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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.32K+ 1.67% |
$80.6K - $93K
|
142K
$7.28M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.91KNew |
$66.2K - $76.4K
|
1.91K
$98.1K
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.9KNew |
$65.9K - $76K
|
1.9K
$97.7K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.48K+ 2.5% |
$51.2K - $59.1K
|
60.4K
$3.11M
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.48K+ 8.4% |
$51.2K - $59K
|
19K
$978K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.4K+ 23.1% |
$48.7K - $56.2K
|
7.48K
$385K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.4K+ 2.77% |
$48.5K - $55.9K
|
51.9K
$2.67M
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$45.1K - $52K
|
1.3K
$66.8K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.28K+ 6.74% |
$44.5K - $51.3K
|
20.3K
$1.04M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.25KNew |
$43.4K - $50.1K
|
1.25K
$64.3K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 10.45% |
$37.1K - $42.8K
|
11.3K
$581K
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
810+ 2.02% |
$28.1K - $32.4K
|
41K
$2.11M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
720+ 8.1% |
$25K - $28.8K
|
9.6K
$494K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
571New |
$19.8K - $22.9K
|
571
$29.3K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
523+ 4.99% |
$18.1K - $20.9K
|
11K
$566K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
506New |
$17.5K - $20.3K
|
506
$26K
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
350New |
$12.1K - $14K
|
350
$18K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
325New |
$11.3K - $13K
|
325
$16.7K
|
|
Jul 25, 2025
Q2 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
324+ 4.82% |
$11.2K - $13K
|
7.04K
$362K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
306New |
$10.6K - $12.2K
|
306
$15.7K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$10.4K - $12K
|
300
$15.4K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
252+ 3.59% |
$8.74K - $10.1K
|
7.27K
$373K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
200New |
$6.94K - $8K
|
200
$10.3K
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
188+ 0.7% |
$6.52K - $7.52K
|
27.2K
$1.4M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
180+ 8.12% |
$6.24K - $7.2K
|
2.4K
$123K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
152+ 15.9% |
$5.27K - $6.08K
|
1.11K
$57K
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
148+ 0.84% |
$5.13K - $5.92K
|
17.7K
$911K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
110New |
$3.81K - $4.4K
|
110
$5.65K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
109+ 0.31% |
$3.78K - $4.36K
|
35.5K
$1.82M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$5.14K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$5.14K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
100New |
$3.47K - $4K
|
100
$5.14K
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
71+ 15.4% |
$2.46K - $2.84K
|
532
$27.3K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
67+ 61.47% |
$2.32K - $2.68K
|
176
$9.05K
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 0.31% |
$1.7K - $1.96K
|
15.9K
$816K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
31+ 8.86% |
$1.08K - $1.24K
|
381
$19.6K
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
31+ 0.51% |
$1.08K - $1.24K
|
6.16K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
29+ 0.45% |
$1.01K - $1.16K
|
6.44K
$331K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
25New |
$867 - $1K
|
25
$1.29K
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.45% |
$867 - $1K
|
5.59K
$287K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 11.11% |
$763 - $880
|
220
$11.3K
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.11% |
$624 - $720
|
16.5K
$850K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.08% |
$34.7 - $40
|
1.24K
$63.5K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
PUT |
15.8MNew |
$500M - $597M
|
15.8M
$810M
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.69MNew |
$85.2M - $102M
|
2.69M
$138M
|
|
May 13, 2024
Q1 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
1.97M+ 53.43% |
$62.5M - $74.7M
|
5.66M
$291M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
396K+ 239.1% |
$12.6M - $15M
|
562K
$28.9M
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
218KNew |
$6.93M - $8.28M
|
218K
$11.2M
|