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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.5% |
$35.2K - $48.6K
|
67.5K
$3.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-110- 5.15% |
$3.78K - $5.22K
|
2.02K
$104K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.8KNew |
$96.4K - $133K
|
2.8K
$144K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-230- 44.23% |
$7.91K - $10.9K
|
290
$14.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-7.2K- 2.34% |
$248K - $342K
|
300K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
75+ 0.04% |
$2.58K - $3.56K
|
210K
$10.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-67- 0.83% |
$2.3K - $3.18K
|
8.01K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
19.6KNew |
$673K - $929K
|
19.6K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-150- 2.21% |
$5.16K - $7.12K
|
6.63K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
1.71MNew |
$58.9M - $81.3M
|
1.71M
$88.2M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2K- 17.7% |
$68.8K - $94.9K
|
9.3K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
81+ 0.47% |
$2.79K - $3.84K
|
17.5K
$900K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-49.4K- 19.71% |
$1.7M - $2.34M
|
201K
$10.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-50K- 20.0% |
$1.72M - $2.37M
|
200K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
515+ 1.17% |
$17.7K - $24.4K
|
44.6K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.64KNew |
$160K - $220K
|
4.64K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.42KNew |
$152K - $210K
|
4.42K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.05KNew |
$242K - $335K
|
7.05K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
7.73KNew |
$266K - $367K
|
7.73K
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
43.8KNew |
$1.51M - $2.08M
|
43.8K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
5.6K+ 112.0% |
$193K - $266K
|
10.6K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
900+ 6.33% |
$31K - $42.7K
|
15.1K
$778K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-16.6K- 47.77% |
$572K - $790K
|
18.2K
$937K
|
|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-3.87K- 1.43% |
$133K - $184K
|
267K
$13.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
257+ 1.45% |
$8.84K - $12.2K
|
18K
$929K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-681- 7.85% |
$23.4K - $32.3K
|
7.99K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-18.1K- 10.0% |
$622K - $858K
|
163K
$8.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.95KNew |
$239K - $330K
|
6.95K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 2.07% |
$3.44K - $4.75K
|
4.94K
$254K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.61K+ 20.51% |
$55.5K - $76.6K
|
9.48K
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-90K- 4.27% |
$3.1M - $4.27M
|
2.02M
$104M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-324- 3.72% |
$11.1K - $15.4K
|
8.4K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
23K+ 14.89% |
$792K - $1.09M
|
178K
$9.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26- 1.03% |
$894 - $1.23K
|
2.51K
$129K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-84.6K- 91.74% |
$2.91M - $4.02M
|
7.61K
$392K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 13.44% |
$34.4K - $47.5K
|
6.44K
$332K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.36KNew |
$150K - $207K
|
4.36K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-244- 3.38% |
$8.39K - $11.6K
|
6.98K
$359K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1K- 25.0% |
$34.4K - $47.5K
|
3K
$154K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-46- 0.91% |
$1.58K - $2.18K
|
5.04K
$259K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
523New |
$18K - $24.8K
|
523
$26.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
52New |
$1.79K - $2.47K
|
52
$2.68K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
16.5K+ 6.52% |
$566K - $782K
|
269K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.21K+ 1027.12% |
$41.7K - $57.5K
|
1.33K
$68.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
19+ 0.08% |
$653 - $902
|
22.6K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
20K+ 20.0% |
$688K - $949K
|
120K
$6.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-21- 0.04% |
$722 - $997
|
47.5K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
218+ 4.14% |
$7.5K - $10.3K
|
5.49K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
92+ 0.67% |
$3.16K - $4.37K
|
13.9K
$713K
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
140+ 0.68% |
$4.81K - $6.64K
|
20.7K
$1.07M
|
|