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 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-510- 8.96% |
$20.2K - $24.3K
|
5.18K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-511- 4.46% |
$20.2K - $24.4K
|
10.9K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-518- 1.09% |
$20.5K - $24.7K
|
47.2K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-528- 1.91% |
$20.9K - $25.2K
|
27.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-535- 6.33% |
$21.2K - $25.5K
|
7.92K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-540- 0.59% |
$21.4K - $25.8K
|
91.7K
$4.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-544- 5.4% |
$21.5K - $26K
|
9.53K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-549- 6.78% |
$21.7K - $26.2K
|
7.54K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-550- 4.17% |
$21.8K - $26.3K
|
12.6K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-550- 1.73% |
$21.8K - $26.3K
|
31.2K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-551- 0.54% |
$21.8K - $26.3K
|
102K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-556- 1.72% |
$22K - $26.5K
|
31.8K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-556- 7.24% |
$22K - $26.5K
|
7.12K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-562- 3.68% |
$22.3K - $26.8K
|
14.7K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-570- 4.29% |
$22.6K - $27.2K
|
12.7K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-571- 2.99% |
$22.6K - $27.3K
|
18.5K
$868K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-573- 7.8% |
$22.7K - $27.4K
|
6.77K
$317K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-573- 0.26% |
$22.7K - $27.4K
|
220K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-577- 10.66% |
$22.9K - $27.5K
|
4.84K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-579- 3.55% |
$22.9K - $27.6K
|
15.7K
$736K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-588- 3.18% |
$23.3K - $28.1K
|
17.9K
$838K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-588- 4.01% |
$23.3K - $28.1K
|
14.1K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-589- 2.66% |
$23.3K - $28.1K
|
21.6K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-590- 5.57% |
$23.4K - $28.2K
|
10K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-597- 1.42% |
$23.6K - $28.5K
|
41.5K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-603- 0.4% |
$23.9K - $28.8K
|
150K
$7.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-605- 13.46% |
$24K - $28.9K
|
3.89K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-610- 1.7% |
$24.2K - $29.1K
|
35.2K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-610- 1.23% |
$24.2K - $29.1K
|
49.1K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-613- 0.85% |
$24.3K - $29.3K
|
71.2K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-617- 2.6% |
$24.4K - $29.5K
|
23.1K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-625- 4.94% |
$24.8K - $29.8K
|
12K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-626- 4.91% |
$24.8K - $29.9K
|
12.1K
$567K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-633- 0.4% |
$25.1K - $30.2K
|
158K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-643- 0.72% |
$25.5K - $30.7K
|
88.6K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-649- 10.23% |
$25.7K - $31K
|
5.7K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-650- 2.46% |
$25.7K - $31K
|
25.7K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-650- 6.73% |
$25.7K - $31K
|
9.01K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-653- 7.28% |
$25.9K - $31.2K
|
8.32K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-654- 4.27% |
$25.9K - $31.2K
|
14.7K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-656- 4.94% |
$26K - $31.3K
|
12.6K
$591K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-658- 9.18% |
$26.1K - $31.4K
|
6.51K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-659- 4.89% |
$26.1K - $31.5K
|
12.8K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-659- 4.85% |
$26.1K - $31.5K
|
12.9K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-659- 4.89% |
$26.1K - $31.5K
|
12.8K
$600K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-660- 2.41% |
$26.1K - $31.5K
|
26.7K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-661- 4.35% |
$26.2K - $31.6K
|
14.5K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-675- 6.08% |
$26.7K - $32.2K
|
10.4K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-676- 8.56% |
$26.8K - $32.3K
|
7.22K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-678- 7.57% |
$26.9K - $32.4K
|
8.28K
$388K
|