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 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 14.17% |
$51.5K - $62.1K
|
7.88K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.31K- 1.53% |
$51.7K - $62.3K
|
84K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-1.31K- 7.78% |
$51.8K - $62.4K
|
15.5K
$726K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.32K- 5.31% |
$52.4K - $63.2K
|
23.6K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.33K- 6.2% |
$52.7K - $63.5K
|
20.1K
$942K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.35K- 3.03% |
$53.3K - $64.2K
|
43K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.35K- 9.23% |
$53.3K - $64.3K
|
13.2K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.35K- 8.48% |
$53.5K - $64.4K
|
14.6K
$683K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-1.35K- 18.34% |
$53.6K - $64.6K
|
6.02K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.36K- 0.64% |
$53.7K - $64.7K
|
211K
$9.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 4.59% |
$54K - $65.1K
|
28.3K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.37K- 14.44% |
$54.1K - $65.2K
|
8.09K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.37K- 2.92% |
$54.2K - $65.3K
|
45.5K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.37K- 4.82% |
$54.3K - $65.5K
|
27.1K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 21.54% |
$54.6K - $65.8K
|
5.02K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.4K- 11.61% |
$55.3K - $66.6K
|
10.6K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.4K- 70.0% |
$55.5K - $66.8K
|
600
$28.1K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.41K- 0.13% |
$55.9K - $67.4K
|
1.1M
$51.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.41K- 8.39% |
$56K - $67.5K
|
15.4K
$722K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.43K- 97.6% |
$56.5K - $68.1K
|
35
$1.64K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.43K- 20.78% |
$56.7K - $68.4K
|
5.46K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 11.5% |
$57.3K - $69.1K
|
11.1K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.45K- 5.1% |
$57.6K - $69.4K
|
27.1K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.46K- 4.39% |
$57.7K - $69.6K
|
31.7K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.46K- 12.58% |
$57.8K - $69.7K
|
10.1K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.47K- 5.69% |
$58.1K - $70.1K
|
24.3K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.47K- 3.82% |
$58.1K - $70.1K
|
36.9K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.47K- 2.22% |
$58.3K - $70.3K
|
64.9K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.49K- 6.4% |
$58.8K - $70.9K
|
21.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.49K- 9.95% |
$58.9K - $71K
|
13.5K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.49K- 2.56% |
$59K - $71.1K
|
56.8K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.5K- 3.36% |
$59.4K - $71.6K
|
43.1K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.5K- 9.76% |
$59.4K - $71.6K
|
13.9K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.51K- 0.91% |
$59.7K - $71.9K
|
163K
$7.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.51K- 3.44% |
$59.8K - $72K
|
42.3K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.51K- 2.93% |
$59.8K - $72.1K
|
50K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.53K- 6.19% |
$60.4K - $72.8K
|
23.1K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.54K- 4.49% |
$60.8K - $73.3K
|
32.6K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.54K- 4.72% |
$60.8K - $73.3K
|
31K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 6.02% |
$61.2K - $73.7K
|
24.1K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.56K- 1.32% |
$61.8K - $74.5K
|
116K
$5.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 7.42% |
$62K - $74.7K
|
19.5K
$915K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 1.41% |
$62.2K - $75K
|
110K
$5.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.58K- 0.97% |
$62.5K - $75.3K
|
161K
$7.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.59K- 4.09% |
$63.1K - $76K
|
37.3K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 8.88% |
$63.1K - $76K
|
16.3K
$766K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 3.35% |
$63.5K - $76.6K
|
46.2K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.61K- 2.22% |
$63.7K - $76.7K
|
70.9K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-1.64K- 13.59% |
$65K - $78.3K
|
10.4K
$489K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.64K- 7.94% |
$65K - $78.3K
|
19K
$891K
|