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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 0.79% |
$41.2K - $49.6K
|
131K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-243- 4.27% |
$9.63K - $11.6K
|
5.45K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.64K- 7.14% |
$104K - $126K
|
34.3K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1K- 68.78% |
$39.6K - $47.7K
|
454
$21.3K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.46% |
$39.6 - $47.7
|
218
$10.2K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
166New |
$6.58K - $7.92K
|
166
$7.78K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
6.12KNew |
$242K - $292K
|
6.12K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
505+ 2.99% |
$20K - $24.1K
|
17.4K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
3.31K+ 64.97% |
$131K - $158K
|
8.41K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 0.03% |
$238 - $286
|
17.4K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-597- 1.42% |
$23.6K - $28.5K
|
41.5K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-350- 7.19% |
$13.9K - $16.7K
|
4.52K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-16.6M- 2.53% |
$659M - $795M
|
641M
$30B
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.9K+ 72.88% |
$669K - $806K
|
40.1K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-295- 2.53% |
$11.7K - $14.1K
|
11.3K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-891- 7.63% |
$35.3K - $42.5K
|
10.8K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-327- 4.2% |
$13K - $15.6K
|
7.46K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.73K+ 120.89% |
$346K - $417K
|
16K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$79.2 - $95.5
|
3.82K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
496+ 3.36% |
$19.6K - $23.7K
|
15.3K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-136K- 13.07% |
$5.39M - $6.49M
|
905K
$42.4M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
178+ 0.04% |
$7.05K - $8.5K
|
402K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-104K- 1.04% |
$4.14M - $4.98M
|
9.92M
$465M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
154+ 0.35% |
$6.1K - $7.35K
|
44.7K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-250K- 64.27% |
$9.9M - $11.9M
|
139K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6+ 0.12% |
$238 - $286
|
5.22K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4+ 0.54% |
$158 - $191
|
748
$35K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-777- 34.43% |
$30.8K - $37.1K
|
1.48K
$69.3K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-200- 0.81% |
$7.92K - $9.55K
|
24.4K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-640K- 7.41% |
$25.3M - $30.5M
|
7.99M
$374M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
31+ 0.41% |
$1.23K - $1.48K
|
7.62K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
19.9KNew |
$787K - $949K
|
19.9K
$931K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.1K- 10.87% |
$83.2K - $100K
|
17.2K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-579K- 1.35% |
$22.9M - $27.6M
|
42.4M
$1.98B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.97K- 24.16% |
$77.8K - $93.8K
|
6.17K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
CALL |
3.5KNew |
$139K - $167K
|
3.5K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
158+ 1.1% |
$6.26K - $7.54K
|
14.5K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
747KNew |
$29.6M - $35.7M
|
747K
$35M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-232- 0.51% |
$9.19K - $11.1K
|
44.9K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-925- 14.29% |
$36.6K - $44.2K
|
5.55K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-392- 3.33% |
$15.5K - $18.7K
|
11.4K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.88K+ 5.8% |
$74.3K - $89.6K
|
34.3K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
458+ 2.05% |
$18.1K - $21.9K
|
22.8K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-47.6K- 13.26% |
$1.89M - $2.27M
|
311K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-377- 4.65% |
$14.9K - $18K
|
7.73K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31.6K+ 47.32% |
$1.25M - $1.51M
|
98.4K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-5K- 9.32% |
$198K - $239K
|
48.7K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
74+ 0.62% |
$2.93K - $3.53K
|
11.9K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.23% |
$832 - $1K
|
9.25K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.85K+ 10.14% |
$73.4K - $88.5K
|
20.1K
$943K
|