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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
325New |
$11.3K - $13K
|
325
$15.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
19KNew |
$659K - $760K
|
19K
$890K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$4.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-135- 13.99% |
$4.68K - $5.4K
|
830
$38.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-17K- 38.1% |
$590K - $680K
|
27.6K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
94+ 1.21% |
$3.26K - $3.76K
|
7.86K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
152+ 15.9% |
$5.27K - $6.08K
|
1.11K
$51.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.11% |
$624 - $720
|
16.5K
$774K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 10.45% |
$37.1K - $42.8K
|
11.3K
$530K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-18.1K- 94.73% |
$629K - $726K
|
1.01K
$47.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.17K- 16.82% |
$40.6K - $46.8K
|
5.78K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
252+ 3.59% |
$8.74K - $10.1K
|
7.27K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
571New |
$19.8K - $22.9K
|
571
$26.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 11.11% |
$763 - $880
|
220
$10.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3.2K+ 1.3% |
$111K - $128K
|
249K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.54KNew |
$192K - $222K
|
5.54K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.84K+ 8.77% |
$168K - $194K
|
60.1K
$2.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
31+ 8.86% |
$1.08K - $1.24K
|
381
$17.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
506New |
$17.5K - $20.3K
|
506
$23.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.99K- 3.32% |
$277K - $320K
|
232K
$10.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
5.37KNew |
$186K - $215K
|
5.37K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.1K- 3.63% |
$420K - $484K
|
322K
$15.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.65K- 48.89% |
$57.2K - $66K
|
1.73K
$80.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 5.98% |
$12.1K - $14K
|
5.5K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$4.68K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-77- 0.5% |
$2.67K - $3.08K
|
15.3K
$717K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
56.3KNew |
$1.95M - $2.25M
|
56.3K
$2.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
523+ 4.99% |
$18.1K - $20.9K
|
11K
$516K
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.5K- 11.03% |
$52K - $60K
|
12.1K
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-285- 0.11% |
$9.88K - $11.4K
|
252K
$11.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.4K+ 23.1% |
$48.7K - $56.2K
|
7.48K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
720+ 8.1% |
$25K - $28.8K
|
9.6K
$450K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
712+ 10.18% |
$24.7K - $28.5K
|
7.7K
$361K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
810+ 2.02% |
$28.1K - $32.4K
|
41K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
306New |
$10.6K - $12.2K
|
306
$14.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6+ 0.1% |
$208 - $240
|
6.15K
$288K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.35KNew |
$46.7K - $53.9K
|
1.35K
$63K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-20K- 10.0% |
$694K - $800K
|
180K
$8.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.15K- 24.2% |
$109K - $126K
|
9.88K
$463K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-516- 3.19% |
$17.9K - $20.7K
|
15.7K
$733K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-388- 6.46% |
$13.5K - $15.5K
|
5.61K
$263K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-31KClosed |
$1.07M - $1.24M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
191KNew |
$6.63M - $7.65M
|
191K
$8.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
PUT |
13.6KNew |
$472K - $544K
|
13.6K
$637K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.45% |
$867 - $1K
|
5.59K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.9K+ 74.06% |
$724K - $835K
|
49K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
31+ 0.51% |
$1.08K - $1.24K
|
6.16K
$289K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.99K+ 16.19% |
$208K - $240K
|
43K
$2.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
180+ 8.12% |
$6.24K - $7.2K
|
2.4K
$112K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$6.94K - $8K
|
200
$9.37K
|