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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
9.2K+ 0.97% |
$364K - $439K
|
956K
$46.3M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-238- 1.64% |
$9.43K - $11.4K
|
14.3K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-335- 1.0% |
$13.3K - $16K
|
33.2K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 5.31% |
$41.7K - $50.3K
|
18.8K
$910K
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-367K- 27.06% |
$14.5M - $17.5M
|
988K
$47.8M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-398- 1.24% |
$15.8K - $19K
|
31.6K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.62K+ 5.09% |
$144K - $173K
|
74.8K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.2K- 9.25% |
$404K - $487K
|
100K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-435- 0.85% |
$17.2K - $20.8K
|
50.5K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
74.7K+ 12.9% |
$2.96M - $3.56M
|
653K
$31.6M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.7K- 18.32% |
$107K - $129K
|
12K
$582K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.91K+ 14.09% |
$115K - $139K
|
23.5K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.54K+ 4.43% |
$140K - $169K
|
83.5K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
599+ 9.32% |
$23.7K - $28.6K
|
7.03K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.02K- 16.95% |
$40.5K - $48.8K
|
5.01K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-144- 0.16% |
$5.7K - $6.87K
|
90.3K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
608+ 10.17% |
$24.1K - $29K
|
6.59K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.76K+ 8.23% |
$109K - $132K
|
36.3K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-100- 1.01% |
$3.96K - $4.77K
|
9.83K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
843+ 5.0% |
$33.4K - $40.2K
|
17.7K
$857K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
735+ 2.51% |
$29.1K - $35.1K
|
30K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-99.9K- 65.89% |
$3.96M - $4.77M
|
51.7K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
57K+ 72.15% |
$2.26M - $2.72M
|
136K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.58K+ 14.24% |
$181K - $219K
|
36.8K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
963+ 2.69% |
$38.1K - $46K
|
36.7K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
169K+ 1317.69% |
$6.7M - $8.08M
|
182K
$8.81M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
887+ 2.69% |
$35.1K - $42.3K
|
33.9K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
3.41K+ 6.46% |
$135K - $163K
|
56.2K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.8K+ 4.75% |
$230K - $277K
|
128K
$6.19M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.7K- 2.86% |
$265K - $320K
|
228K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
177+ 0.21% |
$7.01K - $8.45K
|
83.5K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
487+ 1.58% |
$19.3K - $23.2K
|
31.3K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
236+ 2.93% |
$9.35K - $11.3K
|
8.28K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-43- 0.41% |
$1.7K - $2.05K
|
10.4K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
25+ 0.5% |
$990 - $1.19K
|
5.02K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-786- 12.28% |
$31.1K - $37.5K
|
5.61K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-15- 0.04% |
$594 - $716
|
37.7K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
145K+ 676.15% |
$5.73M - $6.91M
|
166K
$8.04M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
257+ 1.44% |
$10.2K - $12.3K
|
18.1K
$874K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.02K+ 4.94% |
$120K - $144K
|
64.1K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-528- 1.91% |
$20.9K - $25.2K
|
27.2K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.89KNew |
$194K - $233K
|
4.89K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-287- 0.9% |
$11.4K - $13.7K
|
31.7K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
25.6K+ 2.33% |
$1.01M - $1.22M
|
1.12M
$54.4M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-59.5K- 7.78% |
$2.36M - $2.84M
|
706K
$34.2M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
14.1KNew |
$560K - $675K
|
14.1K
$684K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-675- 6.08% |
$26.7K - $32.2K
|
10.4K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-133K- 3.67% |
$5.29M - $6.37M
|
3.5M
$170M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-484- 8.67% |
$19.2K - $23.1K
|
5.1K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.52K+ 5.69% |
$60.2K - $72.6K
|
28.3K
$1.37M
|