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 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-250- 1.11% |
$9.9K - $11.9K
|
22.3K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-251- 0.49% |
$9.94K - $12K
|
50.8K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-253- 1.35% |
$10K - $12.1K
|
18.4K
$864K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-255- 10.67% |
$10.1K - $12.2K
|
2.13K
$100K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-257- 0.66% |
$10.2K - $12.3K
|
38.7K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-259- 4.41% |
$10.3K - $12.4K
|
5.62K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-259- 2.17% |
$10.3K - $12.4K
|
11.7K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-263- 0.67% |
$10.4K - $12.6K
|
39.1K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-266- 40.74% |
$10.5K - $12.7K
|
387
$18.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-267- 0.42% |
$10.6K - $12.7K
|
62.7K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-270- 1.44% |
$10.7K - $12.9K
|
18.5K
$868K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-272- 0.5% |
$10.8K - $13K
|
53.6K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-273- 0.38% |
$10.8K - $13K
|
71.6K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-274- 0.07% |
$10.9K - $13.1K
|
384K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-275- 4.3% |
$10.9K - $13.1K
|
6.13K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-275- 50.0% |
$10.9K - $13.1K
|
275
$12.9K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-275- 2.26% |
$10.9K - $13.1K
|
11.9K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-275- 0.89% |
$10.9K - $13.1K
|
30.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-275- 0.56% |
$10.9K - $13.1K
|
49K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-277- 3.59% |
$11K - $13.2K
|
7.45K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-278- 3.14% |
$11K - $13.3K
|
8.57K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-278- 2.74% |
$11K - $13.3K
|
9.87K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-279- 0.59% |
$11.1K - $13.3K
|
47.3K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-281- 0.57% |
$11.1K - $13.4K
|
49.3K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-281- 3.27% |
$11.1K - $13.4K
|
8.32K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-283- 2.15% |
$11.2K - $13.5K
|
12.9K
$605K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-283- 0.18% |
$11.2K - $13.5K
|
154K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-287- 2.51% |
$11.4K - $13.7K
|
11.2K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-287- 0.9% |
$11.4K - $13.7K
|
31.7K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-289- 5.48% |
$11.4K - $13.8K
|
4.99K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-289- 0.44% |
$11.4K - $13.8K
|
64.9K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-290- 0.79% |
$11.5K - $13.8K
|
36.3K
$1.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-295- 0.77% |
$11.7K - $14.1K
|
38K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-295- 2.53% |
$11.7K - $14.1K
|
11.3K
$531K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-300- 1.22% |
$11.9K - $14.3K
|
24.4K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-300- 4.24% |
$11.9K - $14.3K
|
6.78K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-300- 0.86% |
$11.9K - $14.3K
|
34.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-300- 1.13% |
$11.9K - $14.3K
|
26.4K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-301- 2.18% |
$11.9K - $14.4K
|
13.5K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-303- 0.56% |
$12K - $14.5K
|
54K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-304- 0.8% |
$12K - $14.5K
|
37.7K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-306- 35.01% |
$12.1K - $14.6K
|
568
$26.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-309- 3.79% |
$12.2K - $14.8K
|
7.84K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-309- 11.6% |
$12.2K - $14.8K
|
2.35K
$110K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-310- 0.83% |
$12.3K - $14.8K
|
36.9K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-310- 2.2% |
$12.3K - $14.8K
|
13.8K
$645K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-314- 1.6% |
$12.4K - $15K
|
19.3K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-314- 6.01% |
$12.4K - $15K
|
4.91K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-316- 1.44% |
$12.5K - $15.1K
|
21.7K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-316- 1.55% |
$12.5K - $15.1K
|
20.1K
$943K
|