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 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
58+ 0.13% |
$2.61K - $3.04K
|
43.3K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.13K- 1.21% |
$50.9K - $59.4K
|
92.8K
$4.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.05% |
$180 - $210
|
7.58K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.07K+ 2.31% |
$48K - $56K
|
47.4K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33.6K+ 16.02% |
$1.51M - $1.76M
|
243K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-480- 2.27% |
$21.6K - $25.2K
|
20.7K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.19K+ 1.57% |
$233K - $272K
|
336K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 0.12% |
$6.42K - $7.5K
|
120K
$6.17M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.14K+ 1.53% |
$186K - $217K
|
274K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.55KNew |
$249K - $291K
|
5.55K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.08K- 19.96% |
$228K - $266K
|
20.4K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.9K+ 0.54% |
$2.06M - $2.4M
|
8.5M
$438M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.57K- 23.67% |
$250K - $292K
|
18K
$925K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-39- 0.41% |
$1.75K - $2.04K
|
9.41K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-19.3K- 39.92% |
$866K - $1.01M
|
29K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.65K- 7.43% |
$254K - $296K
|
70.4K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-924- 10.06% |
$41.5K - $48.4K
|
8.26K
$425K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17.2K- 6.72% |
$774K - $903K
|
239K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.41K+ 6.05% |
$63.4K - $74K
|
24.7K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
475+ 9.09% |
$21.3K - $24.9K
|
5.7K
$293K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-45.7K- 38.72% |
$2.05M - $2.4M
|
72.4K
$3.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2+ 0.04% |
$89.8 - $105
|
5.61K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-4K- 9.3% |
$180K - $210K
|
39K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
689+ 1.59% |
$30.9K - $36.1K
|
43.9K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
545+ 9.0% |
$24.5K - $28.6K
|
6.6K
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.01K+ 46.12% |
$135K - $158K
|
9.54K
$491K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
25+ 0.4% |
$1.12K - $1.31K
|
6.27K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-170- 2.54% |
$7.64K - $8.91K
|
6.53K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-726- 1.82% |
$32.6K - $38.1K
|
39.2K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-16.6K- 5.75% |
$745K - $869K
|
272K
$14M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-194- 3.91% |
$8.71K - $10.2K
|
4.77K
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-488- 2.18% |
$21.9K - $25.6K
|
21.9K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
603+ 4.34% |
$27.1K - $31.6K
|
14.5K
$746K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-476- 9.9% |
$21.4K - $25K
|
4.33K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-5- 0.06% |
$225 - $262
|
8.34K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.32% |
$2.43K - $2.83K
|
16.9K
$868K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-22.1K- 57.17% |
$993K - $1.16M
|
16.6K
$852K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.18K+ 68.34% |
$143K - $167K
|
7.83K
$403K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.39K+ 13.77% |
$107K - $125K
|
19.7K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.68K+ 3.18% |
$165K - $193K
|
119K
$6.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$89.8 - $105
|
4.59K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.24K+ 7.67% |
$101K - $117K
|
31.4K
$1.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
19.2K+ 46.74% |
$861K - $1.01M
|
60.2K
$3.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
57KNew |
$2.56M - $2.99M
|
57K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 0.37% |
$476K - $555K
|
2.87M
$148M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-129- 1.14% |
$5.79K - $6.76K
|
11.2K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-12.5K- 5.96% |
$559K - $653K
|
196K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15+ 0.21% |
$674 - $786
|
7.12K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
96+ 1.7% |
$4.31K - $5.03K
|
5.74K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.09KNew |
$184K - $214K
|
4.09K
$211K
|
|