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 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
184+ 0.51% |
$7.29K - $8.78K
|
36.3K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
181+ 2.09% |
$7.17K - $8.64K
|
8.84K
$414K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
178+ 0.44% |
$7.05K - $8.5K
|
40.8K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
178+ 0.04% |
$7.05K - $8.5K
|
402K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
177+ 0.21% |
$7.01K - $8.45K
|
83.5K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
175+ 2.11% |
$6.93K - $8.35K
|
8.47K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
173+ 0.63% |
$6.85K - $8.26K
|
27.5K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
171+ 1.07% |
$6.77K - $8.16K
|
16.2K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
171New |
$6.77K - $8.16K
|
171
$8.01K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
170+ 0.28% |
$6.73K - $8.12K
|
61.7K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
170+ 0.82% |
$6.73K - $8.12K
|
20.9K
$977K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
169+ 1.07% |
$6.69K - $8.07K
|
16K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
169+ 0.92% |
$6.69K - $8.07K
|
18.5K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
169+ 0.4% |
$6.69K - $8.07K
|
42.4K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
167+ 5.57% |
$6.61K - $7.97K
|
3.17K
$148K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
166New |
$6.58K - $7.92K
|
166
$7.78K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
160+ 1.35% |
$6.34K - $7.64K
|
12K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
158+ 1.1% |
$6.26K - $7.54K
|
14.5K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
158+ 1.3% |
$6.26K - $7.54K
|
12.3K
$575K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
158+ 13.13% |
$6.26K - $7.54K
|
1.36K
$63.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
157+ 3.18% |
$6.22K - $7.5K
|
5.1K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 1.39% |
$6.18K - $7.45K
|
11.4K
$533K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
155+ 2.25% |
$6.14K - $7.4K
|
7.06K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
154+ 77.0% |
$6.1K - $7.35K
|
354
$16.6K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
154+ 0.35% |
$6.1K - $7.35K
|
44.7K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
154+ 0.21% |
$6.1K - $7.35K
|
72.6K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
153+ 0.39% |
$6.06K - $7.3K
|
39.8K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
152+ 0.12% |
$6.02K - $7.26K
|
126K
$5.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$6.02K - $7.26K
|
152
$7.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 0.81% |
$5.98K - $7.21K
|
18.7K
$876K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
151+ 2.43% |
$5.98K - $7.21K
|
6.38K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
149+ 0.35% |
$5.9K - $7.11K
|
42.2K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
149+ 0.95% |
$5.9K - $7.11K
|
15.9K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
148+ 1.31% |
$5.86K - $7.07K
|
11.5K
$538K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
147+ 2.16% |
$5.82K - $7.02K
|
6.96K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
147+ 4.93% |
$5.82K - $7.02K
|
3.13K
$146K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
146+ 0.53% |
$5.78K - $6.97K
|
27.8K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
146+ 0.8% |
$5.78K - $6.97K
|
18.3K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
143+ 0.62% |
$5.66K - $6.83K
|
23.3K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
143+ 1.82% |
$5.66K - $6.83K
|
8.02K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
140+ 1.3% |
$5.55K - $6.68K
|
10.9K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
140+ 2.07% |
$5.55K - $6.68K
|
6.91K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
140+ 1.79% |
$5.55K - $6.68K
|
7.97K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
138+ 6.76% |
$5.47K - $6.59K
|
2.18K
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
137+ 0.07% |
$5.43K - $6.54K
|
200K
$9.36M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
137+ 0.13% |
$5.43K - $6.54K
|
108K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
136+ 2.19% |
$5.39K - $6.49K
|
6.34K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
136+ 2.28% |
$5.39K - $6.49K
|
6.11K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
136+ 0.57% |
$5.39K - $6.49K
|
23.9K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
136+ 0.05% |
$5.39K - $6.49K
|
261K
$12.2M
|