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 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5K+ 68.33% |
$198K - $239K
|
12.3K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 170.46% |
$5.95M - $7.18M
|
238K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-124- 1.87% |
$4.91K - $5.92K
|
6.51K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-421- 3.1% |
$16.7K - $20.1K
|
13.2K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.25K- 7.4% |
$49.4K - $59.5K
|
15.6K
$730K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
39+ 0.62% |
$1.54K - $1.86K
|
6.37K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
810+ 3.08% |
$32.1K - $38.7K
|
27.1K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 21.0% |
$67.9K - $81.8K
|
6.45K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-300- 1.22% |
$11.9K - $14.3K
|
24.4K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
78+ 0.62% |
$3.09K - $3.72K
|
12.7K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
697+ 2.02% |
$27.6K - $33.3K
|
35.2K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.56KNew |
$379K - $456K
|
9.56K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
930+ 2.29% |
$36.8K - $44.4K
|
41.5K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.08% |
$356 - $430
|
11.9K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
971+ 1.43% |
$38.5K - $46.4K
|
69K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.57KNew |
$141K - $170K
|
3.57K
$167K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
41.6KNew |
$1.65M - $1.99M
|
41.6K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-372- 4.41% |
$14.7K - $17.8K
|
8.06K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
999+ 4.44% |
$39.6K - $47.7K
|
23.5K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.36K- 61.92% |
$133K - $160K
|
2.07K
$96.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.2K- 31.34% |
$442K - $533K
|
24.4K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.37K+ 4.79% |
$134K - $161K
|
73.8K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-435K- 2.78% |
$17.2M - $20.8M
|
15.2M
$713M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
359+ 4.84% |
$14.2K - $17.1K
|
7.78K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-100- 0.12% |
$3.96K - $4.77K
|
84.2K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.32K- 10.42% |
$290K - $349K
|
62.9K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-10.3K- 24.32% |
$410K - $494K
|
32.2K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.82K+ 5.24% |
$151K - $182K
|
76.7K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2K+ 37.32% |
$79.1K - $95.3K
|
7.34K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.33K+ 6.96% |
$52.5K - $63.3K
|
20.4K
$953K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
796+ 3.66% |
$31.5K - $38K
|
22.5K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 1.35% |
$138K - $167K
|
255K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.42K+ 17.52% |
$56.2K - $67.7K
|
9.52K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-723- 5.32% |
$28.6K - $34.5K
|
12.9K
$603K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-122K- 77.23% |
$4.82M - $5.82M
|
35.9K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-513K- 79.06% |
$20.3M - $24.5M
|
136K
$6.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-626- 4.91% |
$24.8K - $29.9K
|
12.1K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 9.09% |
$113K - $136K
|
34.3K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-475- 0.49% |
$18.8K - $22.7K
|
96.9K
$4.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
103K+ 16.02% |
$4.09M - $4.93M
|
747K
$35M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.26M- 33.74% |
$129M - $156M
|
6.41M
$300M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.6K+ 78.98% |
$301K - $363K
|
17.2K
$807K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.2K- 10.57% |
$47.5K - $57.3K
|
10.2K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$198 - $239
|
6.76K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
526K+ 1890.86% |
$20.8M - $25.1M
|
554K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.3K+ 2.77% |
$90.9K - $110K
|
85.1K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-25- 0.17% |
$990 - $1.19K
|
14.5K
$681K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10.4K+ 11.17% |
$413K - $498K
|
104K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-784- 7.23% |
$31.1K - $37.4K
|
10.1K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-202- 3.45% |
$8K - $9.64K
|
5.65K
$264K
|