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 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.41KNew |
$152K - $209K
|
4.41K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.38KNew |
$151K - $208K
|
4.38K
$206K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
4.31KNew |
$148K - $204K
|
4.31K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.25KNew |
$146K - $202K
|
4.25K
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.24KNew |
$146K - $201K
|
4.24K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.13K+ 32.19% |
$142K - $196K
|
16.9K
$797K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.11K+ 0.36% |
$141K - $195K
|
1.13M
$53.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.03K+ 10.92% |
$139K - $191K
|
40.9K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 1.27% |
$131K - $180K
|
303K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.7K+ 11.49% |
$127K - $175K
|
35.9K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.58K+ 4.26% |
$123K - $170K
|
87.6K
$4.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.5K+ 56.74% |
$120K - $166K
|
9.67K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.43K+ 7.27% |
$118K - $163K
|
50.7K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.4K+ 9.62% |
$117K - $161K
|
38.7K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.4K+ 3.81% |
$117K - $161K
|
92.4K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.38K+ 7.32% |
$116K - $161K
|
49.6K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
3.37K+ 36.85% |
$116K - $160K
|
12.5K
$589K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.31K+ 39.99% |
$114K - $157K
|
11.6K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.26K+ 3.04% |
$112K - $155K
|
111K
$5.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.23K+ 2.64% |
$111K - $153K
|
125K
$5.9M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
3.21K+ 5.4% |
$110K - $152K
|
62.7K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.91K+ 27.91% |
$100K - $138K
|
13.3K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.81K+ 5.92% |
$96.8K - $134K
|
50.4K
$2.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.77K+ 14.49% |
$95.2K - $131K
|
21.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.75K+ 15.81% |
$94.5K - $130K
|
20.1K
$946K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.59K+ 2.54% |
$88.9K - $123K
|
104K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.5K+ 14.52% |
$86K - $119K
|
19.7K
$928K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.5K+ 37.41% |
$85.9K - $119K
|
9.17K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.44K+ 7.69% |
$83.9K - $116K
|
34.2K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.4K+ 11.29% |
$82.5K - $114K
|
23.6K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.3K+ 10.21% |
$79.1K - $109K
|
24.8K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.27K+ 4.27% |
$78.2K - $108K
|
55.5K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.23K+ 810.91% |
$76.7K - $106K
|
2.51K
$118K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.21K+ 7.56% |
$75.9K - $105K
|
31.4K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.12K+ 1.04% |
$72.8K - $101K
|
205K
$9.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 25.75% |
$72.2K - $99.6K
|
10.3K
$482K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.97K+ 1.9% |
$67.8K - $93.5K
|
106K
$4.98M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 1.89% |
$66K - $91K
|
104K
$4.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 8.8% |
$60.9K - $84.1K
|
21.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.76K+ 1.06% |
$60.6K - $83.6K
|
168K
$7.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.58K+ 10.14% |
$54.5K - $75.2K
|
17.2K
$809K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.55K+ 18.65% |
$53.3K - $73.6K
|
9.86K
$464K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1.55K+ 3.98% |
$53.2K - $73.4K
|
40.4K
$1.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.63% |
$52.6K - $72.6K
|
43.7K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.51K+ 6.09% |
$51.9K - $71.6K
|
26.3K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.46K+ 8.71% |
$50K - $69.1K
|
18.2K
$854K
|