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 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.48K+ 7.61% |
$336K - $405K
|
120K
$5.61M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.41KNew |
$333K - $401K
|
8.41K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.35K+ 12.61% |
$331K - $399K
|
74.6K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.34K+ 4.21% |
$330K - $398K
|
206K
$9.67M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.33KNew |
$330K - $398K
|
8.33K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.22KNew |
$326K - $393K
|
8.22K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
8.15K+ 0.38% |
$323K - $389K
|
2.14M
$100M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.15K+ 66.65% |
$323K - $389K
|
20.4K
$955K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.09K+ 1.08% |
$320K - $386K
|
757K
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.08K+ 808400.0% |
$320K - $386K
|
8.09K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8.05K+ 3.45% |
$319K - $384K
|
241K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
8.04K+ 46.0% |
$319K - $384K
|
25.5K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.01K+ 1.0% |
$317K - $382K
|
811K
$38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
8K+ 53.0% |
$317K - $382K
|
23.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.99K+ 36.39% |
$317K - $382K
|
30K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.85K+ 7.25% |
$311K - $375K
|
116K
$5.44M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.82K+ 6.5% |
$310K - $373K
|
128K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.82K+ 5.96% |
$310K - $373K
|
139K
$6.51M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
7.79K+ 8.32% |
$308K - $372K
|
101K
$4.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.77K+ 6.93% |
$308K - $371K
|
120K
$5.62M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.76K+ 0.09% |
$307K - $370K
|
8.44M
$395M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.73K+ 46.19% |
$306K - $369K
|
24.5K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.71K+ 19.51% |
$306K - $368K
|
47.2K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.69K+ 12.54% |
$305K - $367K
|
69K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.6K+ 78.98% |
$301K - $363K
|
17.2K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.58K+ 2.82% |
$300K - $362K
|
276K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.55K+ 115.57% |
$299K - $360K
|
14.1K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 12.28% |
$299K - $360K
|
69K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.5K+ 2.07% |
$297K - $358K
|
369K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
7.46K+ 7.89% |
$295K - $356K
|
102K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
7.31K+ 14.0% |
$289K - $349K
|
59.5K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7.26K+ 2.6% |
$287K - $346K
|
287K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.25K+ 2.73% |
$287K - $346K
|
273K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7.23K+ 9.39% |
$286K - $345K
|
84.2K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
7.19KNew |
$285K - $343K
|
7.19K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.17KNew |
$284K - $342K
|
7.17K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
7.09KNew |
$281K - $339K
|
7.09K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
7.08K+ 40.05% |
$281K - $338K
|
24.8K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.08KNew |
$280K - $338K
|
7.08K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.07K+ 1.73% |
$280K - $338K
|
417K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.05K+ 72.58% |
$279K - $337K
|
16.8K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
7.03K+ 7.98% |
$279K - $336K
|
95.2K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
7.01K+ 13.9% |
$278K - $335K
|
57.5K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7K+ 20.72% |
$277K - $334K
|
40.8K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.93K+ 4.48% |
$274K - $331K
|
161K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.92K+ 15.8% |
$274K - $331K
|
50.7K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.85K+ 22.18% |
$271K - $327K
|
37.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.84K+ 0.33% |
$271K - $326K
|
2.06M
$96.7M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.82K+ 3.23% |
$270K - $326K
|
218K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.78K+ 24.35% |
$269K - $324K
|
34.6K
$1.62M
|