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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-9.8K- 8.7% |
$340K - $392K
|
103K
$4.8M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.25KNew |
$43.4K - $50.1K
|
1.25K
$58.4K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3K+ 19.76% |
$104K - $120K
|
18.2K
$849K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
750KNew |
$26M - $30M
|
750K
$35M
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-5.63K- 2.64% |
$195K - $225K
|
207K
$9.67M
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.48K+ 2.5% |
$51.2K - $59.1K
|
60.4K
$2.82M
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 7.52% |
$104K - $120K
|
36.9K
$1.72M
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
300+ 1.08% |
$10.4K - $12K
|
28K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
350+ 7.69% |
$12.1K - $14K
|
4.9K
$229K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
374+ 1.56% |
$13K - $15K
|
24.4K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-334- 1.23% |
$11.6K - $13.4K
|
26.8K
$1.25M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
110New |
$3.81K - $4.4K
|
110
$5.13K
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
7.3KNew |
$253K - $292K
|
7.3K
$341K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.39K+ 6.99% |
$221K - $256K
|
97.8K
$4.56M
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
625+ 4.51% |
$21.7K - $25K
|
14.5K
$675K
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-700- 10.26% |
$24.3K - $28K
|
6.13K
$286K
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-750- 1.57% |
$26K - $30K
|
47.1K
$2.2M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-500- 8.94% |
$17.3K - $20K
|
5.1K
$238K
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
5.1KNew |
$177K - $204K
|
5.1K
$238K
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
20K+ 66.67% |
$694K - $800K
|
50K
$2.33M
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-5.96K- 33.61% |
$207K - $238K
|
11.8K
$549K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.91KNew |
$66.2K - $76.4K
|
1.91K
$89K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-118- 1.59% |
$4.09K - $4.72K
|
7.3K
$341K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-510- 2.14% |
$17.7K - $20.4K
|
23.3K
$1.09M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
671New |
$23.3K - $26.9K
|
671
$31.3K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.02K+ 4.16% |
$35.2K - $40.7K
|
25.5K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$4.67K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-20.3K- 4.07% |
$705K - $814K
|
479K
$22.3M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
505+ 1.05% |
$17.5K - $20.2K
|
48.6K
$2.27M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 17.53% |
$87.4K - $101K
|
11.9K
$553K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.54K- 37.39% |
$123K - $141K
|
5.92K
$276K
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
50.1K+ 233.87% |
$1.74M - $2.01M
|
71.5K
$3.34M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-210- 2.36% |
$7.28K - $8.4K
|
8.68K
$405K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-10- 0.14% |
$347 - $400
|
7.32K
$342K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-55.1K- 76.98% |
$1.91M - $2.21M
|
16.5K
$769K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
148+ 7.23% |
$5.13K - $5.92K
|
2.19K
$102K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-30- 0.05% |
$1.04K - $1.2K
|
64.8K
$3.02M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$357K - $412K
|
10.3K
$481K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3K- 36.47% |
$104K - $120K
|
5.23K
$244K
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-120- 0.48% |
$4.16K - $4.8K
|
24.7K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
16.3KNew |
$565K - $652K
|
16.3K
$761K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-334- 82.88% |
$11.6K - $13.4K
|
69
$3.22K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22K- 85.66% |
$761K - $879K
|
3.68K
$172K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 80.24% |
$7.04K - $8.12K
|
50
$2.33K
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
281KNew |
$9.76M - $11.3M
|
281K
$13.1M
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-265- 0.46% |
$9.19K - $10.6K
|
57.3K
$2.67M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-295K- 20.72% |
$10.2M - $11.8M
|
1.13M
$52.6M
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.56K- 12.65% |
$88.6K - $102K
|
17.6K
$823K
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
52.3K+ 785.86% |
$1.81M - $2.09M
|
58.9K
$2.75M
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-19.1K- 68.58% |
$663K - $765K
|
8.77K
$409K
|