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 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-193- 0.2% |
$7.64K - $9.21K
|
98.8K
$3.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-197- 0.52% |
$7.8K - $9.4K
|
37.5K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-197- 2.0% |
$7.8K - $9.4K
|
9.63K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-200- 1.7% |
$7.92K - $9.55K
|
11.6K
$460K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-200- 1.08% |
$7.92K - $9.55K
|
18.3K
$728K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-200- 1.24% |
$7.92K - $9.55K
|
15.9K
$630K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-201- 1.46% |
$7.96K - $9.6K
|
13.6K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-202- 3.45% |
$8K - $9.64K
|
5.65K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-203- 17.44% |
$8.04K - $9.69K
|
961
$38.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-204- 1.27% |
$8.08K - $9.74K
|
15.9K
$631K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-204- 0.9% |
$8.08K - $9.74K
|
22.4K
$891K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-206- 1.02% |
$8.16K - $9.83K
|
20K
$795K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-207- 0.71% |
$8.2K - $9.88K
|
29K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-208- 2.31% |
$8.24K - $9.93K
|
8.81K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-208- 1.2% |
$8.24K - $9.93K
|
17.1K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 1.57% |
$8.36K - $10.1K
|
13.2K
$525K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-211- 2.72% |
$8.36K - $10.1K
|
7.54K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-212- 1.56% |
$8.4K - $10.1K
|
13.4K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-217- 0.63% |
$8.6K - $10.4K
|
34.3K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-229- 0.23% |
$9.07K - $10.9K
|
100K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-231- 2.34% |
$9.15K - $11K
|
9.62K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-242- 1.94% |
$9.59K - $11.6K
|
12.2K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-243- 3.52% |
$9.63K - $11.6K
|
6.66K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 27.3% |
$9.63K - $11.6K
|
647
$25.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-251- 0.49% |
$9.94K - $12K
|
50.8K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-253- 1.35% |
$10K - $12.1K
|
18.4K
$732K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-259- 4.41% |
$10.3K - $12.4K
|
5.62K
$223K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-267- 0.42% |
$10.6K - $12.7K
|
62.7K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-270- 1.44% |
$10.7K - $12.9K
|
18.5K
$735K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-272- 0.5% |
$10.8K - $13K
|
53.6K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-275- 50.0% |
$10.9K - $13.1K
|
275
$10.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-275- 4.3% |
$10.9K - $13.1K
|
6.13K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-278- 2.74% |
$11K - $13.3K
|
9.87K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-278- 3.14% |
$11K - $13.3K
|
8.57K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-281- 0.57% |
$11.1K - $13.4K
|
49.3K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-283- 0.18% |
$11.2K - $13.5K
|
154K
$6.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-283- 2.15% |
$11.2K - $13.5K
|
12.9K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-287- 2.51% |
$11.4K - $13.7K
|
11.2K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-289- 5.48% |
$11.4K - $13.8K
|
4.99K
$198K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-295- 0.77% |
$11.7K - $14.1K
|
38K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-300- 1.22% |
$11.9K - $14.3K
|
24.4K
$967K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-300- 4.24% |
$11.9K - $14.3K
|
6.78K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-301- 2.18% |
$11.9K - $14.4K
|
13.5K
$536K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-309- 3.79% |
$12.2K - $14.8K
|
7.84K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-310- 0.83% |
$12.3K - $14.8K
|
36.9K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-314- 1.6% |
$12.4K - $15K
|
19.3K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-316- 1.44% |
$12.5K - $15.1K
|
21.7K
$860K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-323- 6.25% |
$12.8K - $15.4K
|
4.84K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-325- 2.27% |
$12.9K - $15.5K
|
14K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-325- 4.47% |
$12.9K - $15.5K
|
6.95K
$276K
|