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 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.2K- 5.41% |
$54.1K - $63.1K
|
21K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.21K- 1.58% |
$54.3K - $63.3K
|
75.4K
$3.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.22K- 15.49% |
$54.7K - $63.8K
|
6.65K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.22K- 18.15% |
$55K - $64.2K
|
5.52K
$284K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.23K- 19.54% |
$55.3K - $64.5K
|
5.07K
$261K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.24K- 20.95% |
$55.5K - $64.8K
|
4.66K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 5.85% |
$56K - $65.3K
|
20.1K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.25K- 0.61% |
$56.2K - $65.5K
|
202K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.27K- 3.54% |
$56.9K - $66.4K
|
34.5K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.27K- 0.26% |
$57K - $66.5K
|
492K
$25.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.28K- 10.23% |
$57.5K - $67K
|
11.2K
$578K
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.3K- 2.36% |
$58.4K - $68.1K
|
53.8K
$2.77M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.3K- 17.39% |
$58.4K - $68.1K
|
6.18K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.31K- 9.61% |
$58.9K - $68.7K
|
12.3K
$635K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.32K- 6.13% |
$59.1K - $69K
|
20.2K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.33K- 0.91% |
$59.5K - $69.5K
|
144K
$7.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.34K- 1.6% |
$60.2K - $70.2K
|
82.2K
$4.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.36K- 2.8% |
$60.9K - $71K
|
47.1K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.38K- 7.79% |
$61.8K - $72.1K
|
16.3K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.5K- 2.2% |
$67.3K - $78.6K
|
66.5K
$3.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.52K- 3.87% |
$68.1K - $79.4K
|
37.6K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.52K- 3.55% |
$68.4K - $79.8K
|
41.4K
$2.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.54K- 4.32% |
$69K - $80.5K
|
34K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 2.77% |
$69K - $80.6K
|
53.9K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.57K- 11.2% |
$70.7K - $82.5K
|
12.5K
$643K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.64K- 6.88% |
$73.4K - $85.7K
|
22.1K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 2.1% |
$74.9K - $87.4K
|
77.7K
$4M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.67K- 1.38% |
$75.1K - $87.6K
|
119K
$6.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-1.68K- 25.74% |
$75.3K - $87.9K
|
4.84K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.74K- 0.86% |
$78.3K - $91.3K
|
200K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.75K- 2.08% |
$78.6K - $91.7K
|
82.4K
$4.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.77K- 11.13% |
$79.7K - $93K
|
14.2K
$730K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.78K- 1.1% |
$79.7K - $93K
|
160K
$8.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.8K- 1.18% |
$80.9K - $94.4K
|
151K
$7.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 1.69% |
$81K - $94.5K
|
105K
$5.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.81K- 2.21% |
$81.1K - $94.6K
|
80K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.82K- 10.01% |
$81.6K - $95.2K
|
16.3K
$842K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.82K- 5.23% |
$81.9K - $95.6K
|
33.1K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.87K- 4.2% |
$83.8K - $97.8K
|
42.5K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.87K- 1.11% |
$84.1K - $98.2K
|
167K
$8.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.93K- 6.76% |
$86.7K - $101K
|
26.6K
$1.37M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.94K- 3.34% |
$86.9K - $101K
|
56K
$2.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.95K- 8.62% |
$87.6K - $102K
|
20.7K
$1.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.98K- 2.88% |
$89K - $104K
|
66.8K
$3.44M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.99K- 21.35% |
$89.3K - $104K
|
7.32K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2K- 3.76% |
$89.8K - $105K
|
51.1K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.05K- 20.12% |
$92.2K - $108K
|
8.15K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.06K- 17.32% |
$92.7K - $108K
|
9.85K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.16K- 18.39% |
$97.1K - $113K
|
9.59K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-2.17K- 1.21% |
$97.3K - $114K
|
177K
$9.12M
|