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 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11+ 0.14% |
$494 - $577
|
7.88K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4.04K- 32.95% |
$182K - $212K
|
8.23K
$423K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
59+ 0.63% |
$2.65K - $3.09K
|
9.42K
$485K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-2.35K- 6.21% |
$106K - $123K
|
35.5K
$1.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11.4M- 1.79% |
$513M - $599M
|
628M
$32.3B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
834+ 2.66% |
$37.5K - $43.7K
|
32.1K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
274K+ 51.19% |
$12.3M - $14.4M
|
810K
$41.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-800- 3.9% |
$35.9K - $41.9K
|
19.7K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.42% |
$4.63K - $5.4K
|
4.15K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
SELL
|
- |
-234- 2.96% |
$10.5K - $12.3K
|
7.66K
$394K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.3K+ 156.07% |
$1.5M - $1.75M
|
54.7K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.59M+ 4787.46% |
$71.3M - $83.2M
|
1.62M
$83.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.38% |
$764 - $891
|
4.48K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-13.7K- 3.23% |
$616K - $719K
|
410K
$21.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-233K- 11.56% |
$10.5M - $12.2M
|
1.78M
$91.6M
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
BUY
|
- |
184+ 2.29% |
$8.27K - $9.65K
|
8.21K
$423K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$55.5K - $64.8K
|
1.24K
$63.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-45- 0.63% |
$2.02K - $2.36K
|
7.1K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-948- 4.24% |
$42.6K - $49.7K
|
21.4K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.28K+ 0.54% |
$57.5K - $67.1K
|
238K
$12.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
41.8K+ 304.96% |
$1.88M - $2.19M
|
55.5K
$2.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-300- 0.07% |
$13.5K - $15.7K
|
424K
$21.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-187- 1.23% |
$8.4K - $9.8K
|
15K
$771K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
139+ 0.49% |
$6.24K - $7.29K
|
28.4K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.21K- 13.6% |
$54.5K - $63.6K
|
7.71K
$397K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
272+ 2.0% |
$12.2K - $14.3K
|
13.9K
$714K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.01% |
$44.9 - $52.4
|
17.2K
$886K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-78.6K- 66.06% |
$3.53M - $4.12M
|
40.4K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
77.9K+ 3.25% |
$3.5M - $4.08M
|
2.47M
$127M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
221+ 4.63% |
$9.93K - $11.6K
|
4.99K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.72K- 5.04% |
$212K - $248K
|
88.9K
$4.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.67K+ 2.46% |
$75.2K - $87.8K
|
69.7K
$3.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
871+ 0.65% |
$39.1K - $45.7K
|
135K
$6.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
27+ 0.2% |
$1.21K - $1.42K
|
13.3K
$683K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
691+ 0.3% |
$31K - $36.2K
|
233K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-17- 0.2% |
$764 - $891
|
8.36K
$430K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.41K+ 23.79% |
$108K - $126K
|
12.5K
$645K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.5% |
$8.98K - $10.5K
|
13.1K
$674K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30.2K- 5.83% |
$1.36M - $1.58M
|
488K
$25.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.56K+ 68.92% |
$340K - $396K
|
18.5K
$954K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
69+ 0.53% |
$3.1K - $3.62K
|
13K
$669K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
725+ 2.83% |
$32.6K - $38K
|
26.4K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
14.6K+ 31.74% |
$657K - $767K
|
60.7K
$3.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-490- 0.29% |
$22K - $25.7K
|
167K
$8.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-2.7K- 1.77% |
$121K - $142K
|
150K
$7.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
342+ 6.31% |
$15.4K - $17.9K
|
5.76K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
25K+ 50.0% |
$1.12M - $1.31M
|
75K
$3.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.3K+ 6.8% |
$642K - $750K
|
225K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-690- 5.55% |
$31K - $36.2K
|
11.7K
$605K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-182- 2.66% |
$8.18K - $9.54K
|
6.67K
$343K
|
|