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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
445K+ 219.32% |
$17.5M - $21.3M
|
648K
$30.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11K- 11.63% |
$432K - $526K
|
83.7K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.45K- 5.44% |
$56.9K - $69.4K
|
25.2K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$275 - $334
|
5.54K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-8.87K- 17.63% |
$348K - $424K
|
41.5K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-13.4K- 30.7% |
$527K - $642K
|
30.3K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-729- 13.22% |
$28.6K - $34.8K
|
4.79K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.35K- 4.81% |
$171K - $208K
|
86.1K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-200- 2.42% |
$7.84K - $9.55K
|
8.08K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
639+ 10.41% |
$25.1K - $30.5K
|
6.78K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.49K+ 23.66% |
$294K - $358K
|
39.1K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 1.53% |
$67.4K - $82.1K
|
114K
$5.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.12K+ 23.77% |
$83.2K - $101K
|
11K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
4.24K+ 2.54% |
$166K - $203K
|
171K
$7.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
187+ 0.07% |
$7.33K - $8.93K
|
257K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4- 0.04% |
$157 - $191
|
9.39K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 10.3% |
$591K - $720K
|
161K
$7.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
75.2K+ 10.8% |
$2.95M - $3.59M
|
771K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
600+ 1.36% |
$23.5K - $28.7K
|
44.7K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-459- 2.24% |
$18K - $21.9K
|
20.1K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7.16KNew |
$281K - $342K
|
7.16K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.15K- 6.61% |
$45.1K - $54.9K
|
16.2K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.67K+ 0.38% |
$65.6K - $79.9K
|
438K
$20.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.25K- 4.37% |
$49K - $59.7K
|
27.4K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-465- 0.12% |
$18.2K - $22.2K
|
394K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
572+ 0.43% |
$22.4K - $27.3K
|
133K
$6.19M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-720- 1.55% |
$28.2K - $34.4K
|
45.7K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.66K- 1.51% |
$143K - $175K
|
238K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 5.19% |
$508K - $619K
|
263K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-7.03K- 2.67% |
$276K - $336K
|
257K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
91.5K+ 53.76% |
$3.59M - $4.37M
|
262K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-78.9K- 22.44% |
$3.1M - $3.77M
|
273K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.87K+ 32.64% |
$152K - $185K
|
15.7K
$734K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
15+ 28.85% |
$588 - $717
|
67
$3.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
945+ 7.12% |
$37.1K - $45.1K
|
14.2K
$664K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-846- 0.55% |
$33.2K - $40.4K
|
154K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.52K- 7.71% |
$138K - $168K
|
42.1K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-13.9K- 1.28% |
$545K - $664K
|
1.07M
$50.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-792- 0.32% |
$31.1K - $37.8K
|
243K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
9.22KNew |
$362K - $440K
|
9.22K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-30.9K- 4.61% |
$1.21M - $1.48M
|
641K
$29.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.85% |
$4.82K - $5.88K
|
14.3K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
459+ 1.23% |
$18K - $21.9K
|
37.7K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-441- 5.46% |
$17.3K - $21.1K
|
7.63K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.54K+ 4.15% |
$60.3K - $73.5K
|
38.6K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
16KNew |
$628K - $764K
|
16K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-500- 4.81% |
$19.6K - $23.9K
|
9.9K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-72.7K- 16.54% |
$2.85M - $3.47M
|
367K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-541- 0.31% |
$21.2K - $25.8K
|
177K
$8.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
383+ 0.28% |
$15K - $18.3K
|
138K
$6.44M
|