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 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.61K+ 7.71% |
$104K - $125K
|
36.5K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.58K+ 7.35% |
$102K - $123K
|
37.7K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.56K+ 14.03% |
$102K - $122K
|
20.8K
$976K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.53K+ 6.76% |
$100K - $121K
|
40K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.53K+ 0.84% |
$100K - $121K
|
305K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.5K+ 108.08% |
$99K - $119K
|
4.81K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.5K+ 5.02% |
$98.9K - $119K
|
52.2K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.49K+ 1.38% |
$98.5K - $119K
|
183K
$8.57M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.48K+ 21.24% |
$98K - $118K
|
14.1K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.43K+ 7.69% |
$96.1K - $116K
|
34K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.4K+ 0.8% |
$94.9K - $114K
|
304K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.4K+ 21.78% |
$94.9K - $114K
|
13.4K
$628K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.39K+ 1.49% |
$94.8K - $114K
|
163K
$7.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.33K+ 20.83% |
$92.3K - $111K
|
13.5K
$633K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.32K+ 30.19% |
$92.1K - $111K
|
10K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 7.19% |
$91.9K - $111K
|
34.6K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.31K+ 47.08% |
$91.6K - $110K
|
7.23K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.3K+ 1.75% |
$91.1K - $110K
|
134K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.3K+ 2.77% |
$90.9K - $110K
|
85.1K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.28K+ 16.01% |
$90.2K - $109K
|
16.5K
$773K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.28K+ 2.6% |
$90.1K - $109K
|
89.8K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.26K+ 10.73% |
$89.5K - $108K
|
23.3K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
2.25K+ 2.15% |
$89.1K - $107K
|
107K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
2.25K+ 7.27% |
$89K - $107K
|
33.2K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.23K+ 11.94% |
$88.3K - $106K
|
20.9K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.23K+ 4.39% |
$88.2K - $106K
|
53K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$88K - $106K
|
2.22K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.22K+ 37.37% |
$87.9K - $106K
|
8.15K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.21K+ 1.3% |
$87.7K - $106K
|
173K
$8.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.18K+ 64.95% |
$86.3K - $104K
|
5.53K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.17K+ 4.58% |
$86.1K - $104K
|
49.7K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.15K+ 1.68% |
$85.2K - $103K
|
130K
$6.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.15K+ 0.82% |
$85K - $102K
|
263K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.15K+ 0.84% |
$85K - $102K
|
259K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.14K+ 12.35% |
$84.7K - $102K
|
19.5K
$912K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.12KNew |
$84.1K - $101K
|
2.12K
$99.4K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
2.09KNew |
$82.7K - $99.7K
|
2.09K
$97.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.08K+ 3.96% |
$82.5K - $99.5K
|
54.7K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.08K+ 27.63% |
$82.5K - $99.4K
|
9.62K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.08K+ 1.82% |
$82.4K - $99.3K
|
116K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.06K+ 14.59% |
$81.6K - $98.3K
|
16.2K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 3.58% |
$81.4K - $98.1K
|
59.5K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.05K+ 2.51% |
$81.1K - $97.7K
|
83.7K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2K+ 10.02% |
$79.3K - $95.6K
|
22K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2K+ 16.83% |
$79.2K - $95.5K
|
13.9K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$79.2K - $95.5K
|
2K
$93.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2K+ 37.32% |
$79.1K - $95.3K
|
7.34K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.98KNew |
$78.3K - $94.4K
|
1.98K
$92.6K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.97K+ 13.98% |
$78K - $94K
|
16.1K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 35.47% |
$77.8K - $93.8K
|
7.5K
$351K
|