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 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-135- 2.3% |
$5.35K - $6.44K
|
5.73K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.98% |
$5.43K - $6.54K
|
13.9K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-139- 1.71% |
$5.51K - $6.64K
|
7.97K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-139- 1.35% |
$5.51K - $6.64K
|
10.2K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-140- 0.44% |
$5.55K - $6.68K
|
31.4K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-140- 25.69% |
$5.55K - $6.68K
|
405
$19K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-143- 0.15% |
$5.66K - $6.83K
|
92.7K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-144- 0.16% |
$5.7K - $6.87K
|
90.3K
$4.23M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-147- 0.89% |
$5.82K - $7.02K
|
16.4K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-150- 1.27% |
$5.94K - $7.16K
|
11.6K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-150- 3.6% |
$5.94K - $7.16K
|
4.02K
$188K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-150- 0.05% |
$5.94K - $7.16K
|
317K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-152- 0.8% |
$6.02K - $7.26K
|
18.8K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-152- 1.3% |
$6.02K - $7.26K
|
11.6K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-152- 0.56% |
$6.02K - $7.26K
|
27.1K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-155- 4.67% |
$6.14K - $7.4K
|
3.17K
$148K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-155- 0.73% |
$6.14K - $7.4K
|
21K
$983K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-157- 1.92% |
$6.22K - $7.5K
|
8.02K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-157- 2.12% |
$6.22K - $7.5K
|
7.27K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-160- 1.79% |
$6.34K - $7.64K
|
8.75K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-160- 1.02% |
$6.34K - $7.64K
|
15.5K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-160- 2.94% |
$6.34K - $7.64K
|
5.28K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-162- 1.14% |
$6.42K - $7.73K
|
14.1K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-163- 2.79% |
$6.46K - $7.78K
|
5.68K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-164- 1.16% |
$6.5K - $7.83K
|
13.9K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-165- 13.7% |
$6.54K - $7.88K
|
1.04K
$48.7K
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-165- 1.78% |
$6.54K - $7.88K
|
9.1K
$426K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-166- 1.49% |
$6.58K - $7.92K
|
11K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-170- 1.08% |
$6.73K - $8.12K
|
15.6K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-171- 2.78% |
$6.77K - $8.16K
|
5.98K
$280K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-172- 1.86% |
$6.81K - $8.21K
|
9.09K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-173- 1.07% |
$6.85K - $8.26K
|
16K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-173- 2.74% |
$6.85K - $8.26K
|
6.14K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-175- 8.31% |
$6.93K - $8.35K
|
1.93K
$90.5K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-175- 3.18% |
$6.93K - $8.35K
|
5.34K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-177- 3.53% |
$7.01K - $8.45K
|
4.84K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-179- 3.45% |
$7.09K - $8.55K
|
5.01K
$235K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-180- 0.06% |
$7.13K - $8.59K
|
292K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-180- 0.64% |
$7.13K - $8.59K
|
28K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-184- 1.68% |
$7.29K - $8.78K
|
10.8K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-186- 38.27% |
$7.37K - $8.88K
|
300
$14.1K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-186- 1.44% |
$7.37K - $8.88K
|
12.7K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-189- 0.63% |
$7.49K - $9.02K
|
30K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-190- 37.04% |
$7.53K - $9.07K
|
323
$15.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-190- 5.96% |
$7.53K - $9.07K
|
3K
$140K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 0.99% |
$7.61K - $9.17K
|
19.1K
$896K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-192- 1.6% |
$7.61K - $9.17K
|
11.8K
$551K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-193- 0.2% |
$7.64K - $9.21K
|
98.8K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-197- 2.0% |
$7.8K - $9.4K
|
9.63K
$451K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-197- 0.52% |
$7.8K - $9.4K
|
37.5K
$1.76M
|