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 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 0.81% |
$5.98K - $7.21K
|
18.7K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
149+ 0.35% |
$5.9K - $7.11K
|
42.2K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
148+ 1.31% |
$5.86K - $7.07K
|
11.5K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
147+ 2.16% |
$5.82K - $7.02K
|
6.96K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
140+ 1.3% |
$5.55K - $6.68K
|
10.9K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
140+ 2.07% |
$5.55K - $6.68K
|
6.91K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
137+ 0.07% |
$5.43K - $6.54K
|
200K
$7.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
133+ 0.53% |
$5.27K - $6.35K
|
25.2K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
132+ 2.69% |
$5.23K - $6.3K
|
5.04K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
131+ 1.15% |
$5.19K - $6.25K
|
11.6K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
130+ 0.96% |
$5.15K - $6.21K
|
13.7K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
129+ 192.54% |
$5.11K - $6.16K
|
196
$7.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
128+ 0.16% |
$5.07K - $6.11K
|
79.8K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
125+ 31.65% |
$4.95K - $5.97K
|
520
$20.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
125+ 2.15% |
$4.95K - $5.97K
|
5.95K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
122+ 0.58% |
$4.83K - $5.82K
|
21.2K
$843K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
122+ 1.06% |
$4.83K - $5.82K
|
11.6K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.58% |
$4.83K - $5.82K
|
21.2K
$841K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
120+ 1.02% |
$4.75K - $5.73K
|
11.8K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
116+ 0.65% |
$4.59K - $5.54K
|
18K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
109+ 4.51% |
$4.32K - $5.2K
|
2.53K
$100K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
104+ 0.17% |
$4.12K - $4.96K
|
60K
$2.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
104+ 1.37% |
$4.12K - $4.96K
|
7.69K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
104+ 0.1% |
$4.12K - $4.96K
|
107K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
102+ 1.36% |
$4.04K - $4.87K
|
7.62K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
101+ 1.87% |
$4K - $4.82K
|
5.51K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
100+ 1.11% |
$3.96K - $4.77K
|
9.07K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
99+ 0.44% |
$3.92K - $4.73K
|
22.7K
$899K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
99+ 0.8% |
$3.92K - $4.73K
|
12.5K
$496K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
98+ 0.8% |
$3.88K - $4.68K
|
12.3K
$488K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
81+ 0.33% |
$3.21K - $3.87K
|
25K
$992K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
78+ 0.62% |
$3.09K - $3.72K
|
12.7K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
75+ 1.38% |
$2.97K - $3.58K
|
5.52K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 0.64% |
$2.89K - $3.49K
|
11.5K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
70+ 0.91% |
$2.77K - $3.34K
|
7.8K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
69+ 0.6% |
$2.73K - $3.29K
|
11.5K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
69+ 0.09% |
$2.73K - $3.29K
|
76.3K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
67+ 0.37% |
$2.65K - $3.2K
|
18.4K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
66+ 3.83% |
$2.61K - $3.15K
|
1.79K
$71K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
58+ 10.78% |
$2.3K - $2.77K
|
596
$23.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58+ 2.4% |
$2.3K - $2.77K
|
2.48K
$98.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
56+ 0.47% |
$2.22K - $2.67K
|
11.9K
$473K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
55+ 0.34% |
$2.18K - $2.63K
|
16.4K
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
54+ 0.16% |
$2.14K - $2.58K
|
33.6K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.32% |
$2.1K - $2.53K
|
16.9K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
51+ 0.25% |
$2.02K - $2.43K
|
20.4K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
48+ 0.16% |
$1.9K - $2.29K
|
30.3K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
48+ 0.35% |
$1.9K - $2.29K
|
13.9K
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
44+ 0.9% |
$1.74K - $2.1K
|
4.93K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
42+ 0.1% |
$1.66K - $2.01K
|
42.2K
$1.67M
|