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 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-400- 5.34% |
$15.8K - $19.1K
|
7.09K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-400- 1.14% |
$15.8K - $19.1K
|
34.8K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 0.98% |
$15.8K - $19.1K
|
40.2K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-402- 4.5% |
$15.9K - $19.2K
|
8.52K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-405- 0.41% |
$16K - $19.3K
|
98.3K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-410- 2.85% |
$16.2K - $19.6K
|
14K
$655K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-412- 49.34% |
$16.3K - $19.7K
|
423
$19.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-418- 1.39% |
$16.6K - $20K
|
29.7K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-421- 3.1% |
$16.7K - $20.1K
|
13.2K
$616K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-422- 0.62% |
$16.7K - $20.1K
|
67.5K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-423- 2.42% |
$16.8K - $20.2K
|
17K
$798K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-425- 0.3% |
$16.8K - $20.3K
|
139K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-425- 4.21% |
$16.8K - $20.3K
|
9.68K
$453K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-428- 0.26% |
$17K - $20.4K
|
166K
$7.78M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-430- 0.18% |
$17K - $20.5K
|
245K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-433- 4.32% |
$17.2K - $20.7K
|
9.59K
$449K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-434- 0.81% |
$17.2K - $20.7K
|
53.2K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-435- 0.85% |
$17.2K - $20.8K
|
50.5K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-437- 0.53% |
$17.3K - $20.9K
|
81.7K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-438- 3.3% |
$17.3K - $20.9K
|
12.9K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-438- 5.57% |
$17.3K - $20.9K
|
7.43K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-439- 4.41% |
$17.4K - $21K
|
9.51K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-441- 3.11% |
$17.5K - $21.1K
|
13.7K
$643K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-443- 2.48% |
$17.5K - $21.1K
|
17.4K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-443- 0.99% |
$17.5K - $21.1K
|
44.3K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-455- 5.63% |
$18K - $21.7K
|
7.63K
$357K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-458- 2.74% |
$18.1K - $21.9K
|
16.3K
$762K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-466- 6.27% |
$18.5K - $22.2K
|
6.97K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-467- 1.47% |
$18.5K - $22.3K
|
31.2K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-469- 4.51% |
$18.6K - $22.4K
|
9.94K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-472- 0.54% |
$18.7K - $22.5K
|
87K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-475- 0.49% |
$18.8K - $22.7K
|
96.9K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-479- 1.93% |
$19K - $22.9K
|
24.3K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-482- 3.77% |
$19.1K - $23K
|
12.3K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-482- 3.86% |
$19.1K - $23K
|
12K
$562K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-482- 4.48% |
$19.1K - $23K
|
10.3K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-483- 0.69% |
$19.1K - $23.1K
|
69.6K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-484- 8.67% |
$19.2K - $23.1K
|
5.1K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-485- 5.97% |
$19.2K - $23.2K
|
7.63K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-486- 13.14% |
$19.3K - $23.2K
|
3.21K
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-488- 8.2% |
$19.3K - $23.3K
|
5.46K
$256K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-491- 3.54% |
$19.4K - $23.4K
|
13.4K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-496- 0.29% |
$19.6K - $23.7K
|
172K
$8.06M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-497- 0.96% |
$19.7K - $23.7K
|
51.4K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-499- 2.24% |
$19.8K - $23.8K
|
21.8K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-500- 2.9% |
$19.8K - $23.9K
|
16.7K
$784K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-500- 1.76% |
$19.8K - $23.9K
|
28K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-504- 2.44% |
$20K - $24.1K
|
20.2K
$945K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-506- 1.0% |
$20K - $24.2K
|
50.1K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-507- 2.04% |
$20.1K - $24.2K
|
24.3K
$1.14M
|