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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$232K - $282K
|
5.9K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.83KNew |
$228K - $278K
|
5.83K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.7K+ 1.15% |
$224K - $272K
|
500K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
5.57KNew |
$219K - $266K
|
5.57K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.56KNew |
$218K - $266K
|
5.56K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
5.56KNew |
$218K - $265K
|
5.56K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.39K+ 146.51% |
$211K - $257K
|
9.06K
$426K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5.17KNew |
$203K - $247K
|
5.17K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.09KNew |
$200K - $243K
|
5.09K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
5.06KNew |
$198K - $242K
|
5.06K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.04KNew |
$198K - $241K
|
5.04K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.97KNew |
$195K - $238K
|
4.97K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.95KNew |
$194K - $236K
|
4.95K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.9KNew |
$192K - $234K
|
4.9K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.84KNew |
$190K - $231K
|
4.84K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$189K - $231K
|
4.83K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.81KNew |
$189K - $230K
|
4.81K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.78KNew |
$187K - $228K
|
4.78K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.76KNew |
$187K - $227K
|
4.76K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$185K - $226K
|
4.73K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.71KNew |
$185K - $225K
|
4.71K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.7KNew |
$184K - $225K
|
4.7K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
4.66KNew |
$183K - $222K
|
4.66K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4.65KNew |
$182K - $222K
|
4.65K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$182K - $222K
|
4.65K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.6KNew |
$180K - $220K
|
4.6K
$216K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.58KNew |
$180K - $219K
|
4.58K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.56KNew |
$179K - $218K
|
4.56K
$214K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.05KNew |
$159K - $193K
|
4.05K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.48K+ 6.25% |
$137K - $166K
|
59.2K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.28K+ 1.53% |
$129K - $157K
|
217K
$10.2M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.15KNew |
$124K - $151K
|
3.15K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$105K - $127K
|
2.67K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.66KNew |
$104K - $127K
|
2.66K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.63KNew |
$103K - $126K
|
2.63K
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.54K+ 3.85% |
$99.7K - $121K
|
68.5K
$3.22M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.48K+ 15.91% |
$97.4K - $119K
|
18.1K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.4K+ 3.45% |
$94.1K - $115K
|
72.1K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.3KNew |
$90K - $110K
|
2.3K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.07KNew |
$81.1K - $98.8K
|
2.07K
$97.2K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.92K+ 20.83% |
$75.3K - $91.7K
|
11.1K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.91KNew |
$74.9K - $91.2K
|
1.91K
$89.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 35.19% |
$74.5K - $90.8K
|
7.3K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.81KNew |
$71K - $86.5K
|
1.81K
$85.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.79K+ 9.59% |
$70.2K - $85.6K
|
20.5K
$962K
|