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 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
342+ 0.71% |
$13.5K - $16.3K
|
48.6K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
334+ 0.99% |
$13.2K - $15.9K
|
34.1K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
327+ 0.3% |
$13K - $15.6K
|
108K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
327+ 0.03% |
$13K - $15.6K
|
1.07M
$50M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
325+ 1.71% |
$12.9K - $15.5K
|
19.3K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
325+ 4.31% |
$12.9K - $15.5K
|
7.86K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
322+ 2.59% |
$12.8K - $15.4K
|
12.7K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
317+ 6.28% |
$12.6K - $15.1K
|
5.36K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
315+ 1.5% |
$12.5K - $15K
|
21.3K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
313+ 37.09% |
$12.4K - $14.9K
|
1.16K
$54.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
310+ 4.98% |
$12.3K - $14.8K
|
6.53K
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
308+ 0.8% |
$12.2K - $14.7K
|
38.9K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
307+ 4.67% |
$12.2K - $14.7K
|
6.88K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
306+ 41.18% |
$12.1K - $14.6K
|
1.05K
$49.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
306+ 827.03% |
$12.1K - $14.6K
|
343
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
306+ 14.21% |
$12.1K - $14.6K
|
2.46K
$115K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
303+ 5.81% |
$12K - $14.5K
|
5.52K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
303+ 5.36% |
$12K - $14.5K
|
5.95K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 2.64% |
$12K - $14.5K
|
11.8K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
302New |
$12K - $14.4K
|
302
$14.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
301+ 2.49% |
$11.9K - $14.4K
|
12.4K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
301+ 0.57% |
$11.9K - $14.4K
|
52.9K
$2.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
300+ 14.05% |
$11.9K - $14.3K
|
2.44K
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
300+ 3.11% |
$11.9K - $14.3K
|
9.93K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
300+ 0.17% |
$11.9K - $14.3K
|
178K
$8.32M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
300+ 0.28% |
$11.9K - $14.3K
|
107K
$5.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
296+ 4.8% |
$11.7K - $14.1K
|
6.47K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
295+ 3.21% |
$11.7K - $14.1K
|
9.47K
$444K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
295+ 11.42% |
$11.7K - $14.1K
|
2.88K
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
292+ 0.62% |
$11.6K - $13.9K
|
47.1K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
291+ 5.03% |
$11.5K - $13.9K
|
6.08K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
290+ 3.33% |
$11.5K - $13.8K
|
9.01K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
290+ 3.14% |
$11.5K - $13.8K
|
9.54K
$447K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
288+ 2.54% |
$11.4K - $13.7K
|
11.6K
$544K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
285+ 3.35% |
$11.3K - $13.6K
|
8.81K
$412K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
283+ 3.53% |
$11.2K - $13.5K
|
8.31K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
283New |
$11.2K - $13.5K
|
283
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
283+ 1.84% |
$11.2K - $13.5K
|
15.7K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
279+ 0.98% |
$11.1K - $13.3K
|
28.7K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
278+ 2.6% |
$11K - $13.3K
|
11K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
278+ 1.46% |
$11K - $13.3K
|
19.3K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
277+ 1.18% |
$11K - $13.2K
|
23.7K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
275+ 22.18% |
$10.9K - $13.1K
|
1.52K
$71K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
271+ 0.8% |
$10.7K - $12.9K
|
34.2K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
270+ 1.58% |
$10.7K - $12.9K
|
17.3K
$813K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
268+ 0.34% |
$10.6K - $12.8K
|
78.4K
$3.67M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
267+ 1.54% |
$10.6K - $12.7K
|
17.5K
$822K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
265+ 5.8% |
$10.5K - $12.7K
|
4.84K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
265New |
$10.5K - $12.7K
|
265
$12.4K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
264+ 4.03% |
$10.5K - $12.6K
|
6.82K
$319K
|