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
|
Harfst & Associates, Inc.
|
SELL
|
- |
-44- 0.87% |
$1.74K - $2.1K
|
5K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-45- -0.0% |
$1.78K - $2.15K
|
969K
$45.4M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-46- 0.13% |
$1.82K - $2.2K
|
34.9K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-47- 0.39% |
$1.86K - $2.24K
|
11.9K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-47- 0.62% |
$1.86K - $2.24K
|
7.56K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-48- 0.09% |
$1.9K - $2.29K
|
53.2K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-48- 0.53% |
$1.9K - $2.29K
|
8.95K
$419K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-49- 0.5% |
$1.94K - $2.34K
|
9.82K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-50- 6.6% |
$1.98K - $2.39K
|
708
$33.2K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-50- 0.27% |
$1.98K - $2.39K
|
18.8K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-50- 0.8% |
$1.98K - $2.39K
|
6.21K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 0.25% |
$1.98K - $2.39K
|
19.6K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-50- 0.59% |
$1.98K - $2.39K
|
8.46K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-52- 0.67% |
$2.06K - $2.48K
|
7.67K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-56- 0.38% |
$2.22K - $2.67K
|
14.5K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-56- 0.76% |
$2.22K - $2.67K
|
7.31K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-56- 0.2% |
$2.22K - $2.67K
|
28.1K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-56- 1.36% |
$2.22K - $2.67K
|
4.05K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-57- 0.78% |
$2.26K - $2.72K
|
7.25K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-57- 0.22% |
$2.26K - $2.72K
|
25.4K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-59- 0.99% |
$2.34K - $2.82K
|
5.92K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-60- 0.05% |
$2.38K - $2.86K
|
113K
$5.27M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-61- 0.46% |
$2.42K - $2.91K
|
13.3K
$623K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-63- 0.6% |
$2.5K - $3.01K
|
10.5K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-63- 0.79% |
$2.5K - $3.01K
|
7.9K
$370K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-65- 0.17% |
$2.57K - $3.1K
|
39.2K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-65- 1.02% |
$2.57K - $3.1K
|
6.32K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-67- 0.58% |
$2.65K - $3.2K
|
11.6K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-69- 0.68% |
$2.73K - $3.29K
|
10.1K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 0.9% |
$2.77K - $3.34K
|
7.72K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-72- 8.5% |
$2.85K - $3.44K
|
775
$36.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-73- 1.42% |
$2.89K - $3.49K
|
5.07K
$237K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-73- 1.45% |
$2.89K - $3.49K
|
4.95K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-75- 0.26% |
$2.97K - $3.58K
|
29.2K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-76- 1.15% |
$3.01K - $3.63K
|
6.51K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-76- 0.32% |
$3.01K - $3.63K
|
23.5K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-78- 1.02% |
$3.09K - $3.72K
|
7.54K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-78- 0.47% |
$3.09K - $3.72K
|
16.4K
$768K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-80- 1.49% |
$3.17K - $3.82K
|
5.3K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 0.04% |
$3.17K - $3.82K
|
203K
$9.52M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-81- 0.36% |
$3.21K - $3.87K
|
22.4K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-84- 0.86% |
$3.33K - $4.01K
|
9.68K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-86- 3.53% |
$3.41K - $4.11K
|
2.35K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.63% |
$3.49K - $4.2K
|
14K
$654K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-88- 0.33% |
$3.49K - $4.2K
|
27K
$1.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-89- 0.27% |
$3.53K - $4.25K
|
32.7K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-90- 0.98% |
$3.56K - $4.3K
|
9.13K
$428K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-91- 0.77% |
$3.6K - $4.34K
|
11.8K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-92- 0.37% |
$3.64K - $4.39K
|
25.1K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-92- 0.85% |
$3.64K - $4.39K
|
10.7K
$503K
|