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 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.53K+ 23.51% |
$60.7K - $73.2K
|
8.05K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 0.18% |
$436 - $525
|
6.12K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
278+ 2.6% |
$11K - $13.3K
|
11K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
23KNew |
$911K - $1.1M
|
23K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-556- 1.72% |
$22K - $26.5K
|
31.8K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-343K- 75.97% |
$13.6M - $16.4M
|
109K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
660+ 2.42% |
$26.1K - $31.5K
|
27.9K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.06% |
$238 - $286
|
10.7K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-69.9K- 41.7% |
$2.77M - $3.34M
|
97.7K
$4.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.14KNew |
$204K - $245K
|
5.14K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-20- 0.2% |
$792 - $955
|
9.82K
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.2K+ 0.6% |
$47.3K - $57K
|
200K
$9.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.95K- 0.98% |
$196K - $236K
|
501K
$23.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
6+ 0.1% |
$238 - $286
|
6.12K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
3.46K+ 31.28% |
$137K - $165K
|
14.5K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
30.3K+ 109.72% |
$1.2M - $1.45M
|
58K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-91.1K- 3.39% |
$3.61M - $4.35M
|
2.6M
$122M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-6.91K- 2.9% |
$274K - $330K
|
232K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
3+ 0.52% |
$119 - $143
|
581
$27.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.91K+ 22.86% |
$115K - $139K
|
15.6K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.92K- 15.45% |
$76.1K - $91.7K
|
10.5K
$492K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
994+ 13.41% |
$39.4K - $47.5K
|
8.41K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.45K+ 6.24% |
$57.4K - $69.2K
|
24.7K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.5K- 39.9% |
$417K - $502K
|
15.8K
$742K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-14.6K- 45.6% |
$579K - $698K
|
17.4K
$817K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
296+ 4.8% |
$11.7K - $14.1K
|
6.47K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-119- 1.96% |
$4.71K - $5.68K
|
5.94K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-573- 7.8% |
$22.7K - $27.4K
|
6.77K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-283- 0.18% |
$11.2K - $13.5K
|
154K
$7.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.39K- 2.12% |
$174K - $210K
|
203K
$9.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.67K- 12.16% |
$106K - $127K
|
19.3K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-7.1K- 2.77% |
$281K - $339K
|
250K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
1+ 0.0% |
$39.6 - $47.7
|
278K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54K+ 18.03% |
$180K - $217K
|
29.7K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
315+ 1.5% |
$12.5K - $15K
|
21.3K
$999K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-394- 1.55% |
$15.6K - $18.8K
|
25K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 0.9% |
$2.77K - $3.34K
|
7.72K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47K+ 11.81% |
$1.86M - $2.25M
|
445K
$20.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 7.08% |
$10.4K - $12.5K
|
3.96K
$185K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
93.1K+ 1.67% |
$3.69M - $4.44M
|
5.65M
$265M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-80- 1.49% |
$3.17K - $3.82K
|
5.3K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
152+ 0.12% |
$6.02K - $7.26K
|
126K
$5.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-7.43K- 7.85% |
$294K - $355K
|
87.2K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.69KNew |
$344K - $415K
|
8.69K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-469- 4.51% |
$18.6K - $22.4K
|
9.94K
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1K- 26.42% |
$39.6K - $47.7K
|
2.79K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1K- 0.94% |
$39.6K - $47.7K
|
106K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 14.22% |
$130K - $157K
|
19.8K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
227+ 0.97% |
$8.99K - $10.8K
|
23.5K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.03% |
$158 - $191
|
12K
$561K
|