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 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456+ 1.15% |
$15.7K - $21.6K
|
40K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
453+ 20.8% |
$15.6K - $21.5K
|
2.63K
$135K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
451+ 2.26% |
$15.5K - $21.4K
|
20.4K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
450+ 4.85% |
$15.5K - $21.4K
|
9.72K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
449+ 0.1% |
$15.4K - $21.3K
|
465K
$23.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
448+ 6.43% |
$15.4K - $21.3K
|
7.41K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
443+ 3.6% |
$15.2K - $21K
|
12.8K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
440+ 4.61% |
$15.1K - $20.9K
|
9.99K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
439+ 7.27% |
$15.1K - $20.8K
|
6.48K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
437+ 5.74% |
$15K - $20.7K
|
8.05K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
437+ 2.62% |
$15K - $20.7K
|
17.1K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
430New |
$14.8K - $20.4K
|
430
$22.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
430New |
$14.8K - $20.4K
|
430
$22.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
427+ 1.06% |
$14.7K - $20.3K
|
40.7K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
425+ 1.91% |
$14.6K - $20.2K
|
22.6K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
425+ 2.52% |
$14.6K - $20.2K
|
17.3K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
420+ 4.8% |
$14.4K - $19.9K
|
9.17K
$472K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
419+ 1.2% |
$14.4K - $19.9K
|
35.3K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
414+ 4.94% |
$14.2K - $19.6K
|
8.8K
$452K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
413New |
$14.2K - $19.6K
|
413
$21.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
413+ 0.77% |
$14.2K - $19.6K
|
54.2K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
411+ 0.51% |
$14.1K - $19.5K
|
80.9K
$4.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
407+ 1.67% |
$14K - $19.3K
|
24.8K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
407+ 7.28% |
$14K - $19.3K
|
6K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
405+ 3.4% |
$13.9K - $19.2K
|
12.3K
$634K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
400+ 4.22% |
$13.8K - $19K
|
9.87K
$507K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
399+ 4.31% |
$13.7K - $18.9K
|
9.65K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
396+ 4.75% |
$13.6K - $18.8K
|
8.73K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
395+ 15.92% |
$13.6K - $18.7K
|
2.88K
$148K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
392+ 5.48% |
$13.5K - $18.6K
|
7.55K
$388K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
385+ 4.21% |
$13.2K - $18.3K
|
9.52K
$489K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
384+ 1.98% |
$13.2K - $18.2K
|
19.8K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
383+ 3.3% |
$13.2K - $18.2K
|
12K
$617K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
377+ 0.53% |
$13K - $17.9K
|
71.1K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
375+ 1.8% |
$12.9K - $17.8K
|
21.2K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
369+ 0.92% |
$12.7K - $17.5K
|
40.4K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
366+ 1.57% |
$12.6K - $17.4K
|
23.7K
$1.22M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
364+ 1.85% |
$12.5K - $17.3K
|
20K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
359+ 2.3% |
$12.3K - $17K
|
15.9K
$819K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
357+ 3.11% |
$12.3K - $16.9K
|
11.8K
$608K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
357+ 0.31% |
$12.3K - $16.9K
|
116K
$5.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
357+ 0.29% |
$12.3K - $16.9K
|
125K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
355+ 4.19% |
$12.2K - $16.8K
|
8.82K
$453K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
354+ 3.45% |
$12.2K - $16.8K
|
10.6K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
351+ 3.94% |
$12.1K - $16.7K
|
9.25K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
351+ 5.98% |
$12.1K - $16.7K
|
6.22K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
351+ 2.99% |
$12.1K - $16.7K
|
12.1K
$622K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 0.77% |
$12K - $16.6K
|
45.8K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
347+ 3.11% |
$11.9K - $16.5K
|
11.5K
$590K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
345+ 6.51% |
$11.9K - $16.4K
|
5.64K
$290K
|