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
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
498+ 0.6% |
$22.4K - $26.1K
|
83.8K
$4.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
490+ 5.01% |
$22K - $25.7K
|
10.3K
$529K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
481+ 4.48% |
$21.6K - $25.2K
|
11.2K
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
462+ 2.7% |
$20.8K - $24.2K
|
17.6K
$906K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
453+ 2.3% |
$20.3K - $23.7K
|
20.1K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
447+ 0.53% |
$20.1K - $23.4K
|
85K
$4.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
446+ 6.97% |
$20K - $23.4K
|
6.85K
$353K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
431+ 1.04% |
$19.4K - $22.6K
|
41.9K
$2.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
428New |
$19.2K - $22.4K
|
428
$22.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
414+ 52.94% |
$18.6K - $21.7K
|
1.2K
$61.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
403+ 1.36% |
$18.1K - $21.1K
|
30.1K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
401+ 3.51% |
$18K - $21K
|
11.8K
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 3.72% |
$18K - $21K
|
11.1K
$574K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
390+ 4.48% |
$17.5K - $20.4K
|
9.1K
$469K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
390+ 2.8% |
$17.5K - $20.4K
|
14.3K
$736K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
389+ 5.13% |
$17.5K - $20.4K
|
7.97K
$411K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
383+ 5.35% |
$17.2K - $20.1K
|
7.54K
$389K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
379+ 224.26% |
$17K - $19.9K
|
548
$28.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
378+ 8.5% |
$17K - $19.8K
|
4.82K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
375+ 12.12% |
$16.8K - $19.7K
|
3.47K
$179K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
371+ 0.55% |
$16.7K - $19.4K
|
67.7K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
369+ 1.18% |
$16.6K - $19.3K
|
31.8K
$1.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
364+ 3.47% |
$16.4K - $19.1K
|
10.9K
$559K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
362+ 101.4% |
$16.3K - $19K
|
719
$37K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
361+ 1.79% |
$16.2K - $18.9K
|
20.6K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
360+ 2.85% |
$16.2K - $18.9K
|
13K
$670K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
355+ 2.05% |
$15.9K - $18.6K
|
17.6K
$909K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
354+ 1.88% |
$15.9K - $18.6K
|
19.2K
$991K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
352+ 5.11% |
$15.8K - $18.5K
|
7.23K
$373K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
348+ 6.67% |
$15.6K - $18.2K
|
5.57K
$287K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
345+ 1.45% |
$15.5K - $18.1K
|
24.2K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
345+ 11.08% |
$15.5K - $18.1K
|
3.46K
$178K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
344+ 3.64% |
$15.5K - $18K
|
9.81K
$505K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
342+ 6.12% |
$15.4K - $17.9K
|
5.93K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
341+ 2.38% |
$15.3K - $17.9K
|
14.7K
$757K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
333+ 0.3% |
$15K - $17.5K
|
110K
$5.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
327+ 2.3% |
$14.7K - $17.1K
|
14.5K
$749K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
325+ 3.07% |
$14.6K - $17K
|
10.9K
$563K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
320+ 7.19% |
$14.4K - $16.8K
|
4.77K
$246K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
320+ 6.18% |
$14.4K - $16.8K
|
5.5K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
316+ 0.07% |
$14.2K - $16.6K
|
459K
$23.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
315+ 2.38% |
$14.1K - $16.5K
|
13.6K
$699K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
311+ 3.08% |
$14K - $16.3K
|
10.4K
$536K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
305+ 4.2% |
$13.7K - $16K
|
7.57K
$390K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
294+ 0.76% |
$13.2K - $15.4K
|
38.9K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
285+ 1.66% |
$12.8K - $14.9K
|
17.5K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
269+ 5.2% |
$12.1K - $14.1K
|
5.44K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
268+ 10.14% |
$12K - $14K
|
2.91K
$150K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
268+ 1.33% |
$12K - $14K
|
20.4K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
268+ 1.29% |
$12K - $14K
|
21.1K
$1.09M
|