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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
888+ 3.77% |
$35.2K - $42.4K
|
24.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
888+ 0.5% |
$35.2K - $42.4K
|
177K
$8.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
887+ 2.69% |
$35.1K - $42.3K
|
33.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
887+ 9.2% |
$35.1K - $42.3K
|
10.5K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
883+ 10.17% |
$35K - $42.2K
|
9.57K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
882+ 5.08% |
$34.9K - $42.1K
|
18.3K
$855K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
871+ 0.37% |
$34.5K - $41.6K
|
237K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
869+ 2.01% |
$34.4K - $41.5K
|
44.2K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
859+ 1.45% |
$34K - $41K
|
60K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
857+ 5.37% |
$33.9K - $40.9K
|
16.8K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
857+ 2.07% |
$33.9K - $40.9K
|
42.2K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
852+ 1.28% |
$33.7K - $40.7K
|
67.6K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
847+ 1.9% |
$33.5K - $40.4K
|
45.5K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
843+ 5.0% |
$33.4K - $40.2K
|
17.7K
$830K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
842+ 1.61% |
$33.4K - $40.2K
|
53K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
819+ 5.83% |
$32.4K - $39.1K
|
14.9K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
816+ 8.17% |
$32.3K - $39K
|
10.8K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
810+ 3.08% |
$32.1K - $38.7K
|
27.1K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
809+ 10.56% |
$32K - $38.6K
|
8.47K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
801+ 14.05% |
$31.7K - $38.2K
|
6.5K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
796+ 3.66% |
$31.5K - $38K
|
22.5K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
789+ 2.8% |
$31.3K - $37.7K
|
28.9K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
788+ 3.87% |
$31.2K - $37.6K
|
21.2K
$991K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
788+ 2.1% |
$31.2K - $37.6K
|
38.3K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
784+ 11.31% |
$31.1K - $37.4K
|
7.72K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
769+ 3.79% |
$30.5K - $36.7K
|
21.1K
$986K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
769+ 1.0% |
$30.5K - $36.7K
|
77.5K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
763+ 69.17% |
$30.2K - $36.4K
|
1.87K
$87.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
762+ 3.25% |
$30.2K - $36.4K
|
24.2K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
761+ 2.97% |
$30.1K - $36.3K
|
26.4K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
756+ 0.78% |
$29.9K - $36.1K
|
97.2K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
752+ 0.13% |
$29.8K - $35.9K
|
584K
$27.4M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
743+ 233.65% |
$29.4K - $35.5K
|
1.06K
$49.7K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
740+ 4.25% |
$29.3K - $35.3K
|
18.1K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
738+ 0.41% |
$29.2K - $35.2K
|
183K
$8.56M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
735+ 1.83% |
$29.1K - $35.1K
|
40.9K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
735+ 2.51% |
$29.1K - $35.1K
|
30K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
723+ 3.57% |
$28.6K - $34.5K
|
21K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
721+ 2.74% |
$28.6K - $34.4K
|
27.1K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
700+ 8.93% |
$27.7K - $33.4K
|
8.54K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
700+ 15.56% |
$27.7K - $33.4K
|
5.2K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
697+ 2.02% |
$27.6K - $33.3K
|
35.2K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
690+ 0.56% |
$27.3K - $32.9K
|
125K
$5.85M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
683+ 8.01% |
$27.1K - $32.6K
|
9.21K
$432K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
680+ 3.81% |
$26.9K - $32.5K
|
18.5K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
673+ 0.76% |
$26.7K - $32.1K
|
89K
$4.17M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
669+ 4.91% |
$26.5K - $31.9K
|
14.3K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
667+ 5.64% |
$26.4K - $31.8K
|
12.5K
$586K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
662+ 0.93% |
$26.2K - $31.6K
|
71.8K
$3.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
660+ 2.42% |
$26.1K - $31.5K
|
27.9K
$1.31M
|