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
|
Orion Capital Management LLC
|
SELL
|
- |
-879- 3.65% |
$34.8K - $42K
|
23.2K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-885- 7.48% |
$35.1K - $42.2K
|
11K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-886- 2.38% |
$35.1K - $42.3K
|
36.3K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-890- 43.61% |
$35.3K - $42.5K
|
1.15K
$53.9K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-891- 7.63% |
$35.3K - $42.5K
|
10.8K
$506K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-892- 3.99% |
$35.3K - $42.6K
|
21.5K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-892- 1.47% |
$35.3K - $42.6K
|
59.6K
$2.79M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-893- 12.67% |
$35.4K - $42.6K
|
6.16K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-896- 11.88% |
$35.5K - $42.8K
|
6.64K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-900- 1.92% |
$35.6K - $43K
|
46K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-919- 1.72% |
$36.4K - $43.9K
|
52.4K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-921- 4.19% |
$36.5K - $44K
|
21.1K
$987K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-925- 14.29% |
$36.6K - $44.2K
|
5.55K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-934- 34.79% |
$37K - $44.6K
|
1.75K
$82K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-935- 4.54% |
$37K - $44.6K
|
19.7K
$922K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-937- 18.98% |
$37.1K - $44.7K
|
4K
$187K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-947- 10.06% |
$37.5K - $45.2K
|
8.47K
$397K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-949- 6.76% |
$37.6K - $45.3K
|
13.1K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-952- 5.45% |
$37.7K - $45.4K
|
16.5K
$774K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-953- 8.8% |
$37.7K - $45.5K
|
9.88K
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-960- 0.74% |
$38K - $45.8K
|
128K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-965- 0.89% |
$38.2K - $46.1K
|
108K
$5.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-966- 5.8% |
$38.3K - $46.1K
|
15.7K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-970- 1.3% |
$38.4K - $46.3K
|
73.4K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-971- 1.19% |
$38.5K - $46.4K
|
80.5K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-975- 1.31% |
$38.6K - $46.5K
|
73.2K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-975- 7.84% |
$38.6K - $46.5K
|
11.5K
$537K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-989- 1.79% |
$39.2K - $47.2K
|
54.3K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-993- 2.9% |
$39.3K - $47.4K
|
33.2K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-999- 9.0% |
$39.6K - $47.7K
|
10.1K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-999- 0.69% |
$39.6K - $47.7K
|
143K
$6.72M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-999- 2.67% |
$39.6K - $47.7K
|
36.4K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1K- 26.42% |
$39.6K - $47.7K
|
2.79K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1K- 0.94% |
$39.6K - $47.7K
|
106K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 38.46% |
$39.6K - $47.7K
|
1.6K
$74.9K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1K- 10.65% |
$39.6K - $47.7K
|
8.39K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1K- 68.78% |
$39.6K - $47.7K
|
454
$21.3K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 7.88% |
$39.6K - $47.7K
|
11.7K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 1.22% |
$39.6K - $47.7K
|
80.8K
$3.79M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 1.79% |
$39.9K - $48.1K
|
55.3K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.01K- 2.19% |
$39.9K - $48.1K
|
45K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.02K- 12.15% |
$40.2K - $48.5K
|
7.34K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.02K- 16.95% |
$40.5K - $48.8K
|
5.01K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.02K- 2.7% |
$40.5K - $48.8K
|
36.9K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.47% |
$40.6K - $48.9K
|
68.5K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-1.03K- 13.8% |
$40.6K - $49K
|
6.41K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 6.04% |
$40.8K - $49.2K
|
16K
$750K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.04K- 3.5% |
$41.1K - $49.5K
|
28.6K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 0.79% |
$41.2K - $49.6K
|
131K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.04K- 9.67% |
$41.3K - $49.8K
|
9.74K
$456K
|