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 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11K+ 0.87% |
$437K - $527K
|
1.28M
$59.9M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11KNew |
$435K - $525K
|
11K
$515K
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
11KNew |
$434K - $524K
|
11K
$514K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11K+ 2.26% |
$434K - $523K
|
497K
$23.3M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9K+ 9.71% |
$433K - $522K
|
124K
$5.79M
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
10.8K+ 48.97% |
$428K - $516K
|
32.9K
$1.54M
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10.8K+ 230.23% |
$428K - $515K
|
15.5K
$725K
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$420K - $507K
|
10.6K
$497K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 59.6% |
$417K - $502K
|
28.2K
$1.32M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.5K+ 24.79% |
$414K - $499K
|
52.6K
$2.47M
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10.4K+ 11.17% |
$413K - $498K
|
104K
$4.87M
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
10.4KNew |
$413K - $498K
|
10.4K
$488K
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.4KNew |
$411K - $495K
|
10.4K
$486K
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
10.3K+ 11.97% |
$410K - $494K
|
96.8K
$4.53M
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.3K+ 8.97% |
$410K - $494K
|
126K
$5.89M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10.3KNew |
$408K - $492K
|
10.3K
$482K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 13.9% |
$408K - $491K
|
84.3K
$3.95M
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
10.2K+ 13.02% |
$406K - $489K
|
89K
$4.17M
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
10.2KNew |
$405K - $488K
|
10.2K
$479K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 1.47% |
$404K - $487K
|
704K
$33M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
10.1K+ 0.79% |
$400K - $482K
|
1.29M
$60.4M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.1K+ 7.29% |
$399K - $481K
|
148K
$6.94M
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10K+ 2.62% |
$397K - $479K
|
393K
$18.4M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
10K+ 122.43% |
$396K - $477K
|
18.2K
$851K
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10KNew |
$396K - $477K
|
10K
$468K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.92KNew |
$393K - $473K
|
9.92K
$464K
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
9.84K+ 3.02% |
$390K - $470K
|
335K
$15.7M
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
9.82K+ 28.05% |
$389K - $469K
|
44.8K
$2.1M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.79K+ 1.58% |
$388K - $468K
|
629K
$29.5M
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
9.71K+ 1.04% |
$385K - $464K
|
942K
$44.1M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.63K+ 55.56% |
$381K - $460K
|
27K
$1.26M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.56KNew |
$379K - $456K
|
9.56K
$448K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9.43K+ 17.65% |
$373K - $450K
|
62.9K
$2.94M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.32K+ 11.5% |
$369K - $445K
|
90.3K
$4.23M
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9.21K+ 12.07% |
$365K - $439K
|
85.5K
$4M
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
9.2K+ 0.97% |
$364K - $439K
|
956K
$44.8M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.19KNew |
$364K - $439K
|
9.19K
$431K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.17K+ 38.71% |
$363K - $438K
|
32.9K
$1.54M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.17K+ 4.41% |
$363K - $438K
|
217K
$10.2M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
9.1KNew |
$361K - $435K
|
9.1K
$426K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.03K+ 87.16% |
$358K - $431K
|
19.4K
$908K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.02K+ 9.85% |
$357K - $431K
|
101K
$4.71M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.73K+ 120.89% |
$346K - $417K
|
16K
$748K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
8.72KNew |
$345K - $416K
|
8.72K
$408K
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.69KNew |
$344K - $415K
|
8.69K
$407K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
8.69KNew |
$344K - $415K
|
8.69K
$407K
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$342K - $412K
|
8.64K
$405K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.58KNew |
$340K - $410K
|
8.58K
$402K
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.53K+ 90.38% |
$338K - $407K
|
18K
$842K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.5K+ 41.4% |
$336K - $406K
|
29K
$1.36M
|