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
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$34.4 - $47.5
|
6.97K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6- 0.01% |
$206 - $285
|
69K
$3.24M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$241 - $332
|
9K
$423K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.12% |
$241 - $332
|
5.63K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.29% |
$481 - $664
|
4.83K
$227K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-18- 0.05% |
$619 - $854
|
39.2K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-24- 0.27% |
$825 - $1.14K
|
8.78K
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 0.46% |
$860 - $1.19K
|
5.44K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-29- 0.18% |
$997 - $1.38K
|
15.7K
$738K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 2.87% |
$1.03K - $1.42K
|
1.02K
$47.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 0.43% |
$1.03K - $1.42K
|
6.88K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-35- 0.12% |
$1.2K - $1.66K
|
29.7K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-45- 0.19% |
$1.55K - $2.14K
|
23.9K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-65- 0.5% |
$2.24K - $3.08K
|
12.9K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-73- 0.14% |
$2.51K - $3.46K
|
52.9K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 1.01% |
$2.58K - $3.56K
|
7.35K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 1.24% |
$2.61K - $3.61K
|
6.05K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 1.3% |
$2.72K - $3.75K
|
6.02K
$283K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-87- 0.08% |
$2.99K - $4.13K
|
103K
$4.86M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-92- 1.13% |
$3.16K - $4.37K
|
8.03K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-93- 0.76% |
$3.2K - $4.41K
|
12.2K
$573K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-94- 0.12% |
$3.23K - $4.46K
|
79.4K
$3.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-96- 0.3% |
$3.3K - $4.56K
|
32.3K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-100- 0.72% |
$3.44K - $4.75K
|
13.7K
$645K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-102- 0.73% |
$3.51K - $4.84K
|
13.9K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-104- 1.06% |
$3.58K - $4.94K
|
9.72K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-106- 0.8% |
$3.65K - $5.03K
|
13.2K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109- 5.74% |
$3.75K - $5.17K
|
1.79K
$84.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-110- 5.69% |
$3.78K - $5.22K
|
1.82K
$85.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-120- 1.03% |
$4.13K - $5.7K
|
11.5K
$543K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-123- 1.45% |
$4.23K - $5.84K
|
8.34K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-125- 1.3% |
$4.3K - $5.93K
|
9.47K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-132- 5.62% |
$4.54K - $6.26K
|
2.22K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-134- 2.1% |
$4.61K - $6.36K
|
6.26K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-138- 1.19% |
$4.75K - $6.55K
|
11.5K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-143- 2.32% |
$4.92K - $6.79K
|
6.03K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-146- 0.69% |
$5.02K - $6.93K
|
21K
$988K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 2.16% |
$5.16K - $7.12K
|
6.8K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-155- 2.09% |
$5.33K - $7.36K
|
7.27K
$342K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-160- 1.34% |
$5.5K - $7.59K
|
11.8K
$555K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-162- 2.15% |
$5.57K - $7.69K
|
7.38K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-171- 1.79% |
$5.88K - $8.12K
|
9.36K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-174- 3.23% |
$5.98K - $8.26K
|
5.21K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-179- 2.97% |
$6.16K - $8.5K
|
5.84K
$275K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-188- 1.15% |
$6.47K - $8.92K
|
16.2K
$762K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-199- 0.47% |
$6.84K - $9.44K
|
42.1K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-200- 1.25% |
$6.88K - $9.49K
|
15.7K
$740K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-200- 16.67% |
$6.88K - $9.49K
|
1K
$47K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-205- 0.25% |
$7.05K - $9.73K
|
81.1K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-218- 3.03% |
$7.5K - $10.3K
|
6.97K
$328K
|