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 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
25+ 0.19% |
$1.12K - $1.31K
|
13.1K
$673K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
25+ 0.53% |
$1.12K - $1.31K
|
4.72K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
24+ 0.41% |
$1.08K - $1.26K
|
5.88K
$303K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
24+ 0.23% |
$1.08K - $1.26K
|
10.4K
$533K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.48% |
$1.03K - $1.21K
|
4.8K
$247K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 0.29% |
$988 - $1.15K
|
7.55K
$389K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
22+ 0.18% |
$988 - $1.15K
|
11.9K
$614K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21+ 0.15% |
$943 - $1.1K
|
14K
$719K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
21+ 0.42% |
$943 - $1.1K
|
5.06K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 0.29% |
$898 - $1.05K
|
6.94K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
20+ 0.38% |
$898 - $1.05K
|
5.25K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
20+ 0.15% |
$898 - $1.05K
|
13.7K
$708K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19+ 0.04% |
$853 - $996
|
53K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 15.25% |
$809 - $944
|
136
$7.01K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
18+ 0.37% |
$809 - $944
|
4.85K
$250K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.08% |
$764 - $891
|
22.5K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.07% |
$719 - $839
|
22.4K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
16+ 0.18% |
$719 - $839
|
9.01K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 0.29% |
$629 - $734
|
4.8K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
14+ 0.02% |
$629 - $734
|
82.1K
$4.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.15% |
$629 - $734
|
9.48K
$489K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
13+ 0.19% |
$584 - $681
|
6.88K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
11+ 7.59% |
$494 - $577
|
156
$8.04K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.05% |
$270 - $315
|
12K
$621K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
6+ 0.08% |
$270 - $315
|
7.42K
$382K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.12% |
$270 - $315
|
4.94K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$180 - $210
|
4.4K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.04% |
$180 - $210
|
9.74K
$502K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$180 - $210
|
4.32K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
4+ 0.0% |
$180 - $210
|
122K
$6.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
3+ 0.02% |
$135 - $157
|
12.1K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $157
|
9.94K
$512K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$135 - $157
|
6K
$309K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2+ 0.02% |
$89.8 - $105
|
12.2K
$628K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.04% |
$89.8 - $105
|
5.26K
$271K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.02% |
$89.8 - $105
|
9.36K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$89.8 - $105
|
6.61K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$89.8 - $105
|
6.62K
$341K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$89.8 - $105
|
13.9K
$714K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2+ 0.0% |
$89.8 - $105
|
42.2K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.1% |
$89.8 - $105
|
2.07K
$107K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.01% |
$44.9 - $52.4
|
15.7K
$808K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.11% |
$44.9 - $52.4
|
942
$48.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.52% |
$44.9 - $52.4
|
193
$9.94K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.24% |
$44.9 - $52.4
|
425
$21.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.04% |
$44.9 - $52.4
|
2.54K
$131K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.01% |
$44.9 - $52.4
|
18.9K
$975K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $52.4
|
6.67K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $52.4
|
4.83K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.01% |
$44.9 - $52.4
|
19.7K
$1.02M
|