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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
167+ 5.57% |
$6.61K - $7.97K
|
3.17K
$148K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.83K- 8.94% |
$310K - $374K
|
79.7K
$3.73M
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-42.2K- 0.71% |
$1.67M - $2.02M
|
5.91M
$277M
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.6MNew |
$63.4M - $76.4M
|
1.6M
$74.9M
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-17.2K- 25.97% |
$682K - $823K
|
49.1K
$2.3M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-6- 0.02% |
$238 - $286
|
39.2K
$1.84M
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-1.31K- 7.78% |
$51.8K - $62.4K
|
15.5K
$726K
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.04K- 2.38% |
$80.8K - $97.4K
|
83.6K
$3.92M
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-11.9K- 61.9% |
$471K - $568K
|
7.32K
$343K
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.12K+ 4.76% |
$44.2K - $53.3K
|
24.6K
$1.15M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.47K- 0.88% |
$137K - $165K
|
390K
$18.3M
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.33K- 6.2% |
$52.7K - $63.5K
|
20.1K
$942K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.56K+ 21.11% |
$61.7K - $74.3K
|
8.93K
$418K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.73K+ 4.67% |
$68.4K - $82.4K
|
38.7K
$1.81M
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-812- 2.34% |
$32.2K - $38.8K
|
34K
$1.59M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-90- 0.98% |
$3.56K - $4.3K
|
9.13K
$428K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.64K- 41.38% |
$184K - $221K
|
6.57K
$308K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-78- 1.02% |
$3.09K - $3.72K
|
7.54K
$353K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.21K- 6.52% |
$47.7K - $57.5K
|
17.3K
$810K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.72K- 3.15% |
$147K - $178K
|
115K
$5.37M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-29- 0.53% |
$1.15K - $1.38K
|
5.45K
$255K
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-25- 0.33% |
$990 - $1.19K
|
7.61K
$356K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
44+ 0.9% |
$1.74K - $2.1K
|
4.93K
$231K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-118- 2.38% |
$4.67K - $5.63K
|
4.83K
$226K
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
200+ 1.27% |
$7.92K - $9.55K
|
15.9K
$747K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
7.31K+ 14.0% |
$289K - $349K
|
59.5K
$2.79M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348+ 7.2% |
$13.8K - $16.6K
|
5.18K
$243K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$79.2 - $95.5
|
1.86K
$87.3K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-206- 1.02% |
$8.16K - $9.83K
|
20K
$939K
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.95K+ 1.8% |
$196K - $236K
|
280K
$13.1M
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-127- 0.63% |
$5.03K - $6.06K
|
19.9K
$934K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.74K- 7.37% |
$188K - $226K
|
59.6K
$2.79M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-613- 0.85% |
$24.3K - $29.3K
|
71.2K
$3.33M
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.8K- 1.4% |
$190K - $229K
|
338K
$15.9M
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.85K+ 50.78% |
$152K - $184K
|
11.4K
$535K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
58+ 10.78% |
$2.3K - $2.77K
|
596
$27.9K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-170- 1.08% |
$6.73K - $8.12K
|
15.6K
$730K
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-33.3K- 17.91% |
$1.32M - $1.59M
|
153K
$7.15M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-208- 2.31% |
$8.24K - $9.93K
|
8.81K
$413K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
869+ 2.01% |
$34.4K - $41.5K
|
44.2K
$2.07M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-20.6K- 12.89% |
$816K - $984K
|
139K
$6.52M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 17.25% |
$219K - $264K
|
37.6K
$1.76M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.49K+ 1.38% |
$98.5K - $119K
|
183K
$8.57M
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 11.5% |
$57.3K - $69.1K
|
11.1K
$522K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
460+ 2.53% |
$18.2K - $22K
|
18.6K
$872K
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-577- 10.66% |
$22.9K - $27.5K
|
4.84K
$227K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-919- 1.72% |
$36.4K - $43.9K
|
52.4K
$2.45M
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-275- 4.3% |
$10.9K - $13.1K
|
6.13K
$287K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
295+ 3.21% |
$11.7K - $14.1K
|
9.47K
$444K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
30+ 0.56% |
$1.19K - $1.43K
|
5.37K
$251K
|