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 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-788- 10.86% |
$27.1K - $37.4K
|
6.47K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
61.8K+ 6.83% |
$2.13M - $2.93M
|
966K
$49.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$413 - $570
|
12
$618
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.25KNew |
$146K - $202K
|
4.25K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.55KNew |
$191K - $263K
|
5.55K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.26K+ 76.65% |
$181K - $250K
|
12.1K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-200- 1.25% |
$6.88K - $9.49K
|
15.7K
$811K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 10.18% |
$17.2K - $23.7K
|
4.41K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.73K- 77.81% |
$59.5K - $82.1K
|
493
$25.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.47KNew |
$154K - $212K
|
4.47K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
565+ 3.85% |
$19.4K - $26.8K
|
15.3K
$785K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
24+ 0.41% |
$825 - $1.14K
|
5.82K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.68K- 3.9% |
$57.7K - $79.6K
|
41.4K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.38KNew |
$151K - $208K
|
4.38K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
285New |
$9.8K - $13.5K
|
285
$14.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 9.11% |
$43.5K - $60K
|
12.6K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.58K+ 4.26% |
$123K - $170K
|
87.6K
$4.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.95KNew |
$170K - $235K
|
4.95K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
450+ 4.85% |
$15.5K - $21.4K
|
9.72K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
20K+ 365.75% |
$687K - $948K
|
25.4K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-284- 69.78% |
$9.77K - $13.5K
|
123
$6.33K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
500New |
$17.2K - $23.7K
|
500
$25.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.15K- 6.89% |
$39.6K - $54.7K
|
15.6K
$802K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 5.18% |
$35.4K - $48.8K
|
20.9K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-120- 1.03% |
$4.13K - $5.7K
|
11.5K
$594K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.18K+ 9.83% |
$40.6K - $56K
|
13.2K
$679K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.13KNew |
$39K - $53.8K
|
1.13K
$58.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
914+ 8.71% |
$31.4K - $43.4K
|
11.4K
$587K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
146+ 2.42% |
$5.02K - $6.93K
|
6.18K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.79K- 21.18% |
$61.7K - $85.1K
|
6.68K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
67+ 0.81% |
$2.3K - $3.18K
|
8.38K
$432K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-753- 40.64% |
$25.9K - $35.7K
|
1.1K
$56.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
430New |
$14.8K - $20.4K
|
430
$22.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.67% |
$1.17K - $1.61K
|
2.07K
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
600+ 11.59% |
$20.6K - $28.5K
|
5.78K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
42+ 0.39% |
$1.44K - $1.99K
|
10.8K
$558K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.52K- 77.82% |
$121K - $167K
|
1K
$51.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109- 5.74% |
$3.75K - $5.17K
|
1.79K
$92.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 2.87% |
$1.03K - $1.42K
|
1.02K
$52.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-665- 6.55% |
$22.9K - $31.6K
|
9.48K
$488K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 1.01% |
$2.58K - $3.56K
|
7.35K
$378K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$34.4 - $47.5
|
6.97K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.01K+ 14.73% |
$34.7K - $47.9K
|
7.87K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.16KNew |
$178K - $245K
|
5.16K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
490+ 4.26% |
$16.9K - $23.3K
|
12K
$617K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-15K- 5.67% |
$515K - $711K
|
249K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$34.4 - $47.5
|
5.13K
$264K
|
|