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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
6KNew |
$238K - $287K
|
6K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6KNew |
$238K - $286K
|
6K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.92K+ 14.9% |
$235K - $283K
|
45.7K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.9K+ 17.21% |
$234K - $282K
|
40.2K
$1.59M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.81K+ 46.7% |
$230K - $277K
|
18.2K
$724K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.72KNew |
$227K - $273K
|
5.72K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.65KNew |
$224K - $270K
|
5.65K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 17.25% |
$219K - $264K
|
37.6K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.49K+ 32.85% |
$217K - $262K
|
22.2K
$881K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.35K+ 6.39% |
$212K - $255K
|
89K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
5.34KNew |
$211K - $255K
|
5.34K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.33K+ 28.41% |
$211K - $254K
|
24.1K
$956K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.25K+ 126.71% |
$208K - $250K
|
9.39K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.14KNew |
$204K - $245K
|
5.14K
$204K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.13KNew |
$203K - $245K
|
5.13K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
5.09K+ 31.74% |
$202K - $243K
|
21.1K
$839K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.08KNew |
$201K - $243K
|
5.08K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.04K+ 11.11% |
$200K - $241K
|
50.4K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5K+ 68.33% |
$198K - $239K
|
12.3K
$489K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.96KNew |
$196K - $237K
|
4.96K
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.95K+ 1.8% |
$196K - $236K
|
280K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54K+ 18.03% |
$180K - $217K
|
29.7K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.53K+ 93.86% |
$179K - $216K
|
9.35K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.49K+ 17.59% |
$178K - $214K
|
30K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.45K+ 28.69% |
$176K - $212K
|
20K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.42K+ 14.31% |
$175K - $211K
|
35.3K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.29K+ 1.85% |
$170K - $205K
|
236K
$9.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.96K+ 4.41% |
$157K - $189K
|
93.7K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.9K+ 6.15% |
$154K - $186K
|
67.3K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.85K+ 50.78% |
$152K - $184K
|
11.4K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.82K+ 5.24% |
$151K - $182K
|
76.7K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.74K+ 39.34% |
$148K - $178K
|
13.2K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.6K+ 1.36% |
$143K - $172K
|
269K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.58K+ 21.34% |
$142K - $171K
|
20.3K
$807K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.58K+ 8.28% |
$142K - $171K
|
46.8K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.57KNew |
$141K - $170K
|
3.57K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.55K+ 0.95% |
$141K - $169K
|
377K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.52K+ 4.34% |
$139K - $168K
|
84.6K
$3.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
3.46K+ 31.28% |
$137K - $165K
|
14.5K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.37K+ 4.79% |
$134K - $161K
|
73.8K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.33K+ 65.88% |
$132K - $159K
|
8.39K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.31K+ 37.49% |
$131K - $158K
|
12.1K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.22K+ 8.87% |
$128K - $154K
|
39.5K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.09K+ 2.59% |
$122K - $147K
|
122K
$4.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.08K+ 1.73% |
$122K - $147K
|
181K
$7.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.07K+ 6.78% |
$122K - $147K
|
48.4K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.04K+ 2.2% |
$121K - $145K
|
141K
$5.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.02K+ 27.95% |
$119K - $144K
|
13.8K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.95K+ 7.53% |
$117K - $141K
|
42.2K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.91K+ 22.86% |
$115K - $139K
|
15.6K
$620K
|