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 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.85K+ 36.36% |
$128K - $149K
|
10.7K
$550K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.71K+ 4.18% |
$122K - $142K
|
67.5K
$3.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69K+ 6.44% |
$121K - $141K
|
44.4K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 3.15% |
$120K - $140K
|
87.6K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.6K+ 2.96% |
$117K - $136K
|
90.4K
$4.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.59K+ 5.62% |
$117K - $136K
|
48.8K
$2.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.54K+ 20.17% |
$114K - $133K
|
15.1K
$779K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.47K+ 21.37% |
$111K - $129K
|
14K
$721K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 43.76% |
$111K - $129K
|
8.09K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.43K+ 12.06% |
$109K - $127K
|
22.6K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.42K+ 141.67% |
$109K - $127K
|
4.14K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.42K+ 2.75% |
$109K - $127K
|
90.5K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.41K+ 4.53% |
$108K - $126K
|
55.7K
$2.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.33K+ 8.1% |
$104K - $122K
|
31K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.31K+ 3.69% |
$104K - $121K
|
65K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 41.18% |
$101K - $118K
|
7.69K
$396K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.17K+ 6.02% |
$97.6K - $114K
|
38.3K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.14K+ 0.2% |
$96.2K - $112K
|
1.06M
$54.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.07K+ 19.51% |
$93.1K - $109K
|
12.7K
$654K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 8.69% |
$92.5K - $108K
|
25.8K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2K+ 20.29% |
$89.9K - $105K
|
11.9K
$611K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 3.62% |
$87.8K - $102K
|
55.9K
$2.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.92K+ 3.9% |
$86.4K - $101K
|
51.3K
$2.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.91K+ 25.44% |
$85.8K - $100K
|
9.41K
$485K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.85K+ 17.41% |
$82.9K - $96.7K
|
12.4K
$641K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.8K+ 1.97% |
$80.9K - $94.4K
|
93K
$4.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.76K+ 0.49% |
$79.1K - $92.3K
|
362K
$18.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.72K+ 14.72% |
$77.1K - $90K
|
13.4K
$689K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.65KNew |
$73.9K - $86.3K
|
1.65K
$84.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.6K+ 22.83% |
$72K - $84K
|
8.62K
$444K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.6K+ 0.42% |
$71.8K - $83.8K
|
385K
$19.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.56K+ 34.85% |
$70K - $81.7K
|
6.03K
$311K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.54K+ 0.45% |
$69.3K - $80.8K
|
341K
$17.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.48K+ 4.34% |
$66.5K - $77.6K
|
35.6K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.46K+ 6.83% |
$65.6K - $76.6K
|
22.9K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.35K+ 9.7% |
$60.6K - $70.7K
|
15.3K
$786K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.34K+ 22.13% |
$60.1K - $70.1K
|
7.38K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.31K+ 5.34% |
$58.7K - $68.5K
|
25.8K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.3K+ 7.17% |
$58.4K - $68.1K
|
19.4K
$1M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.29K+ 3.14% |
$58K - $67.7K
|
42.5K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.27K+ 2.04% |
$57.2K - $66.7K
|
63.6K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.27K+ 24.69% |
$56.9K - $66.4K
|
6.4K
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 39.3% |
$53K - $61.8K
|
4.18K
$215K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 8.14% |
$52.9K - $61.7K
|
15.6K
$806K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.16K+ 10.94% |
$52.1K - $60.8K
|
11.8K
$606K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.13K+ 10.28% |
$50.5K - $59K
|
12.1K
$622K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.1K+ 14.47% |
$49.6K - $57.9K
|
8.74K
$450K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 8.05% |
$49.3K - $57.6K
|
14.7K
$759K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.08K+ 1.18% |
$48.4K - $56.5K
|
92.8K
$4.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.08K+ 19.93% |
$48.3K - $56.4K
|
6.48K
$334K
|