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 |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.65K+ 16.41% |
$91.2K - $126K
|
18.8K
$967K
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.63K+ 5.3% |
$90.5K - $125K
|
52.3K
$2.69M
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.63K+ 0.27% |
$90.4K - $125K
|
983K
$50.5M
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.61K+ 11.44% |
$89.8K - $124K
|
25.4K
$1.31M
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.6K+ 43.33% |
$89.4K - $123K
|
8.6K
$442K
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.59K+ 3.71% |
$89K - $123K
|
72.4K
$3.72M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.59K+ 2.54% |
$88.9K - $123K
|
104K
$5.36M
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.58K+ 23.02% |
$88.7K - $122K
|
13.8K
$709K
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.58K+ 2.37% |
$88.6K - $122K
|
111K
$5.72M
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.5K+ 15.59% |
$86.1K - $119K
|
18.6K
$954K
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.5K+ 14.52% |
$86K - $119K
|
19.7K
$1.01M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.5K+ 37.41% |
$85.9K - $119K
|
9.17K
$471K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.44K+ 7.69% |
$83.9K - $116K
|
34.2K
$1.76M
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.4K+ 355.03% |
$82.5K - $114K
|
3.08K
$158K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.4K+ 11.29% |
$82.5K - $114K
|
23.6K
$1.22M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.39K+ 19.65% |
$82.1K - $113K
|
14.5K
$747K
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$80.4K - $111K
|
2.34K
$120K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.32K+ 7.28% |
$79.7K - $110K
|
34.2K
$1.76M
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.31K+ 18.29% |
$79.5K - $110K
|
14.9K
$768K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.3K+ 27.68% |
$79.2K - $109K
|
10.6K
$546K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.3K+ 10.21% |
$79.1K - $109K
|
24.8K
$1.28M
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
2.27K+ 32.8% |
$78.2K - $108K
|
9.21K
$473K
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.27K+ 4.27% |
$78.2K - $108K
|
55.5K
$2.85M
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.26K+ 6.43% |
$77.8K - $107K
|
37.5K
$1.93M
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.25K+ 19.68% |
$77.5K - $107K
|
13.7K
$704K
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
PUT |
2.24KNew |
$77.1K - $106K
|
2.24K
$115K
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.23K+ 810.91% |
$76.7K - $106K
|
2.51K
$129K
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.21K+ 5.28% |
$76.1K - $105K
|
44.1K
$2.27M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.21K+ 7.56% |
$75.9K - $105K
|
31.4K
$1.61M
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 44.42% |
$75.7K - $105K
|
7.16K
$368K
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 11.23% |
$74.4K - $103K
|
21.4K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
2.16K+ 2.13% |
$74.3K - $103K
|
104K
$5.32M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 11.44% |
$73.7K - $102K
|
20.9K
$1.07M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.14K+ 3.76% |
$73.5K - $101K
|
58.9K
$3.03M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 4.24% |
$72.8K - $101K
|
52.1K
$2.68M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.12K+ 1.04% |
$72.8K - $101K
|
205K
$10.6M
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.11K+ 1.43% |
$72.5K - $100K
|
150K
$7.69M
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.1K+ 6.97% |
$72.2K - $99.7K
|
32.2K
$1.66M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 25.75% |
$72.2K - $99.6K
|
10.3K
$527K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 2.42% |
$71.5K - $98.7K
|
87.9K
$4.52M
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.06K+ 102950.0% |
$70.8K - $97.7K
|
2.06K
$106K
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
2.03K+ 10.3% |
$69.7K - $96.2K
|
21.7K
$1.12M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.01K+ 1.7% |
$69.1K - $95.4K
|
120K
$6.17M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
2KNew |
$68.8K - $94.9K
|
2K
$103K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.99K+ 1.76% |
$68.4K - $94.4K
|
115K
$5.92M
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.99K+ 2.37% |
$68.3K - $94.3K
|
85.8K
$4.41M
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.97K+ 2.21% |
$67.9K - $93.7K
|
91.3K
$4.69M
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.97K+ 1.9% |
$67.8K - $93.5K
|
106K
$5.44M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 1.89% |
$66K - $91K
|
104K
$5.32M
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.88K+ 72.32% |
$64.8K - $89.4K
|
4.49K
$231K
|