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
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4.85K- 47.45% |
$192K - $231K
|
5.37K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-4.92K- 57.84% |
$195K - $235K
|
3.58K
$168K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-4.92K- 2.58% |
$195K - $235K
|
186K
$8.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.95K- 0.98% |
$196K - $236K
|
501K
$23.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4.96K- 5.22% |
$196K - $237K
|
90.1K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.96K- 35.63% |
$197K - $237K
|
8.97K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-4.98K- 9.63% |
$197K - $238K
|
46.8K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-5K- 9.32% |
$198K - $239K
|
48.7K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.04K- 19.67% |
$200K - $240K
|
20.6K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.08K- 40.33% |
$201K - $243K
|
7.52K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.11K- 4.25% |
$202K - $244K
|
115K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.11K- 10.1% |
$203K - $244K
|
45.5K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.14K- 17.46% |
$204K - $246K
|
24.3K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.19K- 0.98% |
$205K - $248K
|
524K
$24.5M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-5.29K- 18.94% |
$209K - $252K
|
22.6K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.34K- 29.95% |
$212K - $255K
|
12.5K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.35K- 52.55% |
$212K - $255K
|
4.83K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-5.36K- 5.37% |
$212K - $256K
|
94.5K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-5.42K- 27.37% |
$215K - $259K
|
14.4K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.43K- 2.05% |
$215K - $259K
|
259K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-5.5K- 3.22% |
$218K - $263K
|
165K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.52K- 1.98% |
$219K - $264K
|
273K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-5.53K- 1.18% |
$219K - $264K
|
465K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-5.53K- 0.65% |
$219K - $264K
|
852K
$39.9M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.66K- 17.05% |
$224K - $270K
|
27.5K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.66K- 1.54% |
$224K - $270K
|
361K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-5.69K- 12.1% |
$226K - $272K
|
41.4K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.7K- 1.6% |
$226K - $272K
|
351K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.73K- 3.78% |
$227K - $274K
|
146K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.74K- 3.34% |
$227K - $274K
|
166K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.81K- 6.76% |
$230K - $277K
|
80.1K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-5.85K- 46.7% |
$232K - $279K
|
6.67K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.86K- 10.85% |
$232K - $280K
|
48.1K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.87K- 9.2% |
$232K - $280K
|
57.9K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.89K- 5.83% |
$233K - $281K
|
95K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-5.92K- 3.0% |
$235K - $283K
|
192K
$8.98M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5.97K- 72.4% |
$237K - $285K
|
2.28K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.99K- 1.39% |
$237K - $286K
|
425K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-6K- 0.61% |
$238K - $286K
|
975K
$45.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.01K- 4.89% |
$238K - $287K
|
117K
$5.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-6.06K- 5.79% |
$240K - $289K
|
98.7K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.06K- 3.31% |
$240K - $289K
|
177K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-6.09K- 33.87% |
$241K - $291K
|
11.9K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-6.17K- 14.67% |
$244K - $294K
|
35.9K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.18K- 12.3% |
$245K - $295K
|
44K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-6.22K- 30.48% |
$246K - $297K
|
14.2K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.33K- 1.45% |
$251K - $302K
|
429K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.35K- 2.52% |
$251K - $303K
|
246K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-6.35K- 43.34% |
$252K - $303K
|
8.3K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.41K- 0.57% |
$254K - $306K
|
1.13M
$52.8M
|