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 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.21K- 0.3% |
$87.5K - $105K
|
736K
$34.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.51K- 11.06% |
$258K - $311K
|
52.3K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-340- 3.11% |
$13.5K - $16.2K
|
10.6K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-7.25K- 20.92% |
$287K - $346K
|
27.4K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
125K+ 4.62% |
$4.95M - $5.96M
|
2.83M
$132M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
191K+ 54.64% |
$7.56M - $9.11M
|
540K
$25.3M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
20.1K+ 1.46% |
$795K - $958K
|
1.4M
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-412- 49.34% |
$16.3K - $19.7K
|
423
$19.8K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-165- 13.7% |
$6.54K - $7.88K
|
1.04K
$48.7K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-162- 1.14% |
$6.42K - $7.73K
|
14.1K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
61+ 0.01% |
$2.42K - $2.91K
|
552K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-132- 2.44% |
$5.23K - $6.3K
|
5.29K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.25% |
$3.76K - $4.54K
|
7.5K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.05K+ 2.51% |
$81.1K - $97.7K
|
83.7K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-658- 9.18% |
$26.1K - $31.4K
|
6.51K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
458+ 9.45% |
$18.1K - $21.9K
|
5.3K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.97K- 7.81% |
$157K - $189K
|
46.9K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.22K+ 24.28% |
$246K - $297K
|
31.8K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 9.37% |
$51.8K - $62.4K
|
15.3K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.28K+ 16.01% |
$90.2K - $109K
|
16.5K
$773K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-152- 1.3% |
$6.02K - $7.26K
|
11.6K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-862- 2.38% |
$34.1K - $41.2K
|
35.3K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
888+ 3.77% |
$35.2K - $42.4K
|
24.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.73K+ 46.19% |
$306K - $369K
|
24.5K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2.52K- 9.49% |
$99.7K - $120K
|
24K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-819- 0.44% |
$32.4K - $39.1K
|
185K
$8.67M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-754- 1.51% |
$29.9K - $36K
|
49.2K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
375+ 4.48% |
$14.9K - $17.9K
|
8.75K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-51K- 35.59% |
$2.02M - $2.43M
|
92.2K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.47K+ 27.33% |
$217K - $261K
|
25.5K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7- 0.41% |
$277 - $334
|
1.7K
$79.5K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.04K- 15.84% |
$41.4K - $49.8K
|
5.55K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-323- 2.93% |
$12.8K - $15.4K
|
10.7K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.3% |
$198 - $239
|
1.67K
$78.4K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-892- 3.99% |
$35.3K - $42.6K
|
21.5K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.97K- 1.1% |
$78.1K - $94.1K
|
177K
$8.3M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-513K- 3.46% |
$20.3M - $24.5M
|
14.3M
$671M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.71K- 3.72% |
$147K - $177K
|
96.1K
$4.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43+ 0.04% |
$1.7K - $2.05K
|
107K
$5.03M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.64K- 7.94% |
$65K - $78.3K
|
19K
$891K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 6.02% |
$61.2K - $73.7K
|
24.1K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.13K+ 34.18% |
$164K - $197K
|
16.2K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-310- 2.2% |
$12.3K - $14.8K
|
13.8K
$645K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
34.7KNew |
$1.37M - $1.66M
|
34.7K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
88.7KNew |
$3.51M - $4.23M
|
88.7K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.08K- 40.33% |
$201K - $243K
|
7.52K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.33KNew |
$251K - $302K
|
6.33K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-27.1K- 22.57% |
$1.07M - $1.29M
|
92.8K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
584+ 3.42% |
$23.1K - $27.9K
|
17.7K
$828K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.1K+ 5.74% |
$1.83M - $2.2M
|
850K
$39.8M
|