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 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
15.9KNew |
$548K - $756K
|
15.9K
$749K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
4.75KNew |
$163K - $225K
|
4.75K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-218- 3.03% |
$7.5K - $10.3K
|
6.97K
$328K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-162- 2.15% |
$5.57K - $7.69K
|
7.38K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.43K- 3.58% |
$83.6K - $115K
|
65.5K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.44K+ 21.53% |
$49.5K - $68.3K
|
8.13K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-23.7K- 12.74% |
$814K - $1.12M
|
162K
$7.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
10+ 0.06% |
$344 - $475
|
17.4K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-9.5K- 7.21% |
$327K - $451K
|
122K
$5.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-29- 0.18% |
$997 - $1.38K
|
15.7K
$738K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
50.1K+ 0.85% |
$1.72M - $2.38M
|
5.96M
$280M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.56K- 8.45% |
$122K - $169K
|
38.6K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.22K+ 6.49% |
$317K - $438K
|
151K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.02K+ 62.34% |
$173K - $238K
|
13.1K
$615K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
66+ 0.39% |
$2.27K - $3.13K
|
17.1K
$805K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
257+ 3.73% |
$8.84K - $12.2K
|
7.14K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.59K+ 2.54% |
$88.9K - $123K
|
104K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-860- 1.21% |
$29.6K - $40.8K
|
70.3K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-520- 1.53% |
$17.9K - $24.7K
|
33.4K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10+ 0.03% |
$344 - $475
|
34.7K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
273+ 1.1% |
$9.39K - $13K
|
25.2K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.23K+ 2.64% |
$111K - $153K
|
125K
$5.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4.84K+ 5.09% |
$166K - $230K
|
99.9K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
BUY
|
- |
540KNew |
$18.6M - $25.6M
|
540K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 0.29% |
$481 - $664
|
4.79K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.92K- 7.62% |
$307K - $423K
|
108K
$5.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
509+ 0.48% |
$17.5K - $24.2K
|
107K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
17+ 0.34% |
$585 - $807
|
5.07K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-930- 15.65% |
$32K - $44.1K
|
5.01K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.65K+ 12.38% |
$194K - $268K
|
51.3K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 19.8% |
$10.3K - $14.2K
|
1.22K
$57.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-104- 1.06% |
$3.58K - $4.94K
|
9.72K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
707+ 1.68% |
$24.3K - $33.6K
|
42.9K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.83K+ 22.08% |
$166K - $229K
|
26.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-307- 2.24% |
$10.6K - $14.6K
|
13.4K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
4.77KNew |
$164K - $226K
|
4.77K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.2K- 12.58% |
$110K - $152K
|
22.2K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
55.9K+ 153.7% |
$1.92M - $2.65M
|
92.2K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17.3K- 79.75% |
$594K - $820K
|
4.39K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
370K+ 272.81% |
$12.7M - $17.6M
|
506K
$23.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-365- 3.41% |
$12.6K - $17.3K
|
10.3K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.13K+ 17.59% |
$39K - $53.8K
|
7.58K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 0.43% |
$1.03K - $1.42K
|
6.88K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-45- 0.19% |
$1.55K - $2.14K
|
23.9K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
44+ 0.33% |
$1.51K - $2.09K
|
13.2K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.75KNew |
$163K - $226K
|
4.75K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 5.21% |
$34.6K - $47.8K
|
18.3K
$861K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
13+ 0.07% |
$447 - $617
|
17.6K
$828K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 1.3% |
$2.72K - $3.75K
|
6.02K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-638- 6.29% |
$21.9K - $30.3K
|
9.51K
$447K
|