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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.95KNew |
$194K - $236K
|
4.95K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.9KNew |
$192K - $234K
|
4.9K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.84KNew |
$190K - $231K
|
4.84K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.81KNew |
$189K - $230K
|
4.81K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.78KNew |
$187K - $228K
|
4.78K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$185K - $226K
|
4.73K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.7KNew |
$184K - $225K
|
4.7K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
4.66KNew |
$183K - $222K
|
4.66K
$239K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.05KNew |
$159K - $193K
|
4.05K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.48K+ 6.25% |
$137K - $166K
|
59.2K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.28K+ 1.53% |
$129K - $157K
|
217K
$11.2M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.15KNew |
$124K - $151K
|
3.15K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$105K - $127K
|
2.67K
$137K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.54K+ 3.85% |
$99.7K - $121K
|
68.5K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.91KNew |
$74.9K - $91.2K
|
1.91K
$98.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.81KNew |
$71K - $86.5K
|
1.81K
$93.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.78% |
$65K - $79.2K
|
61.3K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.59KNew |
$62.4K - $76K
|
1.59K
$81.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.59K+ 15.86% |
$62.3K - $75.9K
|
11.6K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.58KNew |
$62K - $75.5K
|
1.58K
$81.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$58.8K - $71.7K
|
1.5K
$77.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 2.73% |
$58.8K - $71.7K
|
56.5K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.43K+ 9.11% |
$56.2K - $68.4K
|
17.2K
$882K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.26K+ 7.54% |
$49.5K - $60.3K
|
18K
$925K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.14KNew |
$44.5K - $54.2K
|
1.14K
$58.3K
|
|
|
Aug 12, 2025
Q4 2024
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
1.12K+ 22.32% |
$43.8K - $53.3K
|
6.12K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.06K+ 0.31% |
$41.5K - $50.6K
|
342K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
PUT |
1KNew |
$39.2K - $47.8K
|
1K
$51.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
941New |
$36.9K - $45K
|
941
$48.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
911New |
$35.7K - $43.5K
|
911
$46.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
800+ 0.62% |
$31.4K - $38.2K
|
129K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
780New |
$30.6K - $37.3K
|
780
$40.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$35.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$22.2K - $27.1K
|
567
$29.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
565+ 5.32% |
$22.2K - $27K
|
11.2K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
544+ 1.49% |
$21.3K - $26K
|
37.1K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
500New |
$19.6K - $23.9K
|
500
$25.7K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
497New |
$19.5K - $23.7K
|
497
$25.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
433New |
$17K - $20.7K
|
433
$22.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
400New |
$15.7K - $19.1K
|
400
$20.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
399New |
$15.6K - $19.1K
|
399
$20.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
327+ 42.19% |
$12.8K - $15.6K
|
1.1K
$56.6K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
300+ 13.27% |
$11.8K - $14.3K
|
2.56K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$11.8K - $14.3K
|
300
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
296New |
$11.6K - $14.1K
|
296
$15.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
283+ 2.95% |
$11.1K - $13.5K
|
9.89K
$508K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
269+ 4.2% |
$10.6K - $12.9K
|
6.67K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
266+ 2.65% |
$10.4K - $12.7K
|
10.3K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
236+ 3.11% |
$9.26K - $11.3K
|
7.84K
$403K
|