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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 0.3% |
$3.89K - $5.11K
|
41.9K
$2M
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
100+ 0.41% |
$3.11K - $4.09K
|
24.3K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
83+ 1.23% |
$2.58K - $3.39K
|
6.84K
$327K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
75+ 0.22% |
$2.33K - $3.07K
|
34.5K
$1.65M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
61+ 4.19% |
$1.9K - $2.49K
|
1.52K
$72.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$1.56K - $2.05K
|
50
$2.39K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
50+ 0.17% |
$1.56K - $2.05K
|
29K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
26+ 1.14% |
$809 - $1.06K
|
2.31K
$110K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$31.1 - $40.9
|
2.07K
$98.8K
|
|
| Q1 2022 | |||||||
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
56KNew |
$2.15M - $2.77M
|
56K
$2.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
23K+ 8.45% |
$882K - $1.14M
|
295K
$14.1M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
14.1KNew |
$542K - $699K
|
14.1K
$676K
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
12.5KNew |
$479K - $617K
|
12.5K
$597K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
CALL |
10.6KNew |
$406K - $523K
|
10.6K
$506K
|
|
|
May 16, 2022
Q1 2022
|
Goff John C
Fort Worth, TX |
BUY
|
- |
8.85KNew |
$339K - $437K
|
8.85K
$423K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.64KNew |
$216K - $279K
|
5.64K
$269K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2K+ 9523.81% |
$76.7K - $98.8K
|
2.02K
$96.5K
|
|
|
May 16, 2022
Q1 2022
|
Oakmont Corp
|
BUY
|
- |
1.46KNew |
$55.8K - $71.8K
|
1.46K
$69.5K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.34KNew |
$51.3K - $66.1K
|
1.34K
$63.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
626New |
$24K - $30.9K
|
626
$29.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
266New |
$10.2K - $13.1K
|
266
$12.7K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20New |
$767 - $988
|
20
$955
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3+ 25.0% |
$115 - $148
|
15
$717
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
350KNew |
$15.1M - $16.9M
|
350K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
118KNew |
$5.06M - $5.68M
|
118K
$5.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36.3KNew |
$1.56M - $1.76M
|
36.3K
$1.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
24.8KNew |
$1.07M - $1.2M
|
24.8K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
9.84KNew |
$424K - $476K
|
9.84K
$470K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.93KNew |
$342K - $384K
|
7.93K
$379K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
4.05KNew |
$175K - $196K
|
4.05K
$194K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
CALL |
1.5KNew |
$64.6K - $72.6K
|
1.5K
$71.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
610New |
$26.3K - $29.5K
|
610
$29.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
350New |
$15.1K - $16.9K
|
350
$16.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
CALL |
300New |
$12.9K - $14.5K
|
300
$14.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
200New |
$8.62K - $9.67K
|
200
$9.55K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
200New |
$8.62K - $9.67K
|
200
$9.55K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
95New |
$4.09K - $4.6K
|
95
$4.54K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
2.54MNew |
$93.7M - $110M
|
2.54M
$121M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
300K+ 50.0% |
$11.1M - $13M
|
900K
$43M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
93.9KNew |
$3.47M - $4.06M
|
93.9K
$4.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Opus Investment Management Inc
|
BUY
|
- |
26.5K+ 29.56% |
$979K - $1.15M
|
116K
$5.55M
|
|
|
Nov 02, 2021
Q3 2021
|
Provident Trust CO
|
BUY
|
- |
9.96KNew |
$368K - $431K
|
9.96K
$476K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
8.66KNew |
$320K - $375K
|
8.66K
$414K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
2.8K+ 53.85% |
$103K - $121K
|
8K
$382K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
328KNew |
$12.5M - $14.2M
|
328K
$15.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
61.1KNew |
$2.33M - $2.64M
|
61.1K
$2.92M
|
|
|
Aug 02, 2021
Q2 2021
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
30.2K+ 44.74% |
$1.15M - $1.31M
|
97.7K
$4.67M
|
|
|
Aug 12, 2021
Q2 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
PUT |
25KNew |
$952K - $1.08M
|
25K
$1.19M
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
12.1K+ 21.86% |
$461K - $524K
|
67.5K
$3.22M
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
4.88K+ 8267.8% |
$186K - $211K
|
4.94K
$236K
|
|