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 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5.17KNew |
$203K - $247K
|
5.17K
$242K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
49.8KNew |
$1.95M - $2.38M
|
49.8K
$2.33M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.02KNew |
$39.9K - $48.6K
|
1.02K
$47.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
911New |
$35.7K - $43.5K
|
911
$42.7K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.92K+ 20.83% |
$75.3K - $91.7K
|
11.1K
$522K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 0.46% |
$1.29K - $1.58K
|
7.09K
$332K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
884New |
$34.7K - $42.2K
|
884
$41.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
24.5KNew |
$960K - $1.17M
|
24.5K
$1.15M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-54- 0.1% |
$2.12K - $2.58K
|
56.1K
$2.63M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 3.38% |
$27.5K - $33.4K
|
20K
$937K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-33.1K- 44.83% |
$1.3M - $1.58M
|
40.7K
$1.91M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.2K- 10.5% |
$830K - $1.01M
|
180K
$8.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
965+ 6.1% |
$37.8K - $46.1K
|
16.8K
$786K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$8.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.58KNew |
$180K - $219K
|
4.58K
$215K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7.24KNew |
$284K - $346K
|
7.24K
$339K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.83K+ 3858.62% |
$307K - $374K
|
8.04K
$376K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
269+ 4.2% |
$10.6K - $12.9K
|
6.67K
$312K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
15.3KNew |
$599K - $729K
|
15.3K
$715K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-226- 0.54% |
$8.86K - $10.8K
|
41.9K
$1.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.8K+ 33.95% |
$699K - $851K
|
70.3K
$3.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
8.45KNew |
$331K - $404K
|
8.45K
$396K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$32K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
399New |
$15.6K - $19.1K
|
399
$18.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
16KNew |
$628K - $765K
|
16K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-304K- 68.83% |
$11.9M - $14.5M
|
138K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-883K- 3.07% |
$34.6M - $42.2M
|
27.8M
$1.3B
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
11.3KNew |
$441K - $537K
|
11.3K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
7.69K+ 75.86% |
$302K - $367K
|
17.8K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$397K - $483K
|
10.1K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.7K- 7.05% |
$106K - $129K
|
35.6K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-142- 1.57% |
$5.57K - $6.78K
|
8.9K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 5.48% |
$413K - $503K
|
182K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
780New |
$30.6K - $37.3K
|
780
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
22KNew |
$863K - $1.05M
|
22K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-25.7K- 8.73% |
$1.01M - $1.23M
|
269K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.9KNew |
$192K - $234K
|
4.9K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.58KClosed |
$258K - $314K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.3KNew |
$90K - $110K
|
2.3K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
544+ 1.49% |
$21.3K - $26K
|
37.1K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.59K+ 15.86% |
$62.3K - $75.9K
|
11.6K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
172+ 1.53% |
$6.75K - $8.22K
|
11.4K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.2KNew |
$1.03M - $1.25M
|
26.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.25MNew |
$48.9M - $59.6M
|
1.25M
$58.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-494K- 92.69% |
$19.4M - $23.6M
|
39K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.9K+ 114.72% |
$543K - $662K
|
25.9K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
1.07MNew |
$42M - $51.1M
|
1.07M
$50.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Grove Capital, LLC
Palo Alto, CA |
SELL
|
- |
-67.6K- 15.79% |
$2.65M - $3.23M
|
361K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$232K - $282K
|
5.9K
$277K
|