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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-199- 0.44% |
$7.88K - $9.5K
|
45.5K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-199- 1.76% |
$7.88K - $9.5K
|
11.1K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-199- 2.37% |
$7.88K - $9.5K
|
8.18K
$383K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-200- 1.24% |
$7.92K - $9.55K
|
15.9K
$744K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-200- 1.08% |
$7.92K - $9.55K
|
18.3K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-200- 1.7% |
$7.92K - $9.55K
|
11.6K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-200- 0.81% |
$7.92K - $9.55K
|
24.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-200- 1.11% |
$7.92K - $9.55K
|
17.8K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-200- 0.64% |
$7.92K - $9.55K
|
31.2K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-200- 15.11% |
$7.92K - $9.55K
|
1.12K
$52.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-201- 1.46% |
$7.96K - $9.6K
|
13.6K
$636K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-202- 3.45% |
$8K - $9.64K
|
5.65K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-203- 17.44% |
$8.04K - $9.69K
|
961
$45K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-203- 0.97% |
$8.04K - $9.69K
|
20.7K
$970K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-204- 1.27% |
$8.08K - $9.74K
|
15.9K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-204- 0.9% |
$8.08K - $9.74K
|
22.4K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-206- 1.02% |
$8.16K - $9.83K
|
20K
$939K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-207- 0.71% |
$8.2K - $9.88K
|
29K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-208- 2.31% |
$8.24K - $9.93K
|
8.81K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-208- 1.2% |
$8.24K - $9.93K
|
17.1K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 1.57% |
$8.36K - $10.1K
|
13.2K
$620K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-211- 2.72% |
$8.36K - $10.1K
|
7.54K
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-212- 1.56% |
$8.4K - $10.1K
|
13.4K
$628K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-212- 1.11% |
$8.4K - $10.1K
|
18.8K
$882K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-214- 3.11% |
$8.48K - $10.2K
|
6.67K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-216- 3.98% |
$8.56K - $10.3K
|
5.22K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-216- 3.66% |
$8.56K - $10.3K
|
5.69K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-217- 0.63% |
$8.6K - $10.4K
|
34.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-223- 2.66% |
$8.83K - $10.6K
|
8.17K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-224- 0.02% |
$8.87K - $10.7K
|
932K
$43.6M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-226- 2.66% |
$8.95K - $10.8K
|
8.26K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-227- 2.33% |
$8.99K - $10.8K
|
9.51K
$445K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-229- 0.23% |
$9.07K - $10.9K
|
100K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-230- 0.65% |
$9.11K - $11K
|
35K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-231- 2.34% |
$9.15K - $11K
|
9.62K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-232- 0.51% |
$9.19K - $11.1K
|
44.9K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-234- 2.23% |
$9.27K - $11.2K
|
10.3K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-235- 0.61% |
$9.31K - $11.2K
|
38.3K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-236- 1.94% |
$9.35K - $11.3K
|
11.9K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-237- 0.63% |
$9.39K - $11.3K
|
37.6K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-237- 3.13% |
$9.39K - $11.3K
|
7.33K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-238- 1.64% |
$9.43K - $11.4K
|
14.3K
$668K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-240- 3.98% |
$9.51K - $11.5K
|
5.79K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-241- 0.25% |
$9.55K - $11.5K
|
94.8K
$4.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-242- 1.94% |
$9.59K - $11.6K
|
12.2K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-243- 3.52% |
$9.63K - $11.6K
|
6.66K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 27.3% |
$9.63K - $11.6K
|
647
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-243- 4.27% |
$9.63K - $11.6K
|
5.45K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-249- 0.64% |
$9.86K - $11.9K
|
38.4K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-250- 3.3% |
$9.9K - $11.9K
|
7.32K
$343K
|