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 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-747- 21.08% |
$33.6K - $39.2K
|
2.8K
$144K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-750- 73.46% |
$33.7K - $39.3K
|
271
$14K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-755- 2.41% |
$33.9K - $39.6K
|
30.6K
$1.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-758- 1.95% |
$34K - $39.7K
|
38.1K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-762- 0.46% |
$34.2K - $39.9K
|
164K
$8.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-765- 2.31% |
$34.4K - $40.1K
|
32.4K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-773- 0.23% |
$34.7K - $40.5K
|
332K
$17.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-775- 2.29% |
$34.8K - $40.6K
|
33K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-778- 4.38% |
$34.9K - $40.8K
|
17K
$876K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-786- 4.87% |
$35.3K - $41.2K
|
15.4K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-825- 3.28% |
$37.1K - $43.2K
|
24.4K
$1.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-830- 0.86% |
$37.3K - $43.5K
|
95.8K
$4.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-836- 6.72% |
$37.6K - $43.8K
|
11.6K
$598K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-863- 6.26% |
$38.8K - $45.2K
|
12.9K
$666K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-866- 81.24% |
$38.9K - $45.4K
|
200
$10.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-877- 13.95% |
$39.4K - $46K
|
5.41K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-880- 11.75% |
$39.5K - $46.1K
|
6.61K
$341K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-883- 1.53% |
$39.7K - $46.3K
|
56.9K
$2.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-890- 1.12% |
$40K - $46.7K
|
78.4K
$4.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-894- 0.31% |
$40.2K - $46.9K
|
285K
$14.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-895- 3.35% |
$40.2K - $46.9K
|
25.8K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-896- 11.04% |
$40.2K - $47K
|
7.22K
$372K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-918- 3.32% |
$41.2K - $48.1K
|
26.7K
$1.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-933- 38.32% |
$41.9K - $48.9K
|
1.5K
$77.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-936- 11.59% |
$42K - $49.1K
|
7.14K
$368K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-961- 9.39% |
$43.2K - $50.4K
|
9.27K
$478K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-975- 35.01% |
$43.8K - $51.1K
|
1.81K
$93.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-978- 0.88% |
$43.9K - $51.3K
|
111K
$5.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-982- 6.77% |
$44.1K - $51.5K
|
13.5K
$697K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-997- 1.19% |
$44.8K - $52.3K
|
83K
$4.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1K- 13.15% |
$44.9K - $52.4K
|
6.61K
$340K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1K- 13.7% |
$44.9K - $52.4K
|
6.3K
$325K
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.01K- 0.95% |
$45.4K - $53K
|
105K
$5.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.03K- 6.36% |
$46K - $53.7K
|
15.1K
$778K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.03K- 1.51% |
$46.1K - $53.8K
|
66.8K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-1.07K- 20.72% |
$47.9K - $55.9K
|
4.08K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.08K- 2.24% |
$48.6K - $56.7K
|
47.3K
$2.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-1.08K- 5.13% |
$48.7K - $56.8K
|
20K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.1K- 11.48% |
$49.3K - $57.5K
|
8.46K
$436K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.1K- 6.76% |
$49.4K - $57.6K
|
15.2K
$781K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.11K- 2.5% |
$49.8K - $58.1K
|
43.2K
$2.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.11K- 13.96% |
$50K - $58.3K
|
6.85K
$353K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.27% |
$50.2K - $58.6K
|
16.7K
$861K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.13K- 0.3% |
$50.8K - $59.2K
|
376K
$19.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.14K- 7.96% |
$51K - $59.5K
|
13.1K
$676K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.15K- 2.84% |
$51.5K - $60.1K
|
39.2K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.16K- 2.2% |
$52.3K - $61K
|
51.7K
$2.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 0.63% |
$53.2K - $62.1K
|
186K
$9.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.19K- 2.91% |
$53.4K - $62.3K
|
39.6K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.2K- 4.36% |
$54.1K - $63.1K
|
26.4K
$1.36M
|