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 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-500- 3.4% |
$22.5K - $26.2K
|
14.2K
$731K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-48.6K- 53.33% |
$2.18M - $2.55M
|
42.5K
$2.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-680- 0.83% |
$30.5K - $35.6K
|
81.1K
$4.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-434- 0.97% |
$19.5K - $22.8K
|
44.2K
$2.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-322- 0.64% |
$14.5K - $16.9K
|
49.7K
$2.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-755- 2.41% |
$33.9K - $39.6K
|
30.6K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-30- 28.3% |
$1.35K - $1.57K
|
76
$3.91K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
742+ 14.46% |
$33.3K - $38.9K
|
5.87K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-77- 0.27% |
$3.46K - $4.04K
|
29K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-41- 2.15% |
$1.84K - $2.15K
|
1.87K
$96.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.1K- 11.48% |
$49.3K - $57.5K
|
8.46K
$435K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-500- 2.35% |
$22.5K - $26.2K
|
20.8K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
235+ 0.08% |
$10.6K - $12.3K
|
278K
$14.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-275- 2.03% |
$12.4K - $14.4K
|
13.3K
$684K
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
4.23K+ 3.31% |
$190K - $221K
|
132K
$6.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 0.29% |
$988 - $1.15K
|
7.55K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 39.3% |
$53K - $61.8K
|
4.18K
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
99+ 0.04% |
$4.45K - $5.19K
|
256K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-130- 5.75% |
$5.84K - $6.81K
|
2.13K
$110K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.54K+ 0.45% |
$69.3K - $80.8K
|
341K
$17.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.83K+ 152.25% |
$307K - $358K
|
11.3K
$583K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-198K- 79.39% |
$8.88M - $10.4M
|
51.3K
$2.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.6K+ 22.83% |
$72K - $84K
|
8.62K
$444K
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-70K- 52.11% |
$3.14M - $3.67M
|
64.3K
$3.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.88K- 29.98% |
$129K - $151K
|
6.72K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.67K- 1.38% |
$75.1K - $87.6K
|
119K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-43- 0.72% |
$1.93K - $2.25K
|
5.95K
$306K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.27% |
$50.2K - $58.6K
|
16.7K
$860K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45.2K+ 9.32% |
$2.03M - $2.37M
|
530K
$27.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.35K+ 9.7% |
$60.6K - $70.7K
|
15.3K
$785K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
66+ 0.6% |
$2.96K - $3.46K
|
11K
$565K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
154+ 1.8% |
$6.92K - $8.07K
|
8.71K
$448K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
33+ 0.36% |
$1.48K - $1.73K
|
9.3K
$479K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-896- 11.04% |
$40.2K - $47K
|
7.22K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.95K- 4.81% |
$178K - $207K
|
78.2K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-115- 6.74% |
$5.17K - $6.03K
|
1.59K
$82K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 0.63% |
$53.2K - $62.1K
|
186K
$9.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.27K- 0.26% |
$57K - $66.5K
|
492K
$25.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-7.28K- 7.01% |
$327K - $382K
|
96.5K
$4.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.6K+ 0.42% |
$71.8K - $83.8K
|
385K
$19.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.71K- 8.02% |
$122K - $142K
|
31.1K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
120+ 1.44% |
$5.39K - $6.29K
|
8.46K
$436K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
344+ 3.64% |
$15.5K - $18K
|
9.81K
$505K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.3K+ 6.24% |
$595K - $695K
|
225K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
3.25K+ 23.49% |
$146K - $170K
|
17.1K
$878K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
12.9K+ 0.11% |
$581K - $678K
|
11.6M
$597M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
378+ 8.5% |
$17K - $19.8K
|
4.82K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
67+ 0.43% |
$3.01K - $3.51K
|
15.5K
$797K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.06K- 17.32% |
$92.7K - $108K
|
9.85K
$507K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-775- 2.29% |
$34.8K - $40.6K
|
33K
$1.7M
|
|