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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
6.37KNew |
$190K - $245K
|
6.37K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.34KNew |
$189K - $244K
|
6.34K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$189K - $243K
|
6.34K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
6.3KNew |
$188K - $242K
|
6.3K
$295K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.22KNew |
$185K - $239K
|
6.22K
$291K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
6.15KNew |
$183K - $236K
|
6.15K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$181K - $233K
|
6.07K
$284K
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
5.6K+ 3.3% |
$167K - $215K
|
175K
$8.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
4KNew |
$119K - $154K
|
4K
$187K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.79K+ 0.65% |
$53.3K - $68.8K
|
275K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
1.2KNew |
$35.7K - $46.1K
|
1.2K
$56.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$33.9K - $43.7K
|
1.14K
$53.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
916+ 9.61% |
$27.3K - $35.2K
|
10.4K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
702New |
$20.9K - $27K
|
702
$32.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
612New |
$18.2K - $23.5K
|
612
$28.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
592+ 445.11% |
$17.6K - $22.7K
|
725
$34K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
521New |
$15.5K - $20K
|
521
$24.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
474+ 57.66% |
$14.1K - $18.2K
|
1.3K
$60.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
430New |
$12.8K - $16.5K
|
430
$20.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
428+ 4.63% |
$12.7K - $16.4K
|
9.67K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
371+ 3.02% |
$11K - $14.3K
|
12.7K
$593K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
333+ 2.2% |
$9.91K - $12.8K
|
15.5K
$725K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
319+ 12.57% |
$9.5K - $12.3K
|
2.86K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
315New |
$9.38K - $12.1K
|
315
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
300+ 1.0% |
$8.93K - $11.5K
|
30.2K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
256New |
$7.62K - $9.83K
|
256
$12K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
250+ 0.88% |
$7.44K - $9.6K
|
28.7K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
230New |
$6.85K - $8.83K
|
230
$10.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
155+ 0.05% |
$4.61K - $5.95K
|
338K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
122+ 0.16% |
$3.63K - $4.69K
|
75.4K
$3.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$2.98K - $3.84K
|
100
$4.68K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
100New |
$2.98K - $3.84K
|
100
$4.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
95+ 25.07% |
$2.83K - $3.65K
|
474
$22.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
86New |
$2.56K - $3.3K
|
86
$4.03K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
49New |
$1.46K - $1.88K
|
49
$2.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
42+ 0.16% |
$1.25K - $1.61K
|
25.6K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
19+ 0.21% |
$566 - $730
|
8.95K
$419K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.16% |
$447 - $576
|
9.24K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.46% |
$387 - $499
|
2.82K
$132K
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
13+ 0.02% |
$387 - $499
|
85.1K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$298 - $384
|
10
$468
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
820K+ 433.99% |
$15.4M - $28.9M
|
1.01M
$47.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Aquamarine Zurich Ag
Zurich, V8 |
BUY
|
- |
768KNew |
$14.4M - $27.1M
|
768K
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
535KNew |
$10.1M - $18.9M
|
535K
$25.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
248KNew |
$4.67M - $8.76M
|
248K
$11.6M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
187K+ 93.5% |
$3.52M - $6.6M
|
387K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
186K+ 1.68% |
$3.5M - $6.57M
|
11.3M
$527M
|
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
115KNew |
$2.16M - $4.06M
|
115K
$5.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
100KNew |
$1.88M - $3.53M
|
100K
$4.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
95.5KNew |
$1.8M - $3.37M
|
95.5K
$4.47M
|
|