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 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-225- 2.29% |
$7.74K - $10.7K
|
9.59K
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-227- 0.05% |
$7.81K - $10.8K
|
453K
$21.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-228- 4.45% |
$7.84K - $10.8K
|
4.9K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-231- 1.07% |
$7.94K - $11K
|
21.3K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-238- 1.54% |
$8.18K - $11.3K
|
15.2K
$714K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-248- 4.34% |
$8.53K - $11.8K
|
5.47K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-249- 0.86% |
$8.56K - $11.8K
|
28.9K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-249- 0.46% |
$8.56K - $11.8K
|
54.1K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-258- 0.27% |
$8.87K - $12.2K
|
96.6K
$4.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-266- 2.29% |
$9.15K - $12.6K
|
11.3K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-267- 25.45% |
$9.18K - $12.7K
|
782
$36.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-268- 1.03% |
$9.22K - $12.7K
|
25.8K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-282- 0.65% |
$9.7K - $13.4K
|
43.2K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-284- 69.78% |
$9.77K - $13.5K
|
123
$5.78K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-299- 2.6% |
$10.3K - $14.2K
|
11.2K
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-300- 1.86% |
$10.3K - $14.2K
|
15.8K
$742K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 19.8% |
$10.3K - $14.2K
|
1.22K
$57.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-300- 0.96% |
$10.3K - $14.2K
|
30.9K
$1.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-300- 1.64% |
$10.3K - $14.2K
|
18K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-301- 0.33% |
$10.4K - $14.3K
|
91.2K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-302- 2.33% |
$10.4K - $14.3K
|
12.6K
$594K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-304- 0.4% |
$10.5K - $14.4K
|
76K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-307- 2.24% |
$10.6K - $14.6K
|
13.4K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-308- 4.83% |
$10.6K - $14.6K
|
6.07K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-317- 2.13% |
$10.9K - $15K
|
14.6K
$684K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-341- 4.95% |
$11.7K - $16.2K
|
6.55K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.51% |
$11.9K - $16.4K
|
22.5K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-355- 1.56% |
$12.2K - $16.8K
|
22.4K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-365- 3.41% |
$12.6K - $17.3K
|
10.3K
$486K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-374- 26.01% |
$12.9K - $17.8K
|
1.06K
$50K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-375- 1.62% |
$12.9K - $17.8K
|
22.7K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-375- 1.3% |
$12.9K - $17.8K
|
28.6K
$1.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-376- 3.79% |
$12.9K - $17.8K
|
9.55K
$449K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-392- 2.9% |
$13.5K - $18.6K
|
13.1K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-426- 1.15% |
$14.7K - $20.2K
|
36.5K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-440- 8.91% |
$15.1K - $20.9K
|
4.5K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-453- 1.13% |
$15.6K - $21.5K
|
39.6K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-453- 3.63% |
$15.6K - $21.5K
|
12K
$566K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-466- 2.99% |
$16K - $22.1K
|
15.1K
$711K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-471- 2.02% |
$16.2K - $22.4K
|
22.8K
$1.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-493- 3.63% |
$17K - $23.4K
|
13.1K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-495- 4.29% |
$17K - $23.5K
|
11K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 10.18% |
$17.2K - $23.7K
|
4.41K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-510- 5.19% |
$17.5K - $24.2K
|
9.31K
$438K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-517- 0.65% |
$17.8K - $24.5K
|
79.3K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-520- 1.53% |
$17.9K - $24.7K
|
33.4K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-536- 46.33% |
$18.4K - $25.4K
|
621
$29.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-559- 10.48% |
$19.2K - $26.5K
|
4.78K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-559- 0.41% |
$19.2K - $26.5K
|
136K
$6.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-569- 4.19% |
$19.6K - $27K
|
13K
$611K
|