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 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-323- 6.25% |
$12.8K - $15.4K
|
4.84K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-323- 2.93% |
$12.8K - $15.4K
|
10.7K
$502K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-325- 2.27% |
$12.9K - $15.5K
|
14K
$655K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-325- 4.47% |
$12.9K - $15.5K
|
6.95K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-327- 4.53% |
$13K - $15.6K
|
6.9K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-327- 4.2% |
$13K - $15.6K
|
7.46K
$349K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-328- 3.2% |
$13K - $15.7K
|
9.93K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-330- 2.19% |
$13.1K - $15.8K
|
14.8K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-333- 1.68% |
$13.2K - $15.9K
|
19.5K
$913K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-333- 0.33% |
$13.2K - $15.9K
|
99.2K
$4.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$13.2K - $15.9K
|
235K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-335- 1.0% |
$13.3K - $16K
|
33.2K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-336- 0.57% |
$13.3K - $16K
|
59K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-337- 4.34% |
$13.3K - $16.1K
|
7.42K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-337- 4.62% |
$13.3K - $16.1K
|
6.96K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-339- 11.19% |
$13.4K - $16.2K
|
2.69K
$126K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-340- 3.11% |
$13.5K - $16.2K
|
10.6K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-340- 2.37% |
$13.5K - $16.2K
|
14K
$657K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-342- 4.25% |
$13.5K - $16.3K
|
7.71K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-344- 0.54% |
$13.6K - $16.4K
|
63.4K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-346- 0.35% |
$13.7K - $16.5K
|
98.2K
$4.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-347- 4.47% |
$13.7K - $16.6K
|
7.41K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-350- 7.19% |
$13.9K - $16.7K
|
4.52K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-351- 2.61% |
$13.9K - $16.8K
|
13.1K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-354- 0.9% |
$14K - $16.9K
|
38.9K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-357- 4.83% |
$14.1K - $17K
|
7.04K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-363- 1.13% |
$14.4K - $17.3K
|
31.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-363- 4.41% |
$14.4K - $17.3K
|
7.86K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-366- 15.01% |
$14.5K - $17.5K
|
2.07K
$97.1K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-369- 0.91% |
$14.6K - $17.6K
|
40.3K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-372- 4.41% |
$14.7K - $17.8K
|
8.06K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-372- 1.57% |
$14.7K - $17.8K
|
23.3K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-373- 4.12% |
$14.8K - $17.8K
|
8.68K
$406K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-374- 2.61% |
$14.8K - $17.9K
|
14K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-374- 1.21% |
$14.8K - $17.9K
|
30.7K
$1.44M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-375- 0.47% |
$14.9K - $17.9K
|
78.9K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-376- 4.76% |
$14.9K - $18K
|
7.53K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-377- 4.65% |
$14.9K - $18K
|
7.73K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-378- 3.15% |
$15K - $18K
|
11.6K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-383- 4.65% |
$15.2K - $18.3K
|
7.86K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-384- 0.71% |
$15.2K - $18.3K
|
53.8K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-384- 1.2% |
$15.2K - $18.3K
|
31.6K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-385- 1.27% |
$15.2K - $18.4K
|
30K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-385- 5.04% |
$15.2K - $18.4K
|
7.25K
$340K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-386- 4.99% |
$15.3K - $18.4K
|
7.36K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-392- 3.33% |
$15.5K - $18.7K
|
11.4K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-392- 2.24% |
$15.5K - $18.7K
|
17.1K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-394- 1.55% |
$15.6K - $18.8K
|
25K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-396- 4.53% |
$15.7K - $18.9K
|
8.35K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-398- 1.24% |
$15.8K - $19K
|
31.6K
$1.48M
|