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 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.04% |
$44.9 - $52.4
|
2.54K
$131K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.48% |
$3.1K - $3.62K
|
14.4K
$740K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.11KNew |
$230K - $268K
|
5.11K
$263K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
163+ 1.86% |
$7.32K - $8.54K
|
8.95K
$461K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.71K+ 4.18% |
$122K - $142K
|
67.5K
$3.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-9.3K- 12.32% |
$418K - $487K
|
66.2K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.85K- 17.38% |
$128K - $150K
|
13.6K
$698K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-982- 6.77% |
$44.1K - $51.5K
|
13.5K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.56K+ 6.03% |
$430K - $501K
|
168K
$8.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.05K- 20.12% |
$92.2K - $108K
|
8.15K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.45K+ 6.33% |
$200K - $233K
|
74.7K
$3.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
42+ 0.16% |
$1.89K - $2.2K
|
26.2K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
79.6K+ 75.61% |
$3.57M - $4.17M
|
185K
$9.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-73- 0.79% |
$3.28K - $3.83K
|
9.21K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-439- 0.47% |
$19.7K - $23K
|
92K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.6K+ 3.39% |
$206K - $241K
|
140K
$7.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 2.77% |
$69K - $80.6K
|
53.9K
$2.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-23.9K- 14.53% |
$1.07M - $1.25M
|
140K
$7.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-412- 41.32% |
$18.5K - $21.6K
|
585
$30.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.54K+ 20.17% |
$114K - $133K
|
15.1K
$779K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-978- 0.88% |
$43.9K - $51.3K
|
111K
$5.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-560- 1.65% |
$25.2K - $29.4K
|
33.3K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.65K- 8.11% |
$119K - $139K
|
30K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-215- 0.71% |
$9.66K - $11.3K
|
30.1K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
371+ 0.55% |
$16.7K - $19.4K
|
67.7K
$3.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
740+ 2.6% |
$33.2K - $38.8K
|
29.3K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.03K- 6.36% |
$46K - $53.7K
|
15.1K
$777K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.3K- 22.1% |
$148K - $173K
|
11.6K
$599K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-607- 12.29% |
$27.3K - $31.8K
|
4.33K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
83+ 0.77% |
$3.73K - $4.35K
|
10.8K
$556K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.3K+ 7.17% |
$58.4K - $68.1K
|
19.4K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-560- 1.61% |
$25.2K - $29.4K
|
34.2K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-195- 0.19% |
$8.76K - $10.2K
|
100K
$5.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
200K+ 34.22% |
$8.99M - $10.5M
|
785K
$40.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
214+ 4.45% |
$9.61K - $11.2K
|
5.02K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
152+ 1.36% |
$6.83K - $7.97K
|
11.3K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.73% |
$2.96K - $3.46K
|
8.93K
$460K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
138K+ 13.28% |
$6.19M - $7.22M
|
1.18M
$60.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.04K- 7.72% |
$137K - $159K
|
36.4K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$89.8 - $105
|
6.62K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-50- 0.22% |
$2.25K - $2.62K
|
22.7K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.5K- 4.26% |
$202K - $236K
|
101K
$5.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
186+ 3.57% |
$8.36K - $9.75K
|
5.4K
$278K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.18K- 16.45% |
$97.8K - $114K
|
11.1K
$569K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
975+ 0.51% |
$43.8K - $51.1K
|
192K
$9.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.5K+ 27.29% |
$515K - $601K
|
53.5K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
24+ 0.41% |
$1.08K - $1.26K
|
5.88K
$303K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
69+ 0.66% |
$3.1K - $3.62K
|
10.5K
$539K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
260+ 4.07% |
$11.7K - $13.6K
|
6.66K
$343K
|
|
|
Oct 15, 2025
Q3 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
4.68KNew |
$210K - $245K
|
4.68K
$241K
|
|