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 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
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
700+ 8.02% |
$24.1K - $33.2K
|
9.42K
$459K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.77K- 1.39% |
$336K - $463K
|
694K
$33.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-65- 0.5% |
$2.24K - $3.08K
|
12.9K
$629K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.12% |
$241 - $332
|
5.63K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-248- 4.34% |
$8.53K - $11.8K
|
5.47K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-350K- 16.54% |
$12M - $16.6M
|
1.77M
$86M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.51% |
$11.9K - $16.4K
|
22.5K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-341- 4.95% |
$11.7K - $16.2K
|
6.55K
$319K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.11K+ 0.36% |
$141K - $195K
|
1.13M
$55.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
225+ 2.33% |
$7.74K - $10.7K
|
9.86K
$480K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-802- 8.54% |
$27.6K - $38.1K
|
8.58K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.3K+ 3.23% |
$44.7K - $61.7K
|
41.5K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
23+ 0.93% |
$791 - $1.09K
|
2.5K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 75.17% |
$7.81K - $10.8K
|
529
$25.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.92K- 1.78% |
$66.2K - $91.3K
|
106K
$5.17M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-188- 1.15% |
$6.47K - $8.92K
|
16.2K
$788K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-200- 16.67% |
$6.88K - $9.49K
|
1K
$48.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
112+ 1.43% |
$3.85K - $5.32K
|
7.95K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
100+ 1.6% |
$3.44K - $4.75K
|
6.34K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 6.34% |
$39.8K - $54.9K
|
19.4K
$944K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
56+ 0.93% |
$1.93K - $2.66K
|
6.06K
$295K
|