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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-621- 1.05% |
$22.8K - $27.4K
|
58.5K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-981- 2.59% |
$36K - $43.3K
|
36.9K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-6.67K- 2.68% |
$244K - $294K
|
242K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.34KNew |
$232K - $280K
|
6.34K
$293K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.86K+ 18.4% |
$325K - $391K
|
57K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.06K+ 3.03% |
$38.8K - $46.8K
|
36.1K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
262+ 0.13% |
$9.6K - $11.6K
|
196K
$9.08M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
175+ 0.56% |
$6.41K - $7.72K
|
31.3K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
16.9K+ 4.45% |
$620K - $746K
|
397K
$18.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
105K+ 13.4% |
$3.83M - $4.62M
|
885K
$40.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.5K+ 6.31% |
$128K - $155K
|
59.1K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 10.23% |
$189K - $227K
|
55.5K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 1.26% |
$3.67K - $4.41K
|
7.86K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.53K- 21.14% |
$56K - $67.4K
|
5.7K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 1.65% |
$47.1K - $56.8K
|
79.2K
$3.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-209- 2.31% |
$7.66K - $9.22K
|
8.84K
$409K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.35KNew |
$123K - $148K
|
3.35K
$155K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.22% |
$550 - $662
|
6.79K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2K- 6.19% |
$73.3K - $88.3K
|
30.3K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
97+ 1.26% |
$3.56K - $4.28K
|
7.79K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
8.17K+ 68.27% |
$299K - $360K
|
20.1K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.76K+ 22.57% |
$64.5K - $77.7K
|
9.56K
$442K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.86% |
$73.3 - $88.3
|
235
$10.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-55- 0.54% |
$2.02K - $2.43K
|
10.2K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-540- 1.38% |
$19.8K - $23.8K
|
38.7K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.02K- 5.78% |
$37.5K - $45.1K
|
16.7K
$770K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-74- 0.57% |
$2.71K - $3.27K
|
12.9K
$596K
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 1.02% |
$77K - $92.8K
|
208K
$9.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
402+ 6.67% |
$14.7K - $17.7K
|
6.43K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-23- 0.28% |
$843 - $1.01K
|
8.18K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.07% |
$476 - $574
|
19.2K
$886K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
281+ 3.79% |
$10.3K - $12.4K
|
7.7K
$356K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-22K- 2.51% |
$806K - $970K
|
853K
$39.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
146+ 1.33% |
$5.35K - $6.44K
|
11.1K
$515K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.3K- 37.44% |
$121K - $146K
|
5.51K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.36K+ 23.51% |
$86.5K - $104K
|
12.4K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.86K+ 10.36% |
$68.1K - $82K
|
19.8K
$915K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.12K- 5.19% |
$40.9K - $49.3K
|
20.4K
$942K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 12.9% |
$37K - $44.5K
|
8.83K
$408K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.98K- 6.35% |
$256K - $308K
|
103K
$4.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.56K+ 13.64% |
$57.2K - $68.9K
|
13K
$601K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-522- 8.24% |
$19.1K - $23K
|
5.81K
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 5.09% |
$150K - $180K
|
76.2K
$3.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.2K- 6.56% |
$43.9K - $52.9K
|
17.1K
$790K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6+ 0.07% |
$220 - $265
|
9.11K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.52K+ 22.92% |
$55.5K - $66.9K
|
8.12K
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.59K- 1.33% |
$94.7K - $114K
|
192K
$8.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-363- 0.14% |
$13.3K - $16K
|
255K
$11.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.2K- 1.01% |
$44K - $53K
|
117K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.49K- 2.15% |
$91.3K - $110K
|
113K
$5.23M
|