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, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
300+ 1.0% |
$8.93K - $11.5K
|
30.2K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
256New |
$7.62K - $9.83K
|
256
$13.2K
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
250+ 0.88% |
$7.44K - $9.6K
|
28.7K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
230New |
$6.85K - $8.83K
|
230
$11.8K
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
155+ 0.05% |
$4.61K - $5.95K
|
338K
$17.4M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
122+ 0.16% |
$3.63K - $4.69K
|
75.4K
$3.88M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$2.98K - $3.84K
|
100
$5.14K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
100New |
$2.98K - $3.84K
|
100
$5.14K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
95+ 25.07% |
$2.83K - $3.65K
|
474
$24.4K
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
86New |
$2.56K - $3.3K
|
86
$4.42K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
49New |
$1.46K - $1.88K
|
49
$2.52K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
42+ 0.16% |
$1.25K - $1.61K
|
25.6K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
19+ 0.21% |
$566 - $730
|
8.95K
$460K
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
15+ 0.16% |
$447 - $576
|
9.24K
$475K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.46% |
$387 - $499
|
2.82K
$145K
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
13+ 0.02% |
$387 - $499
|
85.1K
$4.37M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$298 - $384
|
10
$514
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
820K+ 433.99% |
$15.4M - $28.9M
|
1.01M
$51.9M
|
|
Nov 08, 2022
Q3 2022
|
Aquamarine Zurich Ag
Zurich, V8 |
BUY
|
- |
768KNew |
$14.4M - $27.1M
|
768K
$39.5M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
535KNew |
$10.1M - $18.9M
|
535K
$27.5M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
248KNew |
$4.67M - $8.76M
|
248K
$12.8M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
187K+ 93.5% |
$3.52M - $6.6M
|
387K
$19.9M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
186K+ 1.68% |
$3.5M - $6.57M
|
11.3M
$578M
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
115KNew |
$2.16M - $4.06M
|
115K
$5.91M
|
|
Nov 09, 2022
Q3 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
100KNew |
$1.88M - $3.53M
|
100K
$5.14M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
95.5KNew |
$1.8M - $3.37M
|
95.5K
$4.91M
|
|
Nov 10, 2022
Q3 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
92.8KNew |
$1.74M - $3.27M
|
92.8K
$4.77M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
81K+ 252.05% |
$1.52M - $2.86M
|
113K
$5.81M
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
70.8KNew |
$1.33M - $2.5M
|
70.8K
$3.64M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
64.8K+ 56.17% |
$1.22M - $2.29M
|
180K
$9.27M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
47.9K+ 16.65% |
$900K - $1.69M
|
335K
$17.2M
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
43KNew |
$808K - $1.52M
|
43K
$2.21M
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
CALL |
40KNew |
$752K - $1.41M
|
40K
$2.06M
|
|
Nov 09, 2022
Q3 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
40KNew |
$752K - $1.41M
|
40K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
37.8K+ 70.5% |
$711K - $1.33M
|
91.4K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
30.1KNew |
$566K - $1.06M
|
30.1K
$1.55M
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
CALL |
15KNew |
$282K - $529K
|
15K
$771K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$264K - $495K
|
14K
$721K
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$252K - $473K
|
13.4K
$689K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
9.73K+ 43.34% |
$183K - $343K
|
32.2K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.45KNew |
$140K - $263K
|
7.45K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
6.34KNew |
$119K - $224K
|
6.34K
$326K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.07KNew |
$114K - $214K
|
6.07K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.05K+ 5.79% |
$95K - $178K
|
92.3K
$4.74M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
4.94KNew |
$92.8K - $174K
|
4.94K
$254K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
4.37K+ 20.78% |
$82.1K - $154K
|
25.4K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
3.06K+ 0.61% |
$57.6K - $108K
|
503K
$25.9M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.69KNew |
$50.6K - $94.9K
|
2.69K
$138K
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.65K+ 37.63% |
$49.8K - $93.5K
|
9.69K
$498K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.56K+ 791.64% |
$48.1K - $90.2K
|
2.88K
$148K
|