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 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
13.1K+ 7.51% |
$589K - $687K
|
188K
$9.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
12.9K+ 0.11% |
$581K - $678K
|
11.6M
$598M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 6.63% |
$579K - $676K
|
207K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 16.2% |
$573K - $669K
|
91.6K
$4.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
12.7K+ 46.62% |
$572K - $667K
|
40K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
11.9K+ 3.44% |
$535K - $624K
|
358K
$18.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.9K+ 10.95% |
$533K - $622K
|
120K
$6.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 4.59% |
$522K - $609K
|
264K
$13.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.6K+ 10.48% |
$521K - $608K
|
122K
$6.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.5K+ 27.29% |
$515K - $601K
|
53.5K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.7KNew |
$481K - $561K
|
10.7K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6K+ 5.41% |
$474K - $553K
|
206K
$10.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
10.5K+ 1.56% |
$473K - $552K
|
684K
$35.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.67K+ 108.34% |
$435K - $507K
|
18.6K
$958K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.56K+ 6.03% |
$430K - $501K
|
168K
$8.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
9.55KNew |
$429K - $500K
|
9.55K
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.95K+ 22.88% |
$402K - $469K
|
48.1K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.81K+ 51.48% |
$396K - $462K
|
25.9K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
8.69KNew |
$390K - $455K
|
8.69K
$448K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8.57K+ 2924.57% |
$385K - $449K
|
8.86K
$457K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
8.3K+ 121.63% |
$373K - $435K
|
15.1K
$779K
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
8.12K+ 4.46% |
$365K - $426K
|
190K
$9.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8K+ 26.29% |
$360K - $420K
|
38.4K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.94K+ 7.0% |
$357K - $416K
|
121K
$6.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
7.63K+ 1.65% |
$343K - $400K
|
468K
$24.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
7.39K+ 7.1% |
$332K - $387K
|
112K
$5.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.32K+ 13.78% |
$329K - $384K
|
60.5K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.32K+ 0.22% |
$329K - $383K
|
3.28M
$169M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
7.28K+ 18.47% |
$327K - $382K
|
46.7K
$2.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.25K+ 88.15% |
$326K - $380K
|
15.5K
$797K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
7.1K+ 7.53% |
$319K - $372K
|
101K
$5.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.05KNew |
$317K - $369K
|
7.05K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
7.04KNew |
$316K - $369K
|
7.04K
$363K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.83K+ 152.25% |
$307K - $358K
|
11.3K
$583K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.8KNew |
$305K - $356K
|
6.8K
$350K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.61K+ 21.12% |
$297K - $346K
|
37.9K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.51K+ 4.3% |
$292K - $341K
|
158K
$8.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
6.35K+ 5.75% |
$285K - $333K
|
117K
$6.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.07K+ 41.19% |
$273K - $318K
|
20.8K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.02KNew |
$270K - $316K
|
6.02K
$310K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.89KNew |
$265K - $309K
|
5.89K
$304K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.73K+ 12.27% |
$257K - $300K
|
52.4K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.65K+ 70.49% |
$254K - $296K
|
13.7K
$704K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.58K+ 10.61% |
$251K - $293K
|
58.2K
$3M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.53K+ 40.47% |
$248K - $290K
|
19.2K
$989K
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.51KNew |
$247K - $289K
|
5.51K
$284K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.37K+ 8.09% |
$241K - $281K
|
71.8K
$3.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.34K+ 30.59% |
$240K - $280K
|
22.8K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.12K+ 19.86% |
$230K - $268K
|
30.9K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.11KNew |
$230K - $268K
|
5.11K
$263K
|