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 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$342K - $412K
|
8.64K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
100+ 1.11% |
$3.96K - $4.77K
|
9.07K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-38- 0.53% |
$1.51K - $1.81K
|
7.09K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174K+ 87.96% |
$6.89M - $8.3M
|
372K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.58K+ 8.28% |
$142K - $171K
|
46.8K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
364+ 4.99% |
$14.4K - $17.4K
|
7.66K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
13.5K+ 13.36% |
$535K - $644K
|
115K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
240+ 1.73% |
$9.51K - $11.5K
|
14.1K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$13.2K - $15.9K
|
235K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.05% |
$112K - $135K
|
58.6K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.67K- 23.9% |
$185K - $223K
|
14.9K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-8.04K- 11.69% |
$318K - $384K
|
60.7K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 12.62% |
$781K - $942K
|
176K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
5.34KNew |
$211K - $255K
|
5.34K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-35- 0.2% |
$1.39K - $1.67K
|
17.6K
$824K
|
|
|
Apr 14, 2025
Q1 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-5.53K- 1.18% |
$219K - $264K
|
465K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.14% |
$39.6 - $47.7
|
89
$4.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 2.01% |
$420K - $506K
|
518K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
201+ 129.68% |
$7.96K - $9.6K
|
356
$16.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.08K+ 3.96% |
$82.5K - $99.5K
|
54.7K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
303+ 5.36% |
$12K - $14.5K
|
5.95K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
20.8K+ 306.1% |
$825K - $994K
|
27.6K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-433- 4.32% |
$17.2K - $20.7K
|
9.59K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.4K- 5.28% |
$413K - $498K
|
187K
$8.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.63% |
$3.49K - $4.2K
|
14K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-23- 0.9% |
$911 - $1.1K
|
2.55K
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-496- 0.29% |
$19.6K - $23.7K
|
172K
$8.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.05% |
$198 - $239
|
10.8K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-2.19K- 0.8% |
$86.7K - $105K
|
271K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
19+ 0.38% |
$753 - $907
|
5.01K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.2% |
$121K - $145K
|
141K
$6.62M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.27K+ 94.69% |
$50.2K - $60.5K
|
2.61K
$122K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-121- 1.78% |
$4.79K - $5.78K
|
6.68K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.9K+ 3.92% |
$75.1K - $90.5K
|
50.3K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.59K+ 6.67% |
$63K - $76K
|
25.4K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.43K+ 7.69% |
$96.1K - $116K
|
34K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
210+ 3.37% |
$8.32K - $10K
|
6.44K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.95% |
$39.6 - $47.7
|
106
$4.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.3K+ 8.97% |
$410K - $494K
|
126K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.71K- 2.66% |
$107K - $129K
|
99.3K
$4.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
58.7K+ 92.01% |
$2.33M - $2.8M
|
123K
$5.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.92K- 4.94% |
$115K - $139K
|
56.1K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
70+ 0.91% |
$2.77K - $3.34K
|
7.8K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 2.15% |
$45.4K - $54.7K
|
54.4K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-22.5K- 2.35% |
$892K - $1.08M
|
935K
$43.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.4K+ 21.78% |
$94.9K - $114K
|
13.4K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.03K- 7.05% |
$80.3K - $96.8K
|
26.7K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
116+ 0.65% |
$4.59K - $5.54K
|
18K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.7K+ 821.66% |
$2.25M - $2.71M
|
63.6K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-289- 5.48% |
$11.4K - $13.8K
|
4.99K
$234K
|