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 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1K- 26.42% |
$39.6K - $47.7K
|
2.79K
$111K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.02K- 2.7% |
$40.5K - $48.8K
|
36.9K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.47% |
$40.6K - $48.9K
|
68.5K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-1.03K- 13.8% |
$40.6K - $49K
|
6.41K
$254K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.04K- 3.5% |
$41.1K - $49.5K
|
28.6K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.04K- 9.67% |
$41.3K - $49.8K
|
9.74K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 1.76% |
$41.6K - $50.1K
|
58.4K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-1.08K- 0.67% |
$42.7K - $51.5K
|
159K
$6.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.09K- 3.93% |
$43.1K - $51.9K
|
26.6K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.16K- 10.53% |
$45.7K - $55.1K
|
9.82K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.16K- 6.93% |
$45.8K - $55.2K
|
15.5K
$616K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 4.34% |
$46.8K - $56.4K
|
26K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.19K- 90.98% |
$47.1K - $56.8K
|
118
$4.68K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.2K- 10.57% |
$47.5K - $57.3K
|
10.2K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.21K- 6.52% |
$47.7K - $57.5K
|
17.3K
$686K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.21K- 11.64% |
$47.8K - $57.6K
|
9.15K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.25K- 7.4% |
$49.4K - $59.5K
|
15.6K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.26K- 1.06% |
$49.7K - $59.9K
|
118K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.27K- 1.91% |
$50.1K - $60.4K
|
65K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 2.41% |
$50.3K - $60.6K
|
51.3K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.27K- 14.75% |
$50.3K - $60.6K
|
7.34K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.28K- 5.51% |
$50.5K - $60.9K
|
21.9K
$869K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.29K- 10.08% |
$51.2K - $61.7K
|
11.5K
$458K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 7.66% |
$51.3K - $61.9K
|
15.6K
$620K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-1.31K- 7.78% |
$51.8K - $62.4K
|
15.5K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.32K- 5.31% |
$52.4K - $63.2K
|
23.6K
$937K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.33K- 6.2% |
$52.7K - $63.5K
|
20.1K
$798K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 4.59% |
$54K - $65.1K
|
28.3K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.37K- 2.92% |
$54.2K - $65.3K
|
45.5K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.37K- 4.82% |
$54.3K - $65.5K
|
27.1K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 11.5% |
$57.3K - $69.1K
|
11.1K
$442K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.45K- 5.1% |
$57.6K - $69.4K
|
27.1K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.46K- 4.39% |
$57.7K - $69.6K
|
31.7K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.46K- 12.58% |
$57.8K - $69.7K
|
10.1K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.5K- 3.36% |
$59.4K - $71.6K
|
43.1K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.51K- 3.44% |
$59.8K - $72K
|
42.3K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.53K- 6.19% |
$60.4K - $72.8K
|
23.1K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 7.42% |
$62K - $74.7K
|
19.5K
$775K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.58K- 0.97% |
$62.5K - $75.3K
|
161K
$6.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.59K- 4.09% |
$63.1K - $76K
|
37.3K
$1.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 3.35% |
$63.5K - $76.6K
|
46.2K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.61K- 2.22% |
$63.7K - $76.7K
|
70.9K
$2.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.65K- 4.18% |
$65.3K - $78.7K
|
37.8K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.65K- 1.82% |
$65.4K - $78.8K
|
89K
$3.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.68K- 12.79% |
$66.6K - $80.3K
|
11.5K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 21.0% |
$67.9K - $81.8K
|
6.45K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.76K- 7.95% |
$69.6K - $83.9K
|
20.3K
$807K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-1.76K- 0.99% |
$69.8K - $84.1K
|
175K
$6.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.84K- 1.64% |
$73K - $88K
|
110K
$4.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 26.09% |
$73.8K - $89K
|
5.28K
$210K
|