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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.59K- 24.5% |
$89.7K - $103K
|
7.97K
$372K
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.11% |
$624 - $720
|
16.5K
$771K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
56+ 2.16% |
$1.94K - $2.24K
|
2.65K
$124K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.11% |
$69.4 - $80
|
1.79K
$83.4K
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.69K+ 8.52% |
$58.6K - $67.6K
|
21.5K
$1M
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$34.7 - $40
|
248
$11.6K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 10.45% |
$37.1K - $42.8K
|
11.3K
$528K
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-18.1K- 94.73% |
$629K - $726K
|
1.01K
$47.1K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.28K- 37.85% |
$114K - $131K
|
5.38K
$251K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 50.0% |
$3.47K - $4K
|
100
$4.67K
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 2.17% |
$173K - $200K
|
225K
$10.5M
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.69KNew |
$197K - $228K
|
5.69K
$266K
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-100- 0.18% |
$3.47K - $4K
|
56.1K
$2.62M
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.17K- 16.82% |
$40.6K - $46.8K
|
5.78K
$270K
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.27K+ 6.97% |
$44K - $50.8K
|
19.5K
$908K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
252+ 3.59% |
$8.74K - $10.1K
|
7.27K
$339K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.97% |
$34.7 - $40
|
104
$4.85K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
571New |
$19.8K - $22.9K
|
571
$26.6K
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.55K- 2.27% |
$158K - $182K
|
196K
$9.15M
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$34.7 - $40
|
51.5K
$2.4M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 11.11% |
$763 - $880
|
220
$10.3K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3.2K+ 1.3% |
$111K - $128K
|
249K
$11.6M
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-149- 2.13% |
$5.17K - $5.96K
|
6.86K
$320K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.54KNew |
$192K - $222K
|
5.54K
$258K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.84K+ 8.77% |
$168K - $194K
|
60.1K
$2.8M
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-36- 0.69% |
$1.25K - $1.44K
|
5.21K
$243K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
31+ 8.86% |
$1.08K - $1.24K
|
381
$17.8K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.2K- 11.97% |
$41.4K - $47.8K
|
8.79K
$410K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.84K- 24.52% |
$63.6K - $73.4K
|
5.65K
$264K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
506New |
$17.5K - $20.3K
|
506
$23.6K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 19.32% |
$52K - $60K
|
9.27K
$432K
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.99K- 3.32% |
$277K - $320K
|
232K
$10.8M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
5.37KNew |
$186K - $215K
|
5.37K
$251K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-250- 1.18% |
$8.67K - $10K
|
21K
$980K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.34% |
$1.73K - $2K
|
14.9K
$693K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 0.23% |
$1.56K - $1.8K
|
19.2K
$896K
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.91K+ 7.93% |
$66.1K - $76.3K
|
25.9K
$1.21M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.1K- 3.63% |
$420K - $484K
|
322K
$15M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.85K+ 0.45% |
$203K - $234K
|
1.31M
$61.3M
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-311- 4.05% |
$10.8K - $12.4K
|
7.36K
$344K
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.65K- 48.89% |
$57.2K - $66K
|
1.73K
$80.5K
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-700- 2.66% |
$24.3K - $28K
|
25.7K
$1.2M
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 5.98% |
$12.1K - $14K
|
5.5K
$257K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$4.67K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-497- 5.53% |
$17.2K - $19.9K
|
8.5K
$396K
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-77- 0.5% |
$2.67K - $3.08K
|
15.3K
$715K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
248+ 15.09% |
$8.6K - $9.92K
|
1.89K
$88.3K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
56.3KNew |
$1.95M - $2.25M
|
56.3K
$2.63M
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
523+ 4.99% |
$18.1K - $20.9K
|
11K
$514K
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.5K- 11.03% |
$52K - $60K
|
12.1K
$565K
|