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 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
41+ 1.64% |
$1.62K - $1.96K
|
2.53K
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.55% |
$1.58K - $1.91K
|
7.37K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
39+ 0.62% |
$1.54K - $1.86K
|
6.37K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
38+ 0.21% |
$1.51K - $1.81K
|
18.3K
$725K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
37+ 0.25% |
$1.47K - $1.77K
|
14.7K
$583K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.62% |
$1.47K - $1.77K
|
6.03K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
35+ 0.57% |
$1.39K - $1.67K
|
6.19K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 0.17% |
$1.39K - $1.67K
|
20.6K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.5% |
$1.23K - $1.48K
|
6.27K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
30+ 0.56% |
$1.19K - $1.43K
|
5.37K
$213K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
28+ 0.12% |
$1.11K - $1.34K
|
22.7K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25+ 0.43% |
$990 - $1.19K
|
5.82K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20+ 0.08% |
$792 - $955
|
24.4K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
19+ 0.05% |
$753 - $907
|
34.7K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
19+ 0.38% |
$753 - $907
|
5.01K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$673 - $812
|
6.71K
$266K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.13% |
$673 - $812
|
13.3K
$526K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.1% |
$634 - $764
|
16.4K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.21% |
$634 - $764
|
7.71K
$306K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
15+ 0.03% |
$594 - $716
|
59.2K
$2.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
15+ 0.09% |
$594 - $716
|
17.4K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.03% |
$555 - $668
|
53K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 0.18% |
$436 - $525
|
6.12K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10+ 0.13% |
$396 - $477
|
7.8K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.08% |
$356 - $430
|
11.9K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$277 - $334
|
6.1K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
7+ 0.08% |
$277 - $334
|
9.23K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.13% |
$277 - $334
|
5.39K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
6New |
$238 - $286
|
6
$238
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.09% |
$238 - $286
|
6.38K
$253K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$238 - $286
|
1.39K
$55K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
6+ 0.1% |
$238 - $286
|
6.12K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.06% |
$238 - $286
|
10.7K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
6+ 0.06% |
$238 - $286
|
9.4K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$198 - $239
|
6.76K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.05% |
$198 - $239
|
10.8K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$198 - $239
|
9.11K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.03% |
$158 - $191
|
12K
$475K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$158 - $191
|
11.7K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$158 - $191
|
21.1K
$839K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$158 - $191
|
11.1K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
3+ 0.52% |
$119 - $143
|
581
$23.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$119 - $143
|
5.65K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$79.2 - $95.5
|
6.61K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2+ 0.02% |
$79.2 - $95.5
|
12.7K
$506K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$79.2 - $95.5
|
2.54K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.14% |
$79.2 - $95.5
|
1.43K
$56.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.06% |
$79.2 - $95.5
|
3.09K
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$79.2 - $95.5
|
1.86K
$73.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.02% |
$39.6 - $47.7
|
4.94K
$196K
|