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 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.87K+ 16.32% |
$114K - $137K
|
20.4K
$811K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 9.09% |
$113K - $136K
|
34.3K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.05% |
$112K - $135K
|
58.6K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
2.8K+ 4.28% |
$111K - $134K
|
68.2K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.74K+ 7.22% |
$108K - $131K
|
40.6K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.71K+ 4.83% |
$107K - $129K
|
58.7K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.66K+ 556.28% |
$105K - $127K
|
3.14K
$125K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.61K+ 7.71% |
$104K - $125K
|
36.5K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.58K+ 7.35% |
$102K - $123K
|
37.7K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.56K+ 14.03% |
$102K - $122K
|
20.8K
$827K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.5K+ 108.08% |
$99K - $119K
|
4.81K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.5K+ 5.02% |
$98.9K - $119K
|
52.2K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.49K+ 1.38% |
$98.5K - $119K
|
183K
$7.26M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.43K+ 7.69% |
$96.1K - $116K
|
34K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.4K+ 0.8% |
$94.9K - $114K
|
304K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.4K+ 21.78% |
$94.9K - $114K
|
13.4K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.32K+ 30.19% |
$92.1K - $111K
|
10K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 7.19% |
$91.9K - $111K
|
34.6K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.3K+ 1.75% |
$91.1K - $110K
|
134K
$5.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.3K+ 2.77% |
$90.9K - $110K
|
85.1K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$88K - $106K
|
2.22K
$88.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.22K+ 37.37% |
$87.9K - $106K
|
8.15K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.18K+ 64.95% |
$86.3K - $104K
|
5.53K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.15K+ 0.82% |
$85K - $102K
|
263K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.08K+ 3.96% |
$82.5K - $99.5K
|
54.7K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.08K+ 27.63% |
$82.5K - $99.4K
|
9.62K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 3.58% |
$81.4K - $98.1K
|
59.5K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2K+ 16.83% |
$79.2K - $95.5K
|
13.9K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2K+ 37.32% |
$79.1K - $95.3K
|
7.34K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.98KNew |
$78.3K - $94.4K
|
1.98K
$78.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.91K+ 7.28% |
$75.8K - $91.3K
|
28.2K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.9K+ 3.92% |
$75.1K - $90.5K
|
50.3K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.82K+ 29.63% |
$72.1K - $86.9K
|
7.96K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.81K+ 2.06% |
$71.5K - $86.2K
|
89.3K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.77K+ 3.68% |
$69.9K - $84.3K
|
49.8K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.73K+ 11.93% |
$68.5K - $82.6K
|
16.2K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.73K+ 4.67% |
$68.4K - $82.4K
|
38.7K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.71K+ 1.42% |
$67.7K - $81.6K
|
122K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.65K+ 2.12% |
$65.5K - $79K
|
79.5K
$3.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.63K+ 23.31% |
$64.6K - $77.9K
|
8.63K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.59K+ 6.67% |
$63K - $76K
|
25.4K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.58K+ 14.41% |
$62.7K - $75.6K
|
12.6K
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.57K+ 15.52% |
$62K - $74.7K
|
11.6K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.56K+ 21.11% |
$61.7K - $74.3K
|
8.93K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.55K+ 21.65% |
$61.5K - $74.1K
|
8.72K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.53K+ 23.51% |
$60.7K - $73.2K
|
8.05K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.48K+ 5.73% |
$58.7K - $70.8K
|
27.4K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.47K+ 0.67% |
$58.1K - $70K
|
219K
$8.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.45K+ 6.24% |
$57.4K - $69.2K
|
24.7K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.45K+ 30.8% |
$57.2K - $69K
|
6.14K
$244K
|