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 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.56K- 7.78% |
$101K - $122K
|
30.3K
$1.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-130- 0.71% |
$5.15K - $6.21K
|
18.3K
$855K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
6New |
$238 - $286
|
6
$281
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-654- 4.27% |
$25.9K - $31.2K
|
14.7K
$687K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-73- 1.42% |
$2.89K - $3.49K
|
5.07K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-10K- 8.53% |
$396K - $477K
|
107K
$5.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
300+ 14.05% |
$11.9K - $14.3K
|
2.44K
$114K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.63K+ 23.31% |
$64.6K - $77.9K
|
8.63K
$404K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-865- 0.89% |
$34.3K - $41.3K
|
96.9K
$4.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.22K+ 0.3% |
$48.4K - $58.3K
|
405K
$19M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 4.43% |
$517K - $623K
|
307K
$14.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.1% |
$634 - $764
|
16.4K
$766K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.13KNew |
$203K - $245K
|
5.13K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.1K+ 13.18% |
$994K - $1.2M
|
216K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
4.94K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
267+ 1.54% |
$10.6K - $12.7K
|
17.5K
$822K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-157- 1.92% |
$6.22K - $7.5K
|
8.02K
$376K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
48+ 0.35% |
$1.9K - $2.29K
|
13.9K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.85K+ 22.18% |
$271K - $327K
|
37.8K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.58K+ 14.41% |
$62.7K - $75.6K
|
12.6K
$589K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-212- 1.56% |
$8.4K - $10.1K
|
13.4K
$628K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 3.35% |
$63.5K - $76.6K
|
46.2K
$2.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
41+ 1.64% |
$1.62K - $1.96K
|
2.53K
$119K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 1.44% |
$3.96K - $4.77K
|
6.82K
$320K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
55+ 0.34% |
$2.18K - $2.63K
|
16.4K
$767K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-83.4K- 85.5% |
$3.3M - $3.98M
|
14.1K
$663K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
431+ 7.82% |
$17.1K - $20.6K
|
5.94K
$278K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-190- 37.04% |
$7.53K - $9.07K
|
323
$15.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-6.69K- 19.28% |
$265K - $319K
|
28K
$1.31M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-200- 1.24% |
$7.92K - $9.55K
|
15.9K
$744K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-89- 0.27% |
$3.53K - $4.25K
|
32.7K
$1.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-2.05K- 2.99% |
$81.1K - $97.8K
|
66.4K
$3.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.65K- 3.95% |
$382K - $461K
|
235K
$11M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15.3K- 10.55% |
$606K - $730K
|
130K
$6.07M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-295- 0.77% |
$11.7K - $14.1K
|
38K
$1.78M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.96KNew |
$196K - $237K
|
4.96K
$232K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15M- 31.09% |
$587M - $715M
|
33.2M
$1.55B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.09K- 3.72% |
$42.6K - $51.9K
|
28.1K
$1.32M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.07% |
$39.2 - $47.8
|
1.44K
$67.4K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-208K- 12.04% |
$8.14M - $9.91M
|
1.52M
$71.1M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.48K+ 15.91% |
$97.4K - $119K
|
18.1K
$847K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
18.7K+ 4.06% |
$732K - $891K
|
478K
$22.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
91.6K+ 0.75% |
$3.59M - $4.37M
|
12.4M
$580M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
28.9K+ 1.44% |
$1.13M - $1.38M
|
2.04M
$95.7M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 52.4% |
$729K - $888K
|
16.9K
$790K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-382- 3.41% |
$15K - $18.2K
|
10.8K
$507K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-192- 2.31% |
$7.53K - $9.17K
|
8.12K
$380K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
292KNew |
$11.4M - $13.9M
|
292K
$13.7M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.15KNew |
$124K - $151K
|
3.15K
$148K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
134New |
$5.26K - $6.4K
|
134
$6.28K
|
|