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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$27.2 - $32.7
|
22.1K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-493- 28.17% |
$13.4K - $16.1K
|
1.26K
$58.9K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.73K- 16.14% |
$46.9K - $56.4K
|
8.98K
$421K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 32.26% |
$1.36K - $1.63K
|
105
$4.92K
|
|
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-450K- 89.12% |
$12.2M - $14.7M
|
55K
$2.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-27.2K- 34.11% |
$739K - $889K
|
52.6K
$2.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-254- 13.52% |
$6.9K - $8.29K
|
1.63K
$76.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.9K+ 12.9% |
$1.03M - $1.24M
|
331K
$15.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-2.23K- 0.68% |
$60.6K - $72.9K
|
326K
$15.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3.73KNew |
$101K - $122K
|
3.73K
$175K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-13.3K- 46.96% |
$362K - $435K
|
15K
$704K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-16.4K- 21.19% |
$445K - $535K
|
60.9K
$2.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-19.5K- 29.65% |
$529K - $636K
|
46.2K
$2.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
46+ 0.44% |
$1.25K - $1.5K
|
10.4K
$487K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
22.2KNew |
$604K - $725K
|
22.2K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
400New |
$10.9K - $13.1K
|
400
$18.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.41KNew |
$201K - $242K
|
7.41K
$347K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
CALL |
-14.5K- 87.88% |
$394K - $473K
|
2K
$93.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-71.3K- 15.52% |
$1.94M - $2.33M
|
388K
$18.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43+ 0.77% |
$1.17K - $1.4K
|
5.62K
$263K
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.72K- 32.33% |
$101K - $121K
|
7.79K
$365K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9.05K- 23.55% |
$246K - $295K
|
29.4K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
48.9K+ 687.14% |
$1.33M - $1.6M
|
56K
$2.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9.86KNew |
$268K - $322K
|
9.86K
$462K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
264+ 3.22% |
$7.17K - $8.62K
|
8.47K
$397K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-36.9K- 20.61% |
$1M - $1.2M
|
142K
$6.66M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-618- 4.23% |
$16.8K - $20.2K
|
14K
$656K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
16.1KNew |
$436K - $524K
|
16.1K
$752K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
222New |
$6.03K - $7.25K
|
222
$10.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
650New |
$17.7K - $21.2K
|
650
$30.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-26.4K- 15.84% |
$717K - $862K
|
140K
$6.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-7K- 68.57% |
$190K - $229K
|
3.21K
$150K
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-181K- 93.38% |
$4.93M - $5.92M
|
12.9K
$603K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-589- 68.57% |
$16K - $19.2K
|
270
$12.6K
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
5.6MNew |
$151M - $171M
|
5.6M
$262M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
5.6MNew |
$151M - $171M
|
5.6M
$262M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.25KClosed |
$196K - $222K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
1.33K+ 2.74% |
$36K - $40.8K
|
50.1K
$2.35M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-424K- 71.29% |
$11.4M - $12.9M
|
171K
$7.99M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-813Closed |
$21.9K - $24.8K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
69.2KNew |
$1.87M - $2.12M
|
69.2K
$3.24M
|
|
|
Oct 27, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
4.5KNew |
$121K - $138K
|
4.5K
$211K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.47KNew |
$66.5K - $75.3K
|
2.47K
$115K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-349K- 94.48% |
$9.42M - $10.7M
|
20.4K
$955K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-295- 3.96% |
$7.96K - $9.02K
|
7.16K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-115K- 58.77% |
$3.1M - $3.51M
|
80.6K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-3.52K- 0.26% |
$94.9K - $107K
|
1.36M
$63.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
54.4KNew |
$1.47M - $1.66M
|
54.4K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-321- 0.41% |
$8.66K - $9.81K
|
77.1K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
SELL
|
- |
-50K- 71.03% |
$1.35M - $1.53M
|
20.4K
$955K
|
|