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 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
32.3K+ 11.27% |
$1.27M - $1.54M
|
319K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-242- 3.59% |
$9.49K - $11.6K
|
6.5K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.58K+ 2.09% |
$101K - $123K
|
126K
$5.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
418KNew |
$16.4M - $20M
|
418K
$19.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-15.6K- 7.29% |
$610K - $743K
|
198K
$9.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
22K+ 36.96% |
$864K - $1.05M
|
81.6K
$3.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.11% |
$118 - $143
|
2.81K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Arga Investment Management, LP
|
BUY
|
- |
142K+ 60.67% |
$5.57M - $6.79M
|
376K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
15.1KNew |
$592K - $721K
|
15.1K
$702K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-595- 2.78% |
$23.3K - $28.4K
|
20.8K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.69KNew |
$184K - $224K
|
4.69K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
132+ 1.62% |
$5.18K - $6.31K
|
8.26K
$384K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.07K- 10.77% |
$277K - $338K
|
58.6K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.61% |
$673K - $820K
|
289K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-35.5K- 3.58% |
$1.39M - $1.7M
|
958K
$44.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-27.1K- 0.71% |
$1.06M - $1.29M
|
3.76M
$175M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.98K- 5.05% |
$313K - $381K
|
150K
$6.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.64K+ 13.21% |
$182K - $221K
|
39.7K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
405+ 6.12% |
$15.9K - $19.3K
|
7.02K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
684+ 3.0% |
$26.8K - $32.7K
|
23.5K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.5K- 8.76% |
$58.8K - $71.7K
|
15.6K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-131- 0.97% |
$5.14K - $6.26K
|
13.4K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.57K+ 2.36% |
$179K - $218K
|
198K
$9.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-805- 1.11% |
$31.6K - $38.5K
|
71.8K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.01% |
$39.2 - $47.8
|
6.94K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10K- 6.94% |
$392K - $478K
|
134K
$6.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
147+ 0.12% |
$5.77K - $7.02K
|
123K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-496- 2.04% |
$19.5K - $23.7K
|
23.8K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.38K+ 2.25% |
$329K - $400K
|
381K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 9.44% |
$54.1K - $65.9K
|
16K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.47K+ 112.66% |
$136K - $166K
|
6.55K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
141+ 1.2% |
$5.53K - $6.74K
|
11.9K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-43- 0.25% |
$1.69K - $2.05K
|
16.8K
$783K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 2.31% |
$62.5K - $76.1K
|
70.4K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-91- 1.15% |
$3.57K - $4.35K
|
7.84K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.33K- 9.58% |
$131K - $159K
|
31.4K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-402- 4.31% |
$15.8K - $19.2K
|
8.93K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
471+ 6.55% |
$18.5K - $22.5K
|
7.66K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
59.5K+ 700.68% |
$2.33M - $2.84M
|
68K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-70- 0.77% |
$2.75K - $3.34K
|
9.03K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.84K- 4.66% |
$308K - $375K
|
160K
$7.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.16K+ 1.45% |
$84.8K - $103K
|
151K
$7.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.59K+ 34.36% |
$62.5K - $76.1K
|
6.23K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.13% |
$431 - $525
|
8.69K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 0.11% |
$981 - $1.19K
|
21.9K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.12K+ 3.23% |
$279K - $340K
|
228K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
88New |
$3.45K - $4.2K
|
88
$4.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.28K+ 19.23% |
$89.3K - $109K
|
14.1K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.53K- 8.78% |
$138K - $168K
|
36.6K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 8.0% |
$8.31K - $10.1K
|
2.86K
$133K
|