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 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.56K- 7.78% |
$101K - $122K
|
30.3K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.56K- 4.1% |
$101K - $122K
|
59.8K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.6K- 7.48% |
$103K - $124K
|
32.1K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.6K- 6.36% |
$103K - $124K
|
38.3K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.64K- 7.14% |
$104K - $126K
|
34.3K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.64K- 2.9% |
$104K - $126K
|
88.3K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.65K- 2.07% |
$105K - $126K
|
125K
$5.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.67K- 12.16% |
$106K - $127K
|
19.3K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.69K- 40.6% |
$107K - $129K
|
3.94K
$185K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.7K- 18.32% |
$107K - $129K
|
12K
$563K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.71K- 2.66% |
$107K - $129K
|
99.3K
$4.65M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-2.71K- 14.34% |
$107K - $129K
|
16.2K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-2.72K- 15.6% |
$108K - $130K
|
14.7K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.72K- 5.78% |
$108K - $130K
|
44.3K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.75K- 9.23% |
$109K - $131K
|
27.1K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.78K- 14.73% |
$110K - $132K
|
16.1K
$752K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.78K- 2.66% |
$110K - $133K
|
102K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-2.81K- 1.65% |
$111K - $134K
|
167K
$7.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.81K- 6.62% |
$111K - $134K
|
39.7K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.82K- 0.98% |
$112K - $135K
|
285K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.85K- 2.8% |
$113K - $136K
|
99K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.85K- 23.47% |
$113K - $136K
|
9.3K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.9K- 98.64% |
$115K - $138K
|
40
$1.87K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.92K- 4.94% |
$115K - $139K
|
56.1K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.96K- 4.95% |
$117K - $141K
|
56.8K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.97K- 11.4% |
$118K - $142K
|
23.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.98K- 0.3% |
$118K - $142K
|
998K
$46.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 1.31% |
$118K - $142K
|
225K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.99K- 14.33% |
$118K - $143K
|
17.9K
$836K
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-3K- 4.04% |
$119K - $143K
|
71.3K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3K- 0.84% |
$119K - $143K
|
356K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.01K- 0.68% |
$119K - $144K
|
442K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.03K- 3.29% |
$120K - $144K
|
88.9K
$4.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-3.03K- 26.81% |
$120K - $145K
|
8.28K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.05K- 3.56% |
$121K - $146K
|
82.6K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.06K- 3.82% |
$121K - $146K
|
76.9K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.14K- 24.01% |
$125K - $150K
|
9.95K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.15K- 3.14% |
$125K - $150K
|
97.1K
$4.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.27K- 1.32% |
$129K - $156K
|
245K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 14.22% |
$130K - $157K
|
19.8K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.31K- 3.33% |
$131K - $158K
|
96.1K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-3.33K- 29.97% |
$132K - $159K
|
7.77K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.36K- 61.92% |
$133K - $160K
|
2.07K
$96.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.42K- 27.45% |
$136K - $163K
|
9.05K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-3.45K- 0.6% |
$137K - $165K
|
569K
$26.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.47K- 0.88% |
$137K - $165K
|
390K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-3.47K- 15.78% |
$137K - $166K
|
18.5K
$867K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-3.48K- 2.54% |
$138K - $166K
|
134K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 1.35% |
$138K - $167K
|
255K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-3.5K- 15.1% |
$139K - $167K
|
19.7K
$922K
|