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 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11K- 55.23% |
$379K - $523K
|
8.93K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.62K- 32.81% |
$159K - $219K
|
9.46K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.7KNew |
$369K - $509K
|
10.7K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.03K+ 10.92% |
$139K - $191K
|
40.9K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-651- 0.28% |
$22.4K - $30.9K
|
230K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
39.3K+ 39.05% |
$1.35M - $1.86M
|
140K
$6.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 2.87% |
$39.4K - $54.4K
|
41.1K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-924- 1.26% |
$31.8K - $43.9K
|
72.3K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$34.4 - $47.5
|
6.97K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.01K+ 14.73% |
$34.7K - $47.9K
|
7.87K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-102- 0.73% |
$3.51K - $4.84K
|
13.9K
$653K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-171- 1.79% |
$5.88K - $8.12K
|
9.36K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
789+ 8.2% |
$27.1K - $37.4K
|
10.4K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.46KNew |
$153K - $211K
|
4.46K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
400+ 4.22% |
$13.8K - $19K
|
9.87K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-61.3K- 79.55% |
$2.11M - $2.91M
|
15.8K
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
177+ 0.53% |
$6.09K - $8.4K
|
33.8K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-123- 1.45% |
$4.23K - $5.84K
|
8.34K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-967- 9.45% |
$33.3K - $45.9K
|
9.27K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 9.36% |
$162K - $223K
|
54.9K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.55K+ 18.65% |
$53.3K - $73.6K
|
9.86K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.8K+ 11.71% |
$716K - $988K
|
199K
$9.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.03% |
$275 - $380
|
25K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$68.8 - $94.9
|
20.8K
$978K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.16KNew |
$178K - $245K
|
5.16K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-22K- 1.35% |
$756K - $1.04M
|
1.61M
$75.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-268- 1.03% |
$9.22K - $12.7K
|
25.8K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
707+ 5.12% |
$24.3K - $33.6K
|
14.5K
$682K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.65KNew |
$160K - $221K
|
4.65K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-238- 1.54% |
$8.18K - $11.3K
|
15.2K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
296+ 2.08% |
$10.2K - $14K
|
14.5K
$684K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-668- 4.6% |
$23K - $31.7K
|
13.9K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.4KNew |
$186K - $256K
|
5.4K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
490+ 4.26% |
$16.9K - $23.3K
|
12K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-25.9K- 70.91% |
$891K - $1.23M
|
10.6K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.38K- 7.5% |
$151K - $208K
|
54K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 25.75% |
$72.2K - $99.6K
|
10.3K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-15K- 5.67% |
$515K - $711K
|
249K
$11.7M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 1.27% |
$131K - $180K
|
303K
$14.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-18.7K- 14.58% |
$643K - $887K
|
109K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-22.9K- 3.29% |
$788K - $1.09M
|
674K
$31.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
733+ 11.01% |
$25.2K - $34.8K
|
7.39K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.8K- 5.9% |
$438K - $605K
|
203K
$9.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.46K+ 8.71% |
$50K - $69.1K
|
18.2K
$854K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.17K- 0.98% |
$40.4K - $55.7K
|
119K
$5.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.77K+ 14.49% |
$95.2K - $131K
|
21.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
727+ 4.63% |
$25K - $34.5K
|
16.4K
$772K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
63+ 0.41% |
$2.17K - $2.99K
|
15.6K
$732K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.92K- 12.16% |
$100K - $139K
|
21.1K
$993K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
168+ 0.79% |
$5.78K - $7.97K
|
21.4K
$1.01M
|