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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
473New |
$18.7K - $22.6K
|
473
$22.2K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 14.17% |
$51.5K - $62.1K
|
7.88K
$369K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
401K+ 11.59% |
$15.9M - $19.1M
|
3.86M
$181M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.8K+ 3.1% |
$468K - $564K
|
393K
$18.4M
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-15K- 7.5% |
$594K - $716K
|
185K
$8.67M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.89KNew |
$74.8K - $90.2K
|
1.89K
$88.5K
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-486- 13.14% |
$19.3K - $23.2K
|
3.21K
$150K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-17.1K- 41.55% |
$677K - $816K
|
24K
$1.13M
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 0.38% |
$3.96K - $4.77K
|
26K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-705- 0.85% |
$27.9K - $33.7K
|
82.7K
$3.87M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.07% |
$79.2 - $95.5
|
2.82K
$132K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
513+ 1.23% |
$20.3K - $24.5K
|
42.1K
$1.97M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.6% |
$1.35K - $1.62K
|
5.67K
$265K
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-30- 0.12% |
$1.19K - $1.43K
|
25.9K
$1.21M
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
475+ 2.41% |
$18.8K - $22.7K
|
20.2K
$944K
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.32K- 8.53% |
$92K - $111K
|
24.9K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-3.48K- 2.54% |
$138K - $166K
|
134K
$6.26M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.55K- 27.95% |
$339K - $408K
|
22K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-199- 0.44% |
$7.88K - $9.5K
|
45.5K
$2.13M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 11.24% |
$48K - $57.9K
|
12K
$562K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.6K+ 1.5% |
$261K - $315K
|
448K
$21M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.3K- 1.23% |
$51.4K - $61.9K
|
104K
$4.87M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.13K- 2.76% |
$84.3K - $102K
|
74.8K
$3.51M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
400+ 5.68% |
$15.8K - $19.1K
|
7.44K
$348K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.18K- 12.3% |
$245K - $295K
|
44K
$2.06M
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
38+ 0.45% |
$1.51K - $1.81K
|
8.45K
$396K
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.31K- 3.33% |
$131K - $158K
|
96.1K
$4.5M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.83K+ 23.74% |
$72.6K - $87.5K
|
9.55K
$448K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-728K- 27.83% |
$28.8M - $34.7M
|
1.89M
$88.4M
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.28K+ 2.6% |
$90.1K - $109K
|
89.8K
$4.2M
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-9.24K- 13.65% |
$366K - $441K
|
58.4K
$2.74M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-588- 3.18% |
$23.3K - $28.1K
|
17.9K
$838K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-26K- 13.17% |
$1.03M - $1.24M
|
171K
$8.03M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-3.45K- 0.6% |
$137K - $165K
|
569K
$26.6M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-422- 0.62% |
$16.7K - $20.1K
|
67.5K
$3.16M
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20- 0.23% |
$792 - $955
|
8.68K
$406K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-59- 0.99% |
$2.34K - $2.82K
|
5.92K
$277K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
122+ 1.27% |
$4.83K - $5.82K
|
9.74K
$456K
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-18.1K- 4.8% |
$716K - $863K
|
358K
$16.8M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.01K- 0.68% |
$119K - $144K
|
442K
$20.7M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-416K- 2.81% |
$16.5M - $19.9M
|
14.4M
$674M
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
418+ 7.57% |
$16.6K - $20K
|
5.94K
$278K
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.56K+ 3.14% |
$61.9K - $74.6K
|
51.3K
$2.4M
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$79.2 - $95.5
|
7.57K
$355K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.22K- 1.33% |
$48.3K - $58.2K
|
90.5K
$4.24M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5.67KNew |
$225K - $271K
|
5.67K
$266K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.62K- 6.55% |
$302K - $364K
|
109K
$5.09M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
3.26K+ 7.86% |
$129K - $156K
|
44.7K
$2.1M
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-40K- 56.36% |
$1.58M - $1.91M
|
31K
$1.45M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
10.3K
$483K
|