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 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.52K- 1.31% |
$140K - $168K
|
265K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.58K- 8.33% |
$142K - $171K
|
39.4K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.58K- 38.14% |
$142K - $171K
|
5.81K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.6K- 3.65% |
$143K - $172K
|
95K
$4.45M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.62K- 21.06% |
$143K - $173K
|
13.6K
$636K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-3.71K- 23.63% |
$147K - $177K
|
12K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.71K- 3.72% |
$147K - $177K
|
96.1K
$4.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.72K- 3.15% |
$147K - $178K
|
115K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.8K- 6.59% |
$151K - $182K
|
53.9K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.83K- 16.74% |
$152K - $183K
|
19K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.83K- 3.16% |
$152K - $183K
|
117K
$5.5M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.85K- 44.33% |
$153K - $184K
|
4.84K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.88K- 4.51% |
$154K - $185K
|
82K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.91K- 1.12% |
$155K - $187K
|
345K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3.96K- 36.35% |
$157K - $189K
|
6.93K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-3.96K- 6.54% |
$157K - $189K
|
56.6K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.97K- 7.81% |
$157K - $189K
|
46.9K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.98K- 24.75% |
$157K - $190K
|
12.1K
$566K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.99K- 18.66% |
$158K - $190K
|
17.4K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.99K- 13.61% |
$158K - $191K
|
25.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4K- 18.6% |
$158K - $191K
|
17.5K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.12K- 7.77% |
$163K - $196K
|
48.8K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.19K- 4.87% |
$166K - $200K
|
81.9K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.24K- 0.35% |
$168K - $202K
|
1.21M
$56.6M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.27K- 1.69% |
$169K - $204K
|
249K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-4.3K- 21.09% |
$170K - $205K
|
16.1K
$753K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-4.31K- 3.99% |
$171K - $206K
|
104K
$4.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.35K- 9.17% |
$172K - $207K
|
43K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.36K- 1.46% |
$173K - $208K
|
295K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-4.36K- 6.86% |
$173K - $208K
|
59.2K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 3.56% |
$173K - $208K
|
118K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.39K- 2.12% |
$174K - $210K
|
203K
$9.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.44K- 1.49% |
$176K - $212K
|
294K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 7.72% |
$179K - $216K
|
54K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-4.56K- 20.73% |
$181K - $218K
|
17.4K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-4.56K- 6.29% |
$181K - $218K
|
68K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.57K- 3.72% |
$181K - $218K
|
118K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.57KClosed |
$181K - $218K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.64K- 41.38% |
$184K - $221K
|
6.57K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.67K- 23.9% |
$185K - $223K
|
14.9K
$697K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.71K- 5.31% |
$186K - $225K
|
84K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.74K- 7.37% |
$188K - $226K
|
59.6K
$2.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-4.74K- 4.5% |
$188K - $226K
|
101K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.78K- 28.4% |
$189K - $228K
|
12K
$564K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.8K- 1.4% |
$190K - $229K
|
338K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-4.82K- 46.36% |
$191K - $230K
|
5.57K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-4.82K- 13.24% |
$191K - $230K
|
31.6K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-4.83K- 2.57% |
$191K - $231K
|
183K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4.84K- 0.42% |
$192K - $231K
|
1.16M
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-4.85K- 2.45% |
$192K - $231K
|
193K
$9.02M
|