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
|
Beacon Financial Group
|
SELL
|
- |
-3.76K- 7.07% |
$129K - $179K
|
49.5K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.85K- 31.42% |
$132K - $183K
|
8.4K
$395K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.9K- 40.03% |
$134K - $185K
|
5.84K
$275K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.13K- 6.97% |
$142K - $196K
|
55.1K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.13K- 36.13% |
$142K - $196K
|
7.3K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-4.27K- 36.6% |
$147K - $203K
|
7.39K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.38K- 7.5% |
$151K - $208K
|
54K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.62K- 32.81% |
$159K - $219K
|
9.46K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.66K- 15.99% |
$160K - $221K
|
24.5K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.87K- 9.49% |
$167K - $231K
|
46.5K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-5.02K- 23.89% |
$173K - $238K
|
16K
$751K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5.05K- 3.62% |
$174K - $240K
|
134K
$6.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.49K- 2.26% |
$189K - $260K
|
237K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-5.56K- 1.93% |
$191K - $264K
|
283K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.72K- 11.65% |
$197K - $271K
|
43.4K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.08K- 6.75% |
$209K - $289K
|
84K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.11K- 8.61% |
$210K - $290K
|
64.8K
$3.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-6.65K- 4.44% |
$229K - $316K
|
143K
$6.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.65K- 32.32% |
$229K - $316K
|
13.9K
$655K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.93K- 33.26% |
$238K - $329K
|
13.9K
$654K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-7.64K- 9.03% |
$263K - $363K
|
76.9K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-7.71K- 7.81% |
$265K - $366K
|
91.1K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-8.23K- 3.31% |
$283K - $391K
|
240K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-8.61K- 2.13% |
$296K - $409K
|
395K
$18.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.92K- 7.62% |
$307K - $423K
|
108K
$5.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-9K- 37.5% |
$310K - $427K
|
15K
$705K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.29K- 1.26% |
$319K - $441K
|
729K
$34.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-9.5K- 7.21% |
$327K - $451K
|
122K
$5.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.77K- 1.39% |
$336K - $463K
|
694K
$32.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-10K- 40.0% |
$344K - $475K
|
15K
$705K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.1K- 26.78% |
$348K - $480K
|
27.6K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 27.61% |
$359K - $496K
|
27.4K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-10.5K- 7.66% |
$361K - $499K
|
127K
$5.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11K- 55.23% |
$379K - $523K
|
8.93K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-12.4K- 25.83% |
$426K - $588K
|
35.6K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12.7K- 1.29% |
$438K - $605K
|
976K
$45.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.8K- 5.9% |
$438K - $605K
|
203K
$9.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13K- 8.35% |
$448K - $619K
|
143K
$6.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-13.4K- 49.34% |
$460K - $635K
|
13.7K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-14.3K- 17.19% |
$492K - $678K
|
68.9K
$3.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-14.9K- 40.16% |
$513K - $709K
|
22.2K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-15K- 5.67% |
$515K - $711K
|
249K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-15.2K- 94.89% |
$522K - $721K
|
818
$38.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-15.5K- 98.15% |
$535K - $738K
|
293
$13.8K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17.3K- 79.75% |
$594K - $820K
|
4.39K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-17.6K- 27.34% |
$604K - $833K
|
46.7K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-18.7K- 14.58% |
$643K - $887K
|
109K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-19.2K- 33.52% |
$660K - $910K
|
38K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.7K- 5.84% |
$711K - $981K
|
333K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-22K- 1.35% |
$756K - $1.04M
|
1.61M
$75.7M
|