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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.32% |
$713 - $859
|
5.61K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$673 - $812
|
6.71K
$314K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.13% |
$673 - $812
|
13.3K
$621K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
17+ 0.09% |
$673 - $812
|
19.1K
$896K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.1% |
$634 - $764
|
16.4K
$766K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.21% |
$634 - $764
|
7.71K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$634 - $764
|
6.89K
$323K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
15+ 0.03% |
$594 - $716
|
59.2K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
15+ 0.09% |
$594 - $716
|
17.4K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.43% |
$594 - $716
|
3.53K
$165K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.03% |
$555 - $668
|
53K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.21% |
$555 - $668
|
6.84K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13+ 0.28% |
$515 - $621
|
4.72K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 0.18% |
$436 - $525
|
6.12K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11+ 0.03% |
$436 - $525
|
42.6K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.18% |
$436 - $525
|
6.04K
$283K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.09% |
$436 - $525
|
11.7K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10+ 0.13% |
$396 - $477
|
7.8K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10+ 0.21% |
$396 - $477
|
4.88K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
10+ 0.03% |
$396 - $477
|
36.9K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10+ 0.12% |
$396 - $477
|
8.28K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.08% |
$356 - $430
|
11.9K
$558K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.1% |
$356 - $430
|
9.33K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.14% |
$317 - $382
|
5.6K
$262K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8+ 8.0% |
$317 - $382
|
108
$5.06K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.13% |
$277 - $334
|
5.39K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$277 - $334
|
6.1K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
7+ 0.08% |
$277 - $334
|
9.23K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7+ 0.14% |
$277 - $334
|
4.91K
$230K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7+ 0.05% |
$277 - $334
|
13.5K
$632K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
6New |
$238 - $286
|
6
$281
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.06% |
$238 - $286
|
10.7K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
6+ 0.1% |
$238 - $286
|
6.12K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
6+ 0.06% |
$238 - $286
|
9.4K
$440K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$238 - $286
|
1.39K
$64.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.09% |
$238 - $286
|
6.38K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 0.03% |
$238 - $286
|
17.4K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6+ 0.12% |
$238 - $286
|
5.22K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.05% |
$198 - $239
|
10.8K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$198 - $239
|
9.11K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$198 - $239
|
6.76K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.1% |
$198 - $239
|
5K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.3% |
$198 - $239
|
1.67K
$78.4K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5+ 0.03% |
$198 - $239
|
14.4K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5+ 0.04% |
$198 - $239
|
13.6K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.07% |
$198 - $239
|
7.05K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$158 - $191
|
11.7K
$550K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.03% |
$158 - $191
|
12K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$158 - $191
|
21.1K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$158 - $191
|
11.1K
$519K
|