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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64.8K+ 173.03% |
$2.57M - $3.09M
|
102K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
64.5K+ 2.2% |
$2.55M - $3.08M
|
3M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
63.7K+ 141.51% |
$2.52M - $3.04M
|
109K
$5.09M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
63.5K+ 21.85% |
$2.51M - $3.03M
|
354K
$16.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
63.4K+ 766.31% |
$2.51M - $3.02M
|
71.6K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
62.8K+ 21.73% |
$2.49M - $3M
|
352K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
62.7K+ 9.0% |
$2.48M - $2.99M
|
759K
$35.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
62KNew |
$2.46M - $2.96M
|
62K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
61.5K+ 6.36% |
$2.44M - $2.94M
|
1.03M
$48.1M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
61.4K+ 1113.1% |
$2.43M - $2.93M
|
67K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
60K+ 20.69% |
$2.38M - $2.86M
|
350K
$16.4M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59.7K+ 30.34% |
$2.37M - $2.85M
|
257K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
58.7K+ 92.01% |
$2.33M - $2.8M
|
123K
$5.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
58.7K+ 7.28% |
$2.32M - $2.8M
|
865K
$40.5M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
58.4K+ 5.03% |
$2.31M - $2.79M
|
1.22M
$57.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.8K+ 8.74% |
$2.25M - $2.71M
|
707K
$33.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.7K+ 821.66% |
$2.25M - $2.71M
|
63.6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
56K+ 10715.11% |
$2.22M - $2.68M
|
56.6K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
55.5KNew |
$2.2M - $2.65M
|
55.5K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
55K+ 26.16% |
$2.18M - $2.63M
|
265K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
54.7K+ 14.35% |
$2.17M - $2.61M
|
436K
$20.4M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
54.7K+ 28.66% |
$2.17M - $2.61M
|
246K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
54.2K+ 538.79% |
$2.15M - $2.59M
|
64.2K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
52.9K+ 11.97% |
$2.1M - $2.53M
|
495K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
52.5K+ 22.99% |
$2.08M - $2.51M
|
281K
$13.2M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
51.9KNew |
$2.06M - $2.48M
|
51.9K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
51.4K+ 18.46% |
$2.04M - $2.46M
|
330K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
50.8K+ 5.03% |
$2.01M - $2.42M
|
1.06M
$49.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
50.3K+ 7.78% |
$1.99M - $2.4M
|
696K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
50KNew |
$1.98M - $2.39M
|
50K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
49.9K+ 232.93% |
$1.98M - $2.38M
|
71.3K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
48.7K+ 5.69% |
$1.93M - $2.32M
|
904K
$42.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47.7K+ 56.27% |
$1.89M - $2.28M
|
132K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.6K+ 7.71% |
$1.89M - $2.27M
|
666K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 1.26% |
$1.87M - $2.25M
|
3.79M
$177M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
47.1KNew |
$1.87M - $2.25M
|
47.1K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
47.1K+ 5.06% |
$1.87M - $2.25M
|
979K
$45.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47K+ 11.81% |
$1.86M - $2.25M
|
445K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
46.5K+ 14.05% |
$1.84M - $2.22M
|
377K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.1K+ 5.74% |
$1.83M - $2.2M
|
850K
$39.8M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
45K+ 22.67% |
$1.78M - $2.15M
|
244K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44.8K+ 3.96% |
$1.77M - $2.14M
|
1.18M
$55M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
43.8K+ 14.58% |
$1.74M - $2.09M
|
345K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
43.5K+ 4.77% |
$1.72M - $2.08M
|
956K
$44.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.1K+ 60.73% |
$1.71M - $2.06M
|
114K
$5.35M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
42.9KNew |
$1.7M - $2.05M
|
42.9K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
42.7KNew |
$1.69M - $2.04M
|
42.7K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
42.2K+ 75.58% |
$1.67M - $2.01M
|
98K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
41.6KNew |
$1.65M - $1.99M
|
41.6K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
41.2K+ 674.33% |
$1.63M - $1.97M
|
47.3K
$2.21M
|