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 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
4.25K+ 32.5% |
$146K - $202K
|
17.3K
$891K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.25KNew |
$146K - $202K
|
4.25K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$146K - $202K
|
4.25K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
4.25KNew |
$146K - $202K
|
4.25K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.24K+ 2.41% |
$146K - $201K
|
180K
$9.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.24KNew |
$146K - $201K
|
4.24K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.13K+ 32.19% |
$142K - $196K
|
16.9K
$871K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.12K+ 3.17% |
$142K - $196K
|
134K
$6.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.11K+ 22.47% |
$141K - $195K
|
22.4K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.11K+ 2.25% |
$141K - $195K
|
187K
$9.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.11K+ 0.36% |
$141K - $195K
|
1.13M
$58.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.03K+ 10.92% |
$139K - $191K
|
40.9K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
4.01K+ 35.19% |
$138K - $190K
|
15.4K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
4K+ 42.04% |
$138K - $190K
|
13.5K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.97K+ 6.41% |
$137K - $189K
|
66K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.95K+ 13.01% |
$136K - $188K
|
34.3K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.94K+ 7.06% |
$136K - $187K
|
59.8K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.94K+ 9.9% |
$135K - $187K
|
43.7K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.91K+ 2.17% |
$134K - $185K
|
184K
$9.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.89K+ 0.97% |
$134K - $184K
|
405K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 0.54% |
$132K - $182K
|
710K
$36.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.81K+ 15.41% |
$131K - $181K
|
28.5K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 1.27% |
$131K - $180K
|
303K
$15.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.75K+ 17.07% |
$129K - $178K
|
25.7K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.72K+ 18.25% |
$128K - $177K
|
24.1K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.7K+ 11.49% |
$127K - $175K
|
35.9K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
3.64K+ 21.52% |
$125K - $173K
|
20.6K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.62K+ 2.71% |
$124K - $172K
|
137K
$7.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
3.58K+ 18.84% |
$123K - $170K
|
22.6K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.58K+ 4.26% |
$123K - $170K
|
87.6K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
3.54K+ 48.06% |
$122K - $168K
|
10.9K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.53K+ 2.72% |
$121K - $168K
|
134K
$6.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.5K+ 56.74% |
$120K - $166K
|
9.67K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
3.47K+ 29.83% |
$119K - $165K
|
15.1K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
3.46K+ 1.95% |
$119K - $164K
|
181K
$9.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.46K+ 38.37% |
$119K - $164K
|
12.5K
$641K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.46K+ 2.88% |
$119K - $164K
|
123K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.46K+ 16.99% |
$119K - $164K
|
23.8K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.43K+ 7.27% |
$118K - $163K
|
50.7K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.43K+ 9.91% |
$118K - $163K
|
38.1K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.4K+ 9.62% |
$117K - $161K
|
38.7K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.4K+ 3.81% |
$117K - $161K
|
92.4K
$4.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.38K+ 7.32% |
$116K - $161K
|
49.6K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
3.37K+ 36.85% |
$116K - $160K
|
12.5K
$644K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.37K+ 33.66% |
$116K - $160K
|
13.4K
$687K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.36K+ 0.39% |
$116K - $160K
|
868K
$44.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.35K+ 44.49% |
$115K - $159K
|
10.9K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
3.34K+ 2.26% |
$115K - $159K
|
152K
$7.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.31K+ 39.99% |
$114K - $157K
|
11.6K
$596K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.3K+ 20.09% |
$114K - $157K
|
19.7K
$1.01M
|