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 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
87+ 0.12% |
$3.45K - $4.15K
|
70.8K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
82+ 0.12% |
$3.25K - $3.91K
|
65.8K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
81+ 0.33% |
$3.21K - $3.87K
|
25K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
79+ 1.31% |
$3.13K - $3.77K
|
6.1K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
78+ 0.62% |
$3.09K - $3.72K
|
12.7K
$595K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
77+ 4.27% |
$3.05K - $3.68K
|
1.88K
$88.2K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
77+ 1.39% |
$3.05K - $3.68K
|
5.62K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
76+ 0.57% |
$3.01K - $3.63K
|
13.5K
$633K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
76+ 0.86% |
$3.01K - $3.63K
|
8.96K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
76+ 0.29% |
$3.01K - $3.63K
|
25.9K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
75+ 1.38% |
$2.97K - $3.58K
|
5.52K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
75+ 1.15% |
$2.97K - $3.58K
|
6.58K
$308K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
75+ 37.31% |
$2.97K - $3.58K
|
276
$12.9K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
74+ 0.32% |
$2.93K - $3.53K
|
23.3K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
74+ 0.62% |
$2.93K - $3.53K
|
11.9K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
74+ 0.32% |
$2.93K - $3.53K
|
23.2K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 0.64% |
$2.89K - $3.49K
|
11.5K
$538K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
71+ 1.37% |
$2.81K - $3.39K
|
5.27K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
71+ 1.26% |
$2.81K - $3.39K
|
5.72K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
70+ 0.91% |
$2.77K - $3.34K
|
7.8K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
70+ 0.38% |
$2.77K - $3.34K
|
18.7K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
70+ 0.17% |
$2.77K - $3.34K
|
41.8K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
69+ 0.6% |
$2.73K - $3.29K
|
11.5K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
69+ 0.09% |
$2.73K - $3.29K
|
76.3K
$3.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
67+ 0.37% |
$2.65K - $3.2K
|
18.4K
$860K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66+ 3.83% |
$2.61K - $3.15K
|
1.79K
$83.7K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
66+ 0.3% |
$2.61K - $3.15K
|
22.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
66+ 4.61% |
$2.61K - $3.15K
|
1.5K
$70.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
65+ 35.33% |
$2.57K - $3.1K
|
249
$11.7K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.37% |
$2.54K - $3.06K
|
17.5K
$821K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 0.15% |
$2.42K - $2.91K
|
40.8K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
61+ 0.42% |
$2.42K - $2.91K
|
14.6K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
61+ 0.01% |
$2.42K - $2.91K
|
552K
$25.9M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
61+ 0.7% |
$2.42K - $2.91K
|
8.75K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58+ 2.4% |
$2.3K - $2.77K
|
2.48K
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
58+ 10.78% |
$2.3K - $2.77K
|
596
$27.9K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
58+ 0.31% |
$2.3K - $2.77K
|
19K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
58+ 1.12% |
$2.3K - $2.77K
|
5.26K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
56+ 0.47% |
$2.22K - $2.67K
|
11.9K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
56+ 0.1% |
$2.22K - $2.67K
|
56.1K
$2.63M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
56+ 0.07% |
$2.22K - $2.67K
|
81.4K
$3.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
55+ 0.34% |
$2.18K - $2.63K
|
16.4K
$767K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 0.85% |
$2.18K - $2.63K
|
6.49K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
54+ 0.16% |
$2.14K - $2.58K
|
33.6K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.32% |
$2.1K - $2.53K
|
16.9K
$790K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
51+ 0.25% |
$2.02K - $2.43K
|
20.4K
$957K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
51+ 1.05% |
$2.02K - $2.43K
|
4.91K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
51+ 0.6% |
$2.02K - $2.43K
|
8.57K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
51+ 0.16% |
$2.02K - $2.43K
|
31.4K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
50+ 0.04% |
$1.98K - $2.39K
|
132K
$6.17M
|