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 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.7KNew |
$209K - $274K
|
6.7K
$344K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.94K+ 0.45% |
$185K - $243K
|
1.32M
$67.7M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
CALL |
5.5KNew |
$171K - $225K
|
5.5K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
CALL |
5KNew |
$156K - $205K
|
5K
$257K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.47KNew |
$108K - $142K
|
3.47K
$178K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.72K+ 4.27% |
$84.5K - $111K
|
66.3K
$3.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.24K+ 16.73% |
$69.6K - $91.5K
|
15.6K
$802K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 28.73% |
$63K - $82.8K
|
9.07K
$466K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
2K+ 9.35% |
$62.3K - $81.8K
|
23.4K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.57K+ 0.55% |
$48.7K - $64K
|
288K
$14.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.4K+ 5.37% |
$43.6K - $57.3K
|
27.5K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.24KNew |
$38.5K - $50.6K
|
1.24K
$63.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
BUY
|
- |
1.2K+ 1.34% |
$37.2K - $48.9K
|
90.4K
$4.65M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.04KNew |
$32.3K - $42.4K
|
1.04K
$53.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
961+ 15.89% |
$29.9K - $39.3K
|
7.01K
$360K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
870+ 15.41% |
$27.1K - $35.6K
|
6.52K
$335K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
384+ 0.37% |
$12K - $15.7K
|
103K
$5.29M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
352+ 4.22% |
$11K - $14.4K
|
8.69K
$447K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
325+ 11.23% |
$10.1K - $13.3K
|
3.22K
$166K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
187+ 0.45% |
$5.82K - $7.65K
|
42.1K
$2.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 0.3% |
$3.89K - $5.11K
|
41.9K
$2.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
100+ 0.41% |
$3.11K - $4.09K
|
24.3K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
83+ 1.23% |
$2.58K - $3.39K
|
6.84K
$352K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
75+ 0.22% |
$2.33K - $3.07K
|
34.5K
$1.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
61+ 4.19% |
$1.9K - $2.49K
|
1.52K
$78K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$1.56K - $2.05K
|
50
$2.57K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
50+ 0.17% |
$1.56K - $2.05K
|
29K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
26+ 1.14% |
$809 - $1.06K
|
2.31K
$119K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$31.1 - $40.9
|
2.07K
$106K
|
|
| Q1 2022 | |||||||
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
56KNew |
$2.15M - $2.77M
|
56K
$2.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
23K+ 8.45% |
$882K - $1.14M
|
295K
$15.2M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
14.1KNew |
$542K - $699K
|
14.1K
$727K
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
12.5KNew |
$479K - $617K
|
12.5K
$643K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
CALL |
10.6KNew |
$406K - $523K
|
10.6K
$545K
|
|
|
May 16, 2022
Q1 2022
|
Goff John C
Fort Worth, TX |
BUY
|
- |
8.85KNew |
$339K - $437K
|
8.85K
$455K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.64KNew |
$216K - $279K
|
5.64K
$290K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2K+ 9523.81% |
$76.7K - $98.8K
|
2.02K
$104K
|
|
|
May 16, 2022
Q1 2022
|
Oakmont Corp
|
BUY
|
- |
1.46KNew |
$55.8K - $71.8K
|
1.46K
$74.8K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.34KNew |
$51.3K - $66.1K
|
1.34K
$68.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
626New |
$24K - $30.9K
|
626
$32.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
266New |
$10.2K - $13.1K
|
266
$13.7K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20New |
$767 - $988
|
20
$1.03K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3+ 25.0% |
$115 - $148
|
15
$771
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
350KNew |
$15.1M - $16.9M
|
350K
$18M
|
|
|
Feb 11, 2022
Q4 2021
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
118KNew |
$5.06M - $5.68M
|
118K
$6.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
24.8KNew |
$1.07M - $1.2M
|
24.8K
$1.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
9.84KNew |
$424K - $476K
|
9.84K
$506K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
4.05KNew |
$175K - $196K
|
4.05K
$208K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
CALL |
1.5KNew |
$64.6K - $72.6K
|
1.5K
$77.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
610New |
$26.3K - $29.5K
|
610
$31.4K
|
|