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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.4K- 1.05% |
$1.37M - $1.59M
|
2.87M
$148M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.47KNew |
$246K - $287K
|
5.47K
$281K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
598+ 2.01% |
$26.9K - $31.3K
|
30.3K
$1.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.12K- 0.35% |
$50.1K - $58.5K
|
319K
$16.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
33+ 0.14% |
$1.48K - $1.73K
|
23.5K
$1.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$681K - $795K
|
15.2K
$780K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
6.9K+ 2.35% |
$310K - $362K
|
300K
$15.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-160- 0.5% |
$7.19K - $8.39K
|
32.1K
$1.65M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-76.9K- 2.25% |
$3.45M - $4.03M
|
3.35M
$172M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.27K- 28.49% |
$372K - $434K
|
20.8K
$1.07M
|
|
|
Nov 18, 2025
Q3 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.1K- 1.39% |
$94.3K - $110K
|
149K
$7.7M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.98KNew |
$224K - $261K
|
4.98K
$256K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8+ 0.01% |
$359 - $419
|
83.6K
$4.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-705- 5.78% |
$31.7K - $37K
|
11.5K
$592K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-12.1K- 50.58% |
$543K - $633K
|
11.8K
$608K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
259+ 3.37% |
$11.6K - $13.6K
|
7.94K
$408K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 0.62% |
$57.1K - $66.7K
|
204K
$10.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.23K- 1.87% |
$55K - $64.2K
|
64.2K
$3.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.76K+ 17.38% |
$79.1K - $92.3K
|
11.9K
$612K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
SELL
|
- |
-9.14K- 52.38% |
$410K - $479K
|
8.3K
$427K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16.9K+ 90.95% |
$758K - $885K
|
35.4K
$1.82M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
455K+ 7.0% |
$20.4M - $23.9M
|
6.96M
$358M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-990- 11.23% |
$44.5K - $51.9K
|
7.83K
$403K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.05K+ 17.19% |
$92.1K - $108K
|
14K
$720K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
214New |
$9.61K - $11.2K
|
214
$11K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.1% |
$180 - $210
|
4.12K
$212K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
873KNew |
$39.2M - $45.8M
|
873K
$45M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-24.4K- 85.92% |
$1.1M - $1.28M
|
4K
$206K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-178- 3.57% |
$8K - $9.33K
|
4.8K
$247K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
59.7KNew |
$2.68M - $3.13M
|
59.7K
$3.07M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.68K+ 21.69% |
$345K - $402K
|
43.1K
$2.22M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.7K- 20.18% |
$121K - $142K
|
10.7K
$550K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
169+ 1.77% |
$7.59K - $8.86K
|
9.74K
$502K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-12.5K- 1.87% |
$561K - $655K
|
654K
$33.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.27K- 7.67% |
$102K - $119K
|
27.3K
$1.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.89KNew |
$175K - $204K
|
3.89K
$200K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-775- 1.94% |
$34.8K - $40.6K
|
39.1K
$2.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.56% |
$44.9 - $52.4
|
176
$9.06K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-575- 2.31% |
$25.8K - $30.1K
|
24.3K
$1.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-1.34K- 3.1% |
$60.1K - $70.2K
|
41.9K
$2.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
651+ 7.81% |
$29.2K - $34.1K
|
8.99K
$463K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.14K+ 39.56% |
$141K - $165K
|
11.1K
$570K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.43K+ 16.03% |
$109K - $127K
|
17.6K
$904K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 26.63% |
$70.8K - $82.6K
|
4.34K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-202K- 5.91% |
$9.09M - $10.6M
|
3.22M
$166M
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$44.9 - $52.4
|
130K
$6.69M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.9K+ 2.26% |
$712K - $831K
|
717K
$36.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.17M+ 236.46% |
$322M - $376M
|
10.2M
$525M
|
|
|
Nov 14, 2025
Q3 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-1.17K- 4.88% |
$52.6K - $61.3K
|
22.8K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
31+ 2.16% |
$1.39K - $1.63K
|
1.46K
$75.3K
|
|