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 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
11.9K+ 94.64% |
$470K - $566K
|
24.4K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.35K- 3.03% |
$53.3K - $64.2K
|
43K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
252+ 1.78% |
$9.98K - $12K
|
14.4K
$674K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.21% |
$555 - $668
|
6.84K
$320K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-73- 1.45% |
$2.89K - $3.49K
|
4.95K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.22KNew |
$326K - $393K
|
8.22K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.2K+ 5.8% |
$997K - $1.2M
|
459K
$21.5M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 0.76% |
$4.79K - $5.78K
|
15.9K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
51+ 0.16% |
$2.02K - $2.43K
|
31.4K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171K+ 15.68% |
$6.77M - $8.16M
|
1.26M
$59M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-343K- 39.13% |
$13.6M - $16.4M
|
534K
$25M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.37% |
$2.54K - $3.06K
|
17.5K
$821K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
129+ 0.41% |
$5.11K - $6.16K
|
31.5K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
75K+ 39.66% |
$2.97M - $3.58M
|
264K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
621+ 0.54% |
$24.6K - $29.6K
|
115K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-6.94K- 4.52% |
$275K - $331K
|
147K
$6.87M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.55K+ 4.18% |
$61.5K - $74.1K
|
38.7K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.05K+ 72.58% |
$279K - $337K
|
16.8K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.18% |
$436 - $525
|
6.04K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-430- 0.18% |
$17K - $20.5K
|
245K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
190+ 3.28% |
$7.53K - $9.07K
|
5.99K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$79.2 - $95.5
|
8.84K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
588+ 8.13% |
$23.3K - $28.1K
|
7.82K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
50+ 0.04% |
$1.98K - $2.39K
|
132K
$6.17M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 3.47% |
$641K - $773K
|
483K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
41.1KNew |
$1.63M - $1.96M
|
41.1K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
105K+ 11.01% |
$4.15M - $5M
|
1.06M
$49.5M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-160- 2.94% |
$6.34K - $7.64K
|
5.28K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.34K- 29.95% |
$212K - $255K
|
12.5K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 4.92% |
$50.9K - $61.3K
|
27.4K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.54K- 4.49% |
$60.8K - $73.3K
|
32.6K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.02K- 12.15% |
$40.2K - $48.5K
|
7.34K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-659- 4.89% |
$26.1K - $31.5K
|
12.8K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-571- 2.99% |
$22.6K - $27.3K
|
18.5K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16KNew |
$633K - $763K
|
16K
$749K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
194K+ 6.27% |
$7.68M - $9.26M
|
3.29M
$154M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3.24K+ 22.8% |
$128K - $154K
|
17.4K
$816K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-999- 2.67% |
$39.6K - $47.7K
|
36.4K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-22- 0.01% |
$871 - $1.05K
|
192K
$8.98M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-273- 0.38% |
$10.8K - $13K
|
71.6K
$3.35M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.32K+ 11.5% |
$369K - $445K
|
90.3K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.63% |
$1.39K - $1.67K
|
5.59K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.64K+ 0.32% |
$65.1K - $78.4K
|
513K
$24M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-7.11K- 15.97% |
$282K - $340K
|
37.4K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
5.73KNew |
$227K - $273K
|
5.73K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.41K+ 3.27% |
$55.9K - $67.4K
|
44.6K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-76- 0.32% |
$3.01K - $3.63K
|
23.5K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-56- 0.2% |
$2.22K - $2.67K
|
28.1K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.93K+ 4.48% |
$274K - $331K
|
161K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.86K- 10.85% |
$232K - $280K
|
48.1K
$2.25M
|