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 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1.07K+ 1.0% |
$48.2K - $56.2K
|
109K
$5.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 0.75% |
$48K - $56K
|
144K
$7.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.03K+ 5.4% |
$46.2K - $53.9K
|
20.1K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.01K+ 2.31% |
$45.3K - $52.9K
|
44.7K
$2.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.28% |
$45K - $52.5K
|
31.6K
$1.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1K+ 9.91% |
$45K - $52.5K
|
11.1K
$572K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1K+ 0.61% |
$44.9K - $52.4K
|
166K
$8.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 7.11% |
$44.9K - $52.4K
|
15.1K
$776K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
998+ 1.45% |
$44.8K - $52.3K
|
70K
$3.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
996+ 20.07% |
$44.7K - $52.2K
|
5.96K
$307K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
992+ 4.53% |
$44.6K - $52K
|
22.9K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
983+ 39.24% |
$44.2K - $51.5K
|
3.49K
$180K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
975+ 0.51% |
$43.8K - $51.1K
|
192K
$9.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
919+ 7.15% |
$41.3K - $48.2K
|
13.8K
$709K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
916+ 9.99% |
$41.1K - $48K
|
10.1K
$520K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
915+ 154.82% |
$41.1K - $48K
|
1.51K
$77.6K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
900+ 14.67% |
$40.4K - $47.2K
|
7.04K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
885+ 5.02% |
$39.8K - $46.4K
|
18.5K
$954K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
871+ 9.0% |
$39.1K - $45.7K
|
10.5K
$543K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
865+ 0.33% |
$38.9K - $45.3K
|
267K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
858+ 0.42% |
$38.5K - $45K
|
206K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
855+ 7.17% |
$38.4K - $44.8K
|
12.8K
$658K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
854+ 7.1% |
$38.4K - $44.8K
|
12.9K
$663K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
832+ 0.78% |
$37.4K - $43.6K
|
108K
$5.55M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
800+ 1.04% |
$35.9K - $41.9K
|
77.5K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
797+ 14.94% |
$35.8K - $41.8K
|
6.13K
$316K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
750+ 9.35% |
$33.7K - $39.3K
|
8.77K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
742+ 14.46% |
$33.3K - $38.9K
|
5.87K
$303K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
740+ 2.6% |
$33.2K - $38.8K
|
29.3K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
740+ 4.01% |
$33.2K - $38.8K
|
19.2K
$988K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
738+ 5.6% |
$33.2K - $38.7K
|
13.9K
$717K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
696+ 10.21% |
$31.3K - $36.5K
|
7.52K
$387K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
694+ 1.43% |
$31.2K - $36.4K
|
49.3K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
649+ 0.53% |
$29.2K - $34K
|
124K
$6.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
633+ 2.34% |
$28.4K - $33.2K
|
27.7K
$1.43M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
629+ 5.32% |
$28.3K - $33K
|
12.4K
$641K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
625+ 7.74% |
$28.1K - $32.8K
|
8.7K
$448K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
615+ 6.28% |
$27.6K - $32.2K
|
10.4K
$536K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
597+ 0.37% |
$26.8K - $31.3K
|
160K
$8.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
595+ 3.06% |
$26.7K - $31.2K
|
20.1K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
588New |
$26.4K - $30.8K
|
588
$30.3K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
588+ 0.61% |
$26.4K - $30.8K
|
97.7K
$5.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
570+ 1.61% |
$25.6K - $29.9K
|
35.9K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
562+ 1.7% |
$25.2K - $29.5K
|
33.7K
$1.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
559+ 4.65% |
$25.1K - $29.3K
|
12.6K
$649K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
558+ 3.14% |
$25.1K - $29.3K
|
18.3K
$944K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
555+ 4.55% |
$24.9K - $29.1K
|
12.8K
$657K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
528+ 11.86% |
$23.7K - $27.7K
|
4.98K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
525+ 8.7% |
$23.6K - $27.5K
|
6.56K
$338K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
525+ 1.83% |
$23.6K - $27.5K
|
29.2K
$1.5M
|