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 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.03KNew |
$226K - $264K
|
5.03K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.94KNew |
$222K - $259K
|
4.94K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$220K - $257K
|
4.91K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.77K+ 3.87% |
$214K - $250K
|
128K
$6.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.72K+ 12.19% |
$212K - $248K
|
43.5K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.71K+ 7.73% |
$212K - $247K
|
65.7K
$3.38M
|
|
|
Oct 15, 2025
Q3 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
4.68KNew |
$210K - $245K
|
4.68K
$241K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.6K+ 3.39% |
$206K - $241K
|
140K
$7.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.56KNew |
$205K - $239K
|
4.56K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 15.48% |
$202K - $236K
|
33.6K
$1.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.47K+ 3.72% |
$201K - $234K
|
125K
$6.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
4.45K+ 44.95% |
$200K - $233K
|
14.4K
$739K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.45K+ 6.33% |
$200K - $233K
|
74.7K
$3.85M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.43K+ 4.51% |
$199K - $232K
|
103K
$5.29M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
4.41K+ 4.73% |
$198K - $231K
|
97.7K
$5.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.37KNew |
$196K - $229K
|
4.37K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
4.36KNew |
$196K - $229K
|
4.36K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
4.32KNew |
$194K - $226K
|
4.32K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
4.23K+ 3.31% |
$190K - $221K
|
132K
$6.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.22KNew |
$189K - $221K
|
4.22K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.2KNew |
$189K - $220K
|
4.2K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.2KNew |
$189K - $220K
|
4.2K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.19KNew |
$188K - $220K
|
4.19K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.16KNew |
$187K - $218K
|
4.16K
$215K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.1K+ 1.38% |
$184K - $215K
|
301K
$15.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.07K+ 5.12% |
$183K - $213K
|
83.5K
$4.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.05KNew |
$182K - $212K
|
4.05K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.04KNew |
$181K - $212K
|
4.04K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
4KNew |
$180K - $210K
|
4K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.94KNew |
$177K - $206K
|
3.94K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.93KNew |
$177K - $206K
|
3.93K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.89K+ 4.8% |
$175K - $204K
|
84.9K
$4.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.88KNew |
$174K - $203K
|
3.88K
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.73K+ 12.58% |
$168K - $196K
|
33.4K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.73K+ 5.23% |
$167K - $195K
|
75K
$3.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.64K+ 71.19% |
$164K - $191K
|
8.76K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.6K+ 0.13% |
$162K - $189K
|
2.82M
$145M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.58K+ 29.43% |
$161K - $188K
|
15.8K
$812K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.43K+ 31.64% |
$154K - $180K
|
14.3K
$735K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.36K+ 0.3% |
$151K - $176K
|
1.13M
$58.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.34K+ 25.71% |
$150K - $175K
|
16.4K
$842K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.32K+ 20.52% |
$149K - $174K
|
19.5K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
3.25K+ 23.49% |
$146K - $170K
|
17.1K
$879K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.23K+ 5.46% |
$145K - $169K
|
62.5K
$3.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.21K+ 2.96% |
$144K - $168K
|
112K
$5.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.16K+ 21.31% |
$142K - $166K
|
18K
$927K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 6.75% |
$141K - $164K
|
49.6K
$2.55M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
3.12K+ 1.42% |
$140K - $164K
|
223K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.99K+ 8.33% |
$134K - $157K
|
38.9K
$2M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.95K+ 4.24% |
$133K - $155K
|
72.6K
$3.74M
|