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 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.04K- 15.84% |
$41.4K - $49.8K
|
5.55K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 1.76% |
$41.6K - $50.1K
|
58.4K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 5.31% |
$41.7K - $50.3K
|
18.8K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.06K- 0.1% |
$42K - $50.6K
|
1.03M
$48.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.07K- 1.55% |
$42.4K - $51.1K
|
67.9K
$3.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.07K- 1.28% |
$42.4K - $51.1K
|
82.8K
$3.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-1.08K- 0.67% |
$42.7K - $51.5K
|
159K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08K- 0.25% |
$42.8K - $51.6K
|
425K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.09K- 3.93% |
$43.1K - $51.9K
|
26.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.1K- 12.17% |
$43.6K - $52.5K
|
7.94K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.71% |
$44.9K - $54.1K
|
29.4K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.14K- 2.83% |
$45K - $54.3K
|
39.1K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.15K- 3.16% |
$45.5K - $54.8K
|
35.1K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 3.98% |
$45.6K - $55K
|
27.8K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 5.38% |
$45.7K - $55K
|
20.3K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.16K- 10.53% |
$45.7K - $55.1K
|
9.82K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.16K- 6.93% |
$45.8K - $55.2K
|
15.5K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.16K- 0.73% |
$46K - $55.5K
|
159K
$7.42M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.16K- 10.32% |
$46K - $55.5K
|
10.1K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 4.34% |
$46.8K - $56.4K
|
26K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.19K- 90.98% |
$47.1K - $56.8K
|
118
$5.53K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.19K- 2.4% |
$47.3K - $57K
|
48.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.2K- 1.89% |
$47.3K - $57K
|
61.9K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.2K- 2.53% |
$47.5K - $57.2K
|
46.2K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.2K- 10.57% |
$47.5K - $57.3K
|
10.2K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.21K- 6.52% |
$47.7K - $57.5K
|
17.3K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.21K- 11.64% |
$47.8K - $57.6K
|
9.15K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-1.21K- 3.0% |
$48K - $57.9K
|
39.2K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.21K- 8.03% |
$48.1K - $58K
|
13.9K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.22K- 2.55% |
$48.1K - $58K
|
46.4K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.22K- 1.33% |
$48.3K - $58.2K
|
90.5K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.24K- 15.92% |
$49K - $59K
|
6.53K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.25K- 2.74% |
$49.3K - $59.4K
|
44.1K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.25K- 7.4% |
$49.4K - $59.5K
|
15.6K
$730K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.25K- 0.25% |
$49.5K - $59.6K
|
498K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.26K- 1.06% |
$49.7K - $59.9K
|
118K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.26K- 0.61% |
$50K - $60.2K
|
206K
$9.65M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.16% |
$50K - $60.3K
|
108K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.27K- 1.91% |
$50.1K - $60.4K
|
65K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.27K- 4.15% |
$50.2K - $60.5K
|
29.3K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.27K- 14.75% |
$50.3K - $60.6K
|
7.34K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 2.41% |
$50.3K - $60.6K
|
51.3K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.28K- 5.51% |
$50.5K - $60.9K
|
21.9K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.28K- 0.19% |
$50.7K - $61.1K
|
679K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.28K- 4.35% |
$50.9K - $61.3K
|
28.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.29K- 8.61% |
$50.9K - $61.4K
|
13.7K
$640K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.29K- 10.08% |
$51.2K - $61.7K
|
11.5K
$540K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 7.66% |
$51.3K - $61.9K
|
15.6K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-1.3K- 4.6% |
$51.3K - $61.9K
|
26.9K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.3K- 1.23% |
$51.4K - $61.9K
|
104K
$4.87M
|