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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.27K+ 2.04% |
$57.2K - $66.7K
|
63.6K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.27K+ 0.71% |
$57.1K - $66.7K
|
180K
$9.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.27K+ 24.69% |
$56.9K - $66.4K
|
6.4K
$329K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.26K+ 1.74% |
$56.6K - $66K
|
73.6K
$3.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1.25K+ 12.79% |
$56K - $65.3K
|
11K
$566K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.24K+ 5.85% |
$55.8K - $65.1K
|
22.5K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.24K+ 49.11% |
$55.7K - $64.9K
|
3.76K
$194K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.24K+ 2.34% |
$55.7K - $64.9K
|
54.2K
$2.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$55.5K - $64.8K
|
1.24K
$63.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.22KNew |
$54.6K - $63.7K
|
1.22K
$62.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.2K+ 0.74% |
$53.9K - $63K
|
164K
$8.45M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.2K+ 9.71% |
$53.8K - $62.8K
|
13.5K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.19K+ 12.85% |
$53.5K - $62.4K
|
10.5K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.19K+ 3.94% |
$53.3K - $62.2K
|
31.3K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 39.3% |
$53K - $61.8K
|
4.18K
$215K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 8.14% |
$52.9K - $61.7K
|
15.6K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.17K+ 0.7% |
$52.6K - $61.3K
|
169K
$8.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.1% |
$52.5K - $61.3K
|
107K
$5.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.16K+ 2.91% |
$52.2K - $60.9K
|
41K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.16K+ 8.41% |
$52K - $60.7K
|
14.9K
$769K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.13KNew |
$50.6K - $59.1K
|
1.13K
$58K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.1K+ 14.47% |
$49.6K - $57.9K
|
8.74K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1K+ 5.3% |
$49.3K - $57.6K
|
21.8K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 8.05% |
$49.3K - $57.6K
|
14.7K
$758K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
1.09K+ 1.12% |
$49.1K - $57.3K
|
98.6K
$5.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.09K+ 9.3% |
$48.7K - $56.9K
|
12.8K
$657K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.08K+ 19.93% |
$48.3K - $56.4K
|
6.48K
$333K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.08K+ 13.94% |
$48.3K - $56.4K
|
8.79K
$452K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.08KNew |
$48.3K - $56.4K
|
1.08K
$55.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1.07K+ 1.0% |
$48.2K - $56.2K
|
109K
$5.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.07K+ 2.31% |
$48K - $56K
|
47.4K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 0.33% |
$48K - $56K
|
321K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 0.75% |
$48K - $56K
|
144K
$7.42M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.05K+ 2.41% |
$47.3K - $55.1K
|
44.7K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.04K+ 1.08% |
$46.5K - $54.3K
|
97.2K
$5M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.03K+ 10.35% |
$46.2K - $53.9K
|
11K
$565K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.03K+ 5.4% |
$46.2K - $53.9K
|
20.1K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.03K+ 1.04% |
$46.1K - $53.8K
|
99.8K
$5.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.02K+ 66.02% |
$46K - $53.7K
|
2.58K
$133K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.02K+ 10.86% |
$45.9K - $53.6K
|
10.4K
$537K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 5.72% |
$45.8K - $53.5K
|
18.9K
$971K
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1.01K+ 11.25% |
$45.5K - $53.1K
|
10K
$516K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.01K+ 2.31% |
$45.3K - $52.9K
|
44.7K
$2.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.28% |
$45K - $52.5K
|
31.6K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1K+ 9.91% |
$45K - $52.5K
|
11.1K
$572K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1K+ 0.61% |
$44.9K - $52.4K
|
166K
$8.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 7.11% |
$44.9K - $52.4K
|
15.1K
$776K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
998+ 1.45% |
$44.8K - $52.3K
|
70K
$3.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
996+ 20.07% |
$44.7K - $52.2K
|
5.96K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
995+ 3.01% |
$44.7K - $52.2K
|
34.1K
$1.76M
|
|