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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
905+ 5.05% |
$35.8K - $43.2K
|
18.8K
$882K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-172K- 1.04% |
$6.81M - $8.21M
|
16.4M
$767M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
8.04K+ 46.0% |
$319K - $384K
|
25.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.24K+ 2.14% |
$208K - $250K
|
250K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
3.21K+ 1.93% |
$127K - $153K
|
169K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-573- 0.26% |
$22.7K - $27.4K
|
220K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.98K- 0.3% |
$118K - $142K
|
998K
$46.7M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-747- 4.5% |
$29.6K - $35.7K
|
15.9K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.3K+ 0.7% |
$131K - $158K
|
477K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-850- 6.95% |
$33.7K - $40.6K
|
11.4K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-40- 0.14% |
$1.58K - $1.91K
|
29.4K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
155+ 2.25% |
$6.14K - $7.4K
|
7.06K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-33- 0.23% |
$1.31K - $1.58K
|
14.4K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-36.1K- 16.69% |
$1.43M - $1.72M
|
180K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
44New |
$1.74K - $2.1K
|
44
$2.06K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 1.52% |
$764K - $920K
|
1.25M
$58.7M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 3.8% |
$15.8K - $19.1K
|
10.9K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
89.9MNew |
$3.56B - $4.29B
|
89.9M
$4.21B
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-363- 4.41% |
$14.4K - $17.3K
|
7.86K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-199- 2.37% |
$7.88K - $9.5K
|
8.18K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-4.82K- 46.36% |
$191K - $230K
|
5.57K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
119+ 1.82% |
$4.71K - $5.68K
|
6.65K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.38K+ 5.92% |
$173K - $209K
|
78.4K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
177K+ 1.49% |
$6.99M - $8.43M
|
12M
$564M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.69K+ 52.47% |
$186K - $224K
|
13.6K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 14.35% |
$48.8K - $58.8K
|
9.82K
$460K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
5.27KNew |
$209K - $251K
|
5.27K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.47K- 3.87% |
$97.9K - $118K
|
61.4K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.8K+ 8.74% |
$2.25M - $2.71M
|
707K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-17.8K- 99.44% |
$705K - $850K
|
100
$4.68K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.3M+ 38.75% |
$407M - $491M
|
36.8M
$1.72B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
3.65M+ 24.47% |
$145M - $174M
|
18.6M
$871M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.06K- 0.75% |
$81.6K - $98.3K
|
273K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-165- 1.78% |
$6.54K - $7.88K
|
9.1K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 20.34% |
$446K - $537K
|
66.6K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-200- 0.64% |
$7.92K - $9.55K
|
31.2K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-660K- 0.97% |
$26.2M - $31.5M
|
67.3M
$3.15B
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10- 45.45% |
$396 - $477
|
12
$562
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 8.59% |
$71.3K - $85.9K
|
22.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-2.04K- 1.45% |
$80.8K - $97.4K
|
139K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-128- 1.47% |
$5.07K - $6.11K
|
8.58K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
24+ 0.16% |
$951 - $1.15K
|
14.8K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-336- 0.57% |
$13.3K - $16K
|
59K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.21K+ 15.71% |
$206K - $249K
|
38.4K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.75K+ 24.47% |
$69.3K - $83.5K
|
8.9K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-92- 0.85% |
$3.64K - $4.39K
|
10.7K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-863- 5.08% |
$34.2K - $41.2K
|
16.1K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
191+ 0.34% |
$7.57K - $9.12K
|
56.7K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 3.12% |
$53.2K - $64.2K
|
44.4K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31.9K+ 369.34% |
$1.27M - $1.53M
|
40.6K
$1.9M
|