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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.85KNew |
$201K - $277K
|
5.85K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
199+ 1.88% |
$6.84K - $9.44K
|
10.8K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
317New |
$10.9K - $15K
|
317
$16.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-36- 1.36% |
$1.24K - $1.71K
|
2.62K
$135K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
31.1KNew |
$1.07M - $1.48M
|
31.1K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 8.41% |
$152K - $209K
|
48K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-17- 0.08% |
$585 - $807
|
20.4K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
39+ 0.52% |
$1.34K - $1.85K
|
7.58K
$390K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-100- 1.0% |
$3.44K - $4.75K
|
9.91K
$510K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-908- 4.52% |
$31.2K - $43.1K
|
19.2K
$988K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.46KNew |
$153K - $211K
|
4.46K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$166K - $230K
|
4.84K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.84KNew |
$97.8K - $135K
|
2.84K
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.4K+ 355.03% |
$82.5K - $114K
|
3.08K
$158K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-804- 11.67% |
$27.6K - $38.2K
|
6.09K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-179- 2.11% |
$6.16K - $8.5K
|
8.29K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.18K- 29.85% |
$74.9K - $103K
|
5.12K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-341- 3.6% |
$11.7K - $16.2K
|
9.13K
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.1KNew |
$210K - $290K
|
6.1K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.42K- 6.64% |
$118K - $163K
|
48.1K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-8.87K- 41.08% |
$305K - $421K
|
12.7K
$655K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-11.8K- 34.75% |
$405K - $560K
|
22.1K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 0.43% |
$894 - $1.23K
|
6.07K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.75K- 0.41% |
$60.2K - $83.1K
|
423K
$21.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
173+ 2.06% |
$5.95K - $8.21K
|
8.56K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-100- 0.05% |
$3.44K - $4.75K
|
195K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
32.7KNew |
$1.13M - $1.55M
|
32.7K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-60- 0.69% |
$2.06K - $2.85K
|
8.62K
$444K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-176- 2.58% |
$6.05K - $8.35K
|
6.64K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
299KNew |
$10.3M - $14.2M
|
299K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-909- 9.56% |
$31.3K - $43.1K
|
8.6K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-55- 0.34% |
$1.89K - $2.61K
|
16.3K
$840K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.72K- 11.65% |
$197K - $271K
|
43.4K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.6K- 7.99% |
$55K - $75.9K
|
18.4K
$949K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.9K- 40.03% |
$134K - $185K
|
5.84K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-440- 8.91% |
$15.1K - $20.9K
|
4.5K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-374- 26.01% |
$12.9K - $17.8K
|
1.06K
$54.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
10+ 0.06% |
$344 - $475
|
17.4K
$896K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
4.77KNew |
$164K - $226K
|
4.77K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.75KNew |
$163K - $226K
|
4.75K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 1.3% |
$2.72K - $3.75K
|
6.02K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-559- 10.48% |
$19.2K - $26.5K
|
4.78K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
461+ 3.57% |
$15.9K - $21.9K
|
13.4K
$688K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
35+ 0.45% |
$1.2K - $1.66K
|
7.81K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
2KNew |
$68.8K - $94.9K
|
2K
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
118+ 1.33% |
$4.06K - $5.6K
|
9.01K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-132- 5.62% |
$4.54K - $6.26K
|
2.22K
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.55% |
$1.13K - $1.57K
|
6.06K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
101+ 1.83% |
$3.47K - $4.79K
|
5.61K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$34.4 - $47.5
|
8.69K
$448K
|
|