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 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.79K- 21.18% |
$61.7K - $85.1K
|
6.68K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.61K- 11.43% |
$55.4K - $76.5K
|
12.5K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-6.65K- 4.44% |
$229K - $316K
|
143K
$6.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-592- 2.16% |
$20.4K - $28.1K
|
26.8K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.35K- 1.89% |
$46.5K - $64.2K
|
70.3K
$3.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9.21K+ 50.44% |
$317K - $437K
|
27.5K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-174- 3.23% |
$5.98K - $8.26K
|
5.21K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
67+ 0.81% |
$2.3K - $3.18K
|
8.38K
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
448+ 6.43% |
$15.4K - $21.3K
|
7.41K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.21K- 0.49% |
$41.6K - $57.4K
|
244K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-753- 40.64% |
$25.9K - $35.7K
|
1.1K
$51.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
69.6K+ 5.34% |
$2.39M - $3.3M
|
1.37M
$64.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-17.6K- 27.34% |
$604K - $833K
|
46.7K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.42K+ 2.18% |
$48.8K - $67.3K
|
66.4K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.34M- 10.38% |
$46.2M - $63.7M
|
11.6M
$545M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
265+ 3.44% |
$9.11K - $12.6K
|
7.98K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12.7K- 1.29% |
$438K - $605K
|
976K
$45.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.6K+ 2.6% |
$2.57M - $3.54M
|
2.94M
$138M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.25KNew |
$181K - $249K
|
5.25K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
430New |
$14.8K - $20.4K
|
430
$20.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.67% |
$1.17K - $1.61K
|
2.07K
$97.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.09K- 3.48% |
$71.7K - $99K
|
57.8K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
34.8K+ 2.58% |
$1.2M - $1.65M
|
1.39M
$65.2M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
650+ 4.0% |
$22.4K - $30.8K
|
16.9K
$795K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-10.5K- 7.66% |
$361K - $499K
|
127K
$5.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
654+ 3.35% |
$22.5K - $31K
|
20.2K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-978- 4.85% |
$33.6K - $46.4K
|
19.2K
$903K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.16K- 10.05% |
$40K - $55.1K
|
10.4K
$489K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$34.4 - $47.5
|
100K
$4.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.86K- 2.36% |
$63.8K - $88K
|
76.6K
$3.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-863- 4.1% |
$29.7K - $41K
|
20.2K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.86K+ 124.0% |
$236K - $326K
|
12.4K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 8.8% |
$60.9K - $84.1K
|
21.9K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 0.09% |
$1.2K - $1.66K
|
40.8K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
658+ 0.28% |
$22.6K - $31.2K
|
236K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
160KNew |
$5.49M - $7.58M
|
160K
$7.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
600+ 11.59% |
$20.6K - $28.5K
|
5.78K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.65K- 32.32% |
$229K - $316K
|
13.9K
$655K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-724- 3.92% |
$24.9K - $34.4K
|
17.8K
$835K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.37K+ 1.47% |
$47K - $64.8K
|
94.2K
$4.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.23K+ 810.91% |
$76.7K - $106K
|
2.51K
$118K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-199- 0.47% |
$6.84K - $9.44K
|
42.1K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-569- 4.19% |
$19.6K - $27K
|
13K
$611K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.16K- 10.14% |
$40K - $55.2K
|
10.3K
$485K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-1.97K- 1.13% |
$67.8K - $93.6K
|
173K
$8.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
120+ 0.51% |
$4.13K - $5.7K
|
23.7K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
42+ 0.39% |
$1.44K - $1.99K
|
10.8K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.52K- 77.82% |
$121K - $167K
|
1K
$47.2K
|