Purchases and Sales Made in Q3 2025 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 2025. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.07% |
$44.9 - $52.4
|
1.43K
$73.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2- 0.04% |
$89.8 - $105
|
5.35K
$276K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$180 - $210
|
7.77K
$401K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-12- 0.02% |
$539 - $629
|
59.3K
$3.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-13- 0.11% |
$584 - $681
|
12.3K
$635K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 1.35% |
$674 - $786
|
1.09K
$56.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-17- 0.03% |
$764 - $891
|
52.9K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-19- 1.67% |
$853 - $996
|
1.12K
$57.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
SELL
|
- |
-20- 0.13% |
$898 - $1.05K
|
15.1K
$776K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-25- 0.12% |
$1.12K - $1.31K
|
21.4K
$1.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-28- 0.04% |
$1.26K - $1.47K
|
76.9K
$3.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-30- 28.3% |
$1.35K - $1.57K
|
76
$3.92K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-37- 0.5% |
$1.66K - $1.94K
|
7.31K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-38- 7.05% |
$1.71K - $1.99K
|
501
$25.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-40- 0.22% |
$1.8K - $2.1K
|
18K
$927K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-41- 2.15% |
$1.84K - $2.15K
|
1.87K
$96.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-43- 0.4% |
$1.93K - $2.25K
|
10.6K
$547K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-43- 0.72% |
$1.93K - $2.25K
|
5.95K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-43- 0.17% |
$1.93K - $2.25K
|
25.3K
$1.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-46- 0.58% |
$2.07K - $2.41K
|
7.9K
$407K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.18% |
$2.25K - $2.62K
|
28.3K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-50- 0.22% |
$2.25K - $2.62K
|
22.7K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-51- 0.48% |
$2.29K - $2.67K
|
10.6K
$548K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-55- 0.02% |
$2.47K - $2.88K
|
241K
$12.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-61- 0.22% |
$2.74K - $3.2K
|
28K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-62- 0.96% |
$2.79K - $3.25K
|
6.4K
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.73% |
$2.96K - $3.46K
|
8.93K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-70- 0.29% |
$3.14K - $3.67K
|
23.7K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-70- 0.08% |
$3.14K - $3.67K
|
89.9K
$4.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-73- 0.79% |
$3.28K - $3.83K
|
9.21K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-75- 0.87% |
$3.37K - $3.93K
|
8.56K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-75- 0.26% |
$3.37K - $3.93K
|
29.2K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-77- 0.27% |
$3.46K - $4.04K
|
29K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-79- 0.69% |
$3.55K - $4.14K
|
11.4K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-91- 0.83% |
$4.09K - $4.77K
|
10.9K
$562K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-95- 0.78% |
$4.27K - $4.98K
|
12K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-96- 0.22% |
$4.31K - $5.03K
|
44K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 1.47% |
$4.49K - $5.24K
|
6.7K
$345K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-100- 0.97% |
$4.49K - $5.24K
|
10.2K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-101- 1.55% |
$4.54K - $5.29K
|
6.43K
$331K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-105- 12.43% |
$4.72K - $5.5K
|
740
$38.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-105- 1.84% |
$4.72K - $5.5K
|
5.61K
$289K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-115- 6.74% |
$5.17K - $6.03K
|
1.59K
$82K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-116- 2.11% |
$5.21K - $6.08K
|
5.38K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-117- 2.47% |
$5.26K - $6.13K
|
4.63K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-121- 2.41% |
$5.44K - $6.34K
|
4.91K
$253K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-129- 0.8% |
$5.79K - $6.76K
|
16.1K
$828K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-130- 1.37% |
$5.84K - $6.81K
|
9.37K
$483K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-130- 5.75% |
$5.84K - $6.81K
|
2.13K
$110K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-131- 0.54% |
$5.88K - $6.87K
|
24.2K
$1.25M
|