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 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.69K- 4.34% |
$211K - $246K
|
103K
$5.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
207+ 4.67% |
$9.3K - $10.9K
|
4.64K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.78K- 1.1% |
$79.7K - $93K
|
160K
$8.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-256- 1.15% |
$11.5K - $13.4K
|
22.1K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
871+ 9.0% |
$39.1K - $45.7K
|
10.5K
$543K
|
|
|
Oct 14, 2025
Q3 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
73.3K+ 31.97% |
$3.29M - $3.84M
|
303K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.01K- 1.74% |
$180K - $210K
|
227K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-4.51K- 4.45% |
$202K - $236K
|
96.7K
$4.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
14.7K+ 12.84% |
$660K - $770K
|
129K
$6.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.42K+ 2.75% |
$109K - $127K
|
90.5K
$4.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.31K- 15.71% |
$104K - $121K
|
12.4K
$637K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 5.85% |
$56K - $65.3K
|
20.1K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
268+ 1.29% |
$12K - $14K
|
21.1K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.15% |
$629 - $734
|
9.48K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.33K- 0.91% |
$59.5K - $69.5K
|
144K
$7.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-9.32K- 5.15% |
$418K - $488K
|
172K
$8.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-75- 0.87% |
$3.37K - $3.93K
|
8.56K
$441K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-1.07K- 20.72% |
$47.9K - $55.9K
|
4.08K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.07% |
$719 - $839
|
22.4K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
103+ 2.11% |
$4.63K - $5.4K
|
4.99K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
31+ 0.09% |
$1.39K - $1.63K
|
32.7K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
177+ 1.82% |
$7.95K - $9.28K
|
9.9K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
177+ 2.63% |
$7.95K - $9.28K
|
6.9K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-6.87K- 21.27% |
$309K - $360K
|
25.4K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
64K+ 516.07% |
$2.87M - $3.35M
|
76.4K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
111K+ 13.01% |
$4.99M - $5.83M
|
966K
$49.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
865+ 0.33% |
$38.9K - $45.3K
|
267K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-157- 1.42% |
$7.05K - $8.23K
|
10.9K
$560K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-280- 1.26% |
$12.6K - $14.7K
|
22K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-185- 0.32% |
$8.31K - $9.7K
|
57.7K
$2.97M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
855+ 7.17% |
$38.4K - $44.8K
|
12.8K
$658K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
327+ 2.3% |
$14.7K - $17.1K
|
14.5K
$748K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.65K+ 70.49% |
$254K - $296K
|
13.7K
$704K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-150- 1.32% |
$6.74K - $7.86K
|
11.2K
$576K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-262K- 47.86% |
$11.7M - $13.7M
|
285K
$14.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
375+ 12.12% |
$16.8K - $19.7K
|
3.47K
$179K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.59K+ 5.62% |
$117K - $136K
|
48.8K
$2.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-490- 3.15% |
$22K - $25.7K
|
15.1K
$776K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-200- 0.24% |
$8.98K - $10.5K
|
83.4K
$4.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 0.29% |
$898 - $1.05K
|
6.94K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.15K- 2.84% |
$51.5K - $60.1K
|
39.2K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-681- 10.04% |
$30.6K - $35.7K
|
6.1K
$314K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
414+ 52.94% |
$18.6K - $21.7K
|
1.2K
$61.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.07K+ 5.12% |
$183K - $213K
|
83.5K
$4.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.28% |
$45K - $52.5K
|
31.6K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$180 - $210
|
4.4K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29K+ 22.11% |
$1.3M - $1.52M
|
160K
$8.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
348+ 6.67% |
$15.6K - $18.2K
|
5.57K
$287K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.8K+ 1.97% |
$80.9K - $94.4K
|
93K
$4.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.74K- 2.81% |
$168K - $196K
|
129K
$6.66M
|
|