Latest Institutional Purchases of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
588+ 0.23% |
$23.1K - $28.1K
|
261K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
573+ 2.07% |
$22.5K - $27.4K
|
28.3K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
572+ 3.17% |
$22.4K - $27.3K
|
18.6K
$868K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
564+ 0.66% |
$22.1K - $26.9K
|
86.4K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 9.02% |
$21.5K - $26.2K
|
6.62K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
534+ 3.43% |
$20.9K - $25.5K
|
16.1K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
523+ 0.53% |
$20.5K - $25K
|
99K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
511+ 6.73% |
$20K - $24.4K
|
8.1K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
510+ 152.69% |
$20K - $24.4K
|
844
$39.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
500New |
$19.6K - $23.9K
|
500
$23.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500+ 4.18% |
$19.6K - $23.9K
|
12.5K
$582K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
497New |
$19.5K - $23.7K
|
497
$23.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
476+ 2.56% |
$18.7K - $22.7K
|
19.1K
$891K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
466+ 5.84% |
$18.3K - $22.3K
|
8.44K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
463+ 4.26% |
$18.2K - $22.1K
|
11.3K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
458+ 0.26% |
$18K - $21.9K
|
177K
$8.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
452+ 0.16% |
$17.7K - $21.6K
|
279K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
451+ 1.02% |
$17.7K - $21.5K
|
44.6K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
438+ 4.65% |
$17.2K - $20.9K
|
9.87K
$460K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
431+ 6.07% |
$16.9K - $20.6K
|
7.54K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
420+ 0.49% |
$16.5K - $20.1K
|
85.7K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
408+ 6.58% |
$16K - $19.5K
|
6.61K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
404+ 1.65% |
$15.8K - $19.3K
|
24.8K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 6.18% |
$15.8K - $19.3K
|
6.95K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
400+ 1.18% |
$15.7K - $19.1K
|
34.3K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
399+ 4.14% |
$15.6K - $19.1K
|
10K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
395+ 3.67% |
$15.5K - $18.9K
|
11.2K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
372+ 4.71% |
$14.6K - $17.8K
|
8.27K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
365+ 0.58% |
$14.3K - $17.4K
|
62.9K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
359+ 3.7% |
$14.1K - $17.1K
|
10.1K
$470K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
359+ 4.61% |
$14.1K - $17.1K
|
8.15K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
333+ 0.16% |
$13.1K - $15.9K
|
205K
$9.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.41% |
$12.9K - $15.8K
|
14K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
323+ 4.35% |
$12.7K - $15.4K
|
7.75K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
318+ 0.39% |
$12.5K - $15.2K
|
81.1K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
313+ 0.79% |
$12.3K - $15K
|
39.9K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
312+ 6.1% |
$12.2K - $14.9K
|
5.43K
$253K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
310+ 2.69% |
$12.2K - $14.8K
|
11.8K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
300+ 3.84% |
$11.8K - $14.3K
|
8.11K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
280+ 0.37% |
$11K - $13.4K
|
76.3K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
280+ 0.72% |
$11K - $13.4K
|
39.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
270+ 2.89% |
$10.6K - $12.9K
|
9.62K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
266+ 1.85% |
$10.4K - $12.7K
|
14.7K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
262+ 2.59% |
$10.3K - $12.5K
|
10.4K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
248+ 0.77% |
$9.73K - $11.8K
|
32.4K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
235+ 1.81% |
$9.22K - $11.2K
|
13.2K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
231+ 2.63% |
$9.06K - $11K
|
9.02K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
226+ 2.67% |
$8.86K - $10.8K
|
8.69K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
222+ 1.71% |
$8.71K - $10.6K
|
13.2K
$616K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
205+ 0.65% |
$8.04K - $9.79K
|
31.5K
$1.47M
|