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 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
19K+ 32.73% |
$753K - $907K
|
77K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
18.9K+ 1.95% |
$748K - $902K
|
989K
$39.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.7K+ 15.19% |
$742K - $894K
|
142K
$5.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18.1K+ 28.53% |
$718K - $866K
|
81.7K
$3.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17.7K+ 8.15% |
$702K - $846K
|
235K
$9.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
17.7K+ 6.97% |
$701K - $844K
|
271K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
16.7KNew |
$661K - $797K
|
16.7K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.4KNew |
$611K - $736K
|
15.4K
$612K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.8K+ 1.94% |
$585K - $706K
|
776K
$30.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
14.8K+ 27.47% |
$584K - $704K
|
68.5K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
13.5K+ 13.36% |
$535K - $644K
|
115K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.3K+ 44.51% |
$527K - $635K
|
43.2K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
13.3K+ 6.5% |
$526K - $634K
|
218K
$8.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 4.43% |
$517K - $623K
|
307K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
12.2KNew |
$483K - $582K
|
12.2K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11K+ 2.26% |
$434K - $523K
|
497K
$19.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
10.8K+ 48.97% |
$428K - $516K
|
32.9K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10.4K+ 11.17% |
$413K - $498K
|
104K
$4.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
10.3K+ 11.97% |
$410K - $494K
|
96.8K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.3K+ 8.97% |
$410K - $494K
|
126K
$4.99M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 1.47% |
$404K - $487K
|
704K
$27.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
10.1K+ 0.79% |
$400K - $482K
|
1.29M
$51.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10K+ 2.62% |
$397K - $479K
|
393K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.56KNew |
$379K - $456K
|
9.56K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9.21K+ 12.07% |
$365K - $439K
|
85.5K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.17K+ 38.71% |
$363K - $438K
|
32.9K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
9.1KNew |
$361K - $435K
|
9.1K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.69KNew |
$344K - $415K
|
8.69K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
8.69KNew |
$344K - $415K
|
8.69K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$342K - $412K
|
8.64K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.48K+ 7.61% |
$336K - $405K
|
120K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.09K+ 1.08% |
$320K - $386K
|
757K
$30.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
8K+ 53.0% |
$317K - $382K
|
23.1K
$916K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.82K+ 6.5% |
$310K - $373K
|
128K
$5.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.77K+ 6.93% |
$308K - $371K
|
120K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.71K+ 19.51% |
$306K - $368K
|
47.2K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.69K+ 12.54% |
$305K - $367K
|
69K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.6K+ 78.98% |
$301K - $363K
|
17.2K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.55K+ 115.57% |
$299K - $360K
|
14.1K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 12.28% |
$299K - $360K
|
69K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
7.31K+ 14.0% |
$289K - $349K
|
59.5K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7.26K+ 2.6% |
$287K - $346K
|
287K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.85K+ 22.18% |
$271K - $327K
|
37.8K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.69K+ 9.53% |
$265K - $320K
|
76.9K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.27KNew |
$248K - $299K
|
6.27K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.23K+ 43.37% |
$247K - $297K
|
20.6K
$817K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.19K+ 18.33% |
$245K - $296K
|
40K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.1K+ 6.43% |
$242K - $291K
|
101K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.06K+ 2.49% |
$240K - $289K
|
249K
$9.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
6.02K+ 6.69% |
$238K - $287K
|
96K
$3.81M
|