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 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.42K+ 17.52% |
$56.2K - $67.7K
|
9.52K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.4K+ 1.47% |
$55.6K - $67K
|
96.9K
$3.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.38K+ 3.53% |
$54.7K - $65.9K
|
40.5K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.33K+ 6.96% |
$52.5K - $63.3K
|
20.4K
$808K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 7.08% |
$52.2K - $63K
|
19.9K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.27K+ 94.69% |
$50.2K - $60.5K
|
2.61K
$103K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.26K+ 26.11% |
$50K - $60.2K
|
6.1K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.23K+ 8.79% |
$48.7K - $58.7K
|
15.2K
$604K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.23K+ 3.17% |
$48.7K - $58.7K
|
40K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.22K+ 0.3% |
$48.4K - $58.3K
|
405K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$47.8K - $57.7K
|
1.21K
$47.9K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.2K+ 10.29% |
$47.6K - $57.4K
|
12.9K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.2K+ 0.7% |
$47.5K - $57.2K
|
174K
$6.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.2K+ 0.6% |
$47.3K - $57K
|
200K
$7.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.17K+ 12.68% |
$46.3K - $55.8K
|
10.4K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 2.15% |
$45.4K - $54.7K
|
54.4K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.14K+ 10.05% |
$45.1K - $54.4K
|
12.5K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.13K+ 17.79% |
$44.9K - $54.1K
|
7.5K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.12K+ 4.76% |
$44.2K - $53.3K
|
24.6K
$975K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 13.53% |
$43.1K - $51.9K
|
9.12K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1.07K+ 3.83% |
$42.5K - $51.2K
|
29.1K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.07K+ 7.39% |
$42.2K - $50.9K
|
15.5K
$615K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.03K+ 14.0% |
$40.9K - $49.3K
|
8.41K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.03K+ 7.86% |
$40.6K - $49K
|
14.1K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.02K+ 5.36% |
$40.5K - $48.8K
|
20.1K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 1.23% |
$40K - $48.3K
|
83.5K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
999+ 4.44% |
$39.6K - $47.7K
|
23.5K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
995+ 1.8% |
$39.4K - $47.5K
|
56.3K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
994+ 13.41% |
$39.4K - $47.5K
|
8.41K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
971+ 1.43% |
$38.5K - $46.4K
|
69K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
930+ 1.23% |
$36.8K - $44.4K
|
76.3K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
930+ 2.29% |
$36.8K - $44.4K
|
41.5K
$1.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
925+ 1.01% |
$36.6K - $44.2K
|
92.9K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
891+ 8.02% |
$35.3K - $42.5K
|
12K
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
883+ 10.17% |
$35K - $42.2K
|
9.57K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
869+ 2.01% |
$34.4K - $41.5K
|
44.2K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
859+ 1.45% |
$34K - $41K
|
60K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
852+ 1.28% |
$33.7K - $40.7K
|
67.6K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
842+ 1.61% |
$33.4K - $40.2K
|
53K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
810+ 3.08% |
$32.1K - $38.7K
|
27.1K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
796+ 3.66% |
$31.5K - $38K
|
22.5K
$894K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
788+ 2.1% |
$31.2K - $37.6K
|
38.3K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
788+ 3.87% |
$31.2K - $37.6K
|
21.2K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
769+ 3.79% |
$30.5K - $36.7K
|
21.1K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
762+ 3.25% |
$30.2K - $36.4K
|
24.2K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
743+ 233.65% |
$29.4K - $35.5K
|
1.06K
$42.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
700+ 8.93% |
$27.7K - $33.4K
|
8.54K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
697+ 2.02% |
$27.6K - $33.3K
|
35.2K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
690+ 0.56% |
$27.3K - $32.9K
|
125K
$4.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
662+ 0.93% |
$26.2K - $31.6K
|
71.8K
$2.85M
|