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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
78+ 1.06% |
$3.5K - $4.09K
|
7.47K
$384K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
992+ 4.53% |
$44.6K - $52K
|
22.9K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.3K- 17.39% |
$58.4K - $68.1K
|
6.18K
$318K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.21K+ 2.96% |
$144K - $168K
|
112K
$5.74M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
7.1K+ 7.53% |
$319K - $372K
|
101K
$5.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
916+ 9.99% |
$41.1K - $48K
|
10.1K
$519K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-575- 0.86% |
$25.8K - $30.1K
|
66.6K
$3.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
597+ 0.37% |
$26.8K - $31.3K
|
160K
$8.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
750+ 9.35% |
$33.7K - $39.3K
|
8.77K
$452K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-95- 0.78% |
$4.27K - $4.98K
|
12K
$618K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-251- 2.55% |
$11.3K - $13.2K
|
9.61K
$495K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-204- 0.82% |
$9.16K - $10.7K
|
24.8K
$1.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.52% |
$44.9 - $52.4
|
193
$9.94K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-8.39K- 6.0% |
$377K - $440K
|
132K
$6.77M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-975- 35.01% |
$43.8K - $51.1K
|
1.81K
$93.2K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-129- 0.8% |
$5.79K - $6.76K
|
16.1K
$827K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
24.6K+ 48.89% |
$1.11M - $1.29M
|
75K
$3.86M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 8.14% |
$52.9K - $61.7K
|
15.6K
$805K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
4.41K+ 4.73% |
$198K - $231K
|
97.7K
$5.03M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
588+ 0.61% |
$26.4K - $30.8K
|
97.7K
$5.03M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.48% |
$1.03K - $1.21K
|
4.8K
$247K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19+ 0.04% |
$853 - $996
|
53K
$2.73M
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
305+ 4.2% |
$13.7K - $16K
|
7.57K
$390K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.43K+ 4.51% |
$199K - $232K
|
103K
$5.29M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.34K- 4.26% |
$105K - $123K
|
52.5K
$2.71M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.94K- 3.34% |
$86.9K - $101K
|
56K
$2.88M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
16.8K+ 128.44% |
$755K - $881K
|
29.9K
$1.54M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
800+ 1.04% |
$35.9K - $41.9K
|
77.5K
$3.99M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
66+ 2.85% |
$2.96K - $3.46K
|
2.39K
$123K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
383+ 5.35% |
$17.2K - $20.1K
|
7.54K
$388K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
25+ 0.19% |
$1.12K - $1.31K
|
13.1K
$672K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
1.83M+ 88.21% |
$62.9M - $86.8M
|
3.9M
$201M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-20.3K- 0.6% |
$698K - $963K
|
3.35M
$172M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
12.1KNew |
$417K - $575K
|
12.1K
$624K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-265- 3.13% |
$9.11K - $12.6K
|
8.19K
$422K
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
SELL
|
- |
-240- 3.13% |
$8.25K - $11.4K
|
7.43K
$382K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
582+ 0.27% |
$20K - $27.6K
|
213K
$11M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.11M- 7.05% |
$107M - $148M
|
41.1M
$2.11B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
633K+ 95.47% |
$21.8M - $30M
|
1.3M
$66.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-20.9K- 15.7% |
$717K - $990K
|
112K
$5.77M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
787+ 7.75% |
$27.1K - $37.4K
|
10.9K
$563K
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.56KNew |
$294K - $406K
|
8.56K
$441K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
2.51K+ 46.5% |
$86.3K - $119K
|
7.9K
$407K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.54K+ 19.65% |
$87.3K - $121K
|
15.5K
$796K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.69K+ 1.18% |
$161K - $223K
|
401K
$20.7M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
86+ 34.54% |
$2.96K - $4.08K
|
335
$17.2K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-234K- 32.58% |
$8.04M - $11.1M
|
484K
$24.9M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$151K - $208K
|
4.38K
$226K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4.93KNew |
$169K - $234K
|
4.93K
$254K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
856New |
$29.4K - $40.6K
|
856
$44.1K
|
|