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 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.27K+ 36.69% |
$129K - $156K
|
12.2K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
3.26K+ 7.86% |
$129K - $156K
|
44.7K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.25KNew |
$129K - $155K
|
3.25K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25K+ 0.07% |
$129K - $155K
|
4.4M
$206M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3.24K+ 22.8% |
$128K - $154K
|
17.4K
$816K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.23K+ 52.75% |
$128K - $154K
|
9.35K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.22K+ 8.87% |
$128K - $154K
|
39.5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
3.21K+ 1.93% |
$127K - $153K
|
169K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.19K+ 10.02% |
$126K - $152K
|
35K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.17K+ 0.86% |
$126K - $151K
|
370K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.13K+ 6.99% |
$124K - $150K
|
47.9K
$2.25M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.12K+ 6.57% |
$124K - $149K
|
50.7K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.09K+ 6054.9% |
$122K - $147K
|
3.14K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.09K+ 2.59% |
$122K - $147K
|
122K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.08K+ 1.73% |
$122K - $147K
|
181K
$8.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.07K+ 6.78% |
$122K - $147K
|
48.4K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.07K+ 3.57% |
$122K - $146K
|
89K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.2% |
$121K - $145K
|
141K
$6.62M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.04K+ 29.82% |
$120K - $145K
|
13.2K
$620K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.03K+ 11.08% |
$120K - $145K
|
30.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.02K+ 4.94% |
$120K - $144K
|
64.1K
$3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.02K+ 27.95% |
$119K - $144K
|
13.8K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.01K+ 4.07% |
$119K - $144K
|
77.1K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.01K+ 15.36% |
$119K - $144K
|
22.6K
$1.06M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.97K+ 6.27% |
$118K - $142K
|
50.3K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.95K+ 7.53% |
$117K - $141K
|
42.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 2.34% |
$117K - $140K
|
129K
$6.02M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.91K+ 8.83% |
$115K - $139K
|
35.8K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.91K+ 22.86% |
$115K - $139K
|
15.6K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.91K+ 14.09% |
$115K - $139K
|
23.5K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.87K+ 16.32% |
$114K - $137K
|
20.4K
$957K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 9.09% |
$113K - $136K
|
34.3K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.83K+ 2.05% |
$112K - $135K
|
141K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
2.83K+ 1.12% |
$112K - $135K
|
256K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.83K+ 2.02% |
$112K - $135K
|
143K
$6.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.05% |
$112K - $135K
|
58.6K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
2.8K+ 4.28% |
$111K - $134K
|
68.2K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.78K+ 8.16% |
$110K - $133K
|
36.8K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.77K+ 4.54% |
$110K - $132K
|
63.7K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.76K+ 8.23% |
$109K - $132K
|
36.3K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.74K+ 7.22% |
$108K - $131K
|
40.6K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
2.72K+ 28.47% |
$108K - $130K
|
12.3K
$575K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
2.72K+ 1.14% |
$108K - $130K
|
241K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.72K+ 2.45% |
$108K - $130K
|
114K
$5.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.71K+ 4.83% |
$107K - $129K
|
58.7K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.71K+ 10.49% |
$107K - $129K
|
28.5K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
2.7KNew |
$107K - $129K
|
2.7K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.66K+ 556.28% |
$105K - $127K
|
3.14K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.64K+ 5.68% |
$105K - $126K
|
49.2K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.63K+ 0.55% |
$104K - $125K
|
479K
$22.4M
|