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 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
46+ 0.23% |
$1.58K - $2.18K
|
20.5K
$963K
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
45+ 0.55% |
$1.55K - $2.14K
|
8.29K
$390K
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
44+ 0.33% |
$1.51K - $2.09K
|
13.2K
$621K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.26% |
$1.51K - $2.09K
|
16.8K
$791K
|
|
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 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
42+ 0.65% |
$1.44K - $1.99K
|
6.53K
$307K
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
42+ 0.52% |
$1.44K - $1.99K
|
8.12K
$382K
|
|
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
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 0.55% |
$1.44K - $1.99K
|
7.68K
$361K
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41+ 0.39% |
$1.41K - $1.95K
|
10.6K
$497K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
38+ 7.58% |
$1.31K - $1.8K
|
539
$25.3K
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
35+ 0.45% |
$1.2K - $1.66K
|
7.81K
$367K
|
|
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 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
34+ 0.06% |
$1.17K - $1.61K
|
59.2K
$2.79M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.67% |
$1.17K - $1.61K
|
2.07K
$97.3K
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.55% |
$1.13K - $1.57K
|
6.06K
$285K
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
30+ 0.45% |
$1.03K - $1.42K
|
6.7K
$315K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 0.32% |
$963 - $1.33K
|
8.71K
$409K
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.06% |
$894 - $1.23K
|
47.2K
$2.22M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
24+ 0.41% |
$825 - $1.14K
|
5.82K
$274K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
23+ 0.93% |
$791 - $1.09K
|
2.5K
$118K
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21+ 0.03% |
$722 - $997
|
77.5K
$3.64M
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
21+ 0.42% |
$722 - $997
|
5.03K
$236K
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.33% |
$688 - $949
|
6.03K
$284K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
17+ 0.34% |
$585 - $807
|
5.07K
$238K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.07% |
$550 - $759
|
22.4K
$1.05M
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 0.29% |
$481 - $664
|
4.79K
$225K
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
14+ 0.19% |
$481 - $664
|
7.36K
$346K
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
13+ 0.07% |
$447 - $617
|
17.6K
$828K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$413 - $570
|
12
$564
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10+ 0.09% |
$344 - $475
|
11.7K
$552K
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
10+ 0.06% |
$344 - $475
|
17.4K
$819K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10+ 0.03% |
$344 - $475
|
34.7K
$1.63M
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10+ 0.15% |
$344 - $475
|
6.78K
$319K
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.03% |
$275 - $380
|
25K
$1.18M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.07% |
$241 - $332
|
10.4K
$488K
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$206 - $285
|
6.1K
$287K
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.12% |
$206 - $285
|
4.94K
$232K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6+ 0.04% |
$206 - $285
|
13.5K
$635K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.04% |
$172 - $237
|
11.9K
$561K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.04% |
$138 - $190
|
9.73K
$458K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.04% |
$138 - $190
|
10.8K
$509K
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.01% |
$103 - $142
|
38.9K
$1.83M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$103 - $142
|
5.65K
$266K
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$68.8 - $94.9
|
5.35K
$252K
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$68.8 - $94.9
|
20.8K
$978K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.06% |
$68.8 - $94.9
|
3.09K
$145K
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
1+ 0.0% |
$34.4 - $47.5
|
278K
$13.1M
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$34.4 - $47.5
|
8.69K
$409K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.07% |
$34.4 - $47.5
|
1.43K
$67.1K
|