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
|
Miller Howard Investments Inc
|
BUY
|
- |
1.45K+ 0.14% |
$49.8K - $68.7K
|
1.06M
$49.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.44K+ 21.53% |
$49.5K - $68.3K
|
8.13K
$382K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.42K+ 2.18% |
$48.8K - $67.3K
|
66.4K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 1.31% |
$47.3K - $65.3K
|
107K
$5.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.37K+ 1.47% |
$47K - $64.8K
|
94.2K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.35K+ 0.94% |
$46.3K - $63.8K
|
145K
$6.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.3K+ 3.23% |
$44.7K - $61.7K
|
41.5K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.29K+ 0.92% |
$44.4K - $61.2K
|
142K
$6.68M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.18K+ 9.83% |
$40.6K - $56K
|
13.2K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 6.34% |
$39.8K - $54.9K
|
19.4K
$912K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.15K+ 4.13% |
$39.7K - $54.7K
|
29.1K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 2.87% |
$39.4K - $54.4K
|
41.1K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.13K+ 17.59% |
$39K - $53.8K
|
7.58K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.13KNew |
$39K - $53.8K
|
1.13K
$53.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.1K+ 8.93% |
$37.8K - $52.2K
|
13.4K
$630K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.03K+ 0.64% |
$35.6K - $49.1K
|
162K
$7.61M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.03K+ 13.09% |
$35.4K - $48.8K
|
8.89K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 5.18% |
$35.4K - $48.8K
|
20.9K
$982K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.01K+ 14.73% |
$34.7K - $47.9K
|
7.87K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1K+ 17.85% |
$34.5K - $47.6K
|
6.62K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
1K+ 1.4% |
$34.4K - $47.5K
|
72.3K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
995+ 2.3% |
$34.2K - $47.2K
|
44.3K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
956+ 7.82% |
$32.9K - $45.4K
|
13.2K
$620K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
940+ 8.09% |
$32.3K - $44.6K
|
12.6K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
937+ 0.43% |
$32.2K - $44.5K
|
220K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
917+ 3.97% |
$31.5K - $43.5K
|
24K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
914+ 8.71% |
$31.4K - $43.4K
|
11.4K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
914+ 15.21% |
$31.4K - $43.4K
|
6.92K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
901+ 15.14% |
$31K - $42.8K
|
6.85K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
892+ 1.08% |
$30.7K - $42.3K
|
83.5K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
873+ 10.38% |
$30K - $41.4K
|
9.28K
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
869+ 3.44% |
$29.9K - $41.2K
|
26.1K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
868+ 17.95% |
$29.9K - $41.2K
|
5.71K
$268K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
859+ 7.48% |
$29.5K - $40.8K
|
12.3K
$580K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
841+ 8.62% |
$28.9K - $39.9K
|
10.6K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
840+ 13.82% |
$28.9K - $39.9K
|
6.92K
$325K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
823+ 0.41% |
$28.3K - $39.1K
|
203K
$9.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
822+ 14.56% |
$28.3K - $39K
|
6.47K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
809+ 9.57% |
$27.8K - $38.4K
|
9.26K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
800+ 1.21% |
$27.5K - $38K
|
67.2K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
789+ 8.2% |
$27.1K - $37.4K
|
10.4K
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
733+ 11.01% |
$25.2K - $34.8K
|
7.39K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
727+ 4.63% |
$25K - $34.5K
|
16.4K
$772K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
707+ 5.12% |
$24.3K - $33.6K
|
14.5K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
707+ 1.68% |
$24.3K - $33.6K
|
42.9K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
700+ 8.02% |
$24.1K - $33.2K
|
9.42K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
688+ 1.02% |
$23.7K - $32.7K
|
68K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
668+ 7.32% |
$23K - $31.7K
|
9.8K
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
664+ 6.25% |
$22.8K - $31.5K
|
11.3K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
658+ 10.18% |
$22.6K - $31.2K
|
7.12K
$335K
|