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 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.46KNew |
$214K - $261K
|
5.46K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
34+ 0.08% |
$1.33K - $1.62K
|
42.6K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.43K+ 9.11% |
$56.2K - $68.4K
|
17.2K
$803K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
35.1KNew |
$1.38M - $1.68M
|
35.1K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.92KNew |
$350K - $426K
|
8.92K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
66.6KNew |
$2.61M - $3.18M
|
66.6K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.6K- 6.27% |
$62.8K - $76.5K
|
23.9K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
283+ 2.95% |
$11.1K - $13.5K
|
9.89K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.04KNew |
$198K - $241K
|
5.04K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 1306.49% |
$39.5K - $48.1K
|
1.08K
$50.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.13KNew |
$358K - $436K
|
9.13K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.44K- 7.83% |
$56.4K - $68.7K
|
16.9K
$793K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-600- 6.45% |
$23.5K - $28.7K
|
8.7K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-20.8K- 63.4% |
$817K - $995K
|
12K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
236+ 3.11% |
$9.26K - $11.3K
|
7.84K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
16+ 0.31% |
$628 - $764
|
5.2K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
43+ 1.2% |
$1.69K - $2.05K
|
3.62K
$170K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 35.19% |
$74.5K - $90.8K
|
7.3K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$39.2 - $47.8
|
502
$23.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-623- 1.41% |
$24.4K - $29.8K
|
43.7K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.81KNew |
$189K - $230K
|
4.81K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-202- 9.67% |
$7.92K - $9.65K
|
1.89K
$88.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.69K+ 3712.56% |
$301K - $367K
|
7.89K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.39K+ 146.51% |
$211K - $257K
|
9.06K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
SELL
|
- |
-193K- 45.03% |
$7.56M - $9.21M
|
235K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-729- 13.22% |
$28.6K - $34.8K
|
4.79K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-200- 2.42% |
$7.84K - $9.55K
|
8.08K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7.16KNew |
$281K - $342K
|
7.16K
$335K
|
|
|
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
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
91.5K+ 53.76% |
$3.59M - $4.37M
|
262K
$12.3M
|
|
|
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
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
16KNew |
$628K - $764K
|
16K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-500- 4.81% |
$19.6K - $23.9K
|
9.9K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17.6KNew |
$691K - $842K
|
17.6K
$826K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-651- 4.32% |
$25.5K - $31.1K
|
14.4K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-259- 4.87% |
$10.2K - $12.4K
|
5.05K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$105K - $127K
|
2.67K
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
135New |
$5.29K - $6.45K
|
135
$6.32K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
418KNew |
$16.4M - $20M
|
418K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.4K+ 3.45% |
$94.1K - $115K
|
72.1K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-87- 1.45% |
$3.41K - $4.16K
|
5.89K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$39.2 - $47.8
|
6.28K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
11.6KNew |
$455K - $554K
|
11.6K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.03K- 0.46% |
$40.3K - $49.1K
|
223K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
131KNew |
$5.13M - $6.25M
|
131K
$6.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10K- 6.94% |
$392K - $478K
|
134K
$6.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 0.11% |
$981 - $1.19K
|
21.9K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
217+ 1.1% |
$8.51K - $10.4K
|
20K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-521- 2.52% |
$20.4K - $24.9K
|
20.1K
$944K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$229K
|