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 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
4+ 0.02% |
$158 - $191
|
18.7K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4+ 0.54% |
$158 - $191
|
748
$35K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.49% |
$158 - $191
|
821
$38.5K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.04% |
$158 - $191
|
11K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4+ 0.79% |
$158 - $191
|
511
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.1% |
$158 - $191
|
4.12K
$193K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.04% |
$158 - $191
|
9.73K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
3+ 0.52% |
$119 - $143
|
581
$27.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$119 - $143
|
5.65K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.05% |
$119 - $143
|
5.81K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.65% |
$119 - $143
|
468
$21.9K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$119 - $143
|
3.4K
$159K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$79.2 - $95.5
|
2.54K
$119K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.06% |
$79.2 - $95.5
|
3.09K
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$79.2 - $95.5
|
6.61K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$79.2 - $95.5
|
1.86K
$87.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2+ 0.02% |
$79.2 - $95.5
|
12.7K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.14% |
$79.2 - $95.5
|
1.43K
$66.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.07% |
$79.2 - $95.5
|
2.82K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$79.2 - $95.5
|
7.57K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2+ 0.0% |
$79.2 - $95.5
|
43.4K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$79.2 - $95.5
|
8.84K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$79.2 - $95.5
|
3.82K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2New |
$79.2 - $95.5
|
2
$93.7
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2+ 0.03% |
$79.2 - $95.5
|
5.88K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.41% |
$79.2 - $95.5
|
489
$22.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
4.94K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$39.6 - $47.7
|
249
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
10.2K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.14% |
$39.6 - $47.7
|
89
$4.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.95% |
$39.6 - $47.7
|
106
$4.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
1+ 0.0% |
$39.6 - $47.7
|
278K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$39.6 - $47.7
|
39.8K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
6.42K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
5.35K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
9.78K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
10.3K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
12.1K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.46% |
$39.6 - $47.7
|
218
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
5.75K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$39.6 - $47.7
|
13.6K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1- 0.01% |
$39.6 - $47.7
|
11.7K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.26% |
$39.6 - $47.7
|
387
$18.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1- -0.0% |
$39.6 - $47.7
|
32.9K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.01% |
$79.2 - $95.5
|
16.6K
$778K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.01% |
$119 - $143
|
29.3K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$158 - $191
|
74.8K
$3.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-5- 0.04% |
$198 - $239
|
12.9K
$606K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5- 0.09% |
$198 - $239
|
5.75K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-6- 0.02% |
$238 - $286
|
39.2K
$1.84M
|