M
$88.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$189K - $243K
|
6.34K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-26- 0.37% |
$774 - $999
|
7.01K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.96KNew |
$237K - $306K
|
7.96K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.3K- 8.46% |
$425K - $548K
|
154K
$7.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
250+ 0.88% |
$7.44K - $9.6K
|
28.7K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
6.3KNew |
$188K - $242K
|
6.3K
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$181K - $233K
|
6.07K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
62.9KNew |
$1.87M - $2.42M
|
62.9K
$2.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
1.2KNew |
$35.7K - $46.1K
|
1.2K
$57K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.91K+ 11.47% |
$206K - $265K
|
67.2K
$3.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.08K- 5.35% |
$32K - $41.3K
|
19K
$903K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$2.98K - $3.84K
|
100
$4.75K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
95+ 25.07% |
$2.83K - $3.65K
|
474
$22.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
42+ 0.16% |
$1.25K - $1.61K
|
25.6K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.26K- 16.39% |
$67.2K - $86.7K
|
11.5K
$547K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.78K- 0.63% |
$52.9K - $68.3K
|
279K
$13.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.5K+ 21.03% |
$522K - $674K
|
101K
$4.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
6.49KNew |
$193K - $249K
|
6.49K
$308K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.46% |
$387 - $499
|
2.82K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
6.37KNew |
$190K - $245K
|
6.37K
$302K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.96K- 30.0% |
$118K - $152K
|
9.24K
$439K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-687- 1.31% |
$20.5K - $26.4K
|
51.8K
$2.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
11.8K+ 8.33% |
$351K - $453K
|
153K
$7.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
4KNew |
$119K - $154K
|
4K
$190K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.53KNew |
$194K - $251K
|
6.53K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-200- 2.1% |
$5.95K - $7.68K
|
9.34K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-26.8K- 18.26% |
$798K - $1.03M
|
120K
$5.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$380K - $490K
|
12.7K
$605K
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
7.32KNew |
$218K - $281K
|
7.32K
$348K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.34KNew |
$189K - $244K
|
6.34K
$301K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.5K- 15.15% |
$104K - $134K
|
19.6K
$931K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.48K- 5.96% |
$133K - $172K
|
70.6K
$3.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-451K- 23.25% |
$13.4M - $17.3M
|
1.49M
$70.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
430New |
$12.8K - $16.5K
|
430
$20.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
29.4KNew |
$875K - $1.13M
|
29.4K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
19.5KNew |
$581K - $749K
|
19.5K
$926K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
100New |
$2.98K - $3.84K
|
100
$4.75K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.79K+ 0.65% |
$53.3K - $68.8K
|
275K
$13.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-344- 4.11% |
$10.2K - $13.2K
|
8.03K
$381K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-6.57K- 4.81% |
$195K - $252K
|
130K
$6.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-16.4K- 40.92% |
$489K - $631K
|
23.7K
$1.13M
|