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 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.64K- 3.45% |
$65K - $78.4K
|
45.9K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.64K- 1.89% |
$65K - $78.4K
|
85.1K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.65K- 4.86% |
$65.2K - $78.5K
|
32.2K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.65K- 4.18% |
$65.3K - $78.7K
|
37.8K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.65K- 1.82% |
$65.4K - $78.8K
|
89K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.66K- 0.71% |
$65.7K - $79.2K
|
233K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.68K- 15.74% |
$66.5K - $80.1K
|
8.98K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.68K- 2.43% |
$66.5K - $80.2K
|
67.3K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.68K- 12.79% |
$66.6K - $80.3K
|
11.5K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.68K- 4.54% |
$66.6K - $80.3K
|
35.4K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.7K- 4.61% |
$67.3K - $81.2K
|
35.2K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.71K- 14.54% |
$67.8K - $81.7K
|
10.1K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 21.0% |
$67.9K - $81.8K
|
6.45K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.71K- 17.46% |
$67.9K - $81.8K
|
8.1K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 0.16% |
$69.1K - $83.3K
|
1.1M
$51.4M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.75K- 4.05% |
$69.1K - $83.3K
|
41.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 23.64% |
$69.1K - $83.3K
|
5.64K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.76K- 7.95% |
$69.6K - $83.9K
|
20.3K
$953K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-1.76K- 0.99% |
$69.8K - $84.1K
|
175K
$8.21M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.81K- 21.19% |
$71.7K - $86.5K
|
6.74K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.82K- 2.07% |
$71.9K - $86.7K
|
85.8K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.84K- 1.64% |
$73K - $88K
|
110K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.86K- 26.09% |
$73.8K - $89K
|
5.28K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.87K- 18.09% |
$74K - $89.2K
|
8.46K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.88K- 5.2% |
$74.5K - $89.8K
|
34.3K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 8.93% |
$74.8K - $90.2K
|
19.3K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.9K- 16.06% |
$75.2K - $90.6K
|
9.92K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.91K- 5.51% |
$75.5K - $91K
|
32.7K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.92K- 15.45% |
$76.1K - $91.7K
|
10.5K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 1.15% |
$76.1K - $91.7K
|
165K
$7.72M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.92K- 5.34% |
$76.2K - $91.9K
|
34.1K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.94K- 5.93% |
$76.7K - $92.4K
|
30.7K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.94K- 6.05% |
$76.8K - $92.6K
|
30.1K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.95K- 10.38% |
$77.4K - $93.2K
|
16.9K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.95K- 17.4% |
$77.4K - $93.2K
|
9.27K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.97K- 24.16% |
$77.8K - $93.8K
|
6.17K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.97K- 1.1% |
$78.1K - $94.1K
|
177K
$8.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-2K- 0.47% |
$79.2K - $95.5K
|
425K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2K- 8.06% |
$79.3K - $95.5K
|
22.8K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.03K- 7.05% |
$80.3K - $96.8K
|
26.7K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.04K- 24.18% |
$80.7K - $97.3K
|
6.39K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.04K- 2.38% |
$80.8K - $97.4K
|
83.6K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-2.04K- 1.45% |
$80.8K - $97.4K
|
139K
$6.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 11.27% |
$81.1K - $97.7K
|
16.1K
$755K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-2.05K- 2.99% |
$81.1K - $97.8K
|
66.4K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.06K- 0.75% |
$81.6K - $98.3K
|
273K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.07K- 13.24% |
$81.8K - $98.6K
|
13.5K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.08K- 19.34% |
$82.4K - $99.3K
|
8.68K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.09K- 12.94% |
$82.6K - $99.6K
|
14K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.1K- 10.87% |
$83.2K - $100K
|
17.2K
$807K
|