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 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
261+ 0.1% |
$11.7K - $13.7K
|
258K
$13.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
260+ 4.07% |
$11.7K - $13.6K
|
6.66K
$343K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
255+ 1.69% |
$11.5K - $13.4K
|
15.4K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
250+ 4.62% |
$11.2K - $13.1K
|
5.66K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
237+ 4.62% |
$10.6K - $12.4K
|
5.37K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
235+ 0.08% |
$10.6K - $12.3K
|
278K
$14.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
BUY
|
- |
235+ 0.15% |
$10.6K - $12.3K
|
159K
$8.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
231+ 1.47% |
$10.4K - $12.1K
|
16K
$822K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 2.1% |
$10.1K - $11.8K
|
10.9K
$564K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
218+ 0.86% |
$9.79K - $11.4K
|
25.5K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
216+ 4.2% |
$9.7K - $11.3K
|
5.36K
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
214+ 4.45% |
$9.61K - $11.2K
|
5.02K
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
211+ 4.16% |
$9.48K - $11.1K
|
5.28K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
210+ 1.73% |
$9.43K - $11K
|
12.3K
$635K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
207+ 4.67% |
$9.3K - $10.9K
|
4.64K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
207+ 0.44% |
$9.3K - $10.9K
|
47.1K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
205+ 2.47% |
$9.21K - $10.7K
|
8.51K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
205+ 1.6% |
$9.21K - $10.7K
|
13K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
205+ 3.59% |
$9.21K - $10.7K
|
5.91K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
193+ 3.09% |
$8.67K - $10.1K
|
6.45K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
186+ 3.57% |
$8.36K - $9.75K
|
5.4K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
186+ 0.47% |
$8.36K - $9.75K
|
39.9K
$2.06M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
182+ 3.21% |
$8.18K - $9.54K
|
5.85K
$302K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
179+ 0.64% |
$8.04K - $9.38K
|
28K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
177+ 2.63% |
$7.95K - $9.28K
|
6.9K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
177+ 1.82% |
$7.95K - $9.28K
|
9.9K
$510K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
176+ 1.53% |
$7.91K - $9.23K
|
11.7K
$601K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
174+ 3.2% |
$7.82K - $9.12K
|
5.61K
$289K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
173+ 3.06% |
$7.77K - $9.07K
|
5.83K
$300K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
168+ 5.68% |
$7.55K - $8.81K
|
3.13K
$161K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
167+ 3.24% |
$7.5K - $8.75K
|
5.33K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
166+ 0.82% |
$7.46K - $8.7K
|
20.4K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
165+ 0.86% |
$7.41K - $8.65K
|
19.4K
$998K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
163+ 1.86% |
$7.32K - $8.54K
|
8.95K
$461K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.75% |
$7.23K - $8.44K
|
21.6K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
158+ 3.12% |
$7.1K - $8.28K
|
5.23K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
155+ 1.6% |
$6.96K - $8.13K
|
9.84K
$507K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
154+ 1.8% |
$6.92K - $8.07K
|
8.71K
$449K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
153+ 0.47% |
$6.87K - $8.02K
|
32.4K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
152+ 1.36% |
$6.83K - $7.97K
|
11.3K
$584K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
149+ 0.92% |
$6.69K - $7.81K
|
16.3K
$840K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
146+ 23.51% |
$6.56K - $7.65K
|
767
$39.5K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
142+ 1.6% |
$6.38K - $7.44K
|
9.03K
$465K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
136+ 1.43% |
$6.11K - $7.13K
|
9.66K
$498K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
136+ 0.47% |
$6.11K - $7.13K
|
29.2K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
136+ 3.08% |
$6.11K - $7.13K
|
4.55K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
135New |
$6.06K - $7.08K
|
135
$6.96K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
131+ 1.88% |
$5.88K - $6.87K
|
7.12K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
130New |
$5.84K - $6.81K
|
130
$6.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
129+ 0.46% |
$5.79K - $6.76K
|
28.5K
$1.47M
|