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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$403K - $520K
|
13.6K
$621K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12.8KNew |
$381K - $492K
|
12.8K
$586K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$380K - $490K
|
12.7K
$584K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
12KNew |
$357K - $461K
|
12K
$549K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
11.8K+ 8.33% |
$351K - $453K
|
153K
$7.02M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
11.7KNew |
$347K - $448K
|
11.7K
$534K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.7K+ 135.97% |
$320K - $413K
|
18.6K
$854K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
10.4K+ 9.24% |
$311K - $401K
|
123K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
9.11K+ 7.94% |
$271K - $350K
|
124K
$5.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
8.35KNew |
$249K - $321K
|
8.35K
$382K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.96KNew |
$237K - $306K
|
7.96K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
7.5KNew |
$223K - $288K
|
7.5K
$343K
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
7.32KNew |
$218K - $281K
|
7.32K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.98KNew |
$208K - $268K
|
6.98K
$320K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.91K+ 11.47% |
$206K - $265K
|
67.2K
$3.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.53KNew |
$194K - $251K
|
6.53K
$299K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
6.49KNew |
$193K - $249K
|
6.49K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
6.43KNew |
$191K - $247K
|
6.43K
$294K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.38KNew |
$190K - $245K
|
6.38K
$292K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
6.37KNew |
$190K - $245K
|
6.37K
$291K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.34KNew |
$189K - $244K
|
6.34K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$189K - $243K
|
6.34K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
6.3KNew |
$188K - $242K
|
6.3K
$288K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22KNew |
$185K - $239K
|
6.22K
$285K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
6.15KNew |
$183K - $236K
|
6.15K
$282K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.14KNew |
$183K - $236K
|
6.14K
$281K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$181K - $233K
|
6.07K
$278K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
4KNew |
$119K - $154K
|
4K
$183K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.79K+ 0.65% |
$53.3K - $68.8K
|
275K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
1.2KNew |
$35.7K - $46.1K
|
1.2K
$54.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$33.9K - $43.7K
|
1.14K
$52.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.13KNew |
$33.7K - $43.5K
|
1.13K
$51.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
916+ 9.61% |
$27.3K - $35.2K
|
10.4K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
702New |
$20.9K - $27K
|
702
$32.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
612New |
$18.2K - $23.5K
|
612
$28K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
592+ 445.11% |
$17.6K - $22.7K
|
725
$33.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
521New |
$15.5K - $20K
|
521
$23.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
474+ 57.66% |
$14.1K - $18.2K
|
1.3K
$59.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
430New |
$12.8K - $16.5K
|
430
$19.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
428+ 4.63% |
$12.7K - $16.4K
|
9.67K
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
371+ 3.02% |
$11K - $14.3K
|
12.7K
$580K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
333+ 2.2% |
$9.91K - $12.8K
|
15.5K
$709K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
319+ 12.57% |
$9.5K - $12.3K
|
2.86K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
315New |
$9.38K - $12.1K
|
315
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
300+ 1.0% |
$8.93K - $11.5K
|
30.2K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
256New |
$7.62K - $9.83K
|
256
$11.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
250+ 0.88% |
$7.44K - $9.6K
|
28.7K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
230New |
$6.85K - $8.83K
|
230
$10.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
155+ 0.05% |
$4.61K - $5.95K
|
338K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
122+ 0.16% |
$3.63K - $4.69K
|
75.4K
$3.45M
|