Purchases and Sales Made in Q2 2025 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.69MNew |
$127M - $175M
|
3.69M
$173M
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
273K+ 49.72% |
$9.39M - $13M
|
822K
$38.5M
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
229KNew |
$7.89M - $10.9M
|
229K
$10.7M
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
225K+ 325.97% |
$7.73M - $10.7M
|
294K
$13.8M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
160KNew |
$5.49M - $7.58M
|
160K
$7.48M
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
113K+ 8.78% |
$3.89M - $5.37M
|
1.4M
$65.7M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
111K+ 1516.14% |
$3.81M - $5.26M
|
118K
$5.53M
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
80.9K+ 5.32% |
$2.78M - $3.84M
|
1.6M
$75M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.6K+ 2.6% |
$2.57M - $3.54M
|
2.94M
$138M
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
69.6K+ 5.34% |
$2.39M - $3.3M
|
1.37M
$64.3M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
63.8K+ 23.33% |
$2.19M - $3.03M
|
337K
$15.8M
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
58KNew |
$1.99M - $2.75M
|
58K
$2.71M
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
39.3K+ 39.05% |
$1.35M - $1.86M
|
140K
$6.55M
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
34.8K+ 2.58% |
$1.2M - $1.65M
|
1.39M
$64.9M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.8K+ 11.71% |
$716K - $988K
|
199K
$9.3M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 15.11% |
$593K - $819K
|
131K
$6.15M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
16.9K+ 6.29% |
$581K - $802K
|
285K
$13.4M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
13.2KNew |
$452K - $624K
|
13.2K
$616K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
12.3KNew |
$422K - $582K
|
12.3K
$575K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.7KNew |
$369K - $509K
|
10.7K
$502K
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9.21K+ 50.44% |
$317K - $437K
|
27.5K
$1.29M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.19K+ 13.94% |
$281K - $388K
|
66.9K
$3.13M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.02KNew |
$276K - $381K
|
8.02K
$376K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.86K+ 124.0% |
$236K - $326K
|
12.4K
$581K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.35K+ 26.35% |
$218K - $301K
|
30.4K
$1.43M
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6.17K+ 40.55% |
$212K - $293K
|
21.4K
$1M
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.55KNew |
$191K - $263K
|
5.55K
$260K
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.4KNew |
$186K - $256K
|
5.4K
$253K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.25KNew |
$181K - $249K
|
5.25K
$246K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.16KNew |
$178K - $245K
|
5.16K
$242K
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 9.36% |
$162K - $223K
|
54.9K
$2.57M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.65KNew |
$160K - $221K
|
4.65K
$218K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.58K+ 4.89% |
$157K - $217K
|
98.2K
$4.6M
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.46KNew |
$153K - $212K
|
4.46K
$209K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.46KNew |
$153K - $211K
|
4.46K
$209K
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.4KNew |
$151K - $209K
|
4.4K
$206K
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
4.31KNew |
$148K - $204K
|
4.31K
$202K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$201K
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.29KNew |
$148K - $204K
|
4.29K
$201K
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.24KNew |
$146K - $201K
|
4.24K
$199K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.11K+ 0.36% |
$141K - $195K
|
1.13M
$53M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.03K+ 10.92% |
$139K - $191K
|
40.9K
$1.92M
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 1.27% |
$131K - $180K
|
303K
$14.2M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.38K+ 7.32% |
$116K - $161K
|
49.6K
$2.32M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
3.37K+ 36.85% |
$116K - $160K
|
12.5K
$587K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.81K+ 5.92% |
$96.8K - $134K
|
50.4K
$2.36M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.77K+ 14.49% |
$95.2K - $131K
|
21.9K
$1.02M
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.75K+ 15.81% |
$94.5K - $130K
|
20.1K
$942K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.44K+ 7.69% |
$83.9K - $116K
|
34.2K
$1.6M
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.23K+ 810.91% |
$76.7K - $106K
|
2.51K
$117K
|