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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-606- 0.86% |
$22.2K - $26.7K
|
70.2K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.25K+ 39.28% |
$82.6K - $99.4K
|
7.99K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.2K- 4.95% |
$80.6K - $97K
|
42.2K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.82K+ 9.73% |
$66.6K - $80.2K
|
20.5K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.19K- 1.51% |
$154K - $185K
|
274K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-452K- 91.29% |
$16.6M - $19.9M
|
43.1K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-156- 0.29% |
$5.72K - $6.88K
|
53.9K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
757+ 7.41% |
$27.7K - $33.4K
|
11K
$507K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2K- 13.92% |
$73.2K - $88.1K
|
12.4K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.94K- 2.62% |
$144K - $174K
|
146K
$6.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.79K- 19.54% |
$102K - $123K
|
11.5K
$531K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.9K+ 19.88% |
$69.6K - $83.8K
|
11.4K
$529K
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-4.1K- 0.24% |
$150K - $181K
|
1.71M
$79.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-48.4K- 2.19% |
$1.77M - $2.13M
|
2.16M
$99.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-221- 3.48% |
$8.1K - $9.75K
|
6.14K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-24.6K- 9.92% |
$903K - $1.09M
|
224K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
116K+ 4.01% |
$4.24M - $5.11M
|
3M
$139M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-147- 0.46% |
$5.39K - $6.49K
|
31.5K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.09K- 5.3% |
$113K - $136K
|
55.2K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
390KNew |
$14.3M - $17.2M
|
390K
$18M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-6.7K- 2.26% |
$246K - $296K
|
290K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-14- 0.12% |
$513 - $618
|
11.6K
$536K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
66K+ 10.56% |
$2.42M - $2.91M
|
691K
$31.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.63KNew |
$279K - $337K
|
7.63K
$352K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
81New |
$2.97K - $3.57K
|
81
$3.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-5.83K- 7.07% |
$213K - $257K
|
76.5K
$3.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
770+ 6.16% |
$28.2K - $34K
|
13.3K
$613K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77+ 0.34% |
$2.82K - $3.4K
|
23K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.3K- 1.19% |
$376K - $453K
|
850K
$39.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
84+ 1.44% |
$3.08K - $3.71K
|
5.92K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-61- 0.99% |
$2.24K - $2.69K
|
6.12K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.35K- 2.08% |
$196K - $236K
|
252K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 0.54% |
$12.2K - $14.7K
|
61.8K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-74- 3.0% |
$2.71K - $3.27K
|
2.39K
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.3K- 17.87% |
$267K - $322K
|
33.5K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
523+ 7.41% |
$19.2K - $23.1K
|
7.58K
$350K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6+ 0.06% |
$220 - $265
|
9.42K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-459- 8.19% |
$16.8K - $20.3K
|
5.14K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$369K - $444K
|
10.1K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.56K- 33.52% |
$277K - $334K
|
15K
$693K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-500- 7.04% |
$18.3K - $22.1K
|
6.6K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
45+ 0.3% |
$1.65K - $1.99K
|
15.1K
$696K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-495- 3.43% |
$18.1K - $21.8K
|
13.9K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-491- 1.95% |
$18K - $21.7K
|
24.7K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.02K- 16.68% |
$74.1K - $89.2K
|
10.1K
$467K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$220 - $265
|
6
$277
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.7K+ 5.99% |
$943K - $1.14M
|
455K
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.57K- 27.17% |
$168K - $202K
|
12.3K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-43- 0.27% |
$1.58K - $1.9K
|
16K
$740K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
453+ 6.19% |
$16.6K - $20K
|
7.78K
$359K
|