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 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-281- 0.57% |
$11.1K - $13.4K
|
49.3K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-659- 4.89% |
$26.1K - $31.5K
|
12.8K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.6K- 3.65% |
$143K - $172K
|
95K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
386+ 0.42% |
$15.3K - $18.4K
|
91.7K
$4.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-21- 0.13% |
$832 - $1K
|
16.7K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$6.02K - $7.26K
|
152
$7.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-57- 0.78% |
$2.26K - $2.72K
|
7.25K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-507- 2.04% |
$20.1K - $24.2K
|
24.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.1K+ 6.43% |
$242K - $291K
|
101K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-100- 1.38% |
$3.96K - $4.77K
|
7.13K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.49K+ 17.59% |
$178K - $214K
|
30K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47.7K+ 56.27% |
$1.89M - $2.28M
|
132K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
618+ 4.68% |
$24.5K - $29.5K
|
13.8K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$158 - $191
|
21.1K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-363- 1.13% |
$14.4K - $17.3K
|
31.9K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.53K+ 93.86% |
$179K - $216K
|
9.35K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.8K+ 1.94% |
$585K - $706K
|
776K
$36.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.7K+ 15.19% |
$742K - $894K
|
142K
$6.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
547+ 1.51% |
$21.7K - $26.1K
|
36.8K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
19.5K+ 59.64% |
$773K - $931K
|
52.2K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.59K- 4.09% |
$63.1K - $76K
|
37.3K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-208- 1.2% |
$8.24K - $9.93K
|
17.1K
$799K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.69K- 40.6% |
$107K - $129K
|
3.94K
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
659+ 3.94% |
$26.1K - $31.5K
|
17.4K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
449+ 7.11% |
$17.8K - $21.4K
|
6.76K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
307+ 4.67% |
$12.2K - $14.7K
|
6.88K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
128+ 0.16% |
$5.07K - $6.11K
|
79.8K
$3.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.55K- 2.71% |
$259K - $313K
|
235K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.82K+ 29.63% |
$72.1K - $86.9K
|
7.96K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.98K- 24.75% |
$157K - $190K
|
12.1K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.95K+ 7.53% |
$117K - $141K
|
42.2K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52.5K- 9.96% |
$2.08M - $2.51M
|
475K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-52- 0.67% |
$2.06K - $2.48K
|
7.67K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-22.2K- 74.5% |
$878K - $1.06M
|
7.59K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.62% |
$1.47K - $1.77K
|
6.03K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
147+ 2.16% |
$5.82K - $7.02K
|
6.96K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.35K- 2.52% |
$251K - $303K
|
246K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.5K- 3.36% |
$59.4K - $71.6K
|
43.1K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
540+ 7.94% |
$21.4K - $25.8K
|
7.34K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.81K+ 2.06% |
$71.5K - $86.2K
|
89.3K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.77K+ 3.68% |
$69.9K - $84.3K
|
49.8K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-51.8K- 58.88% |
$2.05M - $2.47M
|
36.1K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
426+ 2.35% |
$16.9K - $20.3K
|
18.5K
$869K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$88K - $106K
|
2.22K
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.16K- 10.53% |
$45.7K - $55.1K
|
9.82K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.03% |
$555 - $668
|
53K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-316- 1.44% |
$12.5K - $15.1K
|
21.7K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
192+ 1.2% |
$7.61K - $9.17K
|
16.2K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
133+ 0.53% |
$5.27K - $6.35K
|
25.2K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10+ 0.13% |
$396 - $477
|
7.8K
$365K
|