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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$37.6 - $70.5
|
15.2K
$672K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
437+ 4.05% |
$8.22K - $15.4K
|
11.2K
$498K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
3.06K+ 0.61% |
$57.6K - $108K
|
503K
$22.3M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
551+ 48.33% |
$10.4K - $19.4K
|
1.69K
$75K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
492+ 27.84% |
$9.25K - $17.4K
|
2.26K
$100K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.56K+ 791.64% |
$48.1K - $90.2K
|
2.88K
$128K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
4.37K+ 20.78% |
$82.1K - $154K
|
25.4K
$1.13M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.07KNew |
$114K - $214K
|
6.07K
$269K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
537+ 2.96% |
$10.1K - $18.9K
|
18.7K
$829K
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
BUY
|
- |
1.09KNew |
$20.5K - $38.4K
|
1.09K
$48.3K
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
195New |
$3.67K - $6.88K
|
195
$8.65K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-451- 4.85% |
$8.48K - $15.9K
|
8.84K
$392K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-400- 44.44% |
$7.52K - $14.1K
|
500
$22.2K
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 8.91% |
$20.7K - $38.8K
|
11.2K
$498K
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-447- 4.94% |
$8.4K - $15.8K
|
8.6K
$381K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.05K- 1.18% |
$57.4K - $108K
|
256K
$11.4M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.27% |
$18.8 - $35.3
|
366
$16.2K
|
|
Nov 01, 2022
Q3 2022
|
Gabalex Capital Management LLC
|
SELL
|
- |
-75K- 25.0% |
$1.41M - $2.65M
|
225K
$9.98M
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-150- 2.0% |
$2.82K - $5.29K
|
7.37K
$327K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
18.2KNew |
$342K - $642K
|
18.2K
$807K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
517+ 4.01% |
$9.72K - $18.2K
|
13.4K
$595K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-16.8K- 2.11% |
$315K - $591K
|
779K
$34.5M
|
|
Oct 27, 2022
Q3 2022
|
Covea Finance
|
BUY
|
- |
392KNew |
$7.37M - $13.8M
|
392K
$17.4M
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 0.29% |
$18.8 - $35.3
|
349
$15.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
95.5KNew |
$1.8M - $3.37M
|
95.5K
$4.23M
|
|
Oct 26, 2022
Q3 2022
|
Canal Insurance CO
|
BUY
|
CALL |
200New |
$3.76K - $7.05K
|
200
$8.87K
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
70.8KNew |
$1.33M - $2.5M
|
70.8K
$3.14M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$37.6K - $70.5K
|
2K
$88.7K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
2K+ 22.29% |
$37.6K - $70.5K
|
11K
$487K
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-577K- 67.11% |
$10.9M - $20.4M
|
283K
$12.5M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.08K+ 2.8% |
$20.4K - $38.2K
|
39.8K
$1.77M
|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.2K- 8.89% |
$210K - $393K
|
114K
$5.07M
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.37K- 9.05% |
$25.7K - $48.2K
|
13.7K
$608K
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.65K+ 37.63% |
$49.8K - $93.5K
|
9.69K
$430K
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1+ 0.01% |
$18.8 - $35.3
|
10K
$443K
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
600New |
$11.3K - $21.2K
|
600
$26.6K
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
CALL |
15KNew |
$282K - $529K
|
15K
$665K
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$252K - $473K
|
13.4K
$594K
|
|
Oct 19, 2022
Q3 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-535- 0.42% |
$10.1K - $18.9K
|
127K
$5.63M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
899+ 2.06% |
$16.9K - $31.7K
|
44.5K
$1.97M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
4.94KNew |
$92.8K - $174K
|
4.94K
$219K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
800New |
$15K - $28.2K
|
800
$35.5K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
768+ 2.9% |
$14.4K - $27.1K
|
27.2K
$1.21M
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-193- 1.61% |
$3.63K - $6.81K
|
11.8K
$523K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
150New |
$2.82K - $5.29K
|
150
$6.65K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-33.1K- 17.79% |
$622K - $1.17M
|
153K
$6.78M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
1K+ 5.83% |
$18.8K - $35.3K
|
18.2K
$805K
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.6K- 14.24% |
$30.1K - $56.4K
|
9.63K
$427K
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 15.72% |
$25.2K - $47.2K
|
7.18K
$318K
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-365- 1.16% |
$6.86K - $12.9K
|
31.1K
$1.38M
|