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 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-21- 0.25% |
$832 - $1K
|
8.24K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.98% |
$5.43K - $6.54K
|
13.9K
$650K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-400- 5.34% |
$15.8K - $19.1K
|
7.09K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.29K- 21.46% |
$90.6K - $109K
|
8.37K
$392K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 2.41% |
$50.3K - $60.6K
|
51.3K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
134K+ 15.31% |
$5.3M - $6.39M
|
1.01M
$47.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-989- 1.79% |
$39.2K - $47.2K
|
54.3K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.64K- 2.9% |
$104K - $126K
|
88.3K
$4.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.94K- 6.05% |
$76.8K - $92.6K
|
30.1K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.04K+ 11.11% |
$200K - $241K
|
50.4K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 27.3% |
$9.63K - $11.6K
|
647
$30.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-845- 9.57% |
$33.5K - $40.3K
|
7.99K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-278- 2.74% |
$11K - $13.3K
|
9.87K
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-376- 4.76% |
$14.9K - $18K
|
7.53K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 4.59% |
$54K - $65.1K
|
28.3K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.82K- 0.98% |
$112K - $135K
|
285K
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
442K+ 21.54% |
$17.5M - $21.1M
|
2.5M
$117M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-373- 4.12% |
$14.8K - $17.8K
|
8.68K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-434- 0.81% |
$17.2K - $20.7K
|
53.2K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
98+ 0.8% |
$3.88K - $4.68K
|
12.3K
$576K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 0.99% |
$7.61K - $9.17K
|
19.1K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
53.6KNew |
$2.12M - $2.56M
|
53.6K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6KNew |
$238K - $286K
|
6K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.8K- 55.94% |
$1.22M - $1.47M
|
24.3K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-455- 5.63% |
$18K - $21.7K
|
7.63K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.35K+ 6.39% |
$212K - $255K
|
89K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-8- 0.13% |
$317 - $382
|
6.01K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-5.85K- 46.7% |
$232K - $279K
|
6.67K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5- 0.09% |
$198 - $239
|
5.75K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-506- 1.0% |
$20K - $24.2K
|
50.1K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
129+ 192.54% |
$5.11K - $6.16K
|
196
$9.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.02K+ 27.95% |
$119K - $144K
|
13.8K
$647K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 38.14% |
$142K - $171K
|
5.81K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-383- 4.65% |
$15.2K - $18.3K
|
7.86K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.1K- 26.08% |
$440K - $531K
|
31.5K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-385- 5.04% |
$15.2K - $18.4K
|
7.25K
$340K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-163- 2.79% |
$6.46K - $7.78K
|
5.68K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.66K+ 556.28% |
$105K - $127K
|
3.14K
$147K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
150K+ 5.19% |
$5.94M - $7.16M
|
3.04M
$142M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.3K+ 1.75% |
$91.1K - $110K
|
134K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.58K+ 21.34% |
$142K - $171K
|
20.3K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
254+ 0.43% |
$10.1K - $12.1K
|
59.5K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-40.1K- 41.12% |
$1.59M - $1.91M
|
57.4K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-28.4K- 0.79% |
$1.12M - $1.36M
|
3.56M
$167M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-38- 0.62% |
$1.51K - $1.81K
|
6.09K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-745- 5.3% |
$29.5K - $35.6K
|
13.3K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
38.7K+ 31.05% |
$1.53M - $1.85M
|
163K
$7.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
17.7K+ 6.97% |
$701K - $844K
|
271K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-960- 0.74% |
$38K - $45.8K
|
128K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-5.5K- 3.22% |
$218K - $263K
|
165K
$7.75M
|