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 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-94- 1.72% |
$3.72K - $4.49K
|
5.37K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.25% |
$3.76K - $4.54K
|
7.5K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-96- 0.19% |
$3.8K - $4.58K
|
50.9K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-98- 0.09% |
$3.88K - $4.68K
|
109K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 0.93% |
$3.92K - $4.73K
|
10.6K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-99- 0.29% |
$3.92K - $4.73K
|
34K
$1.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 1.44% |
$3.96K - $4.77K
|
6.82K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 1.45% |
$3.96K - $4.77K
|
6.81K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-100- 1.38% |
$3.96K - $4.77K
|
7.13K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-100- 0.12% |
$3.96K - $4.77K
|
84.2K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-100- 1.24% |
$3.96K - $4.77K
|
7.95K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 0.12% |
$3.96K - $4.77K
|
82.4K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 0.38% |
$3.96K - $4.77K
|
26K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-100- 1.01% |
$3.96K - $4.77K
|
9.83K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.75% |
$3.96K - $4.77K
|
13.3K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-100- 1.71% |
$3.96K - $4.77K
|
5.74K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-101- 0.77% |
$4K - $4.82K
|
13K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-102- 0.54% |
$4.04K - $4.87K
|
18.6K
$873K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-103- 0.95% |
$4.08K - $4.92K
|
10.8K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-106- 1.8% |
$4.2K - $5.06K
|
5.79K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-106- 0.73% |
$4.2K - $5.06K
|
14.4K
$675K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-107- 1.08% |
$4.24K - $5.11K
|
9.76K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-110- 63.58% |
$4.36K - $5.25K
|
63
$2.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-110- 1.22% |
$4.36K - $5.25K
|
8.89K
$416K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 0.59% |
$4.48K - $5.39K
|
18.9K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-114- 2.26% |
$4.52K - $5.44K
|
4.93K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-115- 1.25% |
$4.56K - $5.49K
|
9.1K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-117- 0.42% |
$4.63K - $5.59K
|
27.4K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-118- 2.38% |
$4.67K - $5.63K
|
4.83K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-119- 1.96% |
$4.71K - $5.68K
|
5.94K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-120- 0.02% |
$4.75K - $5.73K
|
501K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-121- 1.78% |
$4.79K - $5.78K
|
6.68K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 0.76% |
$4.79K - $5.78K
|
15.9K
$743K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-122- 1.1% |
$4.83K - $5.82K
|
10.9K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-123- 7.74% |
$4.87K - $5.87K
|
1.47K
$68.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-124- 0.67% |
$4.91K - $5.92K
|
18.5K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-124- 1.97% |
$4.91K - $5.92K
|
6.17K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-124- 1.87% |
$4.91K - $5.92K
|
6.51K
$305K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-124- 1.55% |
$4.91K - $5.92K
|
7.89K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-127- 0.63% |
$5.03K - $6.06K
|
19.9K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-127- 0.9% |
$5.03K - $6.06K
|
14K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-128- 0.77% |
$5.07K - $6.11K
|
16.6K
$777K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-128- 2.45% |
$5.07K - $6.11K
|
5.1K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-128- 1.47% |
$5.07K - $6.11K
|
8.58K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-129- 0.91% |
$5.11K - $6.16K
|
14.1K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-129- 1.86% |
$5.11K - $6.16K
|
6.81K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-130- 0.71% |
$5.15K - $6.21K
|
18.3K
$855K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-132- 2.44% |
$5.23K - $6.3K
|
5.29K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-133- 2.27% |
$5.27K - $6.35K
|
5.72K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-134- 0.41% |
$5.31K - $6.4K
|
32.4K
$1.52M
|