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 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
500New |
$19.6K - $23.9K
|
500
$23.4K
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
126+ 2.4% |
$4.94K - $6.02K
|
5.39K
$252K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.26KNew |
$324K - $394K
|
8.26K
$387K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.72KNew |
$185K - $225K
|
4.72K
$221K
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-5K- 1.44% |
$196K - $239K
|
342K
$16M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.09K- 22.27% |
$42.8K - $52.1K
|
3.81K
$178K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.14K+ 1785.0% |
$280K - $341K
|
7.54K
$353K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.24% |
$706 - $860
|
7.51K
$352K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
161+ 0.19% |
$6.31K - $7.69K
|
85K
$3.98M
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-33- 0.29% |
$1.29K - $1.58K
|
11.3K
$530K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
184+ 1.22% |
$7.22K - $8.79K
|
15.2K
$713K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-267- 0.64% |
$10.5K - $12.8K
|
41.7K
$1.95M
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5.22KNew |
$205K - $250K
|
5.22K
$245K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
198+ 1650.0% |
$7.77K - $9.46K
|
210
$9.84K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.05KNew |
$159K - $193K
|
4.05K
$189K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-26.5K- 12.96% |
$1.04M - $1.27M
|
178K
$8.34M
|
|
Q3 2024 | |||||||
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
94K+ 31.99% |
$3.44M - $4.15M
|
388K
$18.2M
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-9.66K- 2.91% |
$354K - $426K
|
322K
$15.1M
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$195K - $235K
|
5.33K
$250K
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-200KClosed |
$7.33M - $8.83M
|
0
$0
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.08KNew |
$186K - $224K
|
5.08K
$238K
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.09KNew |
$187K - $225K
|
5.09K
$238K
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
CALL |
2KNew |
$73.3K - $88.3K
|
2K
$93.7K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-629- 96.62% |
$23.1K - $27.8K
|
22
$1.03K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
89New |
$3.26K - $3.93K
|
89
$4.17K
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-219- 17.04% |
$8.03K - $9.66K
|
1.07K
$49.9K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
51New |
$1.87K - $2.25K
|
51
$2.39K
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
12.9K+ 51.79% |
$474K - $571K
|
37.9K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Hst Ventures, LLC
|
BUY
|
- |
380KNew |
$13.9M - $16.8M
|
380K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Crake Asset Management LLP
London, X0 |
BUY
|
- |
210KNew |
$7.7M - $9.27M
|
210K
$9.84M
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.76K+ 3.82% |
$138K - $166K
|
102K
$4.78M
|
|
Nov 14, 2024
Q3 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
500KNew |
$18.3M - $22.1M
|
500K
$23.4M
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-683- 11.15% |
$25K - $30.1K
|
5.44K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-198- 2.54% |
$7.26K - $8.74K
|
7.6K
$356K
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
19KNew |
$696K - $838K
|
19K
$890K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-872- 4.47% |
$32K - $38.5K
|
18.6K
$873K
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 29.17% |
$57.4K - $69.1K
|
6.93K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
12.5KNew |
$458K - $552K
|
12.5K
$586K
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.75K+ 12.51% |
$247K - $298K
|
60.7K
$2.84M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
614+ 0.89% |
$22.5K - $27.1K
|
69.3K
$3.25M
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-192- 3.55% |
$7.04K - $8.47K
|
5.21K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-378- 6.89% |
$13.9K - $16.7K
|
5.11K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-17.6K- 40.86% |
$647K - $779K
|
25.5K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-470- 6.15% |
$17.2K - $20.7K
|
7.18K
$336K
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
630+ 1.75% |
$23.1K - $27.8K
|
36.6K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
500New |
$18.3K - $22.1K
|
500
$23.4K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.73KNew |
$210K - $253K
|
5.73K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.3K+ 221.31% |
$523K - $630K
|
20.7K
$971K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
78.2K+ 5.69% |
$2.87M - $3.45M
|
1.45M
$68.1M
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3.98K+ 43.45% |
$146K - $176K
|
13.1K
$616K
|