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
|
Salzhauer Michael
|
BUY
|
- |
188K+ 10.73% |
$7.45M - $8.98M
|
1.94M
$90.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-13.3K- 8.26% |
$528K - $637K
|
148K
$6.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6.62K- 5.76% |
$262K - $316K
|
108K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
102+ 1.36% |
$4.04K - $4.87K
|
7.62K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-65- 1.02% |
$2.57K - $3.1K
|
6.32K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.3K+ 44.51% |
$527K - $635K
|
43.2K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-100- 1.24% |
$3.96K - $4.77K
|
7.95K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-129- 1.86% |
$5.11K - $6.16K
|
6.81K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.91K+ 7.28% |
$75.8K - $91.3K
|
28.2K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
743+ 233.65% |
$29.4K - $35.5K
|
1.06K
$49.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-402- 4.5% |
$15.9K - $19.2K
|
8.52K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-500- 2.9% |
$19.8K - $23.9K
|
16.7K
$784K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
42+ 0.1% |
$1.66K - $2.01K
|
42.2K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9.21K+ 12.07% |
$365K - $439K
|
85.5K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
472KNew |
$18.7M - $22.5M
|
472K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.84K- 1.64% |
$73K - $88K
|
110K
$5.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
565+ 3.29% |
$22.4K - $27K
|
17.7K
$830K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-234K- 84.08% |
$9.28M - $11.2M
|
44.4K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.22K+ 8.87% |
$128K - $154K
|
39.5K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
140+ 1.3% |
$5.55K - $6.68K
|
10.9K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 0.17% |
$1.39K - $1.67K
|
20.6K
$966K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
859+ 1.45% |
$34K - $41K
|
60K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.48K+ 7.61% |
$336K - $405K
|
120K
$5.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.74K+ 7.22% |
$108K - $131K
|
40.6K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
215+ 4.23% |
$8.52K - $10.3K
|
5.3K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
292+ 0.62% |
$11.6K - $13.9K
|
47.1K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-550- 1.73% |
$21.8K - $26.3K
|
31.2K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.9K+ 6.15% |
$154K - $186K
|
67.3K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200+ 0.11% |
$7.92K - $9.55K
|
186K
$8.7M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.47K+ 0.67% |
$58.1K - $70K
|
219K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
385New |
$15.2K - $18.4K
|
385
$18K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
6.42K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
101+ 1.87% |
$4K - $4.82K
|
5.51K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.87K- 9.2% |
$232K - $280K
|
57.9K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.5% |
$1.23K - $1.48K
|
6.27K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.48K+ 5.73% |
$58.7K - $70.8K
|
27.4K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.14% |
$79.2 - $95.5
|
1.43K
$66.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-124- 1.97% |
$4.91K - $5.92K
|
6.17K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-123- 7.74% |
$4.87K - $5.87K
|
1.47K
$68.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-676- 8.56% |
$26.8K - $32.3K
|
7.22K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.26K- 1.06% |
$49.7K - $59.9K
|
118K
$5.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.17K+ 38.71% |
$363K - $438K
|
32.9K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-14.4K- 49.72% |
$571K - $688K
|
14.6K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-128- 0.77% |
$5.07K - $6.11K
|
16.6K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-3.71K- 23.63% |
$147K - $177K
|
12K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-579- 3.55% |
$22.9K - $27.6K
|
15.7K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-6.78K- 3.35% |
$268K - $323K
|
195K
$9.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-9.1K- 1.96% |
$360K - $434K
|
455K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-184K- 48.71% |
$7.29M - $8.78M
|
194K
$9.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-177- 3.53% |
$7.01K - $8.45K
|
4.84K
$227K
|