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 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-22.7K- 7.15% |
$899K - $1.08M
|
295K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
55.5KNew |
$2.2M - $2.65M
|
55.5K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
264+ 4.03% |
$10.5K - $12.6K
|
6.82K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
171+ 1.07% |
$6.77K - $8.16K
|
16.2K
$782K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.16% |
$50K - $60.3K
|
108K
$5.22M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
176K+ 28.53% |
$6.96M - $8.38M
|
791K
$38.3M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11.5K- 12.1% |
$456K - $550K
|
83.6K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
290+ 3.14% |
$11.5K - $13.8K
|
9.54K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
978+ 0.4% |
$38.7K - $46.7K
|
247K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.25KNew |
$208K - $251K
|
5.25K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-8.87K- 19.46% |
$351K - $424K
|
36.7K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.21K+ 1.3% |
$87.7K - $106K
|
173K
$8.37M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-234- 2.23% |
$9.27K - $11.2K
|
10.3K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
245K+ 103.76% |
$9.69M - $11.7M
|
480K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
181+ 2.09% |
$7.17K - $8.64K
|
8.84K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
16KNew |
$634K - $765K
|
16K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.14K- 2.83% |
$45K - $54.3K
|
39.1K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.98K- 1.05% |
$395K - $476K
|
940K
$45.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-275- 0.89% |
$10.9K - $13.1K
|
30.5K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-2.03M- 13.15% |
$80.3M - $96.8M
|
13.4M
$648M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
11.9K+ 94.64% |
$470K - $566K
|
24.4K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.35K- 3.03% |
$53.3K - $64.2K
|
43K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.21% |
$555 - $668
|
6.84K
$331K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-73- 1.45% |
$2.89K - $3.49K
|
4.95K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.22KNew |
$326K - $393K
|
8.22K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.2K+ 5.8% |
$997K - $1.2M
|
459K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 0.76% |
$4.79K - $5.78K
|
15.9K
$767K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171K+ 15.68% |
$6.77M - $8.16M
|
1.26M
$61M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-343K- 39.13% |
$13.6M - $16.4M
|
534K
$25.8M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.37% |
$2.54K - $3.06K
|
17.5K
$848K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
129+ 0.41% |
$5.11K - $6.16K
|
31.5K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
621+ 0.54% |
$24.6K - $29.6K
|
115K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-6.94K- 4.52% |
$275K - $331K
|
147K
$7.1M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.55K+ 4.18% |
$61.5K - $74.1K
|
38.7K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-430- 0.18% |
$17K - $20.5K
|
245K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
190+ 3.28% |
$7.53K - $9.07K
|
5.99K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$79.2 - $95.5
|
8.84K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
588+ 8.13% |
$23.3K - $28.1K
|
7.82K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 3.47% |
$641K - $773K
|
483K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
41.1KNew |
$1.63M - $1.96M
|
41.1K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
105K+ 11.01% |
$4.15M - $5M
|
1.06M
$51.1M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-160- 2.94% |
$6.34K - $7.64K
|
5.28K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.34K- 29.95% |
$212K - $255K
|
12.5K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 4.92% |
$50.9K - $61.3K
|
27.4K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.54K- 4.49% |
$60.8K - $73.3K
|
32.6K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-659- 4.89% |
$26.1K - $31.5K
|
12.8K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-571- 2.99% |
$22.6K - $27.3K
|
18.5K
$896K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16KNew |
$633K - $763K
|
16K
$774K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
194K+ 6.27% |
$7.68M - $9.26M
|
3.29M
$159M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3.24K+ 22.8% |
$128K - $154K
|
17.4K
$843K
|