Purchases and Sales Made in Q2 2025 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 2025. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-592- 2.16% |
$20.4K - $28.1K
|
26.8K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-638- 6.29% |
$21.9K - $30.3K
|
9.51K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-651- 0.28% |
$22.4K - $30.9K
|
230K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-665- 6.55% |
$22.9K - $31.6K
|
9.48K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-665- 5.07% |
$22.9K - $31.6K
|
12.4K
$585K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-667- 6.7% |
$22.9K - $31.7K
|
9.29K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-668- 4.6% |
$23K - $31.7K
|
13.9K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-682- 1.27% |
$23.5K - $32.4K
|
53K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-700- 0.85% |
$24.1K - $33.2K
|
82.1K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-706- 7.75% |
$24.3K - $33.5K
|
8.4K
$395K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-720- 2.52% |
$24.8K - $34.2K
|
27.8K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-724- 9.86% |
$24.9K - $34.4K
|
6.62K
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-724- 3.92% |
$24.9K - $34.4K
|
17.8K
$835K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-746- 3.67% |
$25.7K - $35.4K
|
19.6K
$921K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-747- 0.28% |
$25.7K - $35.5K
|
265K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-753- 40.64% |
$25.9K - $35.7K
|
1.1K
$51.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-771- 1.93% |
$26.5K - $36.6K
|
39.1K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-777- 0.27% |
$26.7K - $36.9K
|
286K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-788- 10.86% |
$27.1K - $37.4K
|
6.47K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-793- 10.56% |
$27.3K - $37.6K
|
6.72K
$316K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-802- 8.54% |
$27.6K - $38.1K
|
8.58K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-826- 10.95% |
$28.4K - $39.2K
|
6.72K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-843- 1.71% |
$29K - $40K
|
48.4K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-860- 1.21% |
$29.6K - $40.8K
|
70.3K
$3.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-863- 4.1% |
$29.7K - $41K
|
20.2K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-885- 5.19% |
$30.4K - $42K
|
16.2K
$760K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-901- 3.83% |
$31K - $42.8K
|
22.6K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-924- 1.26% |
$31.8K - $43.9K
|
72.3K
$3.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-925- 2.29% |
$31.8K - $43.9K
|
39.4K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-926- 1.08% |
$31.8K - $43.9K
|
84.6K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-930- 15.65% |
$32K - $44.1K
|
5.01K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-936- 5.0% |
$32.2K - $44.4K
|
17.8K
$836K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-945- 8.13% |
$32.5K - $44.8K
|
10.7K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-967- 9.45% |
$33.3K - $45.9K
|
9.27K
$436K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-968- 4.74% |
$33.3K - $45.9K
|
19.5K
$916K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-978- 4.85% |
$33.6K - $46.4K
|
19.2K
$903K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-988- 4.37% |
$34K - $46.9K
|
21.6K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-993- 11.81% |
$34.1K - $47.1K
|
7.42K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 5.21% |
$34.6K - $47.8K
|
18.3K
$861K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.1K- 2.03% |
$37.8K - $52.1K
|
52.9K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.15K- 6.89% |
$39.6K - $54.7K
|
15.6K
$732K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.16K- 10.05% |
$40K - $55.1K
|
10.4K
$489K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.16K- 10.14% |
$40K - $55.2K
|
10.3K
$485K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.17K- 0.98% |
$40.4K - $55.7K
|
119K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 10.21% |
$41.1K - $56.7K
|
10.5K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.2K- 3.8% |
$41.2K - $56.8K
|
30.3K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.21K- 0.49% |
$41.6K - $57.4K
|
244K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.22K- 21.61% |
$42K - $57.9K
|
4.43K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 9.11% |
$43.5K - $60K
|
12.6K
$593K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.27K- 5.64% |
$43.5K - $60.1K
|
21.2K
$995K
|