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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.13K+ 34.18% |
$164K - $197K
|
16.2K
$759K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.13K+ 38.79% |
$163K - $197K
|
14.8K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 6.86% |
$162K - $195K
|
63.8K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.98KNew |
$157K - $190K
|
3.98K
$186K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.96K+ 4.41% |
$157K - $189K
|
93.7K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.94K+ 6.01% |
$156K - $188K
|
69.4K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.9K+ 84.57% |
$155K - $186K
|
8.51K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.9K+ 6.15% |
$154K - $186K
|
67.3K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.88K+ 0.52% |
$154K - $185K
|
748K
$35M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.85K+ 50.78% |
$152K - $184K
|
11.4K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.82K+ 5.24% |
$151K - $182K
|
76.7K
$3.59M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.81K+ 1.95% |
$151K - $182K
|
199K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.77K+ 2.26% |
$149K - $180K
|
170K
$7.98M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.74K+ 22.06% |
$148K - $178K
|
20.7K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.74K+ 39.34% |
$148K - $178K
|
13.2K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.66K+ 1.22% |
$145K - $175K
|
304K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.63K+ 11.49% |
$144K - $173K
|
35.2K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.62K+ 5.09% |
$144K - $173K
|
74.8K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.6K+ 1.36% |
$143K - $172K
|
269K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.6K+ 22.01% |
$142K - $172K
|
19.9K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.58K+ 1.58% |
$142K - $171K
|
230K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.58K+ 8.28% |
$142K - $171K
|
46.8K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.58K+ 21.34% |
$142K - $171K
|
20.3K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.57KNew |
$141K - $170K
|
3.57K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.57K+ 41.11% |
$141K - $170K
|
12.3K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.55K+ 0.95% |
$141K - $169K
|
377K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.54K+ 4.43% |
$140K - $169K
|
83.5K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.52K+ 4.34% |
$139K - $168K
|
84.6K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.5K+ 7.88% |
$139K - $167K
|
47.9K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.5K+ 6.23% |
$139K - $167K
|
59.7K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.5K+ 10.11% |
$138K - $167K
|
38.1K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.49K+ 66.76% |
$138K - $167K
|
8.72K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.48K+ 9.59% |
$138K - $166K
|
39.8K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.46K+ 5.11% |
$137K - $165K
|
71.2K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
3.46K+ 31.28% |
$137K - $165K
|
14.5K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.43K+ 1.66% |
$136K - $164K
|
210K
$9.83M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
3.43KNew |
$136K - $164K
|
3.43K
$161K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.43K+ 5.66% |
$136K - $164K
|
64K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
3.41K+ 6.46% |
$135K - $163K
|
56.2K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.41K+ 3.98% |
$135K - $163K
|
89.2K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.37K+ 4.79% |
$134K - $161K
|
73.8K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
3.35K+ 26.48% |
$133K - $160K
|
16K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3.35K+ 3350.0% |
$133K - $160K
|
3.45K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.33K+ 65.88% |
$132K - $159K
|
8.39K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.31K+ 21.89% |
$131K - $158K
|
18.5K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
3.31K+ 7.27% |
$131K - $158K
|
48.9K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.31K+ 37.49% |
$131K - $158K
|
12.1K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
3.31K+ 64.97% |
$131K - $158K
|
8.41K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.3K+ 0.7% |
$131K - $158K
|
477K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.28K+ 2.13% |
$130K - $156K
|
157K
$7.37M
|