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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-18- 0.05% |
$619 - $854
|
39.2K
$1.91M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.13K- 9.64% |
$108K - $148K
|
29.3K
$1.43M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
80+ 0.43% |
$2.75K - $3.8K
|
18.5K
$901K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.55KNew |
$191K - $263K
|
5.55K
$270K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
253+ 0.34% |
$8.7K - $12K
|
73.7K
$3.59M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 1.89% |
$66K - $91K
|
104K
$5.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.2K- 2.78% |
$75.5K - $104K
|
76.7K
$3.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.13K- 6.97% |
$142K - $196K
|
55.1K
$2.68M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-493- 3.63% |
$17K - $23.4K
|
13.1K
$637K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
937New |
$37.1K - $44.7K
|
937
$45.6K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-61- 0.46% |
$2.42K - $2.91K
|
13.3K
$648K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.33KNew |
$330K - $398K
|
8.33K
$405K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.03M- 49.34% |
$120M - $144M
|
3.11M
$151M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-23.5K- 60.36% |
$932K - $1.12M
|
15.5K
$752K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
32+ 0.47% |
$1.27K - $1.53K
|
6.89K
$335K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
252KNew |
$10M - $12.1M
|
252K
$12.3M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
156K+ 1.22% |
$6.19M - $7.46M
|
12.9M
$629M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-893- 12.67% |
$35.4K - $42.6K
|
6.16K
$300K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59.7K+ 30.34% |
$2.37M - $2.85M
|
257K
$12.5M
|
|
|
Jun 11, 2025
Q1 2025
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
183K+ 99.68% |
$7.24M - $8.73M
|
366K
$17.8M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
77+ 1.39% |
$3.05K - $3.68K
|
5.62K
$274K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
158+ 13.13% |
$6.26K - $7.54K
|
1.36K
$66.2K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
3.43KNew |
$136K - $164K
|
3.43K
$167K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-25- 0.31% |
$990 - $1.19K
|
8.04K
$391K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.38K+ 19.43% |
$54.8K - $66.1K
|
8.51K
$414K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-124- 1.55% |
$4.91K - $5.92K
|
7.89K
$384K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-30K- 37.47% |
$1.19M - $1.43M
|
50.1K
$2.44M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-8- 0.07% |
$317 - $382
|
12K
$582K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
100+ 0.16% |
$3.96K - $4.77K
|
62K
$3.02M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
357New |
$14.1K - $17K
|
357
$17.4K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7+ 0.05% |
$277 - $334
|
13.5K
$657K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
552+ 4.76% |
$21.9K - $26.4K
|
12.1K
$591K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.12K+ 6.57% |
$124K - $149K
|
50.7K
$2.47M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-11- 0.03% |
$436 - $525
|
34.7K
$1.69M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
35.4K+ 14.88% |
$1.4M - $1.69M
|
273K
$13.3M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-10.6K- 16.79% |
$418K - $504K
|
52.3K
$2.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
817K+ 298.3% |
$32.4M - $39M
|
1.09M
$53.1M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.13K- 2.9% |
$84.4K - $102K
|
71.4K
$3.47M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.39K+ 1.49% |
$94.8K - $114K
|
163K
$7.92M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-166- 1.49% |
$6.58K - $7.92K
|
11K
$535K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.04% |
$158 - $191
|
9.73K
$473K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.43K+ 5.66% |
$136K - $164K
|
64K
$3.11M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.54K- 17.99% |
$101K - $121K
|
11.6K
$563K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.69M+ 108.82% |
$66.9M - $80.6M
|
3.24M
$158M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.5K+ 24.79% |
$414K - $499K
|
52.6K
$2.56M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.62K+ 39.56% |
$262K - $316K
|
23.3K
$1.14M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-115K- 11.84% |
$4.56M - $5.49M
|
857K
$41.7M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
370+ 1.08% |
$14.7K - $17.7K
|
34.7K
$1.69M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.81K- 2.01% |
$349K - $420K
|
430K
$20.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.2KNew |
$601K - $725K
|
15.2K
$738K
|
|