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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.98KNew |
$190K - $227K
|
5.98K
$268K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.56K- 0.91% |
$81.2K - $97K
|
278K
$12.4M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
CALL |
-990- 99.0% |
$31.4K - $37.5K
|
10
$448
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.1KNew |
$734K - $877K
|
23.1K
$1.04M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.04K- 1.23% |
$255K - $305K
|
645K
$28.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
396K+ 239.1% |
$12.6M - $15M
|
562K
$25.2M
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.4KNew |
$328K - $393K
|
10.4K
$464K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-132K- 30.18% |
$4.18M - $4.99M
|
304K
$13.6M
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-118- 1.57% |
$3.74K - $4.47K
|
7.4K
$332K
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
269KNew |
$8.52M - $10.2M
|
269K
$12M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
75+ 10.71% |
$2.38K - $2.84K
|
775
$34.7K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$476K - $569K
|
15K
$672K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.4K+ 28.91% |
$44.4K - $53.1K
|
6.24K
$280K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.85KNew |
$58.7K - $70.2K
|
1.85K
$82.9K
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 25.5% |
$60.3K - $72K
|
5.55K
$249K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9.1K+ 44.96% |
$289K - $345K
|
29.3K
$1.31M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.12K+ 141.29% |
$67.2K - $80.3K
|
3.62K
$162K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-110- 51.16% |
$3.49K - $4.17K
|
105
$4.71K
|
|
May 13, 2024
Q1 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
1.97M+ 53.43% |
$62.5M - $74.7M
|
5.66M
$253M
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-593- 9.16% |
$18.8K - $22.5K
|
5.88K
$263K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.96K- 0.28% |
$157K - $188K
|
1.74M
$78.1M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.7K+ 7.02% |
$2.82M - $3.36M
|
1.35M
$60.6M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-73.2K- 99.92% |
$2.32M - $2.78M
|
59
$2.64K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.39KNew |
$107K - $128K
|
3.39K
$152K
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.26KNew |
$199K - $238K
|
6.26K
$281K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.9K+ 35.83% |
$727K - $869K
|
86.8K
$3.89M
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-59- 5.92% |
$1.87K - $2.24K
|
937
$42K
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
58.3KNew |
$1.85M - $2.21M
|
58.3K
$2.61M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
834+ 1489.29% |
$26.5K - $31.6K
|
890
$39.9K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.45KNew |
$173K - $207K
|
5.45K
$244K
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.11KNew |
$194K - $232K
|
6.11K
$274K
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-13.6K- 41.94% |
$431K - $515K
|
18.8K
$843K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
16.6KNew |
$526K - $629K
|
16.6K
$743K
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-450- 0.54% |
$14.3K - $17.1K
|
82.8K
$3.71M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.61M- 15.48% |
$51.1M - $61M
|
8.79M
$394M
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-343K- 95.77% |
$10.9M - $13M
|
15.1K
$679K
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
17+ 0.13% |
$539 - $645
|
13.4K
$599K
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3+ 0.05% |
$95.2 - $114
|
6.08K
$273K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 18.83% |
$6.35K - $7.58K
|
862
$38.6K
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
PUT |
160KNew |
$5.08M - $6.07M
|
160K
$7.17M
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
21K+ 14.13% |
$665K - $795K
|
169K
$7.59M
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.21KNew |
$261K - $311K
|
8.21K
$368K
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
20.3KNew |
$645K - $771K
|
20.3K
$911K
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-354- 5.34% |
$11.2K - $13.4K
|
6.28K
$281K
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-64K- 9.59% |
$2.03M - $2.43M
|
603K
$27M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-48- 16.38% |
$1.52K - $1.82K
|
245
$11K
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
107KNew |
$3.38M - $4.04M
|
107K
$4.78M
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.51K- 17.55% |
$47.9K - $57.3K
|
7.1K
$318K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.63K- 30.14% |
$83.5K - $99.8K
|
6.1K
$274K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
CALL |
-4K- 20.0% |
$127K - $152K
|
16K
$717K
|