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 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.13K- 12.92% |
$84.2K - $101K
|
14.3K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.13K- 2.76% |
$84.3K - $102K
|
74.8K
$3.51M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.13K- 2.9% |
$84.4K - $102K
|
71.4K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.13K- 2.28% |
$84.4K - $102K
|
91.5K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-2.13K- 8.88% |
$84.5K - $102K
|
21.9K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.15K- 2.4% |
$85.1K - $103K
|
87.3K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.17K- 1.98% |
$86K - $104K
|
107K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-2.18K- 2.34% |
$86.2K - $104K
|
90.9K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.18K- 3.79% |
$86.3K - $104K
|
55.3K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-2.19K- 29.55% |
$86.6K - $104K
|
5.21K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.19K- 6.48% |
$86.7K - $104K
|
31.6K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-2.19K- 0.8% |
$86.7K - $105K
|
271K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.21K- 0.3% |
$87.5K - $105K
|
736K
$34.5M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.22K- 29.11% |
$87.8K - $106K
|
5.4K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.23K- 1.48% |
$88.4K - $107K
|
148K
$6.95M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.24K- 25.35% |
$88.5K - $107K
|
6.58K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.25K- 9.1% |
$89K - $107K
|
22.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.27K- 2.67% |
$89.9K - $108K
|
82.6K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.28K- 0.92% |
$90.2K - $109K
|
245K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.28K- 22.46% |
$90.2K - $109K
|
7.87K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.28K- 1.75% |
$90.4K - $109K
|
128K
$6.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.29K- 21.46% |
$90.6K - $109K
|
8.37K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.29K- 9.08% |
$90.7K - $109K
|
22.9K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.29K- 20.3% |
$90.8K - $109K
|
9K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.3K- 6.41% |
$91.1K - $110K
|
33.6K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.31K- 1.25% |
$91.4K - $110K
|
183K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.31K- 6.7% |
$91.6K - $110K
|
32.2K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.32K- 1.01% |
$91.9K - $111K
|
227K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.32K- 8.53% |
$92K - $111K
|
24.9K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-2.32K- 0.96% |
$92K - $111K
|
240K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.91% |
$92.7K - $112K
|
9.41K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.35K- 0.72% |
$93K - $112K
|
324K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.35K- 1.64% |
$93.1K - $112K
|
141K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-2.35K- 29.91% |
$93.1K - $112K
|
5.51K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.36K- 5.58% |
$93.4K - $113K
|
39.9K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.36K- 1.15% |
$93.6K - $113K
|
203K
$9.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.37K- 0.47% |
$93.7K - $113K
|
496K
$23.2M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.38K- 0.85% |
$94.4K - $114K
|
277K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.4K- 4.44% |
$94.9K - $114K
|
51.5K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.4K- 0.46% |
$95.1K - $115K
|
517K
$24.2M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.43K- 0.38% |
$96.3K - $116K
|
631K
$29.5M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.44K- 1.29% |
$96.6K - $116K
|
187K
$8.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.46K- 7.77% |
$97.2K - $117K
|
29.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.47K- 3.87% |
$97.9K - $118K
|
61.4K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.48K- 0.76% |
$98.4K - $119K
|
326K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2.52K- 9.49% |
$99.7K - $120K
|
24K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-2.52K- 3.94% |
$99.8K - $120K
|
61.4K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-2.52K- 3.93% |
$100K - $120K
|
61.6K
$2.89M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.54K- 17.99% |
$101K - $121K
|
11.6K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.56K- 1.93% |
$101K - $122K
|
130K
$6.09M
|