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 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.47K+ 0.67% |
$58.1K - $70K
|
219K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.46KNew |
$57.9K - $69.7K
|
1.46K
$68.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.46K+ 3.38% |
$57.8K - $69.7K
|
44.7K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.46K+ 5.29% |
$57.6K - $69.5K
|
28.9K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.45K+ 6.24% |
$57.4K - $69.2K
|
24.7K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.45K+ 30.8% |
$57.2K - $69K
|
6.14K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.42K+ 4.47% |
$56.3K - $67.8K
|
33.2K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.42K+ 17.52% |
$56.2K - $67.7K
|
9.52K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.41K+ 3.27% |
$55.9K - $67.4K
|
44.6K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.4K+ 1.47% |
$55.6K - $67K
|
96.9K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.4K+ 233.33% |
$55.5K - $66.8K
|
2K
$93.7K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.38K+ 19.43% |
$54.8K - $66.1K
|
8.51K
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.38K+ 3.53% |
$54.7K - $65.9K
|
40.5K
$1.9M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.36K+ 15.29% |
$54K - $65.1K
|
10.3K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 3.12% |
$53.2K - $64.2K
|
44.4K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.34K+ 189.25% |
$53K - $63.9K
|
2.05K
$95.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.33K+ 6.96% |
$52.5K - $63.3K
|
20.4K
$953K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 7.08% |
$52.2K - $63K
|
19.9K
$934K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 9.37% |
$51.8K - $62.4K
|
15.3K
$715K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.3K+ 4.88% |
$51.5K - $62K
|
27.9K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.3K+ 14.91% |
$51.4K - $62K
|
10K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 4.92% |
$50.9K - $61.3K
|
27.4K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.27K+ 94.69% |
$50.2K - $60.5K
|
2.61K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.26K+ 3.73% |
$50.1K - $60.3K
|
35.1K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.26K+ 26.11% |
$50K - $60.2K
|
6.1K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.25K+ 8.0% |
$49.5K - $59.7K
|
16.9K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 14.35% |
$48.8K - $58.8K
|
9.82K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.23K+ 3.17% |
$48.7K - $58.7K
|
40K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.23K+ 8.79% |
$48.7K - $58.7K
|
15.2K
$713K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.22K+ 0.3% |
$48.4K - $58.3K
|
405K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.22K+ 5.02% |
$48.1K - $58K
|
25.4K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 11.24% |
$48K - $57.9K
|
12K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.21K+ 5.99% |
$48K - $57.9K
|
21.5K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$47.8K - $57.7K
|
1.21K
$56.6K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.2K+ 3.41% |
$47.7K - $57.5K
|
36.5K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.2KNew |
$47.7K - $57.4K
|
1.2K
$56.3K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.2K+ 10.29% |
$47.6K - $57.4K
|
12.9K
$604K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.2K+ 2.59% |
$47.5K - $57.3K
|
47.5K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.2K+ 0.7% |
$47.5K - $57.2K
|
174K
$8.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.2K+ 0.6% |
$47.3K - $57K
|
200K
$9.37M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.18K+ 14.62% |
$46.9K - $56.5K
|
9.28K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.18K+ 22.8% |
$46.8K - $56.4K
|
6.37K
$298K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.17K+ 0.51% |
$46.4K - $55.9K
|
233K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.17K+ 12.68% |
$46.3K - $55.8K
|
10.4K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 2.15% |
$45.4K - $54.7K
|
54.4K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.15K+ 3.95% |
$45.4K - $54.7K
|
30.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.14K+ 0.69% |
$45.2K - $54.4K
|
167K
$7.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.14K+ 10.05% |
$45.1K - $54.4K
|
12.5K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.13K+ 17.79% |
$44.9K - $54.1K
|
7.5K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.12K+ 4.76% |
$44.2K - $53.3K
|
24.6K
$1.15M
|