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
|
Qv Investors Inc.
|
SELL
|
- |
-90.8K- 31.95% |
$3.33M - $4.01M
|
193K
$8.93M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-748- 3.4% |
$27.4K - $33K
|
21.3K
$983K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
5.73KNew |
$210K - $253K
|
5.73K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.9K+ 31.2% |
$69.5K - $83.7K
|
7.98K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$36.7 - $44.1
|
43.9K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6.22KNew |
$228K - $274K
|
6.22K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.18K- 8.21% |
$79.9K - $96.2K
|
24.4K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.04K- 12.91% |
$38K - $45.8K
|
6.99K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 0.04% |
$73.3 - $88.3
|
5.37K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
54+ 0.7% |
$1.98K - $2.38K
|
7.76K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 12.88% |
$65.7K - $79.1K
|
12.1K
$560K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-13- 0.06% |
$476 - $574
|
22.3K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.59KNew |
$278K - $335K
|
7.59K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
136+ 1.07% |
$4.98K - $6K
|
12.8K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.05% |
$586 - $706
|
31.2K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18.8K- 52.94% |
$690K - $831K
|
16.7K
$774K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-528- 4.95% |
$19.4K - $23.3K
|
10.1K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
171+ 2.99% |
$6.27K - $7.55K
|
5.89K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 12.29% |
$77.3K - $93.1K
|
15.1K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20.5K+ 65.01% |
$753K - $907K
|
52.1K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
22+ 0.43% |
$806 - $971
|
5.12K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$73.3 - $88.3
|
289K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.68K+ 4.02% |
$245K - $295K
|
173K
$8M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
464+ 2.3% |
$17K - $20.5K
|
20.7K
$955K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
51.9K+ 33.26% |
$1.9M - $2.29M
|
208K
$9.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 2.31% |
$43.1K - $51.9K
|
52K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
330+ 6.71% |
$12.1K - $14.6K
|
5.25K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 0.51% |
$36.7K - $44.1K
|
193K
$8.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
854+ 0.54% |
$31.3K - $37.7K
|
159K
$7.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40+ 0.39% |
$1.47K - $1.77K
|
10.3K
$477K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-860- 13.15% |
$31.5K - $38K
|
5.68K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.34K- 7.41% |
$49.1K - $59.1K
|
16.7K
$773K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.81K- 9.2% |
$103K - $124K
|
27.7K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.08% |
$2.57K - $3.09K
|
85.2K
$3.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 8.44% |
$81.5K - $98.1K
|
28.6K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9- 0.03% |
$330 - $397
|
32.4K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
348+ 0.88% |
$12.8K - $15.4K
|
39.8K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 0.59% |
$573K - $690K
|
2.67M
$123M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
6.52K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.67K+ 5.28% |
$61.1K - $73.6K
|
33.3K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-395- 2.72% |
$14.5K - $17.4K
|
14.1K
$652K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
54+ 0.51% |
$1.98K - $2.38K
|
10.6K
$488K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.39K- 4.36% |
$51K - $61.4K
|
30.5K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-43- 0.42% |
$1.58K - $1.9K
|
10.1K
$468K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
9.91K+ 14.0% |
$363K - $437K
|
80.7K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-16.5K- 5.34% |
$604K - $727K
|
292K
$13.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.9K- 22.09% |
$69.6K - $83.8K
|
6.7K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17.7K+ 253.22% |
$648K - $780K
|
24.7K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.47K- 17.11% |
$90.6K - $109K
|
12K
$553K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
324+ 0.54% |
$11.9K - $14.3K
|
60.5K
$2.8M
|