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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.9K+ 3.78% |
$670K - $808K
|
464K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
16.9K+ 72.88% |
$669K - $806K
|
40.1K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.9K+ 113.95% |
$668K - $805K
|
31.7K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.9K+ 33.55% |
$667K - $804K
|
67.1K
$3.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
16.7KNew |
$661K - $797K
|
16.7K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$659K - $794K
|
16.6K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
16.2K+ 57.15% |
$643K - $775K
|
44.6K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
16.2KNew |
$642K - $773K
|
16.2K
$759K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 3.47% |
$641K - $773K
|
483K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
16KNew |
$634K - $765K
|
16K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16KNew |
$633K - $763K
|
16K
$749K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
15.6K+ 3.56% |
$617K - $744K
|
453K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.5KNew |
$615K - $741K
|
15.5K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.4KNew |
$611K - $736K
|
15.4K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
15.3KNew |
$606K - $730K
|
15.3K
$717K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.2KNew |
$601K - $725K
|
15.2K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
15K+ 4.5% |
$594K - $716K
|
348K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
14.9K+ 0.45% |
$589K - $710K
|
3.3M
$155M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.8K+ 1.94% |
$585K - $706K
|
776K
$36.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
14.8K+ 27.47% |
$584K - $704K
|
68.5K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14.6K+ 45756.25% |
$580K - $699K
|
14.7K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.6K+ 11.95% |
$579K - $698K
|
137K
$6.41M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14.4K+ 5.11% |
$569K - $686K
|
295K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.4K+ 6.27% |
$569K - $686K
|
243K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$568K - $685K
|
14.4K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
14.3K+ 96.72% |
$568K - $685K
|
29.2K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
14.1KNew |
$560K - $675K
|
14.1K
$662K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.9K+ 0.42% |
$552K - $666K
|
3.37M
$158M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 12.67% |
$549K - $662K
|
123K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
13.8K+ 9.87% |
$545K - $657K
|
153K
$7.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.7K+ 9.97% |
$542K - $654K
|
151K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13.6K+ 51.71% |
$537K - $647K
|
39.8K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
13.5K+ 13.36% |
$535K - $644K
|
115K
$5.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.3K+ 44.51% |
$527K - $635K
|
43.2K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
13.3K+ 6.5% |
$526K - $634K
|
218K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 4.43% |
$517K - $623K
|
307K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
13KNew |
$517K - $623K
|
13K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6K+ 10.22% |
$499K - $602K
|
136K
$6.36M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
12.6K+ 0.17% |
$498K - $600K
|
7.6M
$356M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.4K+ 32.14% |
$492K - $593K
|
51.1K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12.4K+ 116.57% |
$490K - $591K
|
23K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
12.3KNew |
$486K - $585K
|
12.3K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
12.2KNew |
$483K - $582K
|
12.2K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
12.1K+ 377.72% |
$477K - $575K
|
15.2K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.9K+ 169.59% |
$471K - $568K
|
18.9K
$886K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
11.9K+ 94.64% |
$470K - $566K
|
24.4K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.8K+ 3.1% |
$468K - $564K
|
393K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 551.96% |
$446K - $538K
|
13.3K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 20.34% |
$446K - $537K
|
66.6K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
11.2K+ 11.54% |
$443K - $534K
|
108K
$5.07M
|