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 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
486+ 1.6% |
$19.3K - $23.2K
|
30.8K
$1.44M
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
485+ 5.62% |
$19.2K - $23.2K
|
9.11K
$427K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
485+ 3.51% |
$19.2K - $23.2K
|
14.3K
$670K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
475+ 2.41% |
$18.8K - $22.7K
|
20.2K
$944K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
473New |
$18.7K - $22.6K
|
473
$22.2K
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
470+ 3.61% |
$18.6K - $22.4K
|
13.5K
$632K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
468+ 5.86% |
$18.5K - $22.3K
|
8.46K
$396K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
465+ 5.09% |
$18.4K - $22.2K
|
9.61K
$450K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
464+ 3.19% |
$18.4K - $22.2K
|
15K
$703K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
460+ 2.53% |
$18.2K - $22K
|
18.6K
$872K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
460New |
$18.2K - $22K
|
460
$21.5K
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
459+ 1.1% |
$18.2K - $21.9K
|
42.1K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
458+ 9.45% |
$18.1K - $21.9K
|
5.3K
$248K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
458+ 2.05% |
$18.1K - $21.9K
|
22.8K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
458New |
$18.1K - $21.9K
|
458
$21.5K
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
449+ 7.11% |
$17.8K - $21.4K
|
6.76K
$317K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
446+ 6.52% |
$17.7K - $21.3K
|
7.29K
$342K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
445+ 0.27% |
$17.6K - $21.2K
|
165K
$7.75M
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
444+ 4.36% |
$17.6K - $21.2K
|
10.6K
$497K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
443+ 1.03% |
$17.5K - $21.1K
|
43.3K
$2.03M
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
442+ 1.84% |
$17.5K - $21.1K
|
24.5K
$1.15M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
431+ 7.82% |
$17.1K - $20.6K
|
5.94K
$278K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
426+ 2.35% |
$16.9K - $20.3K
|
18.5K
$869K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
423+ 67.79% |
$16.8K - $20.2K
|
1.05K
$49K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
418+ 7.57% |
$16.6K - $20K
|
5.94K
$278K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
418+ 5.57% |
$16.6K - $20K
|
7.92K
$371K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
415+ 0.79% |
$16.4K - $19.8K
|
52.6K
$2.46M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
406+ 0.86% |
$16.1K - $19.4K
|
47.6K
$2.23M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
400+ 5.68% |
$15.8K - $19.1K
|
7.44K
$348K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 1.78% |
$15.8K - $19.1K
|
22.9K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 3.8% |
$15.8K - $19.1K
|
10.9K
$512K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
394+ 8.45% |
$15.6K - $18.8K
|
5.06K
$237K
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
390+ 6.51% |
$15.4K - $18.6K
|
6.38K
$299K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
390+ 0.22% |
$15.4K - $18.6K
|
180K
$8.45M
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
386+ 0.42% |
$15.3K - $18.4K
|
91.7K
$4.29M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
385New |
$15.2K - $18.4K
|
385
$18K
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
382+ 3.53% |
$15.1K - $18.2K
|
11.2K
$525K
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
379+ 4.33% |
$15K - $18.1K
|
9.14K
$428K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
375+ 4.48% |
$14.9K - $17.9K
|
8.75K
$410K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
374+ 35.15% |
$14.8K - $17.9K
|
1.44K
$67.4K
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
373+ 4.13% |
$14.8K - $17.8K
|
9.4K
$440K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
372+ 1.81% |
$14.7K - $17.8K
|
20.9K
$980K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
370+ 1.08% |
$14.7K - $17.7K
|
34.7K
$1.63M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
364+ 4.99% |
$14.4K - $17.4K
|
7.66K
$359K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
359+ 4.84% |
$14.2K - $17.1K
|
7.78K
$364K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
353+ 1.83% |
$14K - $16.9K
|
19.6K
$919K
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
353+ 5.14% |
$14K - $16.9K
|
7.23K
$339K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
351+ 5.53% |
$13.9K - $16.8K
|
6.69K
$314K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348+ 7.2% |
$13.8K - $16.6K
|
5.18K
$243K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
344+ 424.69% |
$13.6K - $16.4K
|
425
$19.9K
|