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 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.62K- 12.42% |
$127K - $142K
|
18.5K
$950K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
709+ 4.96% |
$34.5K - $38.4K
|
15K
$772K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
609+ 5.77% |
$29.6K - $33K
|
11.2K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
619+ 2.98% |
$30.1K - $33.5K
|
21.4K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
23+ 0.5% |
$1.12K - $1.24K
|
4.66K
$240K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
11.9K+ 2.37% |
$579K - $644K
|
515K
$26.5M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
976+ 10.81% |
$47.5K - $52.8K
|
10K
$515K
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.74KNew |
$182K - $202K
|
3.74K
$193K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
41K+ 2.37% |
$1.99M - $2.22M
|
1.77M
$91.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 1.02% |
$3.65K - $4.06K
|
7.27K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-9.02K- 3.99% |
$439K - $488K
|
217K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
SELL
|
- |
-1.17K- 1.38% |
$56.9K - $63.3K
|
83.8K
$4.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.76K- 8.9% |
$134K - $150K
|
28.3K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.37% |
$1.46K - $1.62K
|
8.16K
$420K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.11K- 2.89% |
$53.8K - $59.8K
|
37.2K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
71+ 0.67% |
$3.45K - $3.84K
|
10.7K
$550K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
100+ 0.95% |
$4.87K - $5.41K
|
10.6K
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.39K- 4.3% |
$116K - $130K
|
53.3K
$2.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
312+ 5.56% |
$15.2K - $16.9K
|
5.92K
$305K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.53K+ 20.99% |
$123K - $137K
|
14.6K
$752K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
1.52KNew |
$73.9K - $82.2K
|
1.52K
$78.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
29+ 0.49% |
$1.41K - $1.57K
|
5.98K
$308K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-131- 1.09% |
$6.37K - $7.09K
|
11.9K
$611K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-109- 1.53% |
$5.3K - $5.9K
|
7.01K
$361K
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$97.3 - $108
|
6.62K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.61K+ 10.63% |
$78.2K - $87K
|
16.7K
$861K
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.4K- 10.87% |
$117K - $130K
|
19.7K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
73.3K+ 1355.57% |
$3.57M - $3.97M
|
78.7K
$4.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.41K+ 21.99% |
$117K - $130K
|
13.4K
$687K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.5K+ 53.66% |
$219K - $243K
|
12.9K
$663K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-56.2K- 18.56% |
$2.73M - $3.04M
|
246K
$12.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-233- 1.08% |
$11.3K - $12.6K
|
21.3K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.08K- 2.19% |
$52.5K - $58.4K
|
48.2K
$2.48M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
10+ 0.08% |
$487 - $541
|
12.2K
$628K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
576+ 0.33% |
$28K - $31.2K
|
173K
$8.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-19.4K- 30.11% |
$943K - $1.05M
|
45K
$2.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-138- 0.58% |
$6.71K - $7.47K
|
23.5K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
BUY
|
- |
26.6KNew |
$1.29M - $1.44M
|
26.6K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 6.38% |
$1.19M - $1.33M
|
409K
$21.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
877+ 10.31% |
$42.7K - $47.5K
|
9.39K
$483K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 0.97% |
$75.3K - $83.8K
|
159K
$8.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-31K- 30.58% |
$1.51M - $1.68M
|
70.4K
$3.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
SELL
|
- |
-538- 8.85% |
$26.2K - $29.1K
|
5.54K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
177+ 2.04% |
$8.61K - $9.58K
|
8.87K
$456K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-544- 3.93% |
$26.5K - $29.4K
|
13.3K
$685K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
42.4K+ 112.54% |
$2.06M - $2.29M
|
80K
$4.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.8K+ 29.79% |
$87.4K - $97.2K
|
7.82K
$403K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-79- 0.48% |
$3.84K - $4.27K
|
16.3K
$837K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12K+ 10.83% |
$103K - $115K
|
21.7K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.21K+ 24.01% |
$107K - $119K
|
11.4K
$587K
|
|