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 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.69K- 22.4% |
$53.7K - $64.2K
|
5.86K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.65K- 3.53% |
$52.3K - $62.5K
|
45K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.43KNew |
$172K - $206K
|
5.43K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.69MNew |
$85.2M - $102M
|
2.69M
$120M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.75KNew |
$246K - $294K
|
7.75K
$347K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-96- 2.02% |
$3.05K - $3.64K
|
4.66K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-140K- 81.53% |
$4.43M - $5.29M
|
31.6K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
160KNew |
$5.08M - $6.07M
|
160K
$7.18M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1K- 40.03% |
$31.7K - $37.9K
|
1.5K
$67.1K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.38K- 24.02% |
$203K - $242K
|
20.2K
$905K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$177K - $212K
|
5.58K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
75KNew |
$2.38M - $2.84M
|
75K
$3.36M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.86KNew |
$218K - $260K
|
6.86K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$31.7 - $37.9
|
501
$22.4K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-760- 1.34% |
$24.1K - $28.8K
|
56K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-200- 1.9% |
$6.35K - $7.58K
|
10.3K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.6KNew |
$178K - $212K
|
5.6K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
5.38KNew |
$171K - $204K
|
5.38K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.49KNew |
$174K - $208K
|
5.49K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.66K+ 4.39% |
$211K - $253K
|
158K
$7.1M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.4KNew |
$76.2K - $91K
|
2.4K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-59.1K- 30.86% |
$1.87M - $2.24M
|
132K
$5.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-150K- 88.99% |
$4.75M - $5.67M
|
18.5K
$829K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
53+ 1.23% |
$1.68K - $2.01K
|
4.37K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-550- 7.07% |
$17.5K - $20.9K
|
7.23K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6KNew |
$559K - $668K
|
17.6K
$789K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-914- 50.0% |
$29K - $34.7K
|
914
$41K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.32K- 85.99% |
$41.9K - $50.1K
|
215
$9.63K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.3K- 12.63% |
$73K - $87.2K
|
15.9K
$713K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-111- 0.61% |
$3.52K - $4.21K
|
18K
$806K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20.2KNew |
$639K - $764K
|
20.2K
$903K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-250- 0.99% |
$7.93K - $9.48K
|
24.9K
$1.11M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
5.36KNew |
$170K - $203K
|
5.36K
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.94K+ 56.42% |
$189K - $225K
|
16.5K
$738K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.18K- 6.42% |
$37.3K - $44.6K
|
17.1K
$768K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-300- 13.93% |
$9.52K - $11.4K
|
1.85K
$83K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.47KNew |
$110K - $131K
|
3.47K
$155K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3.01K- 35.45% |
$95.4K - $114K
|
5.47K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-409- 1.82% |
$13K - $15.5K
|
22.1K
$990K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-284- 2.71% |
$9.01K - $10.8K
|
10.2K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
8.65KNew |
$274K - $328K
|
8.65K
$387K
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.07K- 13.1% |
$34K - $40.6K
|
7.1K
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-50- 14.29% |
$1.59K - $1.9K
|
300
$13.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-80K- 58.72% |
$2.54M - $3.03M
|
56.2K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-800- 2.23% |
$25.4K - $30.3K
|
35.1K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
7.1KNew |
$225K - $269K
|
7.1K
$318K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$188K - $225K
|
5.92K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$36.2K - $43.2K
|
29.1K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-681- 5.69% |
$21.6K - $25.8K
|
11.3K
$506K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
130+ 1.54% |
$4.12K - $4.93K
|
8.58K
$384K
|