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 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
143+ 0.06% |
$6.42K - $7.5K
|
231K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
139+ 0.49% |
$6.24K - $7.29K
|
28.4K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
139+ 2.53% |
$6.24K - $7.29K
|
5.63K
$290K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
137+ 0.81% |
$6.15K - $7.18K
|
17K
$877K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
137New |
$6.15K - $7.18K
|
137
$7.05K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
136+ 0.47% |
$6.11K - $7.13K
|
29.2K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
135New |
$6.06K - $7.08K
|
135
$6.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
132+ 0.66% |
$5.93K - $6.92K
|
20.2K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
130+ 15.89% |
$5.84K - $6.81K
|
948
$48.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
127+ 4.42% |
$5.7K - $6.66K
|
3K
$155K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
126+ 1.96% |
$5.66K - $6.6K
|
6.55K
$337K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
125+ 0.96% |
$5.62K - $6.55K
|
13.2K
$680K
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
124+ 2.71% |
$5.57K - $6.5K
|
4.7K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
123+ 1.64% |
$5.53K - $6.45K
|
7.63K
$393K
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
123+ 0.07% |
$5.53K - $6.45K
|
185K
$9.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
120+ 0.35% |
$5.39K - $6.29K
|
34.8K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120+ 0.57% |
$5.39K - $6.29K
|
21.1K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
120+ 1.44% |
$5.39K - $6.29K
|
8.46K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
118+ 1.81% |
$5.3K - $6.19K
|
6.64K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
115+ 0.56% |
$5.17K - $6.03K
|
20.5K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
110+ 1.19% |
$4.94K - $5.77K
|
9.38K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
108+ 31.21% |
$4.85K - $5.66K
|
454
$23.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
106+ 0.16% |
$4.76K - $5.56K
|
66.6K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
106+ 0.35% |
$4.76K - $5.56K
|
30.3K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
104+ 0.28% |
$4.67K - $5.45K
|
36.9K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
103+ 1.03% |
$4.63K - $5.4K
|
10.1K
$518K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
103+ 2.11% |
$4.63K - $5.4K
|
4.99K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
102+ 0.45% |
$4.58K - $5.35K
|
22.7K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
102+ 0.39% |
$4.58K - $5.35K
|
26K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
101+ 1.46% |
$4.54K - $5.29K
|
7.02K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
101+ 0.96% |
$4.54K - $5.29K
|
10.7K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
100+ 1.18% |
$4.49K - $5.24K
|
8.6K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
100+ 0.12% |
$4.49K - $5.24K
|
86.9K
$4.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
99+ 0.04% |
$4.45K - $5.19K
|
256K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
98+ 5.46% |
$4.4K - $5.14K
|
1.89K
$97.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97+ 0.7% |
$4.36K - $5.08K
|
14K
$719K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
96+ 1.1% |
$4.31K - $5.03K
|
8.86K
$456K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
96+ 0.62% |
$4.31K - $5.03K
|
15.6K
$803K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
96+ 1.7% |
$4.31K - $5.03K
|
5.74K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
95+ 1.6% |
$4.27K - $4.98K
|
6.04K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
95+ 1.82% |
$4.27K - $4.98K
|
5.31K
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
95+ 0.49% |
$4.27K - $4.98K
|
19.5K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
94+ 1.93% |
$4.22K - $4.93K
|
4.97K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
94+ 36.72% |
$4.22K - $4.93K
|
350
$18K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
93+ 4.56% |
$4.18K - $4.88K
|
2.13K
$110K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
91+ 0.48% |
$4.09K - $4.77K
|
19.2K
$986K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
91+ 0.07% |
$4.09K - $4.77K
|
137K
$7.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
85+ 0.05% |
$3.82K - $4.46K
|
156K
$8.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
83+ 0.77% |
$3.73K - $4.35K
|
10.8K
$556K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
81New |
$3.64K - $4.25K
|
81
$4.17K
|
|