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
|
Motive Wealth Advisors
|
SELL
|
- |
-577- 10.66% |
$22.9K - $27.5K
|
4.84K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-579- 3.55% |
$22.9K - $27.6K
|
15.7K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-603- 0.4% |
$23.9K - $28.8K
|
150K
$5.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-605- 13.46% |
$24K - $28.9K
|
3.89K
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-613- 0.85% |
$24.3K - $29.3K
|
71.2K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-617- 2.6% |
$24.4K - $29.5K
|
23.1K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-626- 4.91% |
$24.8K - $29.9K
|
12.1K
$481K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-653- 7.28% |
$25.9K - $31.2K
|
8.32K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-654- 4.27% |
$25.9K - $31.2K
|
14.7K
$582K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-659- 4.85% |
$26.1K - $31.5K
|
12.9K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-659- 4.89% |
$26.1K - $31.5K
|
12.8K
$509K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-660- 2.41% |
$26.1K - $31.5K
|
26.7K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-676- 8.56% |
$26.8K - $32.3K
|
7.22K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-678- 7.57% |
$26.9K - $32.4K
|
8.28K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-690- 0.39% |
$27.3K - $32.9K
|
176K
$6.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-691- 5.57% |
$27.4K - $33K
|
11.7K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-723- 5.32% |
$28.6K - $34.5K
|
12.9K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-729- 8.15% |
$28.9K - $34.8K
|
8.22K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-745- 5.3% |
$29.5K - $35.6K
|
13.3K
$529K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-749- 9.07% |
$29.7K - $35.8K
|
7.51K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-752- 1.11% |
$29.8K - $35.9K
|
67.1K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-767- 4.5% |
$30.4K - $36.6K
|
16.3K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-784- 7.23% |
$31.1K - $37.4K
|
10.1K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-786- 2.71% |
$31.1K - $37.5K
|
28.2K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-792- 10.21% |
$31.4K - $37.8K
|
6.97K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-797- 0.25% |
$31.6K - $38K
|
317K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-812- 17.38% |
$32.2K - $38.8K
|
3.86K
$153K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-812- 2.34% |
$32.2K - $38.8K
|
34K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-822- 2.22% |
$32.6K - $39.2K
|
36.2K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-829- 5.26% |
$32.8K - $39.6K
|
14.9K
$593K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-838- 13.18% |
$33.2K - $40K
|
5.52K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-845- 9.57% |
$33.5K - $40.3K
|
7.99K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-850- 5.64% |
$33.7K - $40.6K
|
14.2K
$564K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-865- 0.89% |
$34.3K - $41.3K
|
96.9K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-871- 6.9% |
$34.5K - $41.6K
|
11.8K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-877- 3.52% |
$34.7K - $41.9K
|
24K
$954K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-878- 0.67% |
$34.8K - $41.9K
|
130K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-885- 7.48% |
$35.1K - $42.2K
|
11K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-919- 1.72% |
$36.4K - $43.9K
|
52.4K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-947- 10.06% |
$37.5K - $45.2K
|
8.47K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-949- 6.76% |
$37.6K - $45.3K
|
13.1K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-952- 5.45% |
$37.7K - $45.4K
|
16.5K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-960- 0.74% |
$38K - $45.8K
|
128K
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-965- 0.89% |
$38.2K - $46.1K
|
108K
$4.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-966- 5.8% |
$38.3K - $46.1K
|
15.7K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-975- 1.31% |
$38.6K - $46.5K
|
73.2K
$2.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-989- 1.79% |
$39.2K - $47.2K
|
54.3K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-999- 9.0% |
$39.6K - $47.7K
|
10.1K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-999- 0.69% |
$39.6K - $47.7K
|
143K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1K- 0.94% |
$39.6K - $47.7K
|
106K
$4.19M
|