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 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
668+ 6.01% |
$24.5K - $29.5K
|
11.8K
$545K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
103+ 0.46% |
$3.77K - $4.55K
|
22.7K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
854+ 4.14% |
$31.3K - $37.7K
|
21.5K
$992K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
647+ 12.13% |
$23.7K - $28.6K
|
5.98K
$276K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
467+ 0.18% |
$17.1K - $20.6K
|
264K
$12.2M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.77K- 0.15% |
$64.7K - $77.9K
|
1.15M
$53M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.9K- 3.75% |
$400K - $481K
|
280K
$12.9M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.1K+ 8.94% |
$40.3K - $48.5K
|
13.4K
$619K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
168+ 0.24% |
$6.16K - $7.41K
|
68.9K
$3.18M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
173K+ 166.88% |
$6.33M - $7.62M
|
276K
$12.8M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-416- 1.81% |
$15.2K - $18.4K
|
22.6K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.19K+ 18.74% |
$43.8K - $52.7K
|
7.56K
$350K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.34% |
$1.47K - $1.77K
|
11.7K
$542K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.82K- 3.47% |
$140K - $169K
|
106K
$4.91M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.02% |
$36.7 - $44.1
|
6.1K
$282K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.33K+ 3.07% |
$48.6K - $58.5K
|
44.5K
$2.06M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-241- 4.26% |
$8.83K - $10.6K
|
5.42K
$251K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-151K- 18.97% |
$5.55M - $6.68M
|
647K
$29.9M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 1.87% |
$5.86K - $7.06K
|
8.73K
$404K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-797- 5.34% |
$29.2K - $35.2K
|
14.1K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.98K- 1.83% |
$146K - $176K
|
213K
$9.86M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.66% |
$183 - $221
|
760
$35.1K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
782+ 1.4% |
$28.7K - $34.5K
|
56.8K
$2.63M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.09K- 1.96% |
$150K - $180K
|
205K
$9.46M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.3K+ 19.1% |
$47.6K - $57.4K
|
8.11K
$375K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.99K- 8.44% |
$110K - $132K
|
32.5K
$1.5M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
225+ 3.2% |
$8.25K - $9.93K
|
7.25K
$335K
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
399+ 6.75% |
$14.6K - $17.6K
|
6.31K
$291K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-322- 8.65% |
$11.8K - $14.2K
|
3.4K
$157K
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-3.79K- 1.11% |
$139K - $167K
|
338K
$15.6M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.32K- 5.31% |
$84.9K - $102K
|
41.3K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-332- 0.92% |
$12.2K - $14.7K
|
35.9K
$1.66M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-451- 5.81% |
$16.5K - $19.9K
|
7.31K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
182+ 1.28% |
$6.67K - $8.03K
|
14.4K
$665K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-31K- 7.12% |
$1.14M - $1.37M
|
405K
$18.7M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-691- 5.52% |
$25.3K - $30.5K
|
11.8K
$547K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
34.2KNew |
$1.25M - $1.51M
|
34.2K
$1.58M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.18KNew |
$336K - $405K
|
9.18K
$424K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-860- 1.5% |
$31.5K - $38K
|
56.5K
$2.61M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.09K- 1.09% |
$39.8K - $47.9K
|
98.4K
$4.55M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
346+ 5.03% |
$12.7K - $15.3K
|
7.22K
$334K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
349+ 5.5% |
$12.8K - $15.4K
|
6.7K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.6K- 32.7% |
$242K - $291K
|
13.6K
$627K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
563+ 2.38% |
$20.6K - $24.8K
|
24.3K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9- 0.02% |
$330 - $397
|
37.1K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.63K- 1.1% |
$133K - $160K
|
326K
$15M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.05K+ 7.38% |
$38.5K - $46.3K
|
15.3K
$706K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7.12K+ 2.81% |
$261K - $314K
|
261K
$12M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
906+ 0.62% |
$33.2K - $40K
|
147K
$6.79M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-21.5K- 23.78% |
$789K - $950K
|
69K
$3.19M
|