Latest Institutional Purchases of Bank Of America Corp (BAC)
This list provides information on the latest institutional transactions involving Bank Of America Corp (BAC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
4.51KNew |
$155K - $214K
|
4.51K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.49KNew |
$154K - $213K
|
4.49K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.48KNew |
$154K - $213K
|
4.48K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.48K+ 2.17% |
$154K - $212K
|
210K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.47KNew |
$154K - $212K
|
4.47K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.47KNew |
$154K - $212K
|
4.47K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.47KNew |
$154K - $212K
|
4.47K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.46KNew |
$153K - $212K
|
4.46K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.46KNew |
$153K - $212K
|
4.46K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.46KNew |
$153K - $212K
|
4.46K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.46KNew |
$153K - $211K
|
4.46K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.46KNew |
$153K - $211K
|
4.46K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.45K+ 13.8% |
$153K - $211K
|
36.7K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
4.45KNew |
$153K - $211K
|
4.45K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.43K+ 61.11% |
$152K - $210K
|
11.7K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.42KNew |
$152K - $210K
|
4.42K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.42KNew |
$152K - $210K
|
4.42K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.41KNew |
$152K - $209K
|
4.41K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.4K+ 2.7% |
$151K - $209K
|
167K
$8.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$226K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.39K+ 77.88% |
$151K - $208K
|
10K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
4.39KNew |
$151K - $208K
|
4.39K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.38K+ 0.31% |
$151K - $208K
|
1.4M
$72.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.38KNew |
$151K - $208K
|
4.38K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.37K+ 5.22% |
$150K - $207K
|
88K
$4.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.36KNew |
$150K - $207K
|
4.36K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.36KNew |
$150K - $207K
|
4.36K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.32K+ 11.46% |
$149K - $205K
|
42K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
4.32KNew |
$149K - $205K
|
4.32K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
4.32KNew |
$148K - $205K
|
4.32K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.32KNew |
$148K - $205K
|
4.32K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$148K - $205K
|
4.31K
$221K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
4.31KNew |
$148K - $204K
|
4.31K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.3K+ 0.89% |
$148K - $204K
|
485K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.3KNew |
$148K - $204K
|
4.3K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.3K+ 2.42% |
$148K - $204K
|
182K
$9.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
4.29KNew |
$147K - $203K
|
4.29K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.29K+ 9.54% |
$147K - $203K
|
49.2K
$2.53M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
4.28KNew |
$147K - $203K
|
4.28K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.27K+ 35.34% |
$147K - $203K
|
16.4K
$840K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.27KNew |
$147K - $203K
|
4.27K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.26KNew |
$147K - $202K
|
4.26K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4.25KNew |
$146K - $202K
|
4.25K
$219K
|