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 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
68+ 1.0% |
$3.05K - $3.56K
|
6.9K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.8KNew |
$305K - $356K
|
6.8K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107K+ 2.68% |
$4.81M - $5.61M
|
4.1M
$211M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-185- 1.12% |
$8.31K - $9.7K
|
16.4K
$843K
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-12K- 1.29% |
$539K - $629K
|
919K
$47.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.52K- 3.55% |
$68.4K - $79.8K
|
41.4K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1K- 13.15% |
$44.9K - $52.4K
|
6.61K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
562+ 1.7% |
$25.2K - $29.5K
|
33.7K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
153+ 0.47% |
$6.87K - $8.02K
|
32.4K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.9K+ 10.95% |
$533K - $622K
|
120K
$6.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 15.25% |
$809 - $944
|
136
$7K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-392- 1.13% |
$17.6K - $20.5K
|
34.2K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
294+ 0.76% |
$13.2K - $15.4K
|
38.9K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.01% |
$44.9 - $52.4
|
15.7K
$808K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 2.54% |
$632K - $737K
|
539K
$27.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
18.3K+ 2.2% |
$820K - $957K
|
848K
$43.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
7.63K+ 1.65% |
$343K - $400K
|
468K
$24.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-7.71K- 1.2% |
$347K - $404K
|
634K
$32.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
20+ 0.38% |
$898 - $1.05K
|
5.25K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
915+ 154.82% |
$41.1K - $48K
|
1.51K
$77.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
998+ 1.45% |
$44.8K - $52.3K
|
70K
$3.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
649+ 0.53% |
$29.2K - $34K
|
124K
$6.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
31K+ 6.49% |
$1.39M - $1.63M
|
509K
$26.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.93KNew |
$177K - $206K
|
3.93K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.95K+ 22.88% |
$402K - $469K
|
48.1K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
4.32KNew |
$194K - $226K
|
4.32K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-880- 11.75% |
$39.5K - $46.1K
|
6.61K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 28.11% |
$143K - $167K
|
8.13K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-246- 4.0% |
$11.1K - $12.9K
|
5.91K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.19K- 2.91% |
$53.4K - $62.3K
|
39.6K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-400- 3.48% |
$18K - $21K
|
11.1K
$572K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-474- 2.63% |
$21.3K - $24.8K
|
17.6K
$904K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-38.2K- 57.59% |
$1.72M - $2M
|
28.1K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.58K+ 10.61% |
$251K - $293K
|
58.2K
$3M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.98K- 8.98% |
$134K - $156K
|
30.2K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.59K- 38.4% |
$251K - $293K
|
8.97K
$462K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.1% |
$89.8 - $105
|
2.07K
$107K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 3.72% |
$18K - $21K
|
11.1K
$573K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-131- 0.54% |
$5.88K - $6.87K
|
24.2K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
12.7K+ 46.62% |
$572K - $667K
|
40K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
45+ 0.85% |
$2.02K - $2.36K
|
5.35K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.34K+ 22.13% |
$60.1K - $70.1K
|
7.38K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-398- 1.3% |
$17.9K - $20.9K
|
30.3K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-8.49K- 39.96% |
$381K - $445K
|
12.7K
$656K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-221- 2.39% |
$9.93K - $11.6K
|
9.03K
$465K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-894- 0.31% |
$40.2K - $46.9K
|
285K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.25K+ 88.15% |
$326K - $380K
|
15.5K
$797K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.9K- 31.5% |
$220K - $257K
|
10.6K
$548K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-70- 0.29% |
$3.14K - $3.67K
|
23.7K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.12% |
$270 - $315
|
4.94K
$254K
|
|