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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-211- 2.72% |
$8.36K - $10.1K
|
7.54K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.29K- 21.46% |
$90.6K - $109K
|
8.37K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 27.3% |
$9.63K - $11.6K
|
647
$33.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
53.6KNew |
$2.12M - $2.56M
|
53.6K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6KNew |
$238K - $286K
|
6K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-455- 5.63% |
$18K - $21.7K
|
7.63K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
697+ 2.02% |
$27.6K - $33.3K
|
35.2K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.57KNew |
$141K - $170K
|
3.57K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
526K+ 1890.86% |
$20.8M - $25.1M
|
554K
$28.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-100- 1.24% |
$3.96K - $4.77K
|
7.95K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
385New |
$15.2K - $18.4K
|
385
$19.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.48K+ 5.73% |
$58.7K - $70.8K
|
27.4K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-123- 7.74% |
$4.87K - $5.87K
|
1.47K
$75.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-3.71K- 23.63% |
$147K - $177K
|
12K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-72- 8.5% |
$2.85K - $3.44K
|
775
$39.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41- 0.09% |
$1.62K - $1.96K
|
45K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$6.02K - $7.26K
|
152
$7.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-507- 2.04% |
$20.1K - $24.2K
|
24.3K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.49K+ 17.59% |
$178K - $214K
|
30K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.69K- 40.6% |
$107K - $129K
|
3.94K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-22.2K- 74.5% |
$878K - $1.06M
|
7.59K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-812- 17.38% |
$32.2K - $38.8K
|
3.86K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$840K - $1.01M
|
21.2K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.08KNew |
$201K - $243K
|
5.08K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 1.45% |
$3.96K - $4.77K
|
6.81K
$350K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
9.1KNew |
$361K - $435K
|
9.1K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.5K+ 108.08% |
$99K - $119K
|
4.81K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
468+ 5.86% |
$18.5K - $22.3K
|
8.46K
$435K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$673 - $812
|
6.71K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.2K+ 0.7% |
$47.5K - $57.2K
|
174K
$8.93M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.64K- 41.38% |
$184K - $221K
|
6.57K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-275- 4.3% |
$10.9K - $13.1K
|
6.13K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
23KNew |
$911K - $1.1M
|
23K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
30.3K+ 109.72% |
$1.2M - $1.45M
|
58K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.92K- 15.45% |
$76.1K - $91.7K
|
10.5K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174K+ 87.96% |
$6.89M - $8.3M
|
372K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
303+ 5.36% |
$12K - $14.5K
|
5.95K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-23- 0.9% |
$911 - $1.1K
|
2.55K
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
58.7K+ 92.01% |
$2.33M - $2.8M
|
123K
$6.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-76- 1.15% |
$3.01K - $3.63K
|
6.51K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.72KNew |
$227K - $273K
|
5.72K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.03K+ 7.86% |
$40.6K - $49K
|
14.1K
$725K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$39.6 - $47.7
|
249
$12.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-253K- 91.01% |
$10M - $12.1M
|
25K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-155- 4.67% |
$6.14K - $7.4K
|
3.17K
$163K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-204- 1.27% |
$8.08K - $9.74K
|
15.9K
$819K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
6New |
$238 - $286
|
6
$309
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-654- 4.27% |
$25.9K - $31.2K
|
14.7K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-73- 1.42% |
$2.89K - $3.49K
|
5.07K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-10K- 8.53% |
$396K - $477K
|
107K
$5.52M
|
|