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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
CALL |
15KNew |
$282K - $529K
|
15K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$264K - $495K
|
14K
$660K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$252K - $473K
|
13.4K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
9.73K+ 43.34% |
$183K - $343K
|
32.2K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.45KNew |
$140K - $263K
|
7.45K
$350K
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.36KNew |
$138K - $260K
|
7.36K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
6.34KNew |
$119K - $224K
|
6.34K
$298K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.07KNew |
$114K - $214K
|
6.07K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.05K+ 5.79% |
$95K - $178K
|
92.3K
$4.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
4.94KNew |
$92.8K - $174K
|
4.94K
$232K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
4.37K+ 20.78% |
$82.1K - $154K
|
25.4K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
3.06K+ 0.61% |
$57.6K - $108K
|
503K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.69KNew |
$50.6K - $94.9K
|
2.69K
$127K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.65K+ 37.63% |
$49.8K - $93.5K
|
9.69K
$456K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.56K+ 791.64% |
$48.1K - $90.2K
|
2.88K
$135K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.39K+ 34.05% |
$44.8K - $84.1K
|
9.39K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
2KNew |
$37.6K - $70.5K
|
2K
$94K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$37.6K - $70.5K
|
2K
$94K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
2K+ 22.29% |
$37.6K - $70.5K
|
11K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1.86K+ 0.44% |
$34.9K - $65.5K
|
423K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
1.5KNew |
$28.2K - $52.9K
|
1.5K
$70.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
BUY
|
- |
1.09KNew |
$20.5K - $38.4K
|
1.09K
$51.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.08K+ 2.8% |
$20.4K - $38.2K
|
39.8K
$1.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
1K+ 5.83% |
$18.8K - $35.3K
|
18.2K
$854K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
899+ 2.06% |
$16.9K - $31.7K
|
44.5K
$2.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
800New |
$15K - $28.2K
|
800
$37.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
791+ 0.92% |
$14.9K - $27.9K
|
86.7K
$4.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
768+ 2.9% |
$14.4K - $27.1K
|
27.2K
$1.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
600New |
$11.3K - $21.2K
|
600
$28.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
551+ 48.33% |
$10.4K - $19.4K
|
1.69K
$79.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
537+ 2.96% |
$10.1K - $18.9K
|
18.7K
$880K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
517+ 4.01% |
$9.72K - $18.2K
|
13.4K
$631K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
492+ 27.84% |
$9.25K - $17.4K
|
2.26K
$106K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
450+ 3000.0% |
$8.46K - $15.9K
|
465
$21.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
437+ 4.05% |
$8.22K - $15.4K
|
11.2K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
330+ 0.08% |
$6.2K - $11.6K
|
397K
$18.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Canal Insurance CO
|
BUY
|
CALL |
200New |
$3.76K - $7.05K
|
200
$9.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
195New |
$3.67K - $6.88K
|
195
$9.17K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
150New |
$2.82K - $5.29K
|
150
$7.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
119+ 1.2% |
$2.24K - $4.2K
|
10K
$470K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.08% |
$207 - $388
|
13.6K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7+ 0.05% |
$132 - $247
|
15K
$707K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$37.6 - $70.5
|
15.2K
$713K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.27% |
$18.8 - $35.3
|
366
$17.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1+ 0.01% |
$18.8 - $35.3
|
10K
$470K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
1.15MNew |
$35.8M - $47M
|
1.15M
$54.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
CALL |
1MNew |
$31.1M - $40.9M
|
1M
$47M
|
|
|
Aug 15, 2022
Q2 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
175KNew |
$5.45M - $7.16M
|
175K
$8.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
170KNew |
$5.29M - $6.95M
|
170K
$7.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
145KNew |
$4.51M - $5.93M
|
145K
$6.82M
|
|