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 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 7.19% |
$91.9K - $111K
|
34.6K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.03K+ 7.86% |
$40.6K - $49K
|
14.1K
$659K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
210+ 1.34% |
$8.32K - $10K
|
15.9K
$746K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
191+ 1.67% |
$7.57K - $9.12K
|
11.6K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 0.64% |
$2.89K - $3.49K
|
11.5K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.32% |
$2.1K - $2.53K
|
16.9K
$790K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.4K+ 0.8% |
$94.9K - $114K
|
304K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$39.6 - $47.7
|
249
$11.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
485+ 5.62% |
$19.2K - $23.2K
|
9.11K
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
19+ 0.05% |
$753 - $907
|
34.7K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-2K- 0.47% |
$79.2K - $95.5K
|
425K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.16K- 2.53% |
$284K - $342K
|
276K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-204- 0.9% |
$8.08K - $9.74K
|
22.4K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.76K- 7.95% |
$69.6K - $83.9K
|
20.3K
$953K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-253K- 91.01% |
$10M - $12.1M
|
25K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$79.2 - $95.5
|
6.61K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
265+ 5.8% |
$10.5K - $12.7K
|
4.84K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-822- 2.22% |
$32.6K - $39.2K
|
36.2K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
852+ 1.28% |
$33.7K - $40.7K
|
67.6K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-386- 4.99% |
$15.3K - $18.4K
|
7.36K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-678- 7.57% |
$26.9K - $32.4K
|
8.28K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.91% |
$92.7K - $112K
|
9.41K
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.55% |
$1.58K - $1.91K
|
7.37K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
137+ 0.07% |
$5.43K - $6.54K
|
200K
$9.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
224+ 2.17% |
$8.87K - $10.7K
|
10.5K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-499- 2.24% |
$19.8K - $23.8K
|
21.8K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.57K+ 15.52% |
$62K - $74.7K
|
11.6K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-155- 4.67% |
$6.14K - $7.4K
|
3.17K
$148K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 1.23% |
$40K - $48.3K
|
83.5K
$3.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-496K- 64.4% |
$19.7M - $23.7M
|
274K
$12.9M
|
|
|
Apr 09, 2025
Q1 2025
|
General Pension Society Pzu Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-203K- 37.56% |
$8.03M - $9.68M
|
337K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
580+ 2.2% |
$23K - $27.7K
|
27K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
6.02K+ 6.69% |
$238K - $287K
|
96K
$4.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-204- 1.27% |
$8.08K - $9.74K
|
15.9K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$79.2 - $95.5
|
2.54K
$119K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-123K- 85.63% |
$4.86M - $5.86M
|
20.6K
$964K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-217- 0.63% |
$8.6K - $10.4K
|
34.3K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.46K- 7.77% |
$97.2K - $117K
|
29.1K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.23K+ 3.17% |
$48.7K - $58.7K
|
40K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37.1K+ 27.42% |
$1.47M - $1.77M
|
173K
$8.08M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-28- 0.28% |
$1.11K - $1.34K
|
9.82K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
5.09K+ 31.74% |
$202K - $243K
|
21.1K
$990K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 11.27% |
$81.1K - $97.7K
|
16.1K
$755K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.32K+ 30.19% |
$92.1K - $111K
|
10K
$469K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7.26K+ 2.6% |
$287K - $346K
|
287K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-283- 2.15% |
$11.2K - $13.5K
|
12.9K
$605K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.19K- 90.98% |
$47.1K - $56.8K
|
118
$5.53K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-7.71K- 50.53% |
$305K - $368K
|
7.55K
$354K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-878- 0.67% |
$34.8K - $41.9K
|
130K
$6.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$158 - $191
|
11.7K
$550K
|