Latest Institutional Transactions on Bank Of America Corp (BAC)
This table provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.1K- 2.49% |
$345K - $384K
|
278K
$14.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14- 0.28% |
$681 - $758
|
5K
$258K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25.7K- 14.17% |
$1.25M - $1.39M
|
155K
$8M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-225K- 10.26% |
$11M - $12.2M
|
1.97M
$101M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.16K+ 2.62% |
$56.5K - $62.8K
|
45.4K
$2.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-3.34K- 13.43% |
$163K - $181K
|
21.6K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-510- 16.08% |
$24.8K - $27.6K
|
2.66K
$137K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.34K+ 26.67% |
$163K - $181K
|
15.9K
$817K
|
|
|
Jan 23, 2026
Q4 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-721- 6.86% |
$35.1K - $39K
|
9.79K
$504K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.13K- 3.44% |
$104K - $115K
|
59.8K
$3.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.1M- 6.33% |
$53.7M - $59.7M
|
16.3M
$841M
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4.53K- 1.21% |
$220K - $245K
|
372K
$19.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.7KNew |
$180K - $200K
|
3.7K
$190K
|
|
|
Jan 23, 2026
Q4 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
80.2K+ 16.78% |
$3.9M - $4.34M
|
558K
$28.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.71K- 5.86% |
$83.4K - $92.7K
|
27.5K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
973+ 0.14% |
$47.3K - $52.6K
|
673K
$34.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
3.18K+ 10.38% |
$155K - $172K
|
33.8K
$1.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-28.6K- 54.48% |
$1.39M - $1.55M
|
23.9K
$1.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
55+ 0.83% |
$2.68K - $2.98K
|
6.66K
$343K
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-43- 0.68% |
$2.09K - $2.33K
|
6.27K
$323K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.49% |
$9.73K - $10.8K
|
40.8K
$2.1M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-64.7K- 8.84% |
$3.15M - $3.5M
|
667K
$34.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
419+ 4.96% |
$20.4K - $22.7K
|
8.88K
$457K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
126+ 1.15% |
$6.13K - $6.82K
|
11K
$568K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-292- 0.67% |
$14.2K - $15.8K
|
43K
$2.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Sippican Capital Advisors
|
BUY
|
- |
374+ 1.5% |
$18.2K - $20.2K
|
25.2K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.99K- 12.66% |
$96.6K - $107K
|
13.7K
$706K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
330+ 182.32% |
$16.1K - $17.9K
|
511
$26.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.91K- 2.11% |
$92.9K - $103K
|
88.6K
$4.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.05% |
$97.3 - $108
|
4.33K
$223K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1- 0.02% |
$48.7 - $54.1
|
6.43K
$331K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.95KNew |
$192K - $213K
|
3.95K
$203K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
300+ 18.84% |
$14.6K - $16.2K
|
1.89K
$97.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
544+ 1.8% |
$26.5K - $29.4K
|
30.7K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
761+ 2.28% |
$37K - $41.2K
|
34.2K
$1.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-620- 4.53% |
$30.2K - $33.5K
|
13.1K
$673K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.64KNew |
$226K - $251K
|
4.64K
$239K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
938+ 8.08% |
$45.6K - $50.8K
|
12.5K
$646K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
78+ 0.12% |
$3.79K - $4.22K
|
65.3K
$3.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 7.71% |
$24.3K - $27.1K
|
5.98K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-207- 14.56% |
$10.1K - $11.2K
|
1.22K
$62.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
93+ 1.12% |
$4.52K - $5.03K
|
8.42K
$434K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.0% |
$48.7 - $54.1
|
30.3K
$1.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
4.43KNew |
$215K - $239K
|
4.43K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 16.67% |
$521K - $579K
|
53.5K
$2.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.16K+ 1.31% |
$105K - $117K
|
167K
$8.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.59K+ 28.26% |
$77.2K - $85.9K
|
7.2K
$371K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.26K- 46.88% |
$353K - $393K
|
8.22K
$423K
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6.99K- 2.71% |
$340K - $378K
|
251K
$12.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.26% |
$2.43K - $2.71K
|
19.4K
$998K
|
|