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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.69K+ 12.54% |
$305K - $367K
|
69K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18.4K- 21.43% |
$729K - $878K
|
67.5K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-242- 1.94% |
$9.59K - $11.6K
|
12.2K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-812- 17.38% |
$32.2K - $38.8K
|
3.86K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
125+ 31.65% |
$4.95K - $5.97K
|
520
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-200- 1.7% |
$7.92K - $9.55K
|
11.6K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.13K+ 17.79% |
$44.9K - $54.1K
|
7.5K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.4K- 12.15% |
$689K - $830K
|
126K
$5.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-330K- 8.77% |
$13.1M - $15.8M
|
3.43M
$161M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
700+ 8.93% |
$27.7K - $33.4K
|
8.54K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
762+ 3.25% |
$30.2K - $36.4K
|
24.2K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-617- 2.6% |
$24.4K - $29.5K
|
23.1K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
501New |
$19.8K - $23.9K
|
501
$23.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.33K+ 65.88% |
$132K - $159K
|
8.39K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-270- 1.44% |
$10.7K - $12.9K
|
18.5K
$868K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
28.2K+ 7.43% |
$1.12M - $1.35M
|
408K
$19.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.2KNew |
$840K - $1.01M
|
21.2K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$158 - $191
|
11.1K
$519K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 0.81% |
$5.98K - $7.21K
|
18.7K
$876K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.17K+ 12.68% |
$46.3K - $55.8K
|
10.4K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.58K- 0.97% |
$62.5K - $75.3K
|
161K
$7.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.15K+ 0.82% |
$85K - $102K
|
263K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.08KNew |
$201K - $243K
|
5.08K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-98- 0.09% |
$3.88K - $4.68K
|
109K
$5.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 1.45% |
$3.96K - $4.77K
|
6.81K
$319K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
237+ 2.74% |
$9.39K - $11.3K
|
8.9K
$417K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-605- 13.46% |
$24K - $28.9K
|
3.89K
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
275+ 22.18% |
$10.9K - $13.1K
|
1.52K
$71K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$238 - $286
|
1.39K
$64.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
56+ 0.47% |
$2.22K - $2.67K
|
11.9K
$559K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 1.31% |
$118K - $142K
|
225K
$10.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
788+ 2.1% |
$31.2K - $37.6K
|
38.3K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50.3K- 18.44% |
$1.99M - $2.4M
|
222K
$10.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23.9KNew |
$948K - $1.14M
|
23.9K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.27K- 14.75% |
$50.3K - $60.6K
|
7.34K
$344K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18.1K+ 28.53% |
$718K - $866K
|
81.7K
$3.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-122- 1.1% |
$4.83K - $5.82K
|
10.9K
$512K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
270+ 1.58% |
$10.7K - $12.9K
|
17.3K
$813K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
9.1KNew |
$361K - $435K
|
9.1K
$426K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.09% |
$238 - $286
|
6.38K
$299K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-267- 0.42% |
$10.6K - $12.7K
|
62.7K
$2.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.13% |
$673 - $812
|
13.3K
$621K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.38K+ 3.53% |
$54.7K - $65.9K
|
40.5K
$1.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.35K- 9.17% |
$172K - $207K
|
43K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
442+ 1.84% |
$17.5K - $21.1K
|
24.5K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.28K- 5.51% |
$50.5K - $60.9K
|
21.9K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
48.7K+ 5.69% |
$1.93M - $2.32M
|
904K
$42.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-88- 0.33% |
$3.49K - $4.2K
|
27K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-27- 0.33% |
$1.07K - $1.29K
|
8.07K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-347- 4.47% |
$13.7K - $16.6K
|
7.41K
$347K
|