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 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
126+ 1.96% |
$5.66K - $6.6K
|
6.55K
$337K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
125+ 0.96% |
$5.62K - $6.55K
|
13.2K
$680K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
120+ 1.44% |
$5.39K - $6.29K
|
8.46K
$436K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 0.32% |
$5.35K - $6.24K
|
37.4K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
115+ 1.37% |
$5.17K - $6.03K
|
8.52K
$439K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
111+ 0.8% |
$4.99K - $5.82K
|
14K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
103+ 2.11% |
$4.63K - $5.4K
|
4.99K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
102+ 0.39% |
$4.58K - $5.35K
|
26K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
101+ 0.96% |
$4.54K - $5.29K
|
10.7K
$549K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
101+ 1.46% |
$4.54K - $5.29K
|
7.02K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
100+ 1.01% |
$4.49K - $5.24K
|
9.97K
$514K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
99+ 0.04% |
$4.45K - $5.19K
|
256K
$13.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
96+ 2.15% |
$4.31K - $5.03K
|
4.55K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
94+ 1.93% |
$4.22K - $4.93K
|
4.97K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
94+ 36.72% |
$4.22K - $4.93K
|
350
$18K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
93+ 4.56% |
$4.18K - $4.88K
|
2.13K
$110K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
85+ 0.71% |
$3.82K - $4.46K
|
12.1K
$621K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
83+ 0.77% |
$3.73K - $4.35K
|
10.8K
$556K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
82+ 0.71% |
$3.68K - $4.3K
|
11.6K
$596K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
78+ 1.06% |
$3.5K - $4.09K
|
7.47K
$385K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.14% |
$3.46K - $4.04K
|
55K
$2.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
76+ 0.24% |
$3.41K - $3.98K
|
32.3K
$1.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
70New |
$3.14K - $3.67K
|
70
$3.61K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.48% |
$3.1K - $3.62K
|
14.4K
$741K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
69+ 0.66% |
$3.1K - $3.62K
|
10.5K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
68+ 1.0% |
$3.05K - $3.56K
|
6.9K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
67+ 0.43% |
$3.01K - $3.51K
|
15.5K
$798K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
67+ 0.52% |
$3.01K - $3.51K
|
12.8K
$661K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
66+ 0.6% |
$2.96K - $3.46K
|
11K
$566K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
66+ 2.85% |
$2.96K - $3.46K
|
2.39K
$123K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
61+ 6.0% |
$2.74K - $3.2K
|
1.08K
$55.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
60+ 0.93% |
$2.7K - $3.15K
|
6.53K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.23% |
$2.11K - $2.46K
|
20.5K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
45+ 0.54% |
$2.02K - $2.36K
|
8.33K
$429K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
45+ 0.85% |
$2.02K - $2.36K
|
5.35K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
43+ 0.54% |
$1.93K - $2.25K
|
8.02K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
42+ 0.16% |
$1.89K - $2.2K
|
26.2K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.49% |
$1.8K - $2.1K
|
8.22K
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40+ 0.67% |
$1.8K - $2.1K
|
5.97K
$308K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
37+ 0.35% |
$1.66K - $1.94K
|
10.6K
$547K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36+ 0.36% |
$1.62K - $1.89K
|
9.92K
$511K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
36+ 0.07% |
$1.62K - $1.89K
|
49.5K
$2.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
35+ 1.57% |
$1.57K - $1.83K
|
2.27K
$117K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
33+ 0.36% |
$1.48K - $1.73K
|
9.3K
$479K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
31+ 0.3% |
$1.39K - $1.63K
|
10.5K
$542K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31+ 0.48% |
$1.39K - $1.63K
|
6.45K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
31+ 0.09% |
$1.39K - $1.63K
|
32.7K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30+ 15.79% |
$1.35K - $1.57K
|
220
$11.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 0.11% |
$1.35K - $1.57K
|
26.6K
$1.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
27+ 0.15% |
$1.21K - $1.42K
|
18.6K
$957K
|