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 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-190- 37.04% |
$7.53K - $9.07K
|
323
$16.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15.3K- 10.55% |
$606K - $730K
|
130K
$6.67M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-295- 0.77% |
$11.7K - $14.1K
|
38K
$1.96M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
5.46K+ 15.25% |
$214K - $261K
|
41.2K
$2.12M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.13K+ 6.02% |
$44.2K - $53.9K
|
19.9K
$1.02M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-289- 0.62% |
$11.3K - $13.8K
|
46.7K
$2.4M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
44.6K+ 6.81% |
$1.75M - $2.13M
|
699K
$36M
|
|
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
40+ 1.33% |
$1.57K - $1.91K
|
3.05K
$157K
|
|
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
9.48KNew |
$372K - $453K
|
9.48K
$488K
|
|
|
Aug 12, 2025
Q4 2024
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
1.12K+ 22.32% |
$43.8K - $53.3K
|
6.12K
$315K
|
|
|
Jul 24, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-978- 16.85% |
$38.4K - $46.7K
|
4.83K
$248K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$9.78K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.15KNew |
$124K - $151K
|
3.15K
$162K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5.17KNew |
$203K - $247K
|
5.17K
$266K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
49.8KNew |
$1.95M - $2.38M
|
49.8K
$2.56M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
911New |
$35.7K - $43.5K
|
911
$46.9K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 0.46% |
$1.29K - $1.58K
|
7.09K
$365K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
24.5KNew |
$960K - $1.17M
|
24.5K
$1.26M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 3.38% |
$27.5K - $33.4K
|
20K
$1.03M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7.24KNew |
$284K - $346K
|
7.24K
$373K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
269+ 4.2% |
$10.6K - $12.9K
|
6.67K
$343K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$35.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
399New |
$15.6K - $19.1K
|
399
$20.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
16KNew |
$628K - $765K
|
16K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-883K- 3.07% |
$34.6M - $42.2M
|
27.8M
$1.43B
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$397K - $483K
|
10.1K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.7K- 7.05% |
$106K - $129K
|
35.6K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-142- 1.57% |
$5.57K - $6.78K
|
8.9K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
780New |
$30.6K - $37.3K
|
780
$40.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
22KNew |
$863K - $1.05M
|
22K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-25.7K- 8.73% |
$1.01M - $1.23M
|
269K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.9KNew |
$192K - $234K
|
4.9K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
544+ 1.49% |
$21.3K - $26K
|
37.1K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.59K+ 15.86% |
$62.3K - $75.9K
|
11.6K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
172+ 1.53% |
$6.75K - $8.22K
|
11.4K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.2KNew |
$1.03M - $1.25M
|
26.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.25MNew |
$48.9M - $59.6M
|
1.25M
$64.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-494K- 92.69% |
$19.4M - $23.6M
|
39K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.9K+ 114.72% |
$543K - $662K
|
25.9K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$232K - $282K
|
5.9K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-18.3K- 51.4% |
$719K - $876K
|
17.3K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.52K- 41.42% |
$138K - $168K
|
4.97K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
19.6K+ 256.22% |
$767K - $934K
|
27.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
115K+ 15.3% |
$4.52M - $5.51M
|
869K
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
28KNew |
$1.1M - $1.34M
|
28K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
65.8KNew |
$2.58M - $3.14M
|
65.8K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.56KNew |
$218K - $266K
|
5.56K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-33.7K- 56.09% |
$1.32M - $1.61M
|
26.4K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.07% |
$157 - $191
|
6.01K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.3K- 59.17% |
$51K - $62.1K
|
897
$46.2K
|
|