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 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-249- 0.78% |
$11.2K - $13.1K
|
31.7K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
4.2KNew |
$189K - $220K
|
4.2K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.89K- 16.63% |
$265K - $309K
|
29.5K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.72K- 1.51% |
$347K - $405K
|
503K
$25.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.71K+ 1.16% |
$391K - $457K
|
763K
$39.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-21.5K- 8.52% |
$966K - $1.13M
|
231K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.9K+ 0.91% |
$400K - $466K
|
992K
$51.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-2.25K- 6.45% |
$101K - $118K
|
32.6K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-353- 4.09% |
$15.9K - $18.5K
|
8.27K
$426K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-294- 0.72% |
$13.2K - $15.4K
|
40.6K
$2.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9.19K- 28.46% |
$413K - $482K
|
23.1K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-51- 0.93% |
$2.29K - $2.67K
|
5.43K
$280K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
12.9K+ 50.9% |
$578K - $675K
|
38.2K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.26K+ 1.74% |
$56.6K - $66K
|
73.6K
$3.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-389- 5.37% |
$17.5K - $20.4K
|
6.86K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.11K+ 3.95% |
$94.6K - $110K
|
55.4K
$2.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1+ 0.01% |
$44.9 - $52.4
|
10.9K
$559K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
71+ 1.01% |
$3.19K - $3.72K
|
7.11K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
435+ 8.83% |
$19.5K - $22.8K
|
5.36K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
38.2K+ 1.0% |
$1.71M - $2M
|
3.85M
$198M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.37K+ 9.81% |
$151K - $177K
|
37.7K
$1.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-647- 3.3% |
$29.1K - $33.9K
|
18.9K
$975K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-147- 1.09% |
$6.6K - $7.71K
|
13.4K
$688K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 2.35% |
$66.2K - $77.2K
|
64.3K
$3.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$270 - $315
|
6.11K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-223- 1.89% |
$10K - $11.7K
|
11.6K
$595K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
480K+ 9.13% |
$21.6M - $25.1M
|
5.73M
$295M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.03K+ 1.04% |
$46.1K - $53.8K
|
99.8K
$5.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
719+ 16.87% |
$32.3K - $37.7K
|
4.98K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.75K+ 2.13% |
$213K - $249K
|
228K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
274+ 5.29% |
$12.3K - $14.4K
|
5.45K
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
775+ 12.56% |
$34.8K - $40.6K
|
6.95K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-147- 2.04% |
$6.6K - $7.71K
|
7.05K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.27K+ 3.01% |
$57.2K - $66.7K
|
43.6K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
20+ 0.43% |
$898 - $1.05K
|
4.68K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
336+ 0.47% |
$15.1K - $17.6K
|
71.4K
$3.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.34K- 1.28% |
$420K - $490K
|
720K
$37M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.91K- 2.84% |
$131K - $152K
|
99.5K
$5.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.49K- 26.26% |
$66.9K - $78.1K
|
4.19K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-25.8K- 4.95% |
$1.16M - $1.35M
|
496K
$25.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
315+ 3.59% |
$14.1K - $16.5K
|
9.09K
$468K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-67- 0.65% |
$3.01K - $3.51K
|
10.2K
$527K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
475+ 7.65% |
$21.3K - $24.9K
|
6.68K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.9KNew |
$175K - $205K
|
3.9K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.6K+ 54.59% |
$925K - $1.08M
|
58.3K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
623+ 2.75% |
$28K - $32.7K
|
23.2K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-363- 4.02% |
$16.3K - $19K
|
8.67K
$447K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.72K+ 36.69% |
$302K - $352K
|
25K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-166K- 1.13% |
$7.43M - $8.68M
|
14.5M
$748M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-147- 0.7% |
$6.6K - $7.71K
|
20.8K
$1.07M
|
|