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 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-9.94K- 18.67% |
$250K - $337K
|
43.3K
$2.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.6KNew |
$670K - $904K
|
26.6K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$75.5 - $102
|
3
$141
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.87KNew |
$47.1K - $63.6K
|
1.87K
$87.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.65K- 6.51% |
$243K - $328K
|
139K
$6.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-368- 1.74% |
$9.26K - $12.5K
|
20.8K
$973K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 18.57% |
$37.6K - $50.7K
|
9.53K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
3KNew |
$75.5K - $102K
|
3K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-14K- 1.9% |
$352K - $475K
|
724K
$33.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.95K- 14.62% |
$49.1K - $66.2K
|
11.4K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.02KNew |
$152K - $204K
|
6.02K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-49.1K- 59.74% |
$1.24M - $1.67M
|
33.1K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
6.89KNew |
$173K - $234K
|
6.89K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 3.87% |
$25.2K - $33.9K
|
24.9K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
500New |
$12.6K - $17K
|
500
$23.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-1.48K- 17.44% |
$37.2K - $50.1K
|
6.99K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
CALL |
-2.4K- 50.0% |
$60.4K - $81.5K
|
2.4K
$112K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-42.4K- 99.66% |
$1.07M - $1.44M
|
145
$6.79K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.7K+ 18.03% |
$270K - $365K
|
70.3K
$3.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
425+ 0.45% |
$10.7K - $14.4K
|
94.4K
$4.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
6.15KNew |
$155K - $209K
|
6.15K
$288K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
927+ 9.76% |
$23.3K - $31.5K
|
10.4K
$488K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-422- 5.33% |
$10.6K - $14.3K
|
7.5K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.24KNew |
$157K - $212K
|
6.24K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
5New |
$126 - $170
|
5
$234
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
905+ 10.98% |
$22.8K - $30.7K
|
9.15K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
8.58K+ 6.93% |
$216K - $291K
|
132K
$6.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.22K- 7.16% |
$80.9K - $109K
|
41.7K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
64+ 60.95% |
$1.61K - $2.17K
|
169
$7.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
6.08KNew |
$153K - $206K
|
6.08K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
6.24KNew |
$157K - $212K
|
6.24K
$292K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 11.39% |
$320K - $432K
|
124K
$5.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.06K- 8.71% |
$203K - $274K
|
84.5K
$3.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.55KNew |
$165K - $222K
|
6.55K
$307K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-32.3KClosed |
$877K - $1.05M
|
0
$0
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-903Closed |
$24.5K - $29.5K
|
0
$0
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-7.23KClosed |
$196K - $236K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.4K- 6.54% |
$391K - $470K
|
206K
$9.64M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
43.4KNew |
$1.18M - $1.42M
|
43.4K
$2.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
225+ 2.34% |
$6.11K - $7.35K
|
9.84K
$461K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-40.1K- 76.73% |
$1.09M - $1.31M
|
12.1K
$569K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
CALL |
800+ 25.0% |
$21.7K - $26.1K
|
4K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
2.5MNew |
$67.9M - $81.6M
|
2.5M
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.7K- 10.71% |
$453K - $544K
|
139K
$6.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
33.6KNew |
$912K - $1.1M
|
33.6K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
63.6K+ 555.39% |
$1.73M - $2.08M
|
75K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
69.4K+ 2.25% |
$1.89M - $2.27M
|
3.16M
$148M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
92.5KNew |
$2.51M - $3.02M
|
92.5K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
8.6K+ 9.53% |
$234K - $281K
|
98.9K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-10K- 29.04% |
$272K - $327K
|
24.4K
$1.14M
|
|