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 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
659+ 3.94% |
$26.1K - $31.5K
|
17.4K
$814K
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
651+ 3.56% |
$25.8K - $31.1K
|
18.9K
$886K
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
648+ 1.36% |
$25.7K - $30.9K
|
48.2K
$2.26M
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
645+ 3.14% |
$25.5K - $30.8K
|
21.2K
$994K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
629+ 1.76% |
$24.9K - $30K
|
36.4K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
625+ 0.76% |
$24.8K - $29.8K
|
82.8K
$3.88M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
621+ 0.54% |
$24.6K - $29.6K
|
115K
$5.4M
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
618+ 4.68% |
$24.5K - $29.5K
|
13.8K
$647K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
616+ 0.16% |
$24.4K - $29.4K
|
378K
$17.7M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
608+ 10.17% |
$24.1K - $29K
|
6.59K
$308K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
605+ 1.08% |
$24K - $28.9K
|
56.9K
$2.66M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
600New |
$23.8K - $28.6K
|
600
$28.1K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
599+ 9.32% |
$23.7K - $28.6K
|
7.03K
$329K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
591+ 1.87% |
$23.4K - $28.2K
|
32.2K
$1.51M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
589+ 8.69% |
$23.3K - $28.1K
|
7.36K
$345K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
588+ 8.13% |
$23.3K - $28.1K
|
7.82K
$366K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
586+ 2.08% |
$23.2K - $28K
|
28.7K
$1.34M
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
584+ 3.42% |
$23.1K - $27.9K
|
17.7K
$828K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
580+ 2.2% |
$23K - $27.7K
|
27K
$1.26M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
567+ 1.33% |
$22.5K - $27.1K
|
43.1K
$2.02M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
565+ 3.29% |
$22.4K - $27K
|
17.7K
$830K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
565+ 6.94% |
$22.4K - $27K
|
8.71K
$408K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
565+ 4.12% |
$22.4K - $27K
|
14.3K
$669K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
563+ 9.91% |
$22.3K - $26.9K
|
6.25K
$293K
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
560+ 4.22% |
$22.2K - $26.7K
|
13.8K
$647K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
552+ 4.76% |
$21.9K - $26.4K
|
12.1K
$569K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
550+ 7.25% |
$21.8K - $26.3K
|
8.13K
$381K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
547+ 1.51% |
$21.7K - $26.1K
|
36.8K
$1.72M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
547+ 11.53% |
$21.7K - $26.1K
|
5.29K
$248K
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
547+ 0.99% |
$21.7K - $26.1K
|
55.8K
$2.61M
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
540+ 7.94% |
$21.4K - $25.8K
|
7.34K
$344K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
536+ 7.88% |
$21.2K - $25.6K
|
7.34K
$344K
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
534+ 2.68% |
$21.2K - $25.5K
|
20.4K
$957K
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
533+ 8.88% |
$21.1K - $25.4K
|
6.53K
$306K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
532+ 6.02% |
$21.1K - $25.4K
|
9.36K
$439K
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
530+ 10.39% |
$21K - $25.3K
|
5.63K
$264K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
523+ 2.19% |
$20.7K - $25K
|
24.4K
$1.14M
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
518+ 10.97% |
$20.5K - $24.7K
|
5.24K
$246K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
514+ 5.94% |
$20.4K - $24.5K
|
9.16K
$429K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
514+ 9.83% |
$20.4K - $24.5K
|
5.74K
$269K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
513+ 1.23% |
$20.3K - $24.5K
|
42.1K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
511+ 10.66% |
$20.2K - $24.4K
|
5.31K
$248K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
505+ 2.99% |
$20K - $24.1K
|
17.4K
$814K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
501New |
$19.8K - $23.9K
|
501
$23.5K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
500+ 4.66% |
$19.8K - $23.9K
|
11.2K
$526K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
500New |
$19.8K - $23.9K
|
500
$23.4K
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
500+ 0.68% |
$19.8K - $23.9K
|
74.1K
$3.47M
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
496+ 3.36% |
$19.6K - $23.7K
|
15.3K
$714K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
491+ 2.69% |
$19.4K - $23.4K
|
18.7K
$878K
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
487+ 1.58% |
$19.3K - $23.2K
|
31.3K
$1.47M
|