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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
120+ 3.79% |
$4.4K - $5.3K
|
3.29K
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
384+ 0.05% |
$14.1K - $16.9K
|
729K
$33.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
64+ 0.55% |
$2.35K - $2.82K
|
11.8K
$543K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.91K+ 34.45% |
$217K - $261K
|
23.1K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-81K- 28.51% |
$2.97M - $3.57M
|
203K
$9.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
10.9K+ 7.18% |
$400K - $482K
|
163K
$7.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6.67K- 34.99% |
$244K - $294K
|
12.4K
$573K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.68K- 2.9% |
$61.7K - $74.3K
|
56.3K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-308- 2.37% |
$11.3K - $13.6K
|
12.7K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
107+ 0.89% |
$3.92K - $4.72K
|
12.1K
$559K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
604+ 8.67% |
$22.1K - $26.7K
|
7.57K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-708- 4.06% |
$25.9K - $31.2K
|
16.7K
$774K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
174+ 2.65% |
$6.38K - $7.68K
|
6.75K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.1K- 10.11% |
$40.4K - $48.6K
|
9.8K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
500+ 7.04% |
$18.3K - $22.1K
|
7.6K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.17K+ 3.83% |
$226K - $272K
|
167K
$7.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
84+ 1.41% |
$3.08K - $3.71K
|
6.05K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.28K- 2.94% |
$83.5K - $100K
|
75.2K
$3.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
15.7K+ 292.11% |
$575K - $693K
|
21.1K
$974K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3.06K- 1.06% |
$112K - $135K
|
285K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
9.66K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-145- 0.66% |
$5.31K - $6.4K
|
21.9K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
378+ 1.68% |
$13.9K - $16.7K
|
22.9K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 1.95% |
$52.4K - $63.1K
|
74.7K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.51K- 2.11% |
$55.5K - $66.8K
|
70.3K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-62- 0.14% |
$2.27K - $2.74K
|
44.1K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 0.24% |
$7.33K - $8.83K
|
82.7K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
35.6KNew |
$1.3M - $1.57M
|
35.6K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
55+ 0.94% |
$2.02K - $2.43K
|
5.89K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.31K+ 8.42% |
$84.7K - $102K
|
29.8K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.32K- 38.15% |
$48.2K - $58K
|
2.13K
$98.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.08K- 1.79% |
$76.1K - $91.6K
|
114K
$5.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
369+ 4.37% |
$13.5K - $16.3K
|
8.81K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.07% |
$46.4K - $55.9K
|
14.4K
$667K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 13.6% |
$59.8K - $72K
|
13.6K
$630K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-244- 1.26% |
$8.94K - $10.8K
|
19.1K
$884K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3.44K- 3.05% |
$126K - $152K
|
109K
$5.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 5.35% |
$50.5K - $60.9K
|
24.4K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.91K+ 9.81% |
$143K - $173K
|
43.8K
$2.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.05K+ 9.49% |
$38.6K - $46.5K
|
12.1K
$561K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 51.81% |
$11K - $13.2K
|
279
$12.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-563- 4.26% |
$20.6K - $24.8K
|
12.7K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.63K+ 2.43% |
$170K - $204K
|
195K
$9.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.52K- 24.59% |
$166K - $200K
|
13.9K
$641K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
274+ 1.3% |
$10K - $12.1K
|
21.4K
$987K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.94K- 6.01% |
$328K - $394K
|
140K
$6.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-877- 0.6% |
$32.1K - $38.7K
|
144K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
4K+ 8.47% |
$147K - $177K
|
51.2K
$2.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-41- 0.43% |
$1.5K - $1.81K
|
9.43K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.95K+ 6.33% |
$71.4K - $86K
|
32.7K
$1.51M
|