Latest Institutional Purchases of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.51K+ 8.68% |
$292K - $404K
|
107K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.19K+ 13.94% |
$281K - $388K
|
66.9K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.02KNew |
$276K - $381K
|
8.02K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 21.67% |
$256K - $353K
|
41.7K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.14K+ 94.66% |
$246K - $339K
|
14.7K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
7.02KNew |
$241K - $333K
|
7.02K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
7KNew |
$241K - $332K
|
7K
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.86K+ 124.0% |
$236K - $326K
|
12.4K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.86K+ 2.75% |
$236K - $326K
|
256K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.8K+ 4.58% |
$234K - $322K
|
155K
$7.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.4KNew |
$220K - $304K
|
6.4K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.35K+ 26.35% |
$218K - $301K
|
30.4K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6.17K+ 40.55% |
$212K - $293K
|
21.4K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.16KNew |
$212K - $293K
|
6.16K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 2.31% |
$203K - $280K
|
261K
$12.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
5.79K+ 3.54% |
$199K - $275K
|
169K
$7.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.78K+ 80.03% |
$199K - $274K
|
13K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.65K+ 12.38% |
$194K - $268K
|
51.3K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.55KNew |
$191K - $263K
|
5.55K
$261K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.55KNew |
$191K - $263K
|
5.55K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.4KNew |
$186K - $256K
|
5.4K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.26K+ 76.65% |
$181K - $250K
|
12.1K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.25KNew |
$181K - $249K
|
5.25K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.23KNew |
$180K - $248K
|
5.23K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.16KNew |
$178K - $245K
|
5.16K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.15KNew |
$177K - $244K
|
5.15K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.13KNew |
$176K - $244K
|
5.13K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.12KNew |
$176K - $243K
|
5.12K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.02K+ 62.34% |
$173K - $238K
|
13.1K
$615K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.95KNew |
$170K - $235K
|
4.95K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.94KNew |
$170K - $234K
|
4.94K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.89KNew |
$168K - $232K
|
4.89K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4.88K+ 4.91% |
$168K - $232K
|
104K
$4.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.87K+ 66.37% |
$167K - $231K
|
12.2K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4.84K+ 5.09% |
$166K - $230K
|
99.9K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.83K+ 22.08% |
$166K - $229K
|
26.7K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.81KNew |
$165K - $228K
|
4.81K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.8KNew |
$165K - $228K
|
4.8K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
4.77KNew |
$164K - $226K
|
4.77K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.75KNew |
$163K - $226K
|
4.75K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
4.75KNew |
$163K - $225K
|
4.75K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 9.36% |
$162K - $223K
|
54.9K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.65KNew |
$160K - $221K
|
4.65K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.58K+ 4.89% |
$157K - $217K
|
98.2K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
4.57KNew |
$157K - $217K
|
4.57K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.54K+ 3.0% |
$156K - $215K
|
156K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.47KNew |
$154K - $212K
|
4.47K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.46KNew |
$153K - $212K
|
4.46K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.46KNew |
$153K - $211K
|
4.46K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$209K
|