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 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 8.93% |
$74.8K - $90.2K
|
19.3K
$765K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.92K- 15.45% |
$76.1K - $91.7K
|
10.5K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.94K- 6.05% |
$76.8K - $92.6K
|
30.1K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-2K- 0.47% |
$79.2K - $95.5K
|
425K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2K- 8.06% |
$79.3K - $95.5K
|
22.8K
$906K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.03K- 7.05% |
$80.3K - $96.8K
|
26.7K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.04K- 2.38% |
$80.8K - $97.4K
|
83.6K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 11.27% |
$81.1K - $97.7K
|
16.1K
$640K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-2.05K- 2.99% |
$81.1K - $97.8K
|
66.4K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.08K- 19.34% |
$82.4K - $99.3K
|
8.68K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.13K- 2.28% |
$84.4K - $102K
|
91.5K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-2.19K- 0.8% |
$86.7K - $105K
|
271K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.25K- 9.1% |
$89K - $107K
|
22.4K
$890K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.28K- 0.92% |
$90.2K - $109K
|
245K
$9.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.29K- 21.46% |
$90.6K - $109K
|
8.37K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.3K- 6.41% |
$91.1K - $110K
|
33.6K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.32K- 1.01% |
$91.9K - $111K
|
227K
$9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.91% |
$92.7K - $112K
|
9.41K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.35K- 1.64% |
$93.1K - $112K
|
141K
$5.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.36K- 5.58% |
$93.4K - $113K
|
39.9K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.37K- 0.47% |
$93.7K - $113K
|
496K
$19.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.46K- 7.77% |
$97.2K - $117K
|
29.1K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.56K- 7.78% |
$101K - $122K
|
30.3K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.6K- 7.48% |
$103K - $124K
|
32.1K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.64K- 2.9% |
$104K - $126K
|
88.3K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.67K- 12.16% |
$106K - $127K
|
19.3K
$764K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.69K- 40.6% |
$107K - $129K
|
3.94K
$156K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.71K- 2.66% |
$107K - $129K
|
99.3K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-2.72K- 15.6% |
$108K - $130K
|
14.7K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.81K- 6.62% |
$111K - $134K
|
39.7K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.82K- 0.98% |
$112K - $135K
|
285K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.92K- 4.94% |
$115K - $139K
|
56.1K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.96K- 4.95% |
$117K - $141K
|
56.8K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 1.31% |
$118K - $142K
|
225K
$8.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.27K- 1.32% |
$129K - $156K
|
245K
$9.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 14.22% |
$130K - $157K
|
19.8K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.36K- 61.92% |
$133K - $160K
|
2.07K
$82K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.47K- 0.88% |
$137K - $165K
|
390K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 1.35% |
$138K - $167K
|
255K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.58K- 8.33% |
$142K - $171K
|
39.4K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 38.14% |
$142K - $171K
|
5.81K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.6K- 3.65% |
$143K - $172K
|
95K
$3.77M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.62K- 21.06% |
$143K - $173K
|
13.6K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-3.71K- 23.63% |
$147K - $177K
|
12K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.72K- 3.15% |
$147K - $178K
|
115K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-3.96K- 6.54% |
$157K - $189K
|
56.6K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.98K- 24.75% |
$157K - $190K
|
12.1K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.99K- 18.66% |
$158K - $190K
|
17.4K
$690K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-4.3K- 21.09% |
$170K - $205K
|
16.1K
$638K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.35K- 9.17% |
$172K - $207K
|
43K
$1.71M
|