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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
372+ 1.81% |
$14.7K - $17.8K
|
20.9K
$984K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
370+ 1.08% |
$14.7K - $17.7K
|
34.7K
$1.63M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
364+ 4.99% |
$14.4K - $17.4K
|
7.66K
$360K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
359+ 4.84% |
$14.2K - $17.1K
|
7.78K
$366K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
357New |
$14.1K - $17K
|
357
$16.8K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
353+ 1.83% |
$14K - $16.9K
|
19.6K
$922K
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
353+ 5.14% |
$14K - $16.9K
|
7.23K
$340K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
351+ 5.53% |
$13.9K - $16.8K
|
6.69K
$315K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348+ 7.2% |
$13.8K - $16.6K
|
5.18K
$244K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
344+ 424.69% |
$13.6K - $16.4K
|
425
$20K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
342+ 0.71% |
$13.5K - $16.3K
|
48.6K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
334+ 0.99% |
$13.2K - $15.9K
|
34.1K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
327+ 0.03% |
$13K - $15.6K
|
1.07M
$50.1M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
322+ 2.59% |
$12.8K - $15.4K
|
12.7K
$599K
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
317+ 6.28% |
$12.6K - $15.1K
|
5.36K
$252K
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
315+ 1.5% |
$12.5K - $15K
|
21.3K
$1M
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
310+ 4.98% |
$12.3K - $14.8K
|
6.53K
$307K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
306+ 14.21% |
$12.1K - $14.6K
|
2.46K
$116K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
306+ 827.03% |
$12.1K - $14.6K
|
343
$16.1K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 2.64% |
$12K - $14.5K
|
11.8K
$554K
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
303+ 5.36% |
$12K - $14.5K
|
5.95K
$280K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
301+ 0.57% |
$11.9K - $14.4K
|
52.9K
$2.49M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
301+ 2.49% |
$11.9K - $14.4K
|
12.4K
$581K
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
300+ 0.17% |
$11.9K - $14.3K
|
178K
$8.35M
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
300+ 0.28% |
$11.9K - $14.3K
|
107K
$5.03M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
300+ 0.18% |
$11.9K - $14.3K
|
166K
$7.79M
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
300+ 3.11% |
$11.9K - $14.3K
|
9.93K
$467K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
300+ 14.05% |
$11.9K - $14.3K
|
2.44K
$114K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
295+ 11.42% |
$11.7K - $14.1K
|
2.88K
$135K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
295+ 3.21% |
$11.7K - $14.1K
|
9.47K
$445K
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
290+ 3.14% |
$11.5K - $13.8K
|
9.54K
$449K
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
285+ 3.35% |
$11.3K - $13.6K
|
8.81K
$414K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
283+ 1.84% |
$11.2K - $13.5K
|
15.7K
$738K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
283New |
$11.2K - $13.5K
|
283
$13.3K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
279+ 0.98% |
$11.1K - $13.3K
|
28.7K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
278+ 1.46% |
$11K - $13.3K
|
19.3K
$907K
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
278+ 2.6% |
$11K - $13.3K
|
11K
$516K
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
277+ 1.18% |
$11K - $13.2K
|
23.7K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
271+ 0.8% |
$10.7K - $12.9K
|
34.2K
$1.61M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
270+ 1.58% |
$10.7K - $12.9K
|
17.3K
$816K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
268+ 0.34% |
$10.6K - $12.8K
|
78.4K
$3.69M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
267+ 1.54% |
$10.6K - $12.7K
|
17.5K
$825K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
265New |
$10.5K - $12.7K
|
265
$12.5K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
265+ 5.8% |
$10.5K - $12.7K
|
4.84K
$227K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
264+ 4.03% |
$10.5K - $12.6K
|
6.82K
$320K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 7.08% |
$10.4K - $12.5K
|
3.96K
$186K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
261+ 2.3% |
$10.3K - $12.5K
|
11.6K
$545K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
257+ 1.44% |
$10.2K - $12.3K
|
18.1K
$849K
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
254+ 0.43% |
$10.1K - $12.1K
|
59.5K
$2.8M
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
252+ 1.78% |
$9.98K - $12K
|
14.4K
$676K
|