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 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 1.35% |
$674 - $786
|
1.09K
$56.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
101+ 0.96% |
$4.54K - $5.29K
|
10.7K
$549K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.5K- 0.85% |
$1.15M - $1.34M
|
2.98M
$154M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
983+ 39.24% |
$44.2K - $51.5K
|
3.49K
$180K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.47K+ 21.37% |
$111K - $129K
|
14K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31+ 0.48% |
$1.39K - $1.63K
|
6.45K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.14K- 2.95% |
$321K - $374K
|
235K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
94+ 1.93% |
$4.22K - $4.93K
|
4.97K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
205+ 3.59% |
$9.21K - $10.7K
|
5.91K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.72K+ 12.19% |
$212K - $248K
|
43.5K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.49K- 4.59% |
$157K - $183K
|
72.5K
$3.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 15.48% |
$202K - $236K
|
33.6K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
216+ 4.2% |
$9.7K - $11.3K
|
5.36K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-476- 1.15% |
$21.4K - $25K
|
41K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.05% |
$270 - $315
|
12K
$620K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.01K+ 2.31% |
$45.3K - $52.9K
|
44.7K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
4.36KNew |
$196K - $229K
|
4.36K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-478- 3.83% |
$21.5K - $25.1K
|
12K
$618K
|
|
|
Oct 20, 2025
Q3 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-56.7K- 16.21% |
$2.55M - $2.97M
|
293K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.31K+ 3.69% |
$104K - $121K
|
65K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.42K+ 141.67% |
$109K - $127K
|
4.14K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
570+ 1.61% |
$25.6K - $29.9K
|
35.9K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-866- 81.24% |
$38.9K - $45.4K
|
200
$10.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
320+ 7.19% |
$14.4K - $16.8K
|
4.77K
$245K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
135New |
$6.06K - $7.08K
|
135
$6.95K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.73K+ 5.23% |
$167K - $195K
|
75K
$3.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
21.9KNew |
$985K - $1.15M
|
21.9K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-700- 0.23% |
$31.4K - $36.7K
|
303K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.25K- 0.61% |
$56.2K - $65.5K
|
202K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.13K+ 10.28% |
$50.5K - $59K
|
12.1K
$621K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.34K+ 25.71% |
$150K - $175K
|
16.4K
$842K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 3.62% |
$87.8K - $102K
|
55.9K
$2.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.23% |
$2.11K - $2.46K
|
20.5K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 2.1% |
$74.9K - $87.4K
|
77.7K
$4M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
4+ 0.0% |
$180 - $210
|
122K
$6.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-7.77K- 3.13% |
$349K - $407K
|
241K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36+ 0.36% |
$1.62K - $1.89K
|
9.92K
$511K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-65.1K- 24.92% |
$2.93M - $3.41M
|
196K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.22KNew |
$189K - $221K
|
4.22K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.73K+ 12.58% |
$168K - $196K
|
33.4K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 0.32% |
$5.35K - $6.24K
|
37.4K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.31K- 1.77% |
$193K - $226K
|
239K
$12.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-42.5K- 2.64% |
$1.91M - $2.23M
|
1.57M
$80.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.16KNew |
$187K - $218K
|
4.16K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
31+ 0.3% |
$1.39K - $1.63K
|
10.5K
$542K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.94KNew |
$177K - $206K
|
3.94K
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.85K+ 36.36% |
$128K - $149K
|
10.7K
$550K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-91- 0.83% |
$4.09K - $4.77K
|
10.9K
$562K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
481+ 4.48% |
$21.6K - $25.2K
|
11.2K
$577K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.23K- 19.54% |
$55.3K - $64.5K
|
5.07K
$261K
|
|