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 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50+ 0.21% |
$1.98K - $2.39K
|
23.8K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
48+ 0.35% |
$1.9K - $2.29K
|
13.9K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
48+ 0.16% |
$1.9K - $2.29K
|
30.3K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44+ 0.44% |
$1.74K - $2.1K
|
9.96K
$466K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
44+ 0.9% |
$1.74K - $2.1K
|
4.93K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
44New |
$1.74K - $2.1K
|
44
$2.06K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43+ 0.04% |
$1.7K - $2.05K
|
107K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
42+ 0.1% |
$1.66K - $2.01K
|
42.2K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
41+ 1.64% |
$1.62K - $1.96K
|
2.53K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
41+ 0.27% |
$1.62K - $1.96K
|
15.2K
$710K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.55% |
$1.58K - $1.91K
|
7.37K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$1.58K - $1.91K
|
56.3K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 0.78% |
$1.58K - $1.91K
|
5.19K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
39+ 0.62% |
$1.54K - $1.86K
|
6.37K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
39+ 0.17% |
$1.54K - $1.86K
|
23.4K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
39+ 0.08% |
$1.54K - $1.86K
|
51.2K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
39+ 0.31% |
$1.54K - $1.86K
|
12.5K
$587K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
38+ 0.21% |
$1.51K - $1.81K
|
18.3K
$856K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
38+ 0.45% |
$1.51K - $1.81K
|
8.45K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
38+ 0.65% |
$1.51K - $1.81K
|
5.84K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
37+ 0.25% |
$1.47K - $1.77K
|
14.7K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.62% |
$1.47K - $1.77K
|
6.03K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
36+ 0.36% |
$1.43K - $1.72K
|
10.1K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
35+ 0.57% |
$1.39K - $1.67K
|
6.19K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 0.17% |
$1.39K - $1.67K
|
20.6K
$966K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.63% |
$1.39K - $1.67K
|
5.59K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
35+ 0.62% |
$1.39K - $1.67K
|
5.67K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.6% |
$1.35K - $1.62K
|
5.67K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33+ 1.27% |
$1.31K - $1.58K
|
2.64K
$124K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
33New |
$1.31K - $1.58K
|
33
$1.55K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
32+ 0.47% |
$1.27K - $1.53K
|
6.89K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.5% |
$1.23K - $1.48K
|
6.27K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
31New |
$1.23K - $1.48K
|
31
$1.45K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
31+ 0.41% |
$1.23K - $1.48K
|
7.62K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
30+ 0.56% |
$1.19K - $1.43K
|
5.37K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
29+ 0.07% |
$1.15K - $1.38K
|
40.8K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
28+ 0.12% |
$1.11K - $1.34K
|
22.7K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
28+ 0.42% |
$1.11K - $1.34K
|
6.63K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 0.38% |
$1.11K - $1.34K
|
7.34K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25+ 0.43% |
$990 - $1.19K
|
5.82K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
25+ 0.5% |
$990 - $1.19K
|
5.02K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
24+ 0.16% |
$951 - $1.15K
|
14.8K
$695K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
22+ 0.14% |
$871 - $1.05K
|
15.8K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.23% |
$832 - $1K
|
9.25K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20+ 0.08% |
$792 - $955
|
24.4K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20+ 1.25% |
$792 - $955
|
1.62K
$76K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
19+ 0.05% |
$753 - $907
|
34.7K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
19+ 0.38% |
$753 - $907
|
5.01K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
19+ 0.26% |
$753 - $907
|
7.2K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
19+ 0.13% |
$753 - $907
|
14.2K
$667K
|