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 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33+ 1.27% |
$1.31K - $1.58K
|
2.64K
$126K
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
32+ 0.47% |
$1.27K - $1.53K
|
6.89K
$329K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
31+ 0.41% |
$1.23K - $1.48K
|
7.62K
$364K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
31New |
$1.23K - $1.48K
|
31
$1.48K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.5% |
$1.23K - $1.48K
|
6.27K
$300K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
30+ 0.56% |
$1.19K - $1.43K
|
5.37K
$256K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
29+ 0.07% |
$1.15K - $1.38K
|
40.8K
$1.95M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
28+ 0.42% |
$1.11K - $1.34K
|
6.63K
$317K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
25+ 0.5% |
$990 - $1.19K
|
5.02K
$240K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25+ 0.43% |
$990 - $1.19K
|
5.82K
$278K
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
24+ 0.16% |
$951 - $1.15K
|
14.8K
$709K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
22+ 0.14% |
$871 - $1.05K
|
15.8K
$754K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.23% |
$832 - $1K
|
9.25K
$442K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20+ 1.25% |
$792 - $955
|
1.62K
$77.5K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20+ 0.08% |
$792 - $955
|
24.4K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
19+ 0.26% |
$753 - $907
|
7.2K
$344K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.32% |
$713 - $859
|
5.61K
$268K
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
17+ 0.09% |
$673 - $812
|
19.1K
$914K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.13% |
$673 - $812
|
13.3K
$633K
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$673 - $812
|
6.71K
$321K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$634 - $764
|
6.89K
$329K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.21% |
$634 - $764
|
7.71K
$368K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.1% |
$634 - $764
|
16.4K
$782K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.43% |
$594 - $716
|
3.53K
$169K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.21% |
$555 - $668
|
6.84K
$327K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13+ 0.28% |
$515 - $621
|
4.72K
$225K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10+ 0.12% |
$396 - $477
|
8.28K
$395K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
10+ 0.03% |
$396 - $477
|
36.9K
$1.76M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10+ 0.21% |
$396 - $477
|
4.88K
$233K
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10+ 0.13% |
$396 - $477
|
7.8K
$373K
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.1% |
$356 - $430
|
9.33K
$446K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8+ 8.0% |
$317 - $382
|
108
$5.16K
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
7+ 0.08% |
$277 - $334
|
9.23K
$441K
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 0.03% |
$238 - $286
|
17.4K
$833K
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6+ 0.12% |
$238 - $286
|
5.22K
$249K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$238 - $286
|
1.39K
$66.2K
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
6+ 0.06% |
$238 - $286
|
9.4K
$449K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
6+ 0.1% |
$238 - $286
|
6.12K
$292K
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
6New |
$238 - $286
|
6
$287
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.07% |
$198 - $239
|
7.05K
$337K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5+ 0.04% |
$198 - $239
|
13.6K
$648K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5+ 0.03% |
$198 - $239
|
14.4K
$690K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.3% |
$198 - $239
|
1.67K
$80K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.1% |
$198 - $239
|
5K
$239K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$198 - $239
|
6.76K
$323K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.1% |
$158 - $191
|
4.12K
$197K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.49% |
$158 - $191
|
821
$39.2K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.04% |
$158 - $191
|
11K
$528K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4+ 0.79% |
$158 - $191
|
511
$24.4K
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4+ 0.54% |
$158 - $191
|
748
$35.7K
|