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 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
208K+ 56.07% |
$5.62M - $7.66M
|
580K
$25.7M
|
|
May 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
100New |
$2.7K - $3.68K
|
100
$4.43K
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-300- 3.64% |
$8.09K - $11K
|
7.94K
$352K
|
|
May 12, 2023
Q1 2023
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
105KNew |
$2.83M - $3.86M
|
105K
$4.66M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-6.2K- 50.0% |
$167K - $228K
|
6.2K
$275K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.2K- 52.26% |
$140K - $191K
|
4.75K
$211K
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-678- 7.79% |
$18.3K - $24.9K
|
8.03K
$356K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
20.8K+ 109.58% |
$562K - $766K
|
39.9K
$1.77M
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
600+ 68.18% |
$16.2K - $22.1K
|
1.48K
$65.6K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
121KNew |
$3.27M - $4.45M
|
121K
$5.37M
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-156K- 34.11% |
$4.2M - $5.73M
|
301K
$13.3M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
56.9MNew |
$1.53B - $2.09B
|
56.9M
$2.52B
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
200+ 18.85% |
$5.39K - $7.35K
|
1.26K
$55.9K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
13KNew |
$351K - $478K
|
13K
$576K
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-59.6K- 23.81% |
$1.61M - $2.19M
|
191K
$8.46M
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
85.1KNew |
$2.3M - $3.13M
|
85.1K
$3.77M
|
|
May 08, 2023
Q1 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
6.3KNew |
$170K - $232K
|
6.3K
$279K
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 27.27% |
$56.6K - $77.2K
|
9.8K
$435K
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
BUY
|
CALL |
836KNew |
$22.5M - $30.7M
|
836K
$37M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
PUT |
-1.9K- 15.97% |
$51.2K - $69.9K
|
10K
$443K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.12K+ 17.25% |
$30.2K - $41.2K
|
7.61K
$337K
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.98KNew |
$242K - $330K
|
8.98K
$398K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.16K- 78.9% |
$58.2K - $79.3K
|
577
$25.6K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.03% |
$162 - $221
|
20.8K
$924K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
545New |
$14.7K - $20K
|
545
$24.2K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
84+ 0.46% |
$2.27K - $3.09K
|
18.3K
$811K
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
4.96K+ 0.32% |
$134K - $182K
|
1.57M
$69.8M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
149+ 79.68% |
$4.02K - $5.48K
|
336
$14.9K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
14KNew |
$378K - $516K
|
14K
$622K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.15KNew |
$112K - $153K
|
4.15K
$184K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-185- 12.65% |
$4.99K - $6.8K
|
1.28K
$56.7K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.2KNew |
$275K - $375K
|
10.2K
$453K
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.64K- 14.08% |
$44.1K - $60.1K
|
9.98K
$443K
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
57.5K+ 106.81% |
$1.55M - $2.11M
|
111K
$4.94M
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-820- 6.77% |
$22.1K - $30.2K
|
11.3K
$501K
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
SELL
|
- |
-10.1K- 25.19% |
$272K - $371K
|
30K
$1.33M
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
315+ 0.48% |
$8.5K - $11.6K
|
65.4K
$2.9M
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-118K- 89.23% |
$3.2M - $4.36M
|
14.3K
$634K
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-146- 2.95% |
$3.94K - $5.37K
|
4.8K
$213K
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
665+ 4.23% |
$17.9K - $24.5K
|
16.4K
$726K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
637+ 3.37% |
$17.2K - $23.4K
|
19.6K
$867K
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.9K- 15.97% |
$51.2K - $69.9K
|
10K
$443K
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
20KNew |
$539K - $735K
|
20K
$887K
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
11.9K+ 17.47% |
$321K - $438K
|
80K
$3.55M
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
50K+ 33.33% |
$1.35M - $1.84M
|
200K
$8.87M
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.97K+ 64.41% |
$107K - $146K
|
10.1K
$449K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15KNew |
$406K - $553K
|
15K
$667K
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-645- 2.98% |
$17.4K - $23.7K
|
21K
$930K
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
16.7KNew |
$452K - $616K
|
16.7K
$742K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.07KNew |
$28.9K - $39.4K
|
1.07K
$47.5K
|