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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 75.17% |
$7.81K - $10.8K
|
529
$24.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.92K- 1.78% |
$66.2K - $91.3K
|
106K
$4.99M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-188- 1.15% |
$6.47K - $8.92K
|
16.2K
$762K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-200- 16.67% |
$6.88K - $9.49K
|
1K
$47K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
112+ 1.43% |
$3.85K - $5.32K
|
7.95K
$374K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
100+ 1.6% |
$3.44K - $4.75K
|
6.34K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 6.34% |
$39.8K - $54.9K
|
19.4K
$912K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
56+ 0.93% |
$1.93K - $2.66K
|
6.06K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.53K- 4.71% |
$121K - $167K
|
71.5K
$3.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-993- 11.81% |
$34.1K - $47.1K
|
7.42K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-9K- 37.5% |
$310K - $427K
|
15K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.22K- 21.61% |
$42K - $57.9K
|
4.43K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
63.8K+ 23.33% |
$2.19M - $3.03M
|
337K
$15.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.95K- 6.24% |
$101K - $140K
|
44.3K
$2.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.58K+ 4.89% |
$157K - $217K
|
98.2K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-5.56K- 1.93% |
$191K - $264K
|
283K
$13.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-87- 0.08% |
$2.99K - $4.13K
|
103K
$4.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-179- 2.97% |
$6.16K - $8.5K
|
5.84K
$275K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-160- 1.34% |
$5.5K - $7.59K
|
11.8K
$555K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
940+ 8.09% |
$32.3K - $44.6K
|
12.6K
$591K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.27K- 11.44% |
$112K - $155K
|
25.3K
$1.19M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$241 - $332
|
9K
$423K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.48K- 21.2% |
$50.8K - $70.1K
|
5.49K
$258K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
859+ 7.48% |
$29.5K - $40.8K
|
12.3K
$580K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-14.9K- 40.16% |
$513K - $709K
|
22.2K
$1.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-30.9K- 59.14% |
$1.06M - $1.47M
|
21.3K
$1M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.63% |
$52.6K - $72.6K
|
43.7K
$2.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-300- 1.64% |
$10.3K - $14.2K
|
18K
$848K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
823+ 0.41% |
$28.3K - $39.1K
|
203K
$9.54M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-228- 4.45% |
$7.84K - $10.8K
|
4.9K
$230K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.91K- 13.7% |
$65.8K - $90.7K
|
12K
$566K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
13.2KNew |
$452K - $624K
|
13.2K
$618K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-376- 3.79% |
$12.9K - $17.8K
|
9.55K
$449K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
617+ 8.03% |
$21.2K - $29.3K
|
8.3K
$390K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
4.31KNew |
$148K - $204K
|
4.31K
$203K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.93K- 33.26% |
$238K - $329K
|
13.9K
$654K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.69K- 33.04% |
$127K - $175K
|
7.48K
$351K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-18- 0.05% |
$619 - $854
|
39.2K
$1.84M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.13K- 9.64% |
$108K - $148K
|
29.3K
$1.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
80+ 0.43% |
$2.75K - $3.8K
|
18.5K
$871K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.55KNew |
$191K - $263K
|
5.55K
$261K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
253+ 0.34% |
$8.7K - $12K
|
73.7K
$3.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 1.89% |
$66K - $91K
|
104K
$4.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.2K- 2.78% |
$75.5K - $104K
|
76.7K
$3.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.13K- 6.97% |
$142K - $196K
|
55.1K
$2.59M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-493- 3.63% |
$17K - $23.4K
|
13.1K
$615K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
577K+ 280.22% |
$22.8M - $27.5M
|
782K
$36.8M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
937New |
$37.1K - $44.7K
|
937
$44.1K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-61- 0.46% |
$2.42K - $2.91K
|
13.3K
$626K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.33KNew |
$330K - $398K
|
8.33K
$392K
|
|