United Capital Financial Advisers, LLC Bank Of America Corp Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 215,221 shares of BAC stock, worth $10.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
215,221
Previous 219,545 1.97%
Holding current value
$10.9 Million
Previous $9.16 Million 11.17%
% of portfolio
0.08%
Previous 0.08%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$34.39 - $47.46 $148,702 - $205,217
-4,324 Reduced 1.97%
215,221 $10.2 Million
Q1 2025

May 13, 2025
SELL
$39.61 - $47.74 $22,696 - $27,355
-573 Reduced 0.26%
219,545 $9.16 Million
Q4 2024

Feb 13, 2025
SELL
$39.22 - $47.77 $173,077 - $210,809
-4,413 Reduced 1.97%
220,118 $9.67 Million
Q3 2024

Nov 12, 2024
BUY
$36.65 - $44.13 $96,279 - $115,929
2,627 Added 1.18%
224,531 $8.91 Million
Q2 2024

Aug 14, 2024
SELL
$34.68 - $40.02 $1.42 Million - $1.63 Million
-40,843 Reduced 15.54%
221,904 $8.83 Million
Q1 2024

May 15, 2024
BUY
$31.73 - $37.92 $250,920 - $299,871
7,908 Added 3.1%
262,747 $9.96 Million
Q4 2023

Feb 14, 2024
SELL
$25.17 - $33.94 $891,219 - $1.2 Million
-35,408 Reduced 12.2%
254,839 $8.58 Million
Q3 2023

Nov 14, 2023
SELL
$27.17 - $32.65 $1.42 Million - $1.71 Million
-52,267 Reduced 15.26%
290,247 $7.95 Million
Q2 2023

Aug 14, 2023
SELL
$26.99 - $30.56 $2.52 Million - $2.85 Million
-93,195 Reduced 21.39%
342,514 $9.83 Million
Q1 2023

Aug 14, 2023
BUY
$26.97 - $36.77 $2.51 Million - $3.43 Million
93,195 Added 27.21%
435,709 $12.5 Million
Q1 2023

May 15, 2023
SELL
$26.97 - $36.77 $997,674 - $1.36 Million
-36,992 Reduced 7.83%
435,709 $12.5 Million
Q4 2022

Feb 14, 2023
SELL
$29.77 - $38.41 $280,225 - $361,553
-9,413 Reduced 1.95%
472,701 $15.7 Million
Q3 2022

Nov 14, 2022
SELL
$18.8 - $35.27 $1.94 Million - $3.64 Million
-103,093 Reduced 17.62%
482,114 $14.6 Million
Q2 2022

Aug 11, 2022
BUY
$31.13 - $40.9 $1.07 Million - $1.41 Million
34,495 Added 6.26%
585,207 $18.2 Million
Q1 2022

May 16, 2022
BUY
$38.34 - $49.38 $37,496 - $48,293
978 Added 0.18%
550,712 $22.7 Million
Q4 2021

Feb 14, 2022
BUY
$43.08 - $48.37 $653,265 - $733,482
15,164 Added 2.84%
549,734 $24.5 Million
Q3 2021

Nov 15, 2021
SELL
$36.93 - $43.26 $2.79 Million - $3.27 Million
-75,642 Reduced 12.4%
534,570 $22.7 Million
Q2 2021

Aug 13, 2021
BUY
$38.08 - $43.27 $35,833 - $40,717
941 Added 0.15%
610,212 $25.2 Million
Q1 2021

May 14, 2021
SELL
$29.65 - $38.99 $67,602 - $88,897
-2,280 Reduced 0.37%
609,271 $23.6 Million
Q4 2020

Feb 17, 2021
SELL
$23.47 - $30.31 $518,264 - $669,305
-22,082 Reduced 3.48%
611,551 $18.5 Million
Q3 2020

Nov 13, 2020
SELL
$22.77 - $26.92 $1.49 Million - $1.77 Million
-65,586 Reduced 9.38%
633,633 $15.3 Million
Q2 2020

Aug 13, 2020
SELL
$19.77 - $28.54 $293,406 - $423,562
-14,841 Reduced 2.08%
699,219 $16.6 Million
Q1 2020

May 15, 2020
SELL
$18.08 - $35.64 $2.21 Million - $4.36 Million
-122,280 Reduced 14.62%
714,060 $15.2 Million
Q4 2019

Feb 14, 2020
BUY
$27.63 - $35.52 $3.1 Million - $3.98 Million
112,088 Added 15.48%
836,340 $29.5 Million
Q3 2019

Nov 14, 2019
SELL
$26.25 - $30.89 $2.94 Million - $3.46 Million
-111,919 Reduced 13.38%
724,252 $21.1 Million
Q2 2019

Aug 13, 2019
BUY
$26.6 - $30.77 $1.71 Million - $1.98 Million
64,399 Added 8.34%
836,171 $24.2 Million
Q1 2019

May 14, 2019
BUY
$24.56 - $29.82 $1.33 Million - $1.62 Million
54,236 Added 7.56%
771,772 $21.3 Million
Q4 2018

Feb 14, 2019
BUY
$22.73 - $30.43 $1.98 Million - $2.65 Million
86,963 Added 13.79%
717,536 $17.7 Million
Q3 2018

Nov 14, 2018
BUY
$27.78 - $31.8 $302,413 - $346,174
10,886 Added 1.76%
630,573 $18.6 Million
Q2 2018

Aug 14, 2018
SELL
$28.19 - $31.22 $120,935 - $133,933
-4,290 Reduced 0.69%
619,687 $17.5 Million
Q1 2018

May 15, 2018
SELL
$29.17 - $32.84 $101,628 - $114,414
-3,484 Reduced 0.56%
623,977 $18.7 Million
Q4 2017

Feb 13, 2018
BUY
$25.45 - $29.88 $1.17 Million - $1.38 Million
46,072 Added 7.92%
627,461 $18.7 Million
Q3 2017

Nov 14, 2017
BUY
$22.89 - $25.45 $857,367 - $953,255
37,456 Added 6.89%
581,389 $14.7 Million
Q2 2017

Aug 14, 2017
BUY
N/A
543,933
543,933 $13.2 Million

Others Institutions Holding BAC

# of Institutions
3,791
Shares Held
5.32B
Call Options Held
79M
Put Options Held
117M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $405B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
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