Purchases and Sales Made in Q1 2025 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$39.6 - $47.7
|
39.8K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
9.78K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$39.6 - $47.7
|
249
$9.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
10.2K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
1+ 0.0% |
$39.6 - $47.7
|
278K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.14% |
$39.6 - $47.7
|
89
$3.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
6.42K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
5.35K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.95% |
$39.6 - $47.7
|
106
$4.21K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1- 0.01% |
$39.6 - $47.7
|
11.7K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.26% |
$39.6 - $47.7
|
387
$15.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-5- 0.04% |
$198 - $239
|
12.9K
$514K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5- 0.09% |
$198 - $239
|
5.75K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-6- 0.02% |
$238 - $286
|
39.2K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-8- 0.13% |
$317 - $382
|
6.01K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-16- 0.26% |
$634 - $764
|
6.1K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.86% |
$713 - $859
|
2.07K
$82K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-20- 0.2% |
$792 - $955
|
9.82K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-21- 0.25% |
$832 - $1K
|
8.24K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-21- 0.13% |
$832 - $1K
|
16.7K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-23- 0.9% |
$911 - $1.1K
|
2.55K
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-25- 0.33% |
$990 - $1.19K
|
7.61K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-25- 0.17% |
$990 - $1.19K
|
14.5K
$577K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-27- 0.33% |
$1.07K - $1.29K
|
8.07K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-28- 0.28% |
$1.11K - $1.34K
|
9.82K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-29- 0.53% |
$1.15K - $1.38K
|
5.45K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-33- 21.71% |
$1.31K - $1.58K
|
119
$4.72K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.42% |
$1.39K - $1.67K
|
8.36K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-35- 0.2% |
$1.39K - $1.67K
|
17.6K
$698K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 0.53% |
$1.47K - $1.77K
|
6.89K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-38- 0.53% |
$1.51K - $1.81K
|
7.09K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-38- 0.62% |
$1.51K - $1.81K
|
6.09K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41- 0.09% |
$1.62K - $1.96K
|
45K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-47- 0.62% |
$1.86K - $2.24K
|
7.56K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-47- 0.39% |
$1.86K - $2.24K
|
11.9K
$474K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-48- 0.09% |
$1.9K - $2.29K
|
53.2K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-49- 0.5% |
$1.94K - $2.34K
|
9.82K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-52- 0.67% |
$2.06K - $2.48K
|
7.67K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-56- 0.76% |
$2.22K - $2.67K
|
7.31K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-56- 0.38% |
$2.22K - $2.67K
|
14.5K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-57- 0.78% |
$2.26K - $2.72K
|
7.25K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-63- 0.79% |
$2.5K - $3.01K
|
7.9K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-63- 0.6% |
$2.5K - $3.01K
|
10.5K
$416K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-65- 0.17% |
$2.57K - $3.1K
|
39.2K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-65- 1.02% |
$2.57K - $3.1K
|
6.32K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 0.9% |
$2.77K - $3.34K
|
7.72K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-72- 8.5% |
$2.85K - $3.44K
|
775
$30.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-73- 1.42% |
$2.89K - $3.49K
|
5.07K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-75- 0.26% |
$2.97K - $3.58K
|
29.2K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-76- 1.15% |
$3.01K - $3.63K
|
6.51K
$258K
|