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 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
351+ 2.99% |
$12.1K - $16.7K
|
12.1K
$567K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 0.77% |
$12K - $16.6K
|
45.8K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
345+ 1.15% |
$11.9K - $16.4K
|
30.3K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
296+ 2.08% |
$10.2K - $14K
|
14.5K
$681K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
265+ 3.44% |
$9.11K - $12.6K
|
7.98K
$374K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
253+ 0.34% |
$8.7K - $12K
|
73.7K
$3.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 75.17% |
$7.81K - $10.8K
|
529
$24.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
225+ 2.33% |
$7.74K - $10.7K
|
9.86K
$462K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
213+ 3.43% |
$7.33K - $10.1K
|
6.42K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
186+ 0.12% |
$6.4K - $8.83K
|
159K
$7.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
177+ 0.53% |
$6.09K - $8.4K
|
33.8K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 0.44% |
$6.02K - $8.31K
|
39.9K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
168+ 0.79% |
$5.78K - $7.97K
|
21.4K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
168+ 0.58% |
$5.78K - $7.97K
|
29.2K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
167+ 0.17% |
$5.74K - $7.93K
|
96.9K
$4.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
155+ 0.29% |
$5.33K - $7.36K
|
53.1K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
146+ 2.42% |
$5.02K - $6.93K
|
6.18K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
125+ 0.16% |
$4.3K - $5.93K
|
76.5K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
120+ 0.51% |
$4.13K - $5.7K
|
23.7K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
112+ 1.43% |
$3.85K - $5.32K
|
7.95K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
100+ 1.6% |
$3.44K - $4.75K
|
6.34K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
100+ 0.19% |
$3.44K - $4.75K
|
52K
$2.44M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
80+ 0.43% |
$2.75K - $3.8K
|
18.5K
$867K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
67+ 0.81% |
$2.3K - $3.18K
|
8.38K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
63+ 0.41% |
$2.17K - $2.99K
|
15.6K
$729K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
56+ 0.93% |
$1.93K - $2.66K
|
6.06K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
53+ 0.3% |
$1.82K - $2.52K
|
17.4K
$817K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
46+ 0.23% |
$1.58K - $2.18K
|
20.5K
$960K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
42+ 0.39% |
$1.44K - $1.99K
|
10.8K
$507K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 0.55% |
$1.44K - $1.99K
|
7.68K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 0.09% |
$1.2K - $1.66K
|
40.8K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 1.67% |
$1.17K - $1.61K
|
2.07K
$96.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
34+ 0.06% |
$1.17K - $1.61K
|
59.2K
$2.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
23+ 0.93% |
$791 - $1.09K
|
2.5K
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.07% |
$550 - $759
|
22.4K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.03% |
$275 - $380
|
25K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$103 - $142
|
5.65K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.06% |
$68.8 - $94.9
|
3.09K
$145K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$68.8 - $94.9
|
20.8K
$974K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$34.4 - $47.5
|
6.97K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$34.4 - $47.5
|
5.13K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$34.4 - $47.5
|
100K
$4.7M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$241 - $332
|
9K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.12% |
$241 - $332
|
5.63K
$264K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-18- 0.05% |
$619 - $854
|
39.2K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-30- 2.87% |
$1.03K - $1.42K
|
1.02K
$47.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-65- 0.5% |
$2.24K - $3.08K
|
12.9K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 1.01% |
$2.58K - $3.56K
|
7.35K
$344K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-87- 0.08% |
$2.99K - $4.13K
|
103K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-100- 0.72% |
$3.44K - $4.75K
|
13.7K
$642K
|