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 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 7.85% |
$47.4K - $57.1K
|
17.8K
$822K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$367 - $441
|
9.63K
$445K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
760+ 0.78% |
$27.9K - $33.5K
|
97.6K
$4.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
26.3K+ 1.66% |
$963K - $1.16M
|
1.61M
$74.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
811+ 10.54% |
$29.7K - $35.8K
|
8.51K
$393K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$73.4K - $88.4K
|
2K
$92.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
13.8KNew |
$507K - $611K
|
13.8K
$639K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 4.17% |
$47K - $56.6K
|
32K
$1.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.18K+ 13.75% |
$43.4K - $52.2K
|
9.79K
$452K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
118K+ 34.32% |
$4.32M - $5.2M
|
461K
$21.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.36K- 1.9% |
$123K - $148K
|
173K
$8.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.64% |
$1.28K - $1.54K
|
5.52K
$255K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-104K- 4.68% |
$3.8M - $4.57M
|
2.11M
$97.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$377K - $454K
|
10.3K
$476K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-16.1K- 8.46% |
$590K - $710K
|
174K
$8.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
187+ 1.18% |
$6.85K - $8.25K
|
16.1K
$742K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 0.55% |
$46.4K - $55.8K
|
231K
$10.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
6.65KNew |
$244K - $294K
|
6.65K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.44K+ 9.83% |
$89.3K - $108K
|
27.2K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.9K- 26.98% |
$106K - $128K
|
7.85K
$363K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
7.08K+ 10.04% |
$259K - $312K
|
77.5K
$3.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.16KNew |
$226K - $272K
|
6.16K
$284K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.2K+ 174.41% |
$448K - $539K
|
19.2K
$888K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 2.97% |
$60.2K - $72.5K
|
53.6K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-34- 0.12% |
$1.25K - $1.5K
|
29.2K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.39K- 17.01% |
$161K - $194K
|
21.4K
$990K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-11.3K- 6.71% |
$413K - $497K
|
157K
$7.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-176- 0.99% |
$6.45K - $7.77K
|
17.6K
$815K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.58K+ 28.65% |
$94.6K - $114K
|
11.6K
$536K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.6K- 8.82% |
$58.6K - $70.6K
|
16.5K
$765K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.32K+ 21.42% |
$158K - $191K
|
24.5K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.28K- 2.06% |
$47K - $56.6K
|
61K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-24.4K- 6.49% |
$894K - $1.08M
|
352K
$16.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-100- 0.95% |
$3.67K - $4.41K
|
10.4K
$479K
|
|
|
Oct 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-12.6K- 7.73% |
$460K - $554K
|
150K
$6.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
642+ 8.24% |
$23.5K - $28.3K
|
8.43K
$390K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
233K+ 30139.28% |
$8.55M - $10.3M
|
234K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-6.29K- 8.89% |
$230K - $277K
|
64.5K
$2.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-2.88K- 2.71% |
$105K - $127K
|
103K
$4.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.3K+ 36.36% |
$524K - $631K
|
53.6K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
854+ 5.51% |
$31.3K - $37.7K
|
16.3K
$755K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
282New |
$10.3K - $12.4K
|
282
$13K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$195K - $235K
|
5.33K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
285+ 0.66% |
$10.4K - $12.6K
|
43.6K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.63K- 4.4% |
$59.8K - $72K
|
35.4K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.56K+ 4.77% |
$93.8K - $113K
|
56.2K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-21.3K- 7.89% |
$780K - $939K
|
248K
$11.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.21K+ 7.61% |
$80.8K - $97.4K
|
31.2K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.6K+ 51.14% |
$95.1K - $115K
|
7.67K
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-61K- 44.58% |
$2.24M - $2.69M
|
75.9K
$3.51M
|