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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
180KNew |
$4.52M - $6.1M
|
180K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
50KNew |
$1.26M - $1.7M
|
50K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.1KNew |
$52.9K - $71.3K
|
2.1K
$93K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.7K- 3.56% |
$622K - $839K
|
670K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
9+ 0.08% |
$227 - $305
|
10.6K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
112+ 0.77% |
$2.82K - $3.8K
|
14.6K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-32.5K- 34.03% |
$818K - $1.1M
|
63K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
550New |
$13.8K - $18.7K
|
550
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.95KNew |
$150K - $202K
|
5.95K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-87.2K- 99.89% |
$2.2M - $2.96M
|
100
$4.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.5K- 2.1% |
$37.8K - $50.9K
|
69.8K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.67K- 1.08% |
$92.3K - $124K
|
337K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.17K- 24.06% |
$54.5K - $73.5K
|
6.84K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12KNew |
$302K - $407K
|
12K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.83K+ 25.64% |
$121K - $164K
|
23.6K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
CALL |
30KNew |
$755K - $1.02M
|
30K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4K- 44.99% |
$101K - $136K
|
4.89K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
446KNew |
$11.2M - $15.2M
|
446K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
300+ 3.44% |
$7.55K - $10.2K
|
9.03K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
600New |
$15.1K - $20.4K
|
600
$26.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-85K- 39.53% |
$2.14M - $2.88M
|
130K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-54.7K- 13.85% |
$1.38M - $1.86M
|
340K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Triatomic Management LP
New York, NY |
SELL
|
PUT |
-100K- 76.92% |
$2.52M - $3.39M
|
30K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15KNew |
$378K - $509K
|
15K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
100KNew |
$2.52M - $3.39M
|
100K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
55KNew |
$1.38M - $1.87M
|
55K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-117K- 46.91% |
$2.93M - $3.96M
|
132K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
16.2KNew |
$407K - $549K
|
16.2K
$716K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.92KClosed |
$48.3K - $65.1K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$320K - $431K
|
12.7K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
188KNew |
$4.74M - $6.39M
|
188K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.43KNew |
$162K - $218K
|
6.43K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
42.5KNew |
$1.07M - $1.44M
|
42.5K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-68.4K- 86.67% |
$1.72M - $2.32M
|
10.5K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85KNew |
$2.14M - $2.88M
|
85K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.84K+ 64.87% |
$172K - $232K
|
17.4K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
652KNew |
$16.4M - $22.1M
|
652K
$28.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-5K- 3.76% |
$126K - $170K
|
128K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
101KNew |
$2.54M - $3.43M
|
101K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
2.26K+ 5.34% |
$57K - $76.8K
|
44.7K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
55KNew |
$1.38M - $1.87M
|
55K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-131K- 60.94% |
$3.29M - $4.43M
|
83.7K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-12K- 50.32% |
$303K - $409K
|
11.9K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.21K- 5.21% |
$30.5K - $41.1K
|
22.1K
$977K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.46% |
$26.8K - $36.2K
|
18.5K
$818K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.7K+ 9.8% |
$369K - $498K
|
164K
$7.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13New |
$327 - $441
|
13
$576
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39+ 0.22% |
$982 - $1.32K
|
17.8K
$789K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-112- 0.76% |
$2.82K - $3.8K
|
14.7K
$652K
|