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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.34KNew |
$189K - $244K
|
6.34K
$303K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.5K- 15.15% |
$104K - $134K
|
19.6K
$937K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.48K- 5.96% |
$133K - $172K
|
70.6K
$3.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-451K- 23.25% |
$13.4M - $17.3M
|
1.49M
$71.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
430New |
$12.8K - $16.5K
|
430
$20.5K
|
|
|
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
$932K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
100New |
$2.98K - $3.84K
|
100
$4.78K
|
|
|
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
$384K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-6.57K- 4.81% |
$195K - $252K
|
130K
$6.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-16.4K- 40.92% |
$489K - $631K
|
23.7K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
428+ 4.63% |
$12.7K - $16.4K
|
9.67K
$462K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
521New |
$15.5K - $20K
|
521
$24.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$610K - $787K
|
20.5K
$979K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
333+ 2.2% |
$9.91K - $12.8K
|
15.5K
$740K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
49New |
$1.46K - $1.88K
|
49
$2.34K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-52- 14.86% |
$1.55K - $2K
|
298
$14.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
319+ 12.57% |
$9.5K - $12.3K
|
2.86K
$136K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
10.4K+ 9.24% |
$311K - $401K
|
123K
$5.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
45K+ 789.47% |
$1.34M - $1.73M
|
50.7K
$2.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.05K- 2.55% |
$31.2K - $40.3K
|
40K
$1.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
86New |
$2.56K - $3.3K
|
86
$4.11K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-300- 2.83% |
$8.93K - $11.5K
|
10.3K
$492K
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
13+ 0.02% |
$387 - $499
|
85.1K
$4.07M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
612New |
$18.2K - $23.5K
|
612
$29.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
916+ 9.61% |
$27.3K - $35.2K
|
10.4K
$499K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
6.15KNew |
$183K - $236K
|
6.15K
$294K
|
|
| Q3 2022 | |||||||
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-8.14KClosed |
$153K - $287K
|
0
$0
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-700Closed |
$13.2K - $24.7K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-496Closed |
$9.32K - $17.5K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
64.8K+ 56.17% |
$1.22M - $2.29M
|
180K
$8.61M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
187K+ 93.5% |
$3.52M - $6.6M
|
387K
$18.5M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-6.48KClosed |
$122K - $228K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.14K- 2.35% |
$40.2K - $75.4K
|
88.9K
$4.25M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
248KNew |
$4.67M - $8.76M
|
248K
$11.9M
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
CALL |
40KNew |
$752K - $1.41M
|
40K
$1.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.08% |
$207 - $388
|
13.6K
$647K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.93KClosed |
$92.7K - $174K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.6K- 8.82% |
$105K - $197K
|
57.9K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
791+ 0.92% |
$14.9K - $27.9K
|
86.7K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-163K- 28.81% |
$3.07M - $5.76M
|
404K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-17K- 2.19% |
$320K - $600K
|
760K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.69KNew |
$50.6K - $94.9K
|
2.69K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.05K+ 5.79% |
$95K - $178K
|
92.3K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.4KClosed |
$271K - $508K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
47.9K+ 16.65% |
$900K - $1.69M
|
335K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-2.29K- 57.4% |
$43.1K - $80.8K
|
1.7K
$81.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
43KNew |
$808K - $1.52M
|
43K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-296- 0.06% |
$5.56K - $10.4K
|
514K
$24.6M
|
|