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 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-688- 1.95% |
$27.3K - $32.8K
|
34.6K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-690- 0.39% |
$27.3K - $32.9K
|
176K
$8.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-691- 5.57% |
$27.4K - $33K
|
11.7K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-696- 5.46% |
$27.6K - $33.2K
|
12.1K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-700- 8.84% |
$27.7K - $33.4K
|
7.22K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-705- 0.85% |
$27.9K - $33.7K
|
82.7K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-706- 0.36% |
$28K - $33.7K
|
196K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-715- 0.23% |
$28.3K - $34.1K
|
312K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-723- 5.32% |
$28.6K - $34.5K
|
12.9K
$603K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-726- 6.63% |
$28.8K - $34.7K
|
10.2K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-729- 8.15% |
$28.9K - $34.8K
|
8.22K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-742- 5.1% |
$29.4K - $35.4K
|
13.8K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-742- 5.47% |
$29.4K - $35.4K
|
12.8K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-743- 1.41% |
$29.4K - $35.5K
|
52.1K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-745- 5.3% |
$29.5K - $35.6K
|
13.3K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-747- 4.5% |
$29.6K - $35.7K
|
15.9K
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-749- 9.07% |
$29.7K - $35.8K
|
7.51K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-750- 7.08% |
$29.7K - $35.8K
|
9.84K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-751- 7.93% |
$29.7K - $35.9K
|
8.72K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-752- 1.11% |
$29.8K - $35.9K
|
67.1K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-754- 1.51% |
$29.9K - $36K
|
49.2K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-759- 3.22% |
$30.1K - $36.2K
|
22.8K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-760- 1.5% |
$30.1K - $36.3K
|
49.9K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-767- 4.5% |
$30.4K - $36.6K
|
16.3K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-777- 34.43% |
$30.8K - $37.1K
|
1.48K
$69.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-784- 7.23% |
$31.1K - $37.4K
|
10.1K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-786- 2.71% |
$31.1K - $37.5K
|
28.2K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-786- 12.28% |
$31.1K - $37.5K
|
5.61K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-792- 10.21% |
$31.4K - $37.8K
|
6.97K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-795- 14.16% |
$31.5K - $38K
|
4.82K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-797- 0.25% |
$31.6K - $38K
|
317K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-808- 1.45% |
$32K - $38.6K
|
54.9K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-812- 2.34% |
$32.2K - $38.8K
|
34K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-812- 17.38% |
$32.2K - $38.8K
|
3.86K
$181K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-817- 5.86% |
$32.4K - $39K
|
13.1K
$615K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-819- 0.44% |
$32.4K - $39.1K
|
185K
$8.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-822- 2.22% |
$32.6K - $39.2K
|
36.2K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-826- 5.55% |
$32.7K - $39.4K
|
14.1K
$658K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-829- 5.26% |
$32.8K - $39.6K
|
14.9K
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-838- 13.18% |
$33.2K - $40K
|
5.52K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-845- 9.57% |
$33.5K - $40.3K
|
7.99K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-850- 5.64% |
$33.7K - $40.6K
|
14.2K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-850- 6.95% |
$33.7K - $40.6K
|
11.4K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-862- 2.38% |
$34.1K - $41.2K
|
35.3K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-863- 5.08% |
$34.2K - $41.2K
|
16.1K
$756K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-865- 0.89% |
$34.3K - $41.3K
|
96.9K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-871- 6.9% |
$34.5K - $41.6K
|
11.8K
$551K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-877- 3.52% |
$34.7K - $41.9K
|
24K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-878- 0.67% |
$34.8K - $41.9K
|
130K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-879- 10.26% |
$34.8K - $42K
|
7.69K
$360K
|