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 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
262+ 0.66% |
$10.4K - $12.5K
|
40.2K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 7.08% |
$10.4K - $12.5K
|
3.96K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
261+ 2.3% |
$10.3K - $12.5K
|
11.6K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
259+ 0.25% |
$10.3K - $12.4K
|
105K
$4.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
259+ 0.22% |
$10.3K - $12.4K
|
120K
$5.63M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
257+ 1.44% |
$10.2K - $12.3K
|
18.1K
$846K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
256+ 5.25% |
$10.1K - $12.2K
|
5.13K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
256+ 0.66% |
$10.1K - $12.2K
|
38.9K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
255+ 2.08% |
$10.1K - $12.2K
|
12.5K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
254+ 0.43% |
$10.1K - $12.1K
|
59.5K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
252+ 1.78% |
$9.98K - $12K
|
14.4K
$674K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
251+ 2.25% |
$9.94K - $12K
|
11.4K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
248+ 0.79% |
$9.82K - $11.8K
|
31.7K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
247+ 2.52% |
$9.78K - $11.8K
|
10K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
243+ 3.67% |
$9.63K - $11.6K
|
6.87K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
242+ 1.11% |
$9.59K - $11.6K
|
22K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
240+ 1.73% |
$9.51K - $11.5K
|
14.1K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
240+ 1.4% |
$9.51K - $11.5K
|
17.3K
$812K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
239+ 3.47% |
$9.47K - $11.4K
|
7.13K
$334K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
238+ 1.93% |
$9.43K - $11.4K
|
12.6K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
237+ 2.74% |
$9.39K - $11.3K
|
8.9K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
237+ 1.1% |
$9.39K - $11.3K
|
21.8K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
236+ 2.93% |
$9.35K - $11.3K
|
8.28K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
233+ 3.61% |
$9.23K - $11.1K
|
6.69K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
233+ 3.16% |
$9.23K - $11.1K
|
7.61K
$356K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
228+ 4.65% |
$9.03K - $10.9K
|
5.13K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
227+ 0.97% |
$8.99K - $10.8K
|
23.5K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
227+ 0.04% |
$8.99K - $10.8K
|
621K
$29.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
224+ 2.17% |
$8.87K - $10.7K
|
10.5K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
217+ 2.07% |
$8.6K - $10.4K
|
10.7K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
215+ 4.23% |
$8.52K - $10.3K
|
5.3K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
210+ 1.34% |
$8.32K - $10K
|
15.9K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
210+ 3.37% |
$8.32K - $10K
|
6.44K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
210New |
$8.32K - $10K
|
210
$9.84K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
209+ 3.6% |
$8.28K - $9.98K
|
6.01K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
208+ 0.26% |
$8.24K - $9.93K
|
79.5K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
206+ 2.08% |
$8.16K - $9.83K
|
10.1K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
201+ 129.68% |
$7.96K - $9.6K
|
356
$16.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
200+ 1.27% |
$7.92K - $9.55K
|
15.9K
$747K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200+ 0.11% |
$7.92K - $9.55K
|
186K
$8.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
200+ 3.51% |
$7.92K - $9.55K
|
5.9K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
200+ 0.19% |
$7.92K - $9.55K
|
103K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
199+ 1.45% |
$7.88K - $9.5K
|
14K
$654K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
198+ 1.24% |
$7.84K - $9.45K
|
16.2K
$757K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
192+ 1.2% |
$7.61K - $9.17K
|
16.2K
$759K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
191+ 1.67% |
$7.57K - $9.12K
|
11.6K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
191+ 0.34% |
$7.57K - $9.12K
|
56.7K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
190+ 3.28% |
$7.53K - $9.07K
|
5.99K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
186+ 1.05% |
$7.37K - $8.88K
|
18K
$841K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
185+ 2.1% |
$7.33K - $8.83K
|
9K
$422K
|