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 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-328- 3.2% |
$13K - $15.7K
|
9.93K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-333- 1.68% |
$13.2K - $15.9K
|
19.5K
$774K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$13.2K - $15.9K
|
235K
$9.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-337- 4.34% |
$13.3K - $16.1K
|
7.42K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-342- 4.25% |
$13.5K - $16.3K
|
7.71K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-347- 4.47% |
$13.7K - $16.6K
|
7.41K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-357- 4.83% |
$14.1K - $17K
|
7.04K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-363- 1.13% |
$14.4K - $17.3K
|
31.9K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-372- 4.41% |
$14.7K - $17.8K
|
8.06K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-373- 4.12% |
$14.8K - $17.8K
|
8.68K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-374- 2.61% |
$14.8K - $17.9K
|
14K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-374- 1.21% |
$14.8K - $17.9K
|
30.7K
$1.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-375- 0.47% |
$14.9K - $17.9K
|
78.9K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-376- 4.76% |
$14.9K - $18K
|
7.53K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-383- 4.65% |
$15.2K - $18.3K
|
7.86K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-385- 1.27% |
$15.2K - $18.4K
|
30K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-385- 5.04% |
$15.2K - $18.4K
|
7.25K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-386- 4.99% |
$15.3K - $18.4K
|
7.36K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-394- 1.55% |
$15.6K - $18.8K
|
25K
$991K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-400- 5.34% |
$15.8K - $19.1K
|
7.09K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-402- 4.5% |
$15.9K - $19.2K
|
8.52K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-421- 3.1% |
$16.7K - $20.1K
|
13.2K
$522K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-425- 0.3% |
$16.8K - $20.3K
|
139K
$5.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-428- 0.26% |
$17K - $20.4K
|
166K
$6.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-433- 4.32% |
$17.2K - $20.7K
|
9.59K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-434- 0.81% |
$17.2K - $20.7K
|
53.2K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-439- 4.41% |
$17.4K - $21K
|
9.51K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-455- 5.63% |
$18K - $21.7K
|
7.63K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-458- 2.74% |
$18.1K - $21.9K
|
16.3K
$645K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-466- 6.27% |
$18.5K - $22.2K
|
6.97K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-469- 4.51% |
$18.6K - $22.4K
|
9.94K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-475- 0.49% |
$18.8K - $22.7K
|
96.9K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-482- 3.86% |
$19.1K - $23K
|
12K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-482- 3.77% |
$19.1K - $23K
|
12.3K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-485- 5.97% |
$19.2K - $23.2K
|
7.63K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-488- 8.2% |
$19.3K - $23.3K
|
5.46K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-496- 0.29% |
$19.6K - $23.7K
|
172K
$6.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-499- 2.24% |
$19.8K - $23.8K
|
21.8K
$866K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-500- 2.9% |
$19.8K - $23.9K
|
16.7K
$664K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-504- 2.44% |
$20K - $24.1K
|
20.2K
$801K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-506- 1.0% |
$20K - $24.2K
|
50.1K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-507- 2.04% |
$20.1K - $24.2K
|
24.3K
$965K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-544- 5.4% |
$21.5K - $26K
|
9.53K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-549- 6.78% |
$21.7K - $26.2K
|
7.54K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-550- 1.73% |
$21.8K - $26.3K
|
31.2K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-550- 4.17% |
$21.8K - $26.3K
|
12.6K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-551- 0.54% |
$21.8K - $26.3K
|
102K
$4.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-556- 1.72% |
$22K - $26.5K
|
31.8K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-562- 3.68% |
$22.3K - $26.8K
|
14.7K
$584K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-573- 7.8% |
$22.7K - $27.4K
|
6.77K
$269K
|