Latest Institutional Transactions on Bank Of America Corp (BAC)
This table provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
400+ 4.22% |
$13.8K - $19K
|
9.87K
$480K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-61.3K- 79.55% |
$2.11M - $2.91M
|
15.8K
$767K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
177+ 0.53% |
$6.09K - $8.4K
|
33.8K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-123- 1.45% |
$4.23K - $5.84K
|
8.34K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-967- 9.45% |
$33.3K - $45.9K
|
9.27K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 9.36% |
$162K - $223K
|
54.9K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.55K+ 18.65% |
$53.3K - $73.6K
|
9.86K
$480K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.8K+ 11.71% |
$716K - $988K
|
199K
$9.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.03% |
$275 - $380
|
25K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$68.8 - $94.9
|
20.8K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.16KNew |
$178K - $245K
|
5.16K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-22K- 1.35% |
$756K - $1.04M
|
1.61M
$78.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-268- 1.03% |
$9.22K - $12.7K
|
25.8K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
707+ 5.12% |
$24.3K - $33.6K
|
14.5K
$706K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.65KNew |
$160K - $221K
|
4.65K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-238- 1.54% |
$8.18K - $11.3K
|
15.2K
$739K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-15K- 5.67% |
$515K - $711K
|
249K
$12.1M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 1.27% |
$131K - $180K
|
303K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-18.7K- 14.58% |
$643K - $887K
|
109K
$5.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-22.9K- 3.29% |
$788K - $1.09M
|
674K
$32.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
733+ 11.01% |
$25.2K - $34.8K
|
7.39K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.8K- 5.9% |
$438K - $605K
|
203K
$9.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.46K+ 8.71% |
$50K - $69.1K
|
18.2K
$883K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.17K- 0.98% |
$40.4K - $55.7K
|
119K
$5.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.77K+ 14.49% |
$95.2K - $131K
|
21.9K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
727+ 4.63% |
$25K - $34.5K
|
16.4K
$799K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
63+ 0.41% |
$2.17K - $2.99K
|
15.6K
$757K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.92K- 12.16% |
$100K - $139K
|
21.1K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
168+ 0.79% |
$5.78K - $7.97K
|
21.4K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
536+ 4.3% |
$18.4K - $25.4K
|
13K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.27K- 5.64% |
$43.5K - $60.1K
|
21.2K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.35K+ 26.35% |
$218K - $301K
|
30.4K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.76K+ 1.06% |
$60.6K - $83.6K
|
168K
$8.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.46KNew |
$153K - $212K
|
4.46K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1.55K+ 3.98% |
$53.2K - $73.4K
|
40.4K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 9.24% |
$51.6K - $71.2K
|
14.7K
$717K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-453- 3.63% |
$15.6K - $21.5K
|
12K
$586K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
664+ 6.25% |
$22.8K - $31.5K
|
11.3K
$549K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
100+ 0.19% |
$3.44K - $4.75K
|
52K
$2.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-19.2K- 33.52% |
$660K - $910K
|
38K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.08K- 6.75% |
$209K - $289K
|
84K
$4.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-304- 0.4% |
$10.5K - $14.4K
|
76K
$3.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
168+ 0.58% |
$5.78K - $7.97K
|
29.2K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.09K- 15.76% |
$71.7K - $99K
|
11.1K
$542K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.58K+ 10.14% |
$54.5K - $75.2K
|
17.2K
$837K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
385+ 4.21% |
$13.2K - $18.3K
|
9.52K
$463K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$34.4 - $47.5
|
5.13K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
46+ 0.23% |
$1.58K - $2.18K
|
20.5K
$997K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.21K+ 7.56% |
$75.9K - $105K
|
31.4K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.06% |
$68.8 - $94.9
|
3.09K
$151K
|