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 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.11K+ 7.43% |
$43.8K - $52.8K
|
16K
$750K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 13.53% |
$43.1K - $51.9K
|
9.12K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.09K+ 17.81% |
$43.1K - $51.9K
|
7.19K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.09KNew |
$43.1K - $51.9K
|
1.09K
$50.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.08K+ 5.84% |
$42.8K - $51.6K
|
19.6K
$917K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.08K+ 4.31% |
$42.7K - $51.4K
|
26.1K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1.07K+ 3.83% |
$42.5K - $51.2K
|
29.1K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.07K+ 1.95% |
$42.3K - $51K
|
55.9K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.07K+ 7.39% |
$42.2K - $50.9K
|
15.5K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.06K+ 4.07% |
$41.8K - $50.4K
|
27K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.05K+ 1.86% |
$41.5K - $50K
|
57.3K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.04K+ 1.95% |
$41.1K - $49.6K
|
54.2K
$2.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.03K+ 14.0% |
$40.9K - $49.3K
|
8.41K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.03K+ 7.86% |
$40.6K - $49K
|
14.1K
$659K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.02K+ 5.36% |
$40.5K - $48.8K
|
20.1K
$942K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.02K+ 0.87% |
$40.4K - $48.7K
|
118K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.02K+ 15.64% |
$40.4K - $48.6K
|
7.54K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.02K+ 3.37% |
$40.3K - $48.6K
|
31.2K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.01K+ 11.51% |
$40.1K - $48.4K
|
9.82K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 1.23% |
$40K - $48.3K
|
83.5K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.01K+ 6.37% |
$40K - $48.3K
|
16.9K
$790K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.01K+ 10.13% |
$39.9K - $48.1K
|
11K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1K+ 55.75% |
$39.8K - $47.9K
|
2.81K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1K+ 38.42% |
$39.6K - $47.7K
|
3.6K
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
999+ 4.44% |
$39.6K - $47.7K
|
23.5K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
995+ 1.8% |
$39.4K - $47.5K
|
56.3K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
994+ 13.41% |
$39.4K - $47.5K
|
8.41K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
993+ 3.61% |
$39.3K - $47.4K
|
28.5K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
989+ 5.17% |
$39.2K - $47.2K
|
20.1K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
980+ 7.33% |
$38.8K - $46.8K
|
14.3K
$672K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
978+ 0.4% |
$38.7K - $46.7K
|
247K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
971+ 1.43% |
$38.5K - $46.4K
|
69K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
970+ 266.48% |
$38.4K - $46.3K
|
1.33K
$62.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
963New |
$38.1K - $46K
|
963
$45.1K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
963+ 2.69% |
$38.1K - $46K
|
36.7K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
950+ 1.02% |
$37.6K - $45.4K
|
93.8K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
945+ 20.26% |
$37.4K - $45.1K
|
5.61K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
943+ 1.25% |
$37.4K - $45K
|
76.7K
$3.59M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
942+ 10.22% |
$37.3K - $45K
|
10.2K
$476K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
937New |
$37.1K - $44.7K
|
937
$43.9K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
934+ 10.35% |
$37K - $44.6K
|
9.96K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
930+ 1.23% |
$36.8K - $44.4K
|
76.3K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
930+ 2.29% |
$36.8K - $44.4K
|
41.5K
$1.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
925+ 1.01% |
$36.6K - $44.2K
|
92.9K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
924+ 5.78% |
$36.6K - $44.1K
|
16.9K
$792K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
905+ 1.85% |
$35.8K - $43.2K
|
49.8K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
905+ 5.05% |
$35.8K - $43.2K
|
18.8K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
904+ 2.34% |
$35.8K - $43.2K
|
39.5K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
900+ 37.96% |
$35.6K - $43K
|
3.27K
$153K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
891+ 8.02% |
$35.3K - $42.5K
|
12K
$562K
|