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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
660+ 2.42% |
$26.1K - $31.5K
|
27.9K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
659+ 3.94% |
$26.1K - $31.5K
|
17.4K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
645+ 3.14% |
$25.5K - $30.8K
|
21.2K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
618+ 4.68% |
$24.5K - $29.5K
|
13.8K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
589+ 8.69% |
$23.3K - $28.1K
|
7.36K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
580+ 2.2% |
$23K - $27.7K
|
27K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
565+ 3.29% |
$22.4K - $27K
|
17.7K
$703K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
563+ 9.91% |
$22.3K - $26.9K
|
6.25K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
560+ 4.22% |
$22.2K - $26.7K
|
13.8K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
550+ 7.25% |
$21.8K - $26.3K
|
8.13K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
547+ 1.51% |
$21.7K - $26.1K
|
36.8K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
540+ 7.94% |
$21.4K - $25.8K
|
7.34K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
536+ 7.88% |
$21.2K - $25.6K
|
7.34K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
530+ 10.39% |
$21K - $25.3K
|
5.63K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
501New |
$19.8K - $23.9K
|
501
$19.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
491+ 2.69% |
$19.4K - $23.4K
|
18.7K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
485+ 3.51% |
$19.2K - $23.2K
|
14.3K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
485+ 5.62% |
$19.2K - $23.2K
|
9.11K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
468+ 5.86% |
$18.5K - $22.3K
|
8.46K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
465+ 5.09% |
$18.4K - $22.2K
|
9.61K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
464+ 3.19% |
$18.4K - $22.2K
|
15K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
460+ 2.53% |
$18.2K - $22K
|
18.6K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
449+ 7.11% |
$17.8K - $21.4K
|
6.76K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
444+ 4.36% |
$17.6K - $21.2K
|
10.6K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
443+ 1.03% |
$17.5K - $21.1K
|
43.3K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
442+ 1.84% |
$17.5K - $21.1K
|
24.5K
$972K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
431+ 7.82% |
$17.1K - $20.6K
|
5.94K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
426+ 2.35% |
$16.9K - $20.3K
|
18.5K
$736K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
423+ 67.79% |
$16.8K - $20.2K
|
1.05K
$41.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
415+ 0.79% |
$16.4K - $19.8K
|
52.6K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
390+ 6.51% |
$15.4K - $18.6K
|
6.38K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
386+ 0.42% |
$15.3K - $18.4K
|
91.7K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
385New |
$15.2K - $18.4K
|
385
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
379+ 4.33% |
$15K - $18.1K
|
9.14K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
373+ 4.13% |
$14.8K - $17.8K
|
9.4K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
364+ 4.99% |
$14.4K - $17.4K
|
7.66K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
359+ 4.84% |
$14.2K - $17.1K
|
7.78K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348+ 7.2% |
$13.8K - $16.6K
|
5.18K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
327+ 0.3% |
$13K - $15.6K
|
108K
$4.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
325+ 1.71% |
$12.9K - $15.5K
|
19.3K
$767K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
315+ 1.5% |
$12.5K - $15K
|
21.3K
$847K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
313+ 37.09% |
$12.4K - $14.9K
|
1.16K
$45.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
310+ 4.98% |
$12.3K - $14.8K
|
6.53K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
308+ 0.8% |
$12.2K - $14.7K
|
38.9K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
307+ 4.67% |
$12.2K - $14.7K
|
6.88K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
306+ 41.18% |
$12.1K - $14.6K
|
1.05K
$41.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
303+ 5.36% |
$12K - $14.5K
|
5.95K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
303+ 5.81% |
$12K - $14.5K
|
5.52K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
301+ 2.49% |
$11.9K - $14.4K
|
12.4K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
300+ 3.11% |
$11.9K - $14.3K
|
9.93K
$394K
|