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 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.74KNew |
$68.4K - $83.3K
|
1.74K
$82K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.78% |
$65K - $79.2K
|
61.3K
$2.88M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.59KNew |
$62.4K - $76K
|
1.59K
$74.9K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.59K+ 15.86% |
$62.3K - $75.9K
|
11.6K
$546K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.58KNew |
$62K - $75.5K
|
1.58K
$74.3K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.53KNew |
$59.9K - $73K
|
1.53K
$71.8K
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$58.8K - $71.7K
|
1.5K
$70.5K
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 2.73% |
$58.8K - $71.7K
|
56.5K
$2.66M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.43K+ 9.11% |
$56.2K - $68.4K
|
17.2K
$807K
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.26K+ 7.54% |
$49.5K - $60.3K
|
18K
$847K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.14KNew |
$44.5K - $54.2K
|
1.14K
$53.4K
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.06K+ 0.31% |
$41.5K - $50.6K
|
342K
$16.1M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.02KNew |
$39.9K - $48.6K
|
1.02K
$47.9K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 1306.49% |
$39.5K - $48.1K
|
1.08K
$50.9K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
PUT |
1KNew |
$39.2K - $47.8K
|
1K
$47K
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
965+ 6.1% |
$37.8K - $46.1K
|
16.8K
$789K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
941New |
$36.9K - $45K
|
941
$44.2K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
911New |
$35.7K - $43.5K
|
911
$42.8K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
884New |
$34.7K - $42.2K
|
884
$41.6K
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
800+ 0.62% |
$31.4K - $38.2K
|
129K
$6.06M
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
780New |
$30.6K - $37.3K
|
780
$36.7K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
750+ 7.63% |
$29.4K - $35.8K
|
10.6K
$497K
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$32.1K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$22.2K - $27.1K
|
567
$26.7K
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
565+ 5.32% |
$22.2K - $27K
|
11.2K
$526K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
544+ 1.49% |
$21.3K - $26K
|
37.1K
$1.75M
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
500New |
$19.6K - $23.9K
|
500
$23.5K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
497New |
$19.5K - $23.7K
|
497
$23.4K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
489New |
$19.2K - $23.4K
|
489
$23K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
466+ 5.84% |
$18.3K - $22.3K
|
8.44K
$397K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
433New |
$17K - $20.7K
|
433
$20.4K
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
400New |
$15.7K - $19.1K
|
400
$18.8K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
399New |
$15.6K - $19.1K
|
399
$18.8K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
327+ 42.19% |
$12.8K - $15.6K
|
1.1K
$51.8K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$11.8K - $14.3K
|
300
$14.1K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
298New |
$11.7K - $14.2K
|
298
$14K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
296New |
$11.6K - $14.1K
|
296
$13.9K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
283+ 2.95% |
$11.1K - $13.5K
|
9.89K
$465K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
276+ 52.98% |
$10.8K - $13.2K
|
797
$37.5K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
269+ 4.2% |
$10.6K - $12.9K
|
6.67K
$314K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
266+ 2.65% |
$10.4K - $12.7K
|
10.3K
$485K
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
236+ 3.11% |
$9.26K - $11.3K
|
7.84K
$368K
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
217+ 1.1% |
$8.51K - $10.4K
|
20K
$940K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
210+ 66.88% |
$8.24K - $10K
|
524
$24.6K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
195+ 2.25% |
$7.65K - $9.32K
|
8.85K
$416K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
195+ 1.18% |
$7.65K - $9.32K
|
16.8K
$789K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$8.93K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$8.93K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
185+ 1.07% |
$7.26K - $8.84K
|
17.4K
$819K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
184+ 1.22% |
$7.22K - $8.79K
|
15.2K
$715K
|