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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-3.45K- 4.16% |
$168K - $187K
|
79.5K
$4.09M
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.93K+ 45.07% |
$240K - $267K
|
15.9K
$817K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-38K- 52.32% |
$1.85M - $2.05M
|
34.6K
$1.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-276- 2.93% |
$13.4K - $14.9K
|
9.15K
$471K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-201- 0.39% |
$9.78K - $10.9K
|
51.3K
$2.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
386+ 4.0% |
$18.8K - $20.9K
|
10K
$516K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65+ 0.5% |
$3.16K - $3.52K
|
13.1K
$673K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-2.57K- 2.63% |
$125K - $139K
|
95.1K
$4.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
247+ 1.47% |
$12K - $13.4K
|
17.1K
$878K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
167+ 3.11% |
$8.12K - $9.04K
|
5.54K
$285K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
4+ 0.09% |
$195 - $216
|
4.7K
$242K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.81K+ 22.8% |
$332K - $369K
|
36.7K
$1.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-23- 0.12% |
$1.12K - $1.24K
|
18.5K
$952K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-191- 8.64% |
$9.29K - $10.3K
|
2.02K
$104K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-526- 4.23% |
$25.6K - $28.5K
|
11.9K
$613K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
279K+ 642.54% |
$13.6M - $15.1M
|
322K
$16.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-12- 0.16% |
$584 - $649
|
7.67K
$395K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.3K+ 229.95% |
$744K - $827K
|
21.9K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
11.4K+ 17.42% |
$554K - $617K
|
76.8K
$3.95M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
408+ 6.54% |
$19.8K - $22.1K
|
6.65K
$342K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
19.6K+ 780.02% |
$952K - $1.06M
|
22.1K
$1.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.45K- 2.35% |
$265K - $295K
|
227K
$11.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
16.3K+ 41.96% |
$793K - $882K
|
55.2K
$2.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-7- 0.28% |
$341 - $379
|
2.5K
$128K
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-3.29K- 3.13% |
$160K - $178K
|
102K
$5.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-2.03K- 2.9% |
$98.6K - $110K
|
68K
$3.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
92+ 8.4% |
$4.48K - $4.98K
|
1.19K
$61.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$19.5K - $21.6K
|
400
$20.6K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.02K+ 19.38% |
$49.5K - $55K
|
6.27K
$323K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-980- 0.51% |
$47.7K - $53K
|
193K
$9.93M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
116+ 1.31% |
$5.64K - $6.28K
|
8.99K
$463K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.14K+ 3.78% |
$250K - $278K
|
141K
$7.26M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
485+ 1.13% |
$21.8K - $25.4K
|
43.6K
$2.24M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-228- 3.77% |
$10.2K - $12K
|
5.82K
$300K
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
124+ 2.71% |
$5.57K - $6.5K
|
4.7K
$242K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.67K- 51.14% |
$300K - $350K
|
6.37K
$328K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
91+ 0.48% |
$4.09K - $4.77K
|
19.2K
$986K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
150K+ 61.16% |
$6.72M - $7.84M
|
394K
$20.3M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.05K+ 2.41% |
$47.3K - $55.1K
|
44.7K
$2.3M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.2K+ 9.71% |
$53.8K - $62.8K
|
13.5K
$697K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-15.9K- 5.1% |
$714K - $833K
|
296K
$15.2M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
596+ 13.37% |
$26.8K - $31.2K
|
5.05K
$260K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-1.38M- 99.59% |
$61.8M - $72.1M
|
5.64K
$291K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-5.75K- 32.86% |
$258K - $301K
|
11.8K
$605K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-5.11K- 19.67% |
$229K - $268K
|
20.9K
$1.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
738+ 13.83% |
$33.2K - $38.7K
|
6.07K
$313K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 1.2% |
$69K - $80.5K
|
126K
$6.51M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-616- 0.17% |
$27.7K - $32.3K
|
370K
$19M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.74K- 11.06% |
$78.1K - $91.1K
|
14K
$720K
|
|