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
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.42K+ 14.31% |
$175K - $211K
|
35.3K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
690+ 0.56% |
$27.3K - $32.9K
|
125K
$5.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
170+ 0.28% |
$6.73K - $8.12K
|
61.7K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.54M- 97.6% |
$180M - $217M
|
112K
$5.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-5.36K- 5.37% |
$212K - $256K
|
94.5K
$4.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
8.69KNew |
$344K - $415K
|
8.69K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
99+ 0.44% |
$3.92K - $4.73K
|
22.7K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.71K+ 1.42% |
$67.7K - $81.6K
|
122K
$5.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
285+ 3.35% |
$11.3K - $13.6K
|
8.81K
$412K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
125+ 2.15% |
$4.95K - $5.97K
|
5.95K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-76- 1.15% |
$3.01K - $3.63K
|
6.51K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-49- 0.5% |
$1.94K - $2.34K
|
9.82K
$460K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
122+ 0.58% |
$4.83K - $5.82K
|
21.2K
$995K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-251- 0.49% |
$9.94K - $12K
|
50.8K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 13.53% |
$43.1K - $51.9K
|
9.12K
$427K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
35+ 0.57% |
$1.39K - $1.67K
|
6.19K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
465+ 5.09% |
$18.4K - $22.2K
|
9.61K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-949- 6.76% |
$37.6K - $45.3K
|
13.1K
$613K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.72KNew |
$227K - $273K
|
5.72K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
28+ 0.12% |
$1.11K - $1.34K
|
22.7K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
13.3K+ 6.5% |
$526K - $634K
|
218K
$10.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
306+ 41.18% |
$12.1K - $14.6K
|
1.05K
$49.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-197- 0.52% |
$7.8K - $9.4K
|
37.5K
$1.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.09K- 3.93% |
$43.1K - $51.9K
|
26.6K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-482- 3.77% |
$19.1K - $23K
|
12.3K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
120+ 1.02% |
$4.75K - $5.73K
|
11.8K
$555K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-562- 3.68% |
$22.3K - $26.8K
|
14.7K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-999- 9.0% |
$39.6K - $47.7K
|
10.1K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-7.49K- 7.75% |
$296K - $357K
|
89.1K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-325- 2.27% |
$12.9K - $15.5K
|
14K
$655K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.92K+ 14.9% |
$235K - $283K
|
45.7K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-179- 3.45% |
$7.09K - $8.55K
|
5.01K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.42% |
$1.39K - $1.67K
|
8.36K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 26.09% |
$73.8K - $89K
|
5.28K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.4K+ 1.47% |
$55.6K - $67K
|
96.9K
$4.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
10.2K
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
48+ 0.16% |
$1.9K - $2.29K
|
30.3K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-193- 0.2% |
$7.64K - $9.21K
|
98.8K
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
109+ 4.51% |
$4.32K - $5.2K
|
2.53K
$118K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-6.8K- 11.11% |
$269K - $325K
|
54.4K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-110- 63.58% |
$4.36K - $5.25K
|
63
$2.95K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-550- 4.17% |
$21.8K - $26.3K
|
12.6K
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66+ 3.83% |
$2.61K - $3.15K
|
1.79K
$83.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-439- 4.41% |
$17.4K - $21K
|
9.51K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.08K+ 27.63% |
$82.5K - $99.4K
|
9.62K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-12K- 3.0% |
$476K - $573K
|
388K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
251+ 2.25% |
$9.94K - $12K
|
11.4K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-767- 4.5% |
$30.4K - $36.6K
|
16.3K
$763K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.47% |
$40.6K - $48.9K
|
68.5K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
303+ 5.81% |
$12K - $14.5K
|
5.52K
$259K
|