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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
532+ 6.02% |
$21.1K - $25.4K
|
9.36K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
523+ 2.19% |
$20.7K - $25K
|
24.4K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
518+ 10.97% |
$20.5K - $24.7K
|
5.24K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
514+ 9.83% |
$20.4K - $24.5K
|
5.74K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
514+ 5.94% |
$20.4K - $24.5K
|
9.16K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
511+ 10.66% |
$20.2K - $24.4K
|
5.31K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
505+ 2.99% |
$20K - $24.1K
|
17.4K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
500New |
$19.8K - $23.9K
|
500
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
500+ 0.68% |
$19.8K - $23.9K
|
74.1K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
500+ 4.66% |
$19.8K - $23.9K
|
11.2K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
496+ 3.36% |
$19.6K - $23.7K
|
15.3K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
491+ 2.69% |
$19.4K - $23.4K
|
18.7K
$896K
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
487+ 1.58% |
$19.3K - $23.2K
|
31.3K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
485+ 3.51% |
$19.2K - $23.2K
|
14.3K
$683K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
475+ 2.41% |
$18.8K - $22.7K
|
20.2K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
473New |
$18.7K - $22.6K
|
473
$22.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
468+ 5.86% |
$18.5K - $22.3K
|
8.46K
$404K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
464+ 3.19% |
$18.4K - $22.2K
|
15K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
460New |
$18.2K - $22K
|
460
$22K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
460+ 2.53% |
$18.2K - $22K
|
18.6K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
458New |
$18.1K - $21.9K
|
458
$21.9K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
458+ 2.05% |
$18.1K - $21.9K
|
22.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
458+ 9.45% |
$18.1K - $21.9K
|
5.3K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
446+ 6.52% |
$17.7K - $21.3K
|
7.29K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
445+ 0.27% |
$17.6K - $21.2K
|
165K
$7.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
442+ 1.84% |
$17.5K - $21.1K
|
24.5K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
426+ 2.35% |
$16.9K - $20.3K
|
18.5K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
418+ 5.57% |
$16.6K - $20K
|
7.92K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
418+ 7.57% |
$16.6K - $20K
|
5.94K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 3.8% |
$15.8K - $19.1K
|
10.9K
$522K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 1.78% |
$15.8K - $19.1K
|
22.9K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
400+ 5.68% |
$15.8K - $19.1K
|
7.44K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
394+ 8.45% |
$15.6K - $18.8K
|
5.06K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
390+ 0.22% |
$15.4K - $18.6K
|
180K
$8.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
385New |
$15.2K - $18.4K
|
385
$18.4K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
375+ 4.48% |
$14.9K - $17.9K
|
8.75K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
373+ 4.13% |
$14.8K - $17.8K
|
9.4K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
372+ 1.81% |
$14.7K - $17.8K
|
20.9K
$1M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
370+ 1.08% |
$14.7K - $17.7K
|
34.7K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
359+ 4.84% |
$14.2K - $17.1K
|
7.78K
$371K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
357New |
$14.1K - $17K
|
357
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
353+ 1.83% |
$14K - $16.9K
|
19.6K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
353+ 5.14% |
$14K - $16.9K
|
7.23K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
351+ 5.53% |
$13.9K - $16.8K
|
6.69K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348+ 7.2% |
$13.8K - $16.6K
|
5.18K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
344+ 424.69% |
$13.6K - $16.4K
|
425
$20.3K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
342+ 0.71% |
$13.5K - $16.3K
|
48.6K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
334+ 0.99% |
$13.2K - $15.9K
|
34.1K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
327+ 0.03% |
$13K - $15.6K
|
1.07M
$50.9M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
322+ 2.59% |
$12.8K - $15.4K
|
12.7K
$609K
|