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
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 17.25% |
$219K - $264K
|
37.6K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.49K+ 32.85% |
$217K - $262K
|
22.2K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.47K+ 27.33% |
$217K - $261K
|
25.5K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.35K+ 6.39% |
$212K - $255K
|
89K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
5.34KNew |
$211K - $255K
|
5.34K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.33K+ 28.41% |
$211K - $254K
|
24.1K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.3K+ 2.08% |
$210K - $253K
|
260K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
5.27KNew |
$209K - $251K
|
5.27K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5.26KNew |
$209K - $251K
|
5.26K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.25KNew |
$208K - $251K
|
5.25K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.25K+ 126.71% |
$208K - $250K
|
9.39K
$440K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.24K+ 2.14% |
$208K - $250K
|
250K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.21K+ 15.71% |
$206K - $249K
|
38.4K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.17KNew |
$205K - $247K
|
5.17K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.14KNew |
$204K - $245K
|
5.14K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.13KNew |
$203K - $245K
|
5.13K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.13K+ 110.8% |
$203K - $245K
|
9.76K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.1K+ 10.16% |
$202K - $243K
|
55.3K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
5.09K+ 31.74% |
$202K - $243K
|
21.1K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.08KNew |
$201K - $243K
|
5.08K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
5.05KNew |
$200K - $241K
|
5.05K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5.04K+ 49.88% |
$200K - $241K
|
15.2K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.04K+ 11.11% |
$200K - $241K
|
50.4K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.02K+ 8.23% |
$199K - $240K
|
66K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
5.02K+ 5.13% |
$199K - $240K
|
103K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.01K+ 3.42% |
$198K - $239K
|
151K
$7.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5K+ 68.33% |
$198K - $239K
|
12.3K
$577K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.96K+ 18.32% |
$196K - $237K
|
32K
$1.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.96KNew |
$196K - $237K
|
4.96K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.95K+ 1.8% |
$196K - $236K
|
280K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.91KNew |
$195K - $235K
|
4.91K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4.91K+ 285.34% |
$194K - $234K
|
6.62K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.89KNew |
$194K - $233K
|
4.89K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.89K+ 103.62% |
$194K - $233K
|
9.61K
$450K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
4.84K+ 13.71% |
$192K - $231K
|
40.1K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.8K+ 3.17% |
$190K - $229K
|
156K
$7.31M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.8K+ 32.83% |
$190K - $229K
|
19.4K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.76K+ 13.54% |
$188K - $227K
|
39.9K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.69K+ 52.47% |
$186K - $224K
|
13.6K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4.59K+ 34.68% |
$182K - $219K
|
17.8K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4.59K+ 1.58% |
$182K - $219K
|
294K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.58K+ 14.24% |
$181K - $219K
|
36.8K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54K+ 18.03% |
$180K - $217K
|
29.7K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.53K+ 93.86% |
$179K - $216K
|
9.35K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.49K+ 17.59% |
$178K - $214K
|
30K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.46K+ 2.57% |
$177K - $213K
|
178K
$8.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.45K+ 28.69% |
$176K - $212K
|
20K
$935K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.42K+ 14.31% |
$175K - $211K
|
35.3K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.38K+ 5.92% |
$173K - $209K
|
78.4K
$3.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.29K+ 1.85% |
$170K - $205K
|
236K
$11M
|