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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.32% |
$2.1K - $2.53K
|
16.9K
$800K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
51+ 0.6% |
$2.02K - $2.43K
|
8.57K
$407K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50+ 0.21% |
$1.98K - $2.39K
|
23.8K
$1.13M
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
48+ 0.16% |
$1.9K - $2.29K
|
30.3K
$1.44M
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
48+ 0.35% |
$1.9K - $2.29K
|
13.9K
$658K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
44New |
$1.74K - $2.1K
|
44
$2.09K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44+ 0.44% |
$1.74K - $2.1K
|
9.96K
$473K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43+ 0.04% |
$1.7K - $2.05K
|
107K
$5.1M
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
41+ 0.27% |
$1.62K - $1.96K
|
15.2K
$720K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
41+ 1.64% |
$1.62K - $1.96K
|
2.53K
$120K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 0.78% |
$1.58K - $1.91K
|
5.19K
$247K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$1.58K - $1.91K
|
56.3K
$2.67M
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.55% |
$1.58K - $1.91K
|
7.37K
$350K
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
39+ 0.31% |
$1.54K - $1.86K
|
12.5K
$595K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
39+ 0.08% |
$1.54K - $1.86K
|
51.2K
$2.43M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
39+ 0.17% |
$1.54K - $1.86K
|
23.4K
$1.11M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
39+ 0.62% |
$1.54K - $1.86K
|
6.37K
$302K
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
38+ 0.65% |
$1.51K - $1.81K
|
5.84K
$277K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
38+ 0.21% |
$1.51K - $1.81K
|
18.3K
$868K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
36+ 0.36% |
$1.43K - $1.72K
|
10.1K
$477K
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
35+ 0.62% |
$1.39K - $1.67K
|
5.67K
$269K
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 0.17% |
$1.39K - $1.67K
|
20.6K
$979K
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
35+ 0.57% |
$1.39K - $1.67K
|
6.19K
$294K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.6% |
$1.35K - $1.62K
|
5.67K
$269K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33+ 1.27% |
$1.31K - $1.58K
|
2.64K
$125K
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
32+ 0.47% |
$1.27K - $1.53K
|
6.89K
$327K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
31+ 0.41% |
$1.23K - $1.48K
|
7.62K
$362K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
31New |
$1.23K - $1.48K
|
31
$1.47K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.5% |
$1.23K - $1.48K
|
6.27K
$298K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
30+ 0.56% |
$1.19K - $1.43K
|
5.37K
$255K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
29+ 0.07% |
$1.15K - $1.38K
|
40.8K
$1.94M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
28+ 0.42% |
$1.11K - $1.34K
|
6.63K
$315K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
25+ 0.5% |
$990 - $1.19K
|
5.02K
$238K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25+ 0.43% |
$990 - $1.19K
|
5.82K
$276K
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
24+ 0.16% |
$951 - $1.15K
|
14.8K
$704K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
22+ 0.14% |
$871 - $1.05K
|
15.8K
$749K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.23% |
$832 - $1K
|
9.25K
$439K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20+ 1.25% |
$792 - $955
|
1.62K
$77K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20+ 0.08% |
$792 - $955
|
24.4K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
19+ 0.26% |
$753 - $907
|
7.2K
$342K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.32% |
$713 - $859
|
5.61K
$266K
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
17+ 0.09% |
$673 - $812
|
19.1K
$908K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.13% |
$673 - $812
|
13.3K
$629K
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$673 - $812
|
6.71K
$319K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$634 - $764
|
6.89K
$327K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.21% |
$634 - $764
|
7.71K
$366K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.1% |
$634 - $764
|
16.4K
$777K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.43% |
$594 - $716
|
3.53K
$168K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.21% |
$555 - $668
|
6.84K
$325K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13+ 0.28% |
$515 - $621
|
4.72K
$224K
|