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 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-17.6K- 36.63% |
$698K - $842K
|
30.5K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-17.8K- 99.44% |
$705K - $850K
|
100
$4.68K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-18.1K- 4.8% |
$716K - $863K
|
358K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18.4K- 21.43% |
$729K - $878K
|
67.5K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-18.6K- 18.26% |
$736K - $887K
|
83.2K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-18.7K- 3.9% |
$739K - $891K
|
460K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-18.8K- 17.06% |
$744K - $896K
|
91.3K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19.2K- 15.78% |
$761K - $917K
|
102K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 1.52% |
$764K - $920K
|
1.25M
$58.7M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-19.5K- 6.1% |
$770K - $929K
|
299K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-19.6K- 5.34% |
$775K - $934K
|
347K
$16.2M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-19.7K- 45.14% |
$782K - $943K
|
24K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-19.9K- 8.06% |
$788K - $950K
|
227K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-20.1K- 12.96% |
$795K - $958K
|
135K
$6.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.2K- 6.99% |
$800K - $964K
|
269K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20.4K- 2.69% |
$807K - $973K
|
738K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-20.6K- 0.46% |
$816K - $983K
|
4.45M
$209M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-20.6K- 12.89% |
$816K - $984K
|
139K
$6.52M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-21.4K- 46.06% |
$848K - $1.02M
|
25.1K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21.5K- 46.46% |
$851K - $1.03M
|
24.8K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-21.5K- 2.28% |
$852K - $1.03M
|
922K
$43.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-21.5K- 56.69% |
$852K - $1.03M
|
16.4K
$770K
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-21.8K- 1.4% |
$862K - $1.04M
|
1.53M
$71.6M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-21.9K- 2.35% |
$869K - $1.05M
|
912K
$42.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-22.2K- 74.5% |
$878K - $1.06M
|
7.59K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-22.3K- 5.48% |
$882K - $1.06M
|
384K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-22.5K- 2.35% |
$892K - $1.08M
|
935K
$43.8M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-22.7K- 7.15% |
$899K - $1.08M
|
295K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-24.1K- 1.68% |
$953K - $1.15M
|
1.41M
$65.8M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-24.3K- 30.79% |
$961K - $1.16M
|
54.5K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-24.5K- 22.61% |
$970K - $1.17M
|
83.8K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-25.2K- 7.01% |
$999K - $1.2M
|
335K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-25.6K- 1.8% |
$1.01M - $1.22M
|
1.4M
$65.5M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-25.7K- 57.03% |
$1.02M - $1.23M
|
19.4K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-25.8K- 17.35% |
$1.02M - $1.23M
|
123K
$5.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-26K- 13.17% |
$1.03M - $1.24M
|
171K
$8.03M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-26.5K- 61.13% |
$1.05M - $1.26M
|
16.8K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-26.6K- 6.4% |
$1.06M - $1.27M
|
389K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.8K- 24.5% |
$1.06M - $1.28M
|
82.4K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-26.8K- 8.95% |
$1.06M - $1.28M
|
272K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-27.1K- 22.57% |
$1.07M - $1.29M
|
92.8K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-27.1K- 6.97% |
$1.07M - $1.29M
|
362K
$16.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-27.2K- 9.88% |
$1.08M - $1.3M
|
248K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-27.7K- 11.85% |
$1.1M - $1.32M
|
206K
$9.64M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-28K- 4.59% |
$1.11M - $1.34M
|
583K
$27.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-28.4K- 0.79% |
$1.12M - $1.36M
|
3.56M
$167M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-28.5K- 1.08% |
$1.13M - $1.36M
|
2.6M
$122M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-29K- 2.33% |
$1.15M - $1.39M
|
1.22M
$57.1M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-29.5K- 37.34% |
$1.17M - $1.41M
|
49.4K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-29.7K- 16.41% |
$1.18M - $1.42M
|
151K
$7.08M
|