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 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
62.5K+ 116.21% |
$3.04M - $3.38M
|
116K
$5.99M
|
|
|
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 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 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 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 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
3.97KNew |
$193K - $215K
|
3.97K
$204K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.54K+ 9.39% |
$172K - $192K
|
41.2K
$2.12M
|
|
|
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
|
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 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 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 12.29% |
$53.4K - $59.4K
|
10K
$516K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.02K+ 19.38% |
$49.5K - $55K
|
6.27K
$323K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
762+ 1.0% |
$37.1K - $41.2K
|
76.8K
$3.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
451+ 4.32% |
$21.9K - $24.4K
|
10.9K
$561K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
425+ 8.85% |
$20.7K - $23K
|
5.23K
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
409+ 3.29% |
$19.9K - $22.1K
|
12.9K
$662K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
408+ 6.54% |
$19.8K - $22.1K
|
6.65K
$342K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$19.5K - $21.6K
|
400
$20.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
386+ 4.0% |
$18.8K - $20.9K
|
10K
$516K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
319+ 7.24% |
$15.5K - $17.3K
|
4.72K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
276+ 6.63% |
$13.4K - $14.9K
|
4.44K
$229K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
250+ 1.82% |
$12.2K - $13.5K
|
14K
$720K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
247+ 1.47% |
$12K - $13.4K
|
17.1K
$878K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
238+ 3.85% |
$11.6K - $12.9K
|
6.42K
$331K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
183+ 2.37% |
$8.9K - $9.9K
|
7.9K
$406K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
182+ 4.69% |
$8.85K - $9.85K
|
4.06K
$209K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
167+ 3.11% |
$8.12K - $9.04K
|
5.54K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
143+ 0.51% |
$6.96K - $7.74K
|
28.1K
$1.45M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
116+ 1.31% |
$5.64K - $6.28K
|
8.99K
$463K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
92+ 8.4% |
$4.48K - $4.98K
|
1.19K
$61.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
68+ 1.49% |
$3.31K - $3.68K
|
4.62K
$238K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65+ 0.5% |
$3.16K - $3.52K
|
13.1K
$673K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
61+ 0.16% |
$2.97K - $3.3K
|
37.4K
$1.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
57+ 0.54% |
$2.77K - $3.08K
|
10.6K
$545K
|
|