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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.07K+ 41.19% |
$273K - $318K
|
20.8K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-69.5K- 2.39% |
$3.12M - $3.65M
|
2.83M
$146M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
369+ 1.18% |
$16.6K - $19.3K
|
31.8K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.94KNew |
$222K - $259K
|
4.94K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40+ 0.67% |
$1.8K - $2.1K
|
5.97K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.27K- 3.54% |
$56.9K - $66.4K
|
34.5K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11.3K- 14.67% |
$505K - $590K
|
65.4K
$3.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-3.09K- 1.84% |
$139K - $162K
|
165K
$8.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.43K- 19.28% |
$109K - $127K
|
10.2K
$523K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30+ 15.79% |
$1.35K - $1.57K
|
220
$11.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-130- 1.37% |
$5.84K - $6.81K
|
9.37K
$483K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
21+ 0.42% |
$943 - $1.1K
|
5.06K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20.6K- 3.99% |
$924K - $1.08M
|
495K
$25.5M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.59K- 0.76% |
$251K - $293K
|
732K
$37.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $52.4
|
6.67K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-105- 1.84% |
$4.72K - $5.5K
|
5.61K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
3+ 0.02% |
$135 - $157
|
12.1K
$624K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
213K+ 37.54% |
$9.55M - $11.1M
|
779K
$40.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.03K+ 5.4% |
$46.2K - $53.9K
|
20.1K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.49% |
$1.8K - $2.1K
|
8.22K
$423K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.32K+ 20.52% |
$149K - $174K
|
19.5K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
17.4K+ 47.92% |
$781K - $911K
|
53.6K
$2.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
447+ 0.53% |
$20.1K - $23.4K
|
85K
$4.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-79- 0.69% |
$3.55K - $4.14K
|
11.4K
$589K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
167+ 3.24% |
$7.5K - $8.75K
|
5.33K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.32K+ 0.22% |
$329K - $383K
|
3.28M
$169M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-1.68K- 25.74% |
$75.3K - $87.9K
|
4.84K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
885+ 5.02% |
$39.8K - $46.4K
|
18.5K
$953K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.75% |
$7.23K - $8.44K
|
21.6K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-636- 5.16% |
$28.6K - $33.3K
|
11.7K
$602K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.8K- 2.19% |
$2.91M - $3.4M
|
2.9M
$149M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.11K- 13.96% |
$50K - $58.3K
|
6.85K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
193+ 3.09% |
$8.67K - $10.1K
|
6.45K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
210+ 1.73% |
$9.43K - $11K
|
12.3K
$635K
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-70- 0.08% |
$3.14K - $3.67K
|
89.9K
$4.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
341+ 2.38% |
$15.3K - $17.9K
|
14.7K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.2K- 4.36% |
$54.1K - $63.1K
|
26.4K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 0.29% |
$629 - $734
|
4.8K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.2K- 8.53% |
$233K - $272K
|
55.7K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 0.11% |
$1.35K - $1.57K
|
26.6K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.43K+ 12.06% |
$109K - $127K
|
22.6K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
696+ 10.21% |
$31.3K - $36.5K
|
7.52K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
11+ 7.59% |
$494 - $577
|
156
$8.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1.07K+ 1.0% |
$48.2K - $56.2K
|
109K
$5.59M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-724- 2.16% |
$32.5K - $38K
|
32.7K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
101+ 1.46% |
$4.54K - $5.29K
|
7.02K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 3.89% |
$478K - $558K
|
263K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.77K- 10.05% |
$169K - $198K
|
33.8K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-514- 13.52% |
$23.1K - $26.9K
|
3.29K
$169K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.16K- 18.39% |
$97.1K - $113K
|
9.59K
$494K
|
|