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 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-49.2K- 6.58% |
$1.69M - $2.33M
|
699K
$32.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-96- 0.3% |
$3.3K - $4.56K
|
32.3K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
437+ 2.62% |
$15K - $20.7K
|
17.1K
$804K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-720- 2.52% |
$24.8K - $34.2K
|
27.8K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 10.21% |
$41.1K - $56.7K
|
10.5K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.47KNew |
$154K - $212K
|
4.47K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
615+ 12.53% |
$21.1K - $29.2K
|
5.52K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
188+ 0.59% |
$6.47K - $8.92K
|
32.3K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
192+ 0.51% |
$6.6K - $9.11K
|
37.5K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
44+ 2.36% |
$1.51K - $2.09K
|
1.91K
$89.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-375- 1.62% |
$12.9K - $17.8K
|
22.7K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
1K+ 1.4% |
$34.4K - $47.5K
|
72.3K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
565+ 3.85% |
$19.4K - $26.8K
|
15.3K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.31K+ 39.99% |
$114K - $157K
|
11.6K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.33% |
$688 - $949
|
6.03K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
584+ 7.32% |
$20.1K - $27.7K
|
8.56K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.97K+ 1.9% |
$67.8K - $93.5K
|
106K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.66K- 15.99% |
$160K - $221K
|
24.5K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 39.81% |
$124K - $171K
|
5.44K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
24+ 0.41% |
$825 - $1.14K
|
5.82K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-205- 0.25% |
$7.05K - $9.73K
|
81.1K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
594+ 1.89% |
$20.4K - $28.2K
|
32K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41+ 0.39% |
$1.41K - $1.95K
|
10.6K
$497K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19K+ 28.16% |
$653K - $901K
|
86.4K
$4.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.94K- 21.27% |
$101K - $139K
|
10.9K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-826- 10.95% |
$28.4K - $39.2K
|
6.72K
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.68K- 3.9% |
$57.7K - $79.6K
|
41.4K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-936- 5.0% |
$32.2K - $44.4K
|
17.8K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-926- 1.08% |
$31.8K - $43.9K
|
84.6K
$3.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.29K+ 0.92% |
$44.4K - $61.2K
|
142K
$6.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.38KNew |
$151K - $208K
|
4.38K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
24K+ 430.28% |
$825K - $1.14M
|
29.6K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-138- 1.19% |
$4.75K - $6.55K
|
11.5K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
205K+ 43.54% |
$7.06M - $9.75M
|
677K
$31.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.51K+ 6.09% |
$51.9K - $71.6K
|
26.3K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 1.24% |
$2.61K - $3.61K
|
6.05K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.13K- 36.13% |
$142K - $196K
|
7.3K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
16.7K+ 5.95% |
$573K - $791K
|
297K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-106- 0.8% |
$3.65K - $5.03K
|
13.2K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-683K- 12.07% |
$23.5M - $32.4M
|
4.97M
$234M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
285New |
$9.8K - $13.5K
|
285
$13.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-267- 25.45% |
$9.18K - $12.7K
|
782
$36.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 9.11% |
$43.5K - $60K
|
12.6K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.4K+ 9.62% |
$117K - $161K
|
38.7K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
809+ 9.57% |
$27.8K - $38.4K
|
9.26K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.4K+ 3.81% |
$117K - $161K
|
92.4K
$4.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
76+ 1.16% |
$2.61K - $3.61K
|
6.61K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.8K+ 237.12% |
$612K - $845K
|
25.3K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-299- 2.6% |
$10.3K - $14.2K
|
11.2K
$526K
|