Latest Institutional Purchases of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.86KNew |
$218K - $260K
|
6.86K
$328K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.66K+ 4.39% |
$211K - $253K
|
158K
$7.57M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.26KNew |
$199K - $238K
|
6.26K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.11KNew |
$194K - $232K
|
6.11K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6.02K+ 42.07% |
$191K - $228K
|
20.3K
$970K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.98KNew |
$190K - $227K
|
5.98K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.94K+ 56.42% |
$189K - $225K
|
16.5K
$787K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$188K - $225K
|
5.92K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
5.9KNew |
$187K - $224K
|
5.9K
$282K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
5.88KNew |
$187K - $223K
|
5.88K
$281K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.81KNew |
$184K - $220K
|
5.81K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
5.81KNew |
$184K - $220K
|
5.81K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$184K - $220K
|
5.8K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.6KNew |
$178K - $212K
|
5.6K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$177K - $212K
|
5.58K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.57KNew |
$177K - $211K
|
5.57K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.51KNew |
$175K - $209K
|
5.51K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
5.5KNew |
$175K - $209K
|
5.5K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.49KNew |
$174K - $208K
|
5.49K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.45KNew |
$173K - $207K
|
5.45K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.43KNew |
$172K - $206K
|
5.43K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.42KNew |
$172K - $206K
|
5.42K
$259K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
5.38KNew |
$171K - $204K
|
5.38K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
5.36KNew |
$170K - $203K
|
5.36K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
5.35KNew |
$170K - $203K
|
5.35K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.34KNew |
$170K - $203K
|
5.34K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
5.33KNew |
$169K - $202K
|
5.33K
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
5.31KNew |
$168K - $201K
|
5.31K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.9K+ 52.77% |
$155K - $186K
|
14.2K
$677K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.6KNew |
$114K - $136K
|
3.6K
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.47KNew |
$110K - $131K
|
3.47K
$166K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.39KNew |
$107K - $128K
|
3.39K
$162K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.16K+ 4856.92% |
$100K - $120K
|
3.22K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.4KNew |
$76.2K - $91.1K
|
2.4K
$115K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.4KNew |
$76.2K - $91K
|
2.4K
$115K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.32KNew |
$73.6K - $87.9K
|
2.32K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.12K+ 141.29% |
$67.2K - $80.3K
|
3.62K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.85KNew |
$58.7K - $70.2K
|
1.85K
$88.4K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
1.75K+ 388.89% |
$55.5K - $66.4K
|
2.2K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.4K+ 28.91% |
$44.4K - $53.1K
|
6.24K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$36.2K - $43.2K
|
29.1K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
834+ 1489.29% |
$26.5K - $31.6K
|
890
$42.5K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
820+ 3.96% |
$26K - $31.1K
|
21.5K
$1.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
237+ 30.42% |
$7.52K - $8.99K
|
1.02K
$48.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
216New |
$6.85K - $8.19K
|
216
$10.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
200+ 1.18% |
$6.35K - $7.58K
|
17.2K
$822K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
135+ 0.44% |
$4.28K - $5.12K
|
30.5K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
130+ 1.54% |
$4.12K - $4.93K
|
8.58K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.18% |
$3.17K - $3.79K
|
54.7K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
75+ 10.71% |
$2.38K - $2.84K
|
775
$37K
|