Latest Institutional Purchases of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
279K+ 642.54% |
$13.6M - $15.1M
|
322K
$16.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
160K+ 22.62% |
$7.76M - $8.63M
|
865K
$44.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70.1K+ 2.34% |
$3.41M - $3.79M
|
3.07M
$158M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
62.5K+ 116.21% |
$3.04M - $3.38M
|
116K
$5.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
50.6K+ 22.5% |
$2.46M - $2.74M
|
276K
$14.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
36.7K+ 336.49% |
$1.79M - $1.99M
|
47.6K
$2.45M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
30.1K+ 10.72% |
$1.46M - $1.63M
|
311K
$16M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
19.6K+ 780.02% |
$952K - $1.06M
|
22.1K
$1.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
16.3K+ 41.96% |
$793K - $882K
|
55.2K
$2.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.3K+ 229.95% |
$744K - $827K
|
21.9K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.9K+ 1.3% |
$628K - $698K
|
1M
$51.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12.9KNew |
$628K - $698K
|
12.9K
$664K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
11.4K+ 17.42% |
$554K - $617K
|
76.8K
$3.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.2K+ 7.09% |
$545K - $606K
|
169K
$8.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
10.5K+ 71.5% |
$509K - $566K
|
25.1K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.29K+ 8.13% |
$403K - $449K
|
110K
$5.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.15K+ 7.52% |
$397K - $441K
|
117K
$6M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$336K - $374K
|
6.91K
$355K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.81K+ 22.8% |
$332K - $369K
|
36.7K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.25KNew |
$304K - $338K
|
6.25K
$322K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.14K+ 3.78% |
$250K - $278K
|
141K
$7.26M
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.93K+ 45.07% |
$240K - $267K
|
15.9K
$817K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.91KNew |
$239K - $265K
|
4.91K
$253K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
3.97KNew |
$193K - $215K
|
3.97K
$204K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.64KNew |
$177K - $197K
|
3.64K
$187K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.54K+ 9.39% |
$172K - $192K
|
41.2K
$2.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.83K+ 9.75% |
$137K - $153K
|
31.8K
$1.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.64K+ 20.89% |
$128K - $143K
|
15.3K
$786K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.6K+ 15.66% |
$126K - $141K
|
19.2K
$988K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.49K+ 10.06% |
$121K - $135K
|
27.3K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
2.34K+ 6.89% |
$114K - $127K
|
36.4K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.25K+ 3.14% |
$110K - $122K
|
74K
$3.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.11K+ 0.31% |
$103K - $114K
|
686K
$35.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.11K+ 12.05% |
$103K - $114K
|
19.6K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2K+ 1.39% |
$97.3K - $108K
|
146K
$7.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.94K+ 15.65% |
$94.3K - $105K
|
14.3K
$737K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.55K+ 5.48% |
$75.6K - $84K
|
29.9K
$1.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.49K+ 1.95% |
$72.5K - $80.6K
|
77.9K
$4.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 3.68% |
$66.9K - $74.5K
|
38.8K
$2M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.34K+ 2.74% |
$65K - $72.3K
|
50.1K
$2.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
1.1K+ 6.38% |
$53.6K - $59.6K
|
18.3K
$944K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 12.29% |
$53.4K - $59.4K
|
10K
$516K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 10.63% |
$51.6K - $57.4K
|
11K
$568K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.02K+ 19.38% |
$49.5K - $55K
|
6.27K
$323K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
800+ 12.98% |
$38.9K - $43.3K
|
6.96K
$358K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
762+ 1.0% |
$37.1K - $41.2K
|
76.8K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
637+ 7.88% |
$31K - $34.5K
|
8.73K
$449K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
548+ 4.54% |
$26.7K - $29.7K
|
12.6K
$649K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
475+ 2.84% |
$23.1K - $25.7K
|
17.2K
$884K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
451+ 4.32% |
$21.9K - $24.4K
|
10.9K
$561K
|
|