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 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
6.75K+ 145.46% |
$267K - $322K
|
11.4K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.74K+ 225.44% |
$267K - $322K
|
9.72K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
6.7KNew |
$265K - $320K
|
6.7K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.69K+ 9.53% |
$265K - $320K
|
76.9K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.65K+ 3.97% |
$263K - $317K
|
174K
$8.15M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.62K+ 39.56% |
$262K - $316K
|
23.3K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.6K+ 1.5% |
$261K - $315K
|
448K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.51K+ 13.71% |
$258K - $311K
|
54K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.46K+ 5.93% |
$256K - $309K
|
116K
$5.41M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6.43K+ 18.31% |
$255K - $307K
|
41.6K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.41KNew |
$254K - $306K
|
6.41K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 14.59% |
$253K - $305K
|
50.2K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.38K+ 7.84% |
$253K - $305K
|
87.8K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
6.34K+ 119.07% |
$251K - $303K
|
11.7K
$546K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.33KNew |
$251K - $302K
|
6.33K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.27KNew |
$248K - $299K
|
6.27K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6.24KNew |
$247K - $298K
|
6.24K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.23K+ 43.37% |
$247K - $297K
|
20.6K
$964K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.22K+ 24.28% |
$246K - $297K
|
31.8K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.21K+ 23.0% |
$246K - $296K
|
33.2K
$1.56M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.2K+ 8.86% |
$246K - $296K
|
76.2K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.19K+ 18.33% |
$245K - $296K
|
40K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 4.27% |
$243K - $293K
|
150K
$7.01M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
6.12K+ 45.13% |
$242K - $292K
|
19.7K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
6.12KNew |
$242K - $292K
|
6.12K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.1K+ 6.43% |
$242K - $291K
|
101K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.06K+ 2.49% |
$240K - $289K
|
249K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
6.02K+ 6.69% |
$238K - $287K
|
96K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
6KNew |
$238K - $287K
|
6K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6KNew |
$238K - $286K
|
6K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6KNew |
$238K - $286K
|
6K
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.92K+ 14.9% |
$235K - $283K
|
45.7K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.9K+ 17.21% |
$234K - $282K
|
40.2K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.88K+ 42.91% |
$233K - $281K
|
19.6K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$232K - $280K
|
5.86K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
5.86K+ 12.51% |
$232K - $280K
|
52.7K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.85K+ 30.24% |
$232K - $279K
|
25.2K
$1.18M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.81K+ 46.7% |
$230K - $277K
|
18.2K
$855K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.8K+ 4.75% |
$230K - $277K
|
128K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.79K+ 25.45% |
$229K - $276K
|
28.5K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.78K+ 124.77% |
$229K - $276K
|
10.4K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.74KNew |
$227K - $274K
|
5.74K
$269K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
5.73KNew |
$227K - $273K
|
5.73K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.72KNew |
$227K - $273K
|
5.72K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
5.7K+ 5.82% |
$226K - $272K
|
104K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5.67KNew |
$225K - $271K
|
5.67K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.65KNew |
$224K - $270K
|
5.65K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.63K+ 11.95% |
$223K - $269K
|
52.8K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.62KNew |
$223K - $268K
|
5.62K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.59K+ 8.58% |
$221K - $267K
|
70.7K
$3.31M
|