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 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
658+ 0.28% |
$22.6K - $31.2K
|
236K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
654+ 3.35% |
$22.5K - $31K
|
20.2K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
650+ 4.0% |
$22.4K - $30.8K
|
16.9K
$795K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
617+ 8.03% |
$21.2K - $29.3K
|
8.3K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
615+ 12.53% |
$21.1K - $29.2K
|
5.52K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
611+ 6.09% |
$21K - $29K
|
10.7K
$501K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
600+ 11.59% |
$20.6K - $28.5K
|
5.78K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
594+ 1.89% |
$20.4K - $28.2K
|
32K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
584+ 7.32% |
$20.1K - $27.7K
|
8.56K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
565+ 3.85% |
$19.4K - $26.8K
|
15.3K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
547+ 10.97% |
$18.8K - $26K
|
5.53K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
538+ 5.98% |
$18.5K - $25.5K
|
9.54K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
536+ 4.3% |
$18.4K - $25.4K
|
13K
$612K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
512+ 1.05% |
$17.6K - $24.3K
|
49.4K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
509+ 0.48% |
$17.5K - $24.2K
|
107K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
502+ 2.3% |
$17.3K - $23.8K
|
22.3K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
494+ 3.36% |
$17K - $23.4K
|
15.2K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
490+ 4.26% |
$16.9K - $23.3K
|
12K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
483+ 9.47% |
$16.6K - $22.9K
|
5.58K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
482+ 0.21% |
$16.6K - $22.9K
|
231K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
475+ 1.07% |
$16.3K - $22.5K
|
44.7K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
461+ 3.57% |
$15.9K - $21.9K
|
13.4K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
451+ 2.26% |
$15.5K - $21.4K
|
20.4K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
450+ 4.85% |
$15.5K - $21.4K
|
9.72K
$457K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
448+ 6.43% |
$15.4K - $21.3K
|
7.41K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
440+ 4.61% |
$15.1K - $20.9K
|
9.99K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
437+ 2.62% |
$15K - $20.7K
|
17.1K
$804K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
430New |
$14.8K - $20.4K
|
430
$20.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
405+ 3.4% |
$13.9K - $19.2K
|
12.3K
$580K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
400+ 4.22% |
$13.8K - $19K
|
9.87K
$464K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
385+ 4.21% |
$13.2K - $18.3K
|
9.52K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
359+ 2.3% |
$12.3K - $17K
|
15.9K
$750K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
357+ 0.29% |
$12.3K - $16.9K
|
125K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
351+ 2.99% |
$12.1K - $16.7K
|
12.1K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
351+ 3.94% |
$12.1K - $16.7K
|
9.25K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
351+ 5.98% |
$12.1K - $16.7K
|
6.22K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 0.77% |
$12K - $16.6K
|
45.8K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
347+ 3.11% |
$11.9K - $16.5K
|
11.5K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
345+ 1.15% |
$11.9K - $16.4K
|
30.3K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
345+ 6.51% |
$11.9K - $16.4K
|
5.64K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.35% |
$11.3K - $15.6K
|
14.3K
$673K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
296+ 2.08% |
$10.2K - $14K
|
14.5K
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
290+ 3.2% |
$9.97K - $13.8K
|
9.36K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
285New |
$9.8K - $13.5K
|
285
$13.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
273+ 1.1% |
$9.39K - $13K
|
25.2K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
265+ 3.44% |
$9.11K - $12.6K
|
7.98K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
257+ 3.73% |
$8.84K - $12.2K
|
7.14K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
255+ 1.75% |
$8.77K - $12.1K
|
14.8K
$697K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
253+ 0.34% |
$8.7K - $12K
|
73.7K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
252+ 2.62% |
$8.67K - $12K
|
9.86K
$464K
|