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 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.12% |
$270 - $315
|
4.94K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-289- 4.37% |
$13K - $15.1K
|
6.32K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
16.6K+ 160.23% |
$747K - $871K
|
27K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
633+ 2.34% |
$28.4K - $33.2K
|
27.7K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.16K- 2.2% |
$52.3K - $61K
|
51.7K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.67K- 2.83% |
$255K - $297K
|
195K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
88.5K+ 260.73% |
$3.97M - $4.64M
|
122K
$6.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.23K- 1.84% |
$190K - $222K
|
226K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-259- 1.89% |
$11.6K - $13.6K
|
13.5K
$694K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-495- 2.46% |
$22.2K - $25.9K
|
19.6K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-13- 0.11% |
$584 - $681
|
12.3K
$635K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.04% |
$180 - $210
|
9.74K
$501K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-134- 0.25% |
$6.02K - $7.02K
|
54K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
490+ 5.01% |
$22K - $25.7K
|
10.3K
$528K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
75.8K+ 13.12% |
$3.4M - $3.97M
|
653K
$33.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.81K- 2.21% |
$81.1K - $94.6K
|
80K
$4.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-13K- 10.28% |
$585K - $682K
|
114K
$5.85M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-12.1K- 44.57% |
$544K - $634K
|
15K
$775K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-961- 9.39% |
$43.2K - $50.4K
|
9.27K
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-5.22K- 11.38% |
$235K - $274K
|
40.7K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-43- 0.17% |
$1.93K - $2.25K
|
25.3K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
61+ 6.0% |
$2.74K - $3.2K
|
1.08K
$55.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
166+ 0.82% |
$7.46K - $8.7K
|
20.4K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-3.72K- 0.92% |
$167K - $195K
|
402K
$20.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.52K- 5.48% |
$293K - $342K
|
113K
$5.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12.8K- 38.13% |
$575K - $671K
|
20.8K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.87K- 1.11% |
$84.1K - $98.2K
|
167K
$8.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-182K- 9.5% |
$8.19M - $9.56M
|
1.74M
$89.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
525+ 8.7% |
$23.6K - $27.5K
|
6.56K
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-75- 0.26% |
$3.37K - $3.93K
|
29.2K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.03K- 1.51% |
$46.1K - $53.8K
|
66.8K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-168- 0.42% |
$7.55K - $8.81K
|
39.4K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-497- 3.49% |
$22.3K - $26.1K
|
13.7K
$708K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-936- 11.59% |
$42K - $49.1K
|
7.14K
$368K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 4.59% |
$522K - $609K
|
264K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.2K- 5.41% |
$54.1K - $63.1K
|
21K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-762- 0.46% |
$34.2K - $39.9K
|
164K
$8.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.32K+ 13.78% |
$329K - $384K
|
60.5K
$3.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
403+ 1.36% |
$18.1K - $21.1K
|
30.1K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-4.26K- 27.13% |
$191K - $223K
|
11.4K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1K+ 0.61% |
$44.9K - $52.4K
|
166K
$8.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 0.23% |
$1.08K - $1.26K
|
10.4K
$533K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-997- 1.19% |
$44.8K - $52.3K
|
83K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-26K- 48.73% |
$1.17M - $1.36M
|
27.3K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
352+ 5.11% |
$15.8K - $18.5K
|
7.23K
$372K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
360+ 2.85% |
$16.2K - $18.9K
|
13K
$669K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
102+ 0.39% |
$4.58K - $5.35K
|
26K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $157
|
9.94K
$512K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
16.2K+ 6.13% |
$729K - $850K
|
281K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
131+ 1.88% |
$5.88K - $6.87K
|
7.12K
$366K
|
|