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 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-78- 1.02% |
$3.09K - $3.72K
|
7.54K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 0.04% |
$3.17K - $3.82K
|
203K
$8.07M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-80- 1.49% |
$3.17K - $3.82K
|
5.3K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-86- 3.53% |
$3.41K - $4.11K
|
2.35K
$93.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-88- 0.33% |
$3.49K - $4.2K
|
27K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.63% |
$3.49K - $4.2K
|
14K
$554K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-89- 0.27% |
$3.53K - $4.25K
|
32.7K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-90- 0.98% |
$3.56K - $4.3K
|
9.13K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-98- 0.09% |
$3.88K - $4.68K
|
109K
$4.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 1.44% |
$3.96K - $4.77K
|
6.82K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 0.12% |
$3.96K - $4.77K
|
82.4K
$3.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-100- 1.38% |
$3.96K - $4.77K
|
7.13K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-100- 0.12% |
$3.96K - $4.77K
|
84.2K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 1.45% |
$3.96K - $4.77K
|
6.81K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-100- 1.24% |
$3.96K - $4.77K
|
7.95K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-101- 0.77% |
$4K - $4.82K
|
13K
$516K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-110- 63.58% |
$4.36K - $5.25K
|
63
$2.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 0.59% |
$4.48K - $5.39K
|
18.9K
$750K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-117- 0.42% |
$4.63K - $5.59K
|
27.4K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-118- 2.38% |
$4.67K - $5.63K
|
4.83K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-119- 1.96% |
$4.71K - $5.68K
|
5.94K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-121- 1.78% |
$4.79K - $5.78K
|
6.68K
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-122- 1.1% |
$4.83K - $5.82K
|
10.9K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-123- 7.74% |
$4.87K - $5.87K
|
1.47K
$58.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-124- 0.67% |
$4.91K - $5.92K
|
18.5K
$734K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-124- 1.87% |
$4.91K - $5.92K
|
6.51K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-124- 1.97% |
$4.91K - $5.92K
|
6.17K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-127- 0.63% |
$5.03K - $6.06K
|
19.9K
$792K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-127- 0.9% |
$5.03K - $6.06K
|
14K
$557K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-128- 2.45% |
$5.07K - $6.11K
|
5.1K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-128- 0.77% |
$5.07K - $6.11K
|
16.6K
$658K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-129- 0.91% |
$5.11K - $6.16K
|
14.1K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-129- 1.86% |
$5.11K - $6.16K
|
6.81K
$270K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-130- 0.71% |
$5.15K - $6.21K
|
18.3K
$725K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-133- 2.27% |
$5.27K - $6.35K
|
5.72K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.98% |
$5.43K - $6.54K
|
13.9K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-139- 1.71% |
$5.51K - $6.64K
|
7.97K
$316K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-147- 0.89% |
$5.82K - $7.02K
|
16.4K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-150- 3.6% |
$5.94K - $7.16K
|
4.02K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-150- 1.27% |
$5.94K - $7.16K
|
11.6K
$462K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-155- 4.67% |
$6.14K - $7.4K
|
3.17K
$126K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-157- 1.92% |
$6.22K - $7.5K
|
8.02K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-163- 2.79% |
$6.46K - $7.78K
|
5.68K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-170- 1.08% |
$6.73K - $8.12K
|
15.6K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-175- 8.31% |
$6.93K - $8.35K
|
1.93K
$76.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-177- 3.53% |
$7.01K - $8.45K
|
4.84K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-179- 3.45% |
$7.09K - $8.55K
|
5.01K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-190- 5.96% |
$7.53K - $9.07K
|
3K
$119K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-190- 37.04% |
$7.53K - $9.07K
|
323
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 0.99% |
$7.61K - $9.17K
|
19.1K
$759K
|