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 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
300+ 14.05% |
$11.9K - $14.3K
|
2.44K
$96.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
296+ 4.8% |
$11.7K - $14.1K
|
6.47K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
295+ 3.21% |
$11.7K - $14.1K
|
9.47K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
292+ 0.62% |
$11.6K - $13.9K
|
47.1K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
291+ 5.03% |
$11.5K - $13.9K
|
6.08K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
290+ 3.33% |
$11.5K - $13.8K
|
9.01K
$357K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
288+ 2.54% |
$11.4K - $13.7K
|
11.6K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
285+ 3.35% |
$11.3K - $13.6K
|
8.81K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
283+ 3.53% |
$11.2K - $13.5K
|
8.31K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
278+ 2.6% |
$11K - $13.3K
|
11K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
275+ 22.18% |
$10.9K - $13.1K
|
1.52K
$60.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
271+ 0.8% |
$10.7K - $12.9K
|
34.2K
$1.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
270+ 1.58% |
$10.7K - $12.9K
|
17.3K
$689K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
267+ 1.54% |
$10.6K - $12.7K
|
17.5K
$697K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
265+ 5.8% |
$10.5K - $12.7K
|
4.84K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 7.08% |
$10.4K - $12.5K
|
3.96K
$157K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
262+ 0.66% |
$10.4K - $12.5K
|
40.2K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
259+ 0.25% |
$10.3K - $12.4K
|
105K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
259+ 0.22% |
$10.3K - $12.4K
|
120K
$4.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
256+ 5.25% |
$10.1K - $12.2K
|
5.13K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
256+ 0.66% |
$10.1K - $12.2K
|
38.9K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
254+ 0.43% |
$10.1K - $12.1K
|
59.5K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
251+ 2.25% |
$9.94K - $12K
|
11.4K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
248+ 0.79% |
$9.82K - $11.8K
|
31.7K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
247+ 2.52% |
$9.78K - $11.8K
|
10K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
240+ 1.73% |
$9.51K - $11.5K
|
14.1K
$561K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
237+ 2.74% |
$9.39K - $11.3K
|
8.9K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
233+ 3.61% |
$9.23K - $11.1K
|
6.69K
$265K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
228+ 4.65% |
$9.03K - $10.9K
|
5.13K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
227+ 0.97% |
$8.99K - $10.8K
|
23.5K
$934K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
224+ 2.17% |
$8.87K - $10.7K
|
10.5K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
215+ 4.23% |
$8.52K - $10.3K
|
5.3K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
210+ 1.34% |
$8.32K - $10K
|
15.9K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
210+ 3.37% |
$8.32K - $10K
|
6.44K
$256K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
209+ 3.6% |
$8.28K - $9.98K
|
6.01K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
201+ 129.68% |
$7.96K - $9.6K
|
356
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
200+ 1.27% |
$7.92K - $9.55K
|
15.9K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200+ 0.11% |
$7.92K - $9.55K
|
186K
$7.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
199+ 1.45% |
$7.88K - $9.5K
|
14K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
192+ 1.2% |
$7.61K - $9.17K
|
16.2K
$643K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
191+ 1.67% |
$7.57K - $9.12K
|
11.6K
$461K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
178+ 0.44% |
$7.05K - $8.5K
|
40.8K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
175+ 2.11% |
$6.93K - $8.35K
|
8.47K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
170+ 0.28% |
$6.73K - $8.12K
|
61.7K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
167+ 5.57% |
$6.61K - $7.97K
|
3.17K
$126K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
160+ 1.35% |
$6.34K - $7.64K
|
12K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
157+ 3.18% |
$6.22K - $7.5K
|
5.1K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
153+ 0.39% |
$6.06K - $7.3K
|
39.8K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$6.02K - $7.26K
|
152
$6.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
152+ 0.12% |
$6.02K - $7.26K
|
126K
$5M
|