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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
16KNew |
$403K - $543K
|
16K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15KNew |
$378K - $509K
|
15K
$713K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.7K+ 9.8% |
$369K - $498K
|
164K
$7.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 11.39% |
$320K - $432K
|
124K
$5.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$320K - $431K
|
12.7K
$603K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
12.6KNew |
$318K - $429K
|
12.6K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12KNew |
$302K - $407K
|
12K
$569K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
11.4KNew |
$286K - $386K
|
11.4K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
11.4KNew |
$286K - $386K
|
11.4K
$540K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.7K+ 18.03% |
$270K - $365K
|
70.3K
$3.34M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
10.2K+ 96.29% |
$257K - $346K
|
20.8K
$988K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
8.58K+ 6.93% |
$216K - $291K
|
132K
$6.29M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
8.46K+ 120828.57% |
$213K - $287K
|
8.47K
$402K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.12KNew |
$204K - $276K
|
8.12K
$386K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$203K - $273K
|
8.05K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
8K+ 55.05% |
$201K - $272K
|
22.5K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
7.97KNew |
$201K - $271K
|
7.97K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
7.52KNew |
$189K - $255K
|
7.52K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7.39KNew |
$186K - $251K
|
7.39K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
6.89KNew |
$173K - $234K
|
6.89K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.84K+ 64.87% |
$172K - $232K
|
17.4K
$826K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.78KNew |
$171K - $230K
|
6.78K
$322K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.55KNew |
$165K - $222K
|
6.55K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.54KNew |
$165K - $222K
|
6.54K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.52K+ 53.36% |
$164K - $221K
|
18.7K
$891K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.43KNew |
$162K - $218K
|
6.43K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
6.24KNew |
$157K - $212K
|
6.24K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.24KNew |
$157K - $212K
|
6.24K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
6.15KNew |
$155K - $209K
|
6.15K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
6.08KNew |
$153K - $206K
|
6.08K
$289K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
6.08KNew |
$153K - $206K
|
6.08K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.02KNew |
$152K - $204K
|
6.02K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
6KNew |
$151K - $204K
|
6K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.95KNew |
$150K - $202K
|
5.95K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.83K+ 25.64% |
$121K - $164K
|
23.6K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.45K+ 359.95% |
$112K - $151K
|
5.69K
$270K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$90.4K - $122K
|
3.59K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.04KNew |
$76.5K - $103K
|
3.04K
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
3KNew |
$75.5K - $102K
|
3K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3K+ 14.91% |
$75.4K - $102K
|
23.1K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
2.26K+ 5.34% |
$57K - $76.8K
|
44.7K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.25KNew |
$56.6K - $76.4K
|
2.25K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.1KNew |
$52.9K - $71.3K
|
2.1K
$99.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.87KNew |
$47.1K - $63.6K
|
1.87K
$89K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 18.57% |
$37.6K - $50.7K
|
9.53K
$453K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.45KNew |
$36.6K - $49.3K
|
1.45K
$69.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.37KNew |
$34.4K - $46.3K
|
1.37K
$64.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.34K+ 2.52% |
$33.7K - $45.4K
|
54.4K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
958New |
$24.1K - $32.5K
|
958
$45.5K
|