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 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.34K- 10.42% |
$45.9K - $63.4K
|
11.5K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.35K- 1.89% |
$46.5K - $64.2K
|
70.3K
$3.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.45K- 2.56% |
$49.7K - $68.6K
|
54.9K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.46K- 3.72% |
$50.2K - $69.3K
|
37.8K
$1.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.48K- 21.2% |
$50.8K - $70.1K
|
5.49K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 9.24% |
$51.6K - $71.2K
|
14.7K
$693K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.58K- 0.44% |
$54.2K - $74.7K
|
356K
$16.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.6K- 13.2% |
$54.9K - $75.7K
|
10.5K
$493K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.6K- 7.99% |
$55K - $75.9K
|
18.4K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.61K- 11.43% |
$55.4K - $76.5K
|
12.5K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.64K- 20.76% |
$56.4K - $77.8K
|
6.26K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.68K- 3.9% |
$57.7K - $79.6K
|
41.4K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.69K- 17.5% |
$58K - $80K
|
7.95K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.73K- 77.81% |
$59.5K - $82.1K
|
493
$23.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.75K- 18.22% |
$60.3K - $83.1K
|
7.87K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.79K- 21.18% |
$61.7K - $85.1K
|
6.68K
$314K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.86K- 2.36% |
$63.8K - $88K
|
76.6K
$3.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.88K- 1.03% |
$64.6K - $89.1K
|
181K
$8.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.91K- 13.7% |
$65.8K - $90.7K
|
12K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.92K- 5.55% |
$66K - $91.1K
|
32.7K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.92K- 1.78% |
$66.2K - $91.3K
|
106K
$4.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-1.97K- 16.91% |
$67.7K - $93.4K
|
9.68K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-1.97K- 1.13% |
$67.8K - $93.6K
|
173K
$8.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.09K- 15.76% |
$71.7K - $99K
|
11.1K
$524K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.09K- 3.48% |
$71.7K - $99K
|
57.8K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 3.87% |
$72.4K - $100K
|
52.3K
$2.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.2K- 2.78% |
$75.5K - $104K
|
76.7K
$3.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-2.26K- 8.47% |
$77.9K - $107K
|
24.5K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 0.84% |
$79.6K - $110K
|
273K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.35K- 6.22% |
$80.7K - $111K
|
35.4K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.4K- 6.98% |
$82.5K - $114K
|
31.9K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.43K- 3.58% |
$83.6K - $115K
|
65.5K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.45K- 15.32% |
$84.4K - $116K
|
13.6K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.66K- 1.09% |
$91.6K - $126K
|
241K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.67K- 1.09% |
$91.9K - $127K
|
243K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.77K- 1.13% |
$95.4K - $132K
|
242K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.84K- 17.9% |
$97.8K - $135K
|
13K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.92K- 12.16% |
$100K - $139K
|
21.1K
$993K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.94K- 21.27% |
$101K - $139K
|
10.9K
$511K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.94K- 0.59% |
$101K - $139K
|
493K
$23.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.95K- 6.24% |
$101K - $140K
|
44.3K
$2.08M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.13K- 9.64% |
$108K - $148K
|
29.3K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.2K- 12.58% |
$110K - $152K
|
22.2K
$1.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.27K- 11.44% |
$112K - $155K
|
25.3K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-3.49K- 1.91% |
$120K - $166K
|
179K
$8.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.52K- 77.82% |
$121K - $167K
|
1K
$47.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.53K- 4.71% |
$121K - $167K
|
71.5K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.56K- 8.45% |
$122K - $169K
|
38.6K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 39.81% |
$124K - $171K
|
5.44K
$256K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.69K- 33.04% |
$127K - $175K
|
7.48K
$351K
|