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 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.95K+ 5.22% |
$77.2K - $93K
|
39.3K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.95K+ 3.78% |
$77.1K - $92.9K
|
53.4K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.92K+ 13.64% |
$75.9K - $91.5K
|
16K
$748K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.91K+ 7.28% |
$75.8K - $91.3K
|
28.2K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.9K+ 3.92% |
$75.1K - $90.5K
|
50.3K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.89KNew |
$74.8K - $90.2K
|
1.89K
$88.5K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 3.62% |
$74.4K - $89.7K
|
53.7K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.88K+ 5.8% |
$74.3K - $89.6K
|
34.3K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.86K+ 7.59% |
$73.7K - $88.8K
|
26.4K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.85K+ 10.14% |
$73.4K - $88.5K
|
20.1K
$943K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.83K+ 23.74% |
$72.6K - $87.5K
|
9.55K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.82K+ 29.63% |
$72.1K - $86.9K
|
7.96K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.82K+ 1.87% |
$72.1K - $86.9K
|
99.4K
$4.66M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1.82K+ 108.94% |
$71.9K - $86.7K
|
3.48K
$163K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81K+ 1.77% |
$71.7K - $86.4K
|
104K
$4.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.81K+ 2.06% |
$71.5K - $86.2K
|
89.3K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 8.59% |
$71.3K - $85.9K
|
22.8K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.78K+ 32.96% |
$70.6K - $85.1K
|
7.19K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.78K+ 15.65% |
$70.5K - $85K
|
13.2K
$616K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.77K+ 3.68% |
$69.9K - $84.3K
|
49.8K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.75K+ 24.47% |
$69.3K - $83.5K
|
8.9K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.73K+ 11.93% |
$68.5K - $82.6K
|
16.2K
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.73K+ 4.67% |
$68.4K - $82.4K
|
38.7K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.71K+ 1.42% |
$67.7K - $81.6K
|
122K
$5.72M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.68K+ 36.04% |
$66.6K - $80.3K
|
6.35K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 6.97% |
$66K - $79.5K
|
25.6K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.65K+ 2.12% |
$65.5K - $79K
|
79.5K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.64K+ 0.32% |
$65.1K - $78.4K
|
513K
$24M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.63K+ 23.31% |
$64.6K - $77.9K
|
8.63K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.62K+ 2.37% |
$64.1K - $77.2K
|
69.8K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.61K+ 4.15% |
$63.6K - $76.6K
|
40.2K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.6K+ 28.81% |
$63.5K - $76.6K
|
7.17K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.59K+ 6.67% |
$63K - $76K
|
25.4K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.58K+ 14.41% |
$62.7K - $75.6K
|
12.6K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.57K+ 15.52% |
$62K - $74.7K
|
11.6K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.56K+ 3.14% |
$61.9K - $74.6K
|
51.3K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.56K+ 21.11% |
$61.7K - $74.3K
|
8.93K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.55K+ 4.18% |
$61.5K - $74.1K
|
38.7K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.55K+ 21.65% |
$61.5K - $74.1K
|
8.72K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.54K+ 15.31% |
$61.1K - $73.6K
|
11.6K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 13.61% |
$60.8K - $73.2K
|
12.8K
$600K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.53K+ 23.51% |
$60.7K - $73.2K
|
8.05K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 31.36% |
$60.5K - $72.9K
|
6.4K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.52K+ 5.69% |
$60.2K - $72.6K
|
28.3K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.49K+ 0.43% |
$59.1K - $71.2K
|
347K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.48K+ 5.73% |
$58.7K - $70.8K
|
27.4K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.48K+ 29.64% |
$58.7K - $70.8K
|
6.48K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.48K+ 4.45% |
$58.6K - $70.6K
|
34.7K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.47K+ 0.79% |
$58.3K - $70.2K
|
187K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.47K+ 2.59% |
$58.2K - $70.2K
|
58.3K
$2.73M
|