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 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
14.1KNew |
$560K - $675K
|
14.1K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-675- 6.08% |
$26.7K - $32.2K
|
10.4K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-133K- 3.67% |
$5.29M - $6.37M
|
3.5M
$164M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-484- 8.67% |
$19.2K - $23.1K
|
5.1K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.52K+ 5.69% |
$60.2K - $72.6K
|
28.3K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-42- 0.3% |
$1.66K - $2.01K
|
14.1K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
17.8K+ 6.21% |
$705K - $850K
|
304K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.26K+ 10.73% |
$89.5K - $108K
|
23.3K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-127K- 28.01% |
$5.03M - $6.06M
|
326K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.14% |
$317 - $382
|
5.6K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-186- 1.44% |
$7.37K - $8.88K
|
12.7K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
50.8K+ 5.03% |
$2.01M - $2.42M
|
1.06M
$49.6M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
37.3K+ 78.45% |
$1.48M - $1.78M
|
84.9K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-571K- 54.34% |
$22.6M - $27.2M
|
479K
$22.5M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.66K- 0.71% |
$65.7K - $79.2K
|
233K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-263- 0.67% |
$10.4K - $12.6K
|
39.1K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
390K+ 26.94% |
$15.5M - $18.6M
|
1.84M
$86.1M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
76+ 0.86% |
$3.01K - $3.63K
|
8.96K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-653K- 52.7% |
$25.9M - $31.2M
|
586K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.35K- 9.23% |
$53.3K - $64.3K
|
13.2K
$620K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
149+ 0.95% |
$5.9K - $7.11K
|
15.9K
$743K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-180- 0.06% |
$7.13K - $8.59K
|
292K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
342+ 0.71% |
$13.5K - $16.3K
|
48.6K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-8.96K- 3.06% |
$355K - $428K
|
284K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-346- 0.35% |
$13.7K - $16.5K
|
98.2K
$4.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
63.5K+ 21.85% |
$2.51M - $3.03M
|
354K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-30.1K- 43.4% |
$1.19M - $1.44M
|
39.3K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-66.9K- 2.31% |
$2.65M - $3.19M
|
2.82M
$132M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-4.92K- 57.84% |
$195K - $235K
|
3.58K
$168K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-203- 0.97% |
$8.04K - $9.69K
|
20.7K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
523+ 2.19% |
$20.7K - $25K
|
24.4K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 0.13% |
$713 - $859
|
13.4K
$630K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
21.7K+ 0.55% |
$858K - $1.03M
|
3.96M
$186M
|
|
|
May 07, 2025
Q1 2025
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
20.9KNew |
$830K - $1M
|
20.9K
$981K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
942+ 10.22% |
$37.3K - $45K
|
10.2K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
2.72K+ 1.14% |
$108K - $130K
|
241K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-135- 2.3% |
$5.35K - $6.44K
|
5.73K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.81K+ 1.95% |
$151K - $182K
|
199K
$9.33M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
11KNew |
$434K - $524K
|
11K
$514K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-760- 1.5% |
$30.1K - $36.3K
|
49.9K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
71+ 1.37% |
$2.81K - $3.39K
|
5.27K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
735+ 1.83% |
$29.1K - $35.1K
|
40.9K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-950K- 94.06% |
$37.6M - $45.3M
|
60K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-590- 5.57% |
$23.4K - $28.2K
|
10K
$468K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-333- 0.33% |
$13.2K - $15.9K
|
99.2K
$4.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
490K+ 6.97% |
$19.4M - $23.4M
|
7.52M
$352M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
35.5K+ 162.84% |
$1.41M - $1.69M
|
57.3K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
38+ 0.65% |
$1.51K - $1.81K
|
5.84K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
4.84K+ 13.71% |
$192K - $231K
|
40.1K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-150- 0.05% |
$5.94K - $7.16K
|
317K
$14.9M
|