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
|
Yousif Capital Management, LLC
|
SELL
|
- |
-31.9K- 3.47% |
$1.43M - $1.67M
|
887K
$45.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-5.22K- 8.42% |
$235K - $274K
|
56.8K
$2.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.33K+ 8.1% |
$104K - $122K
|
31K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
198K+ 287.1% |
$8.88M - $10.4M
|
267K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.34K- 4.67% |
$150K - $175K
|
68.1K
$3.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 8.05% |
$49.3K - $57.6K
|
14.7K
$758K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-368- 1.01% |
$16.5K - $19.3K
|
36.1K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
237+ 4.62% |
$10.6K - $12.4K
|
5.37K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
126+ 1.96% |
$5.66K - $6.6K
|
6.55K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.37K- 1.53% |
$152K - $177K
|
216K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
146+ 23.51% |
$6.56K - $7.65K
|
767
$39.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.74K- 2.0% |
$213K - $248K
|
232K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.37K- 0.67% |
$421K - $491K
|
1.39M
$71.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
6+ 0.08% |
$270 - $315
|
7.42K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
67+ 0.52% |
$3.01K - $3.51K
|
12.8K
$661K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
446+ 6.97% |
$20K - $23.4K
|
6.85K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.62K- 38.51% |
$253K - $295K
|
8.98K
$462K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
595+ 3.06% |
$26.7K - $31.2K
|
20.1K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-747- 21.08% |
$33.6K - $39.2K
|
2.8K
$144K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-708K- 86.17% |
$31.8M - $37.1M
|
114K
$5.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.11K- 2.5% |
$49.8K - $58.1K
|
43.2K
$2.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-43.4K- 30.52% |
$1.95M - $2.27M
|
98.7K
$5.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.18% |
$2.25K - $2.62K
|
28.3K
$1.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
174+ 3.2% |
$7.82K - $9.12K
|
5.61K
$289K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.29K+ 3.14% |
$58K - $67.7K
|
42.5K
$2.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.22K- 24.75% |
$145K - $169K
|
9.78K
$504K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
4KNew |
$180K - $210K
|
4K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.1K+ 1.38% |
$184K - $215K
|
301K
$15.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$220K - $257K
|
4.91K
$253K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
35+ 1.57% |
$1.57K - $1.83K
|
2.27K
$117K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.84K- 1.62% |
$307K - $358K
|
416K
$21.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
27+ 0.15% |
$1.21K - $1.42K
|
18.6K
$956K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
27.2KNew |
$1.22M - $1.43M
|
27.2K
$1.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-758- 1.95% |
$34K - $39.7K
|
38.1K
$1.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-175K- 93.64% |
$7.88M - $9.19M
|
11.9K
$613K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-43- 0.4% |
$1.93K - $2.25K
|
10.6K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-506- 0.29% |
$22.7K - $26.5K
|
173K
$8.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1K+ 9.91% |
$45K - $52.5K
|
11.1K
$572K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-301K- 17.02% |
$13.5M - $15.8M
|
1.47M
$75.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-895- 3.35% |
$40.2K - $46.9K
|
25.8K
$1.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.23K+ 5.46% |
$145K - $169K
|
62.5K
$3.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
176+ 1.53% |
$7.91K - $9.23K
|
11.7K
$600K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.31K- 28.54% |
$149K - $173K
|
8.28K
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
345+ 11.08% |
$15.5K - $18.1K
|
3.46K
$178K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
142+ 1.6% |
$6.38K - $7.44K
|
9.03K
$465K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1K- 13.7% |
$44.9K - $52.4K
|
6.3K
$324K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.14% |
$3.46K - $4.04K
|
55K
$2.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
7.39K+ 7.1% |
$332K - $387K
|
112K
$5.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-328- 1.34% |
$14.7K - $17.2K
|
24.1K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.17K+ 6.02% |
$97.6K - $114K
|
38.3K
$1.97M
|
|