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 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
135+ 0.16% |
$5.35K - $6.44K
|
83.9K
$3.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
133+ 0.53% |
$5.27K - $6.35K
|
25.2K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
132+ 2.69% |
$5.23K - $6.3K
|
5.04K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
132+ 0.25% |
$5.23K - $6.3K
|
52.9K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
131+ 1.15% |
$5.19K - $6.25K
|
11.6K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
131+ 1.19% |
$5.19K - $6.25K
|
11.1K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
131+ 222.03% |
$5.19K - $6.25K
|
190
$8.9K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
131+ 0.72% |
$5.19K - $6.25K
|
18.2K
$853K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
130+ 0.96% |
$5.15K - $6.21K
|
13.7K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
130New |
$5.15K - $6.21K
|
130
$6.09K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
129+ 192.54% |
$5.11K - $6.16K
|
196
$9.18K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
129+ 23.58% |
$5.11K - $6.16K
|
676
$31.7K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
129+ 0.41% |
$5.11K - $6.16K
|
31.5K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
129+ 0.3% |
$5.11K - $6.16K
|
43.3K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
128+ 0.16% |
$5.07K - $6.11K
|
79.8K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
128+ 1.87% |
$5.07K - $6.11K
|
6.96K
$326K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
125+ 2.15% |
$4.95K - $5.97K
|
5.95K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
125+ 31.65% |
$4.95K - $5.97K
|
520
$24.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
122+ 0.58% |
$4.83K - $5.82K
|
21.2K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.58% |
$4.83K - $5.82K
|
21.2K
$993K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
122+ 1.06% |
$4.83K - $5.82K
|
11.6K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
122+ 1.27% |
$4.83K - $5.82K
|
9.74K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
120+ 1.02% |
$4.75K - $5.73K
|
11.8K
$555K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.38% |
$4.71K - $5.68K
|
5.13K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
119+ 1.82% |
$4.71K - $5.68K
|
6.65K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
117+ 4.02% |
$4.63K - $5.59K
|
3.03K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
117+ 0.41% |
$4.63K - $5.59K
|
28.8K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
116+ 0.65% |
$4.59K - $5.54K
|
18K
$842K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
116+ 3.32% |
$4.59K - $5.54K
|
3.61K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
111+ 1.25% |
$4.4K - $5.3K
|
9.02K
$422K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
109+ 4.51% |
$4.32K - $5.2K
|
2.53K
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
105+ 2.11% |
$4.16K - $5.01K
|
5.08K
$238K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
104+ 1.37% |
$4.12K - $4.96K
|
7.69K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
104+ 0.17% |
$4.12K - $4.96K
|
60K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
104+ 0.1% |
$4.12K - $4.96K
|
107K
$5M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
102+ 1.36% |
$4.04K - $4.87K
|
7.62K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
102+ 1.34% |
$4.04K - $4.87K
|
7.73K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
101+ 1.87% |
$4K - $4.82K
|
5.51K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
100+ 1.11% |
$3.96K - $4.77K
|
9.07K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
100+ 1.01% |
$3.96K - $4.77K
|
10K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
100+ 0.5% |
$3.96K - $4.77K
|
20.3K
$949K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 0.09% |
$3.96K - $4.77K
|
111K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$3.96K - $4.77K
|
100
$4.68K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
100+ 21.01% |
$3.96K - $4.77K
|
576
$27K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
100+ 0.16% |
$3.96K - $4.77K
|
62K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
99+ 0.44% |
$3.92K - $4.73K
|
22.7K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
99+ 0.8% |
$3.92K - $4.73K
|
12.5K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
98+ 0.8% |
$3.88K - $4.68K
|
12.3K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
95+ 1.21% |
$3.76K - $4.54K
|
7.97K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
92+ 0.32% |
$3.64K - $4.39K
|
28.9K
$1.35M
|