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 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.18K- 16.45% |
$97.8K - $114K
|
11.1K
$570K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-2.25K- 4.53% |
$101K - $118K
|
47.3K
$2.44M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.26K- 17.13% |
$102K - $119K
|
10.9K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.31K- 15.71% |
$104K - $121K
|
12.4K
$638K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.34K- 4.26% |
$105K - $123K
|
52.5K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.43K- 19.28% |
$109K - $127K
|
10.2K
$524K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-2.48K- 0.91% |
$112K - $130K
|
270K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-2.6K- 33.22% |
$117K - $136K
|
5.22K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.65K- 8.11% |
$119K - $139K
|
30K
$1.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.66K- 64.72% |
$119K - $139K
|
1.45K
$74.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.71K- 34.02% |
$122K - $142K
|
5.25K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.71K- 8.02% |
$122K - $142K
|
31.1K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-2.78K- 3.84% |
$125K - $145K
|
69.5K
$3.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.85K- 17.38% |
$128K - $150K
|
13.6K
$699K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.88K- 29.98% |
$129K - $151K
|
6.72K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.92K- 23.21% |
$131K - $153K
|
9.64K
$497K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.98K- 8.98% |
$134K - $156K
|
30.2K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.04K- 7.72% |
$137K - $159K
|
36.4K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-3.09K- 1.84% |
$139K - $162K
|
165K
$8.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-3.14K- 1.06% |
$141K - $165K
|
294K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-3.15K- 15.43% |
$141K - $165K
|
17.3K
$889K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 28.11% |
$143K - $167K
|
8.13K
$419K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.22K- 4.58% |
$144K - $169K
|
67.1K
$3.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.22K- 24.75% |
$145K - $169K
|
9.78K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-3.25K- 20.59% |
$146K - $170K
|
12.5K
$646K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.3K- 22.1% |
$148K - $173K
|
11.6K
$600K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.31K- 28.54% |
$149K - $173K
|
8.28K
$427K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.32K- 35.04% |
$149K - $174K
|
6.15K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.34K- 4.67% |
$150K - $175K
|
68.1K
$3.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.37K- 1.53% |
$152K - $177K
|
216K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.49K- 4.59% |
$157K - $183K
|
72.5K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.52K- 6.85% |
$158K - $185K
|
47.9K
$2.47M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-3.72K- 5.04% |
$167K - $195K
|
70K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-3.72K- 0.92% |
$167K - $195K
|
402K
$20.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.74K- 2.81% |
$168K - $196K
|
129K
$6.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.77K- 10.05% |
$169K - $198K
|
33.8K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.95K- 4.81% |
$178K - $207K
|
78.2K
$4.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.01K- 1.74% |
$180K - $210K
|
227K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.21K- 24.51% |
$189K - $220K
|
12.9K
$667K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.23K- 1.84% |
$190K - $222K
|
226K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.23K- 4.64% |
$190K - $222K
|
87.1K
$4.49M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-4.26K- 27.13% |
$191K - $223K
|
11.4K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.31K- 1.77% |
$193K - $226K
|
239K
$12.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.5K- 4.26% |
$202K - $236K
|
101K
$5.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-4.51K- 4.45% |
$202K - $236K
|
96.7K
$4.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-4.52K- 21.2% |
$203K - $237K
|
16.8K
$866K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-4.67K- 25.57% |
$210K - $245K
|
13.6K
$700K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.69K- 4.34% |
$211K - $246K
|
103K
$5.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.71K- 8.71% |
$211K - $247K
|
49.3K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.74K- 2.0% |
$213K - $248K
|
232K
$12M
|