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 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 6.67% |
$4.16K - $4.8K
|
1.68K
$78.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
11.9KNew |
$411K - $474K
|
11.9K
$555K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.79K+ 89.5% |
$96.6K - $111K
|
5.9K
$276K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 0.31% |
$1.7K - $1.96K
|
15.9K
$743K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-152K- 26.05% |
$4.82M - $5.76M
|
431K
$20.2M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-750- 6.03% |
$23.8K - $28.4K
|
11.7K
$547K
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
121MNew |
$3.83B - $4.58B
|
121M
$5.66B
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
58.3KNew |
$1.85M - $2.21M
|
58.3K
$2.73M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
PUT |
15.8MNew |
$500M - $597M
|
15.8M
$738M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.7K- 7.99% |
$53.9K - $64.5K
|
19.6K
$917K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.81KNew |
$184K - $220K
|
5.81K
$272K
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-28.8K- 84.39% |
$913K - $1.09M
|
5.32K
$249K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
87.3KNew |
$2.77M - $3.31M
|
87.3K
$4.09M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
64.9K+ 225.63% |
$2.06M - $2.46M
|
93.7K
$4.39M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.32KNew |
$73.6K - $87.9K
|
2.32K
$109K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-26.1K- 3.68% |
$829K - $990K
|
684K
$32M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
26.9K+ 191.79% |
$852K - $1.02M
|
40.9K
$1.91M
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
6+ 0.71% |
$190 - $228
|
847
$39.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-187- 0.35% |
$5.93K - $7.09K
|
53.7K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14.6K+ 45.79% |
$464K - $554K
|
46.5K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
153KNew |
$4.87M - $5.82M
|
153K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-209K- 53.9% |
$6.64M - $7.93M
|
179K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.1% |
$31.7 - $37.9
|
994
$46.6K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-363- 5.85% |
$11.5K - $13.8K
|
5.85K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-5.1K- 48.55% |
$162K - $193K
|
5.4K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-2.2K- 50.0% |
$69.8K - $83.4K
|
2.2K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
15KNew |
$476K - $569K
|
15K
$703K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
9.76KNew |
$310K - $370K
|
9.76K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.9K+ 52.77% |
$155K - $186K
|
14.2K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.4KNew |
$76.2K - $91.1K
|
2.4K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
13.2KNew |
$418K - $500K
|
13.2K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-454- 5.09% |
$14.4K - $17.2K
|
8.47K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.57KNew |
$177K - $211K
|
5.57K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
68+ 0.63% |
$2.16K - $2.58K
|
10.9K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-112K- 34.95% |
$3.55M - $4.25M
|
209K
$9.77M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
135+ 0.44% |
$4.28K - $5.12K
|
30.5K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
50KNew |
$1.59M - $1.9M
|
50K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-184- 2.68% |
$5.84K - $6.98K
|
6.67K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.01% |
$31.7 - $37.9
|
9.99K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.18% |
$3.17K - $3.79K
|
54.7K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
16.1KNew |
$511K - $610K
|
16.1K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
108K+ 1665.15% |
$3.42M - $4.08M
|
114K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
22.8KNew |
$722K - $863K
|
22.8K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
126K+ 163.07% |
$4.01M - $4.79M
|
204K
$9.55M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20K- 50.0% |
$635K - $758K
|
20K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
5.5KNew |
$175K - $209K
|
5.5K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
20KNew |
$635K - $758K
|
20K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
218KNew |
$6.93M - $8.28M
|
218K
$10.2M
|
|