Latest Institutional Transactions on Bank Of America Corp (BAC)
This table provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-5.38K- 0.72% |
$185K - $255K
|
742K
$34.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.3K+ 20.09% |
$114K - $157K
|
19.7K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.13% |
$241 - $332
|
5.6K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.12KNew |
$176K - $243K
|
5.12K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.45K+ 9.3% |
$188K - $259K
|
64.1K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14+ 0.2% |
$481 - $664
|
7.11K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.05K- 3.37% |
$36K - $49.6K
|
30K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
13.6K+ 54.19% |
$467K - $645K
|
38.7K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-19.7K- 62.77% |
$676K - $934K
|
11.7K
$549K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
345+ 6.51% |
$11.9K - $16.4K
|
5.64K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.72K- 11.65% |
$197K - $271K
|
43.4K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
668+ 7.32% |
$23K - $31.7K
|
9.8K
$461K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-139K- 4.61% |
$4.78M - $6.59M
|
2.88M
$135M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-10K- 40.0% |
$344K - $475K
|
15K
$705K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-517- 0.65% |
$17.8K - $24.5K
|
79.3K
$3.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.6K- 7.99% |
$55K - $75.9K
|
18.4K
$866K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-92- 1.13% |
$3.16K - $4.37K
|
8.03K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-746- 3.67% |
$25.7K - $35.4K
|
19.6K
$921K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-141K- 34.55% |
$4.85M - $6.7M
|
267K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
70+ 0.07% |
$2.41K - $3.32K
|
98.7K
$4.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-466- 2.99% |
$16K - $22.1K
|
15.1K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-777- 0.27% |
$26.7K - $36.9K
|
286K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
547+ 10.97% |
$18.8K - $26K
|
5.53K
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10+ 0.09% |
$344 - $475
|
11.7K
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
60K+ 58.85% |
$2.06M - $2.85M
|
162K
$7.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
70+ 0.51% |
$2.41K - $3.32K
|
13.9K
$653K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-988- 4.37% |
$34K - $46.9K
|
21.6K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.41KNew |
$152K - $209K
|
4.41K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
252+ 2.62% |
$8.67K - $12K
|
9.86K
$464K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-5.02K- 23.89% |
$173K - $238K
|
16K
$751K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-300- 0.96% |
$10.3K - $14.2K
|
30.9K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
255+ 1.75% |
$8.77K - $12.1K
|
14.8K
$697K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.87K- 9.49% |
$167K - $231K
|
46.5K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
42+ 0.65% |
$1.44K - $1.99K
|
6.53K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-301- 0.33% |
$10.4K - $14.3K
|
91.2K
$4.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.87K+ 66.37% |
$167K - $231K
|
12.2K
$574K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-227- 0.05% |
$7.81K - $10.8K
|
453K
$21.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.91K+ 27.91% |
$100K - $138K
|
13.3K
$627K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-15.2K- 94.89% |
$522K - $721K
|
818
$38.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-317- 2.13% |
$10.9K - $15K
|
14.6K
$684K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
1+ 0.0% |
$34.4 - $47.5
|
278K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-724- 9.86% |
$24.9K - $34.4K
|
6.62K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.9K- 40.03% |
$134K - $185K
|
5.84K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
822+ 14.56% |
$28.3K - $39K
|
6.47K
$304K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.15KNew |
$177K - $244K
|
5.15K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-440- 8.91% |
$15.1K - $20.9K
|
4.5K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.1K- 2.03% |
$37.8K - $52.1K
|
52.9K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-15.5K- 98.15% |
$535K - $738K
|
293
$13.8K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.16KNew |
$212K - $293K
|
6.16K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-374- 26.01% |
$12.9K - $17.8K
|
1.06K
$50K
|