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
|
Marshall Financial Group LLC
|
SELL
|
- |
-978- 4.85% |
$33.6K - $46.4K
|
19.2K
$900K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-993- 11.81% |
$34.1K - $47.1K
|
7.42K
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.16K- 10.05% |
$40K - $55.1K
|
10.4K
$487K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.16K- 10.14% |
$40K - $55.2K
|
10.3K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.17K- 0.98% |
$40.4K - $55.7K
|
119K
$5.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.22K- 21.61% |
$42K - $57.9K
|
4.43K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.27K- 5.64% |
$43.5K - $60.1K
|
21.2K
$991K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.34K- 10.42% |
$45.9K - $63.4K
|
11.5K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.35K- 1.89% |
$46.5K - $64.2K
|
70.3K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.45K- 2.56% |
$49.7K - $68.6K
|
54.9K
$2.57M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.48K- 21.2% |
$50.8K - $70.1K
|
5.49K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 9.24% |
$51.6K - $71.2K
|
14.7K
$690K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.61K- 11.43% |
$55.4K - $76.5K
|
12.5K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.69K- 17.5% |
$58K - $80K
|
7.95K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.79K- 21.18% |
$61.7K - $85.1K
|
6.68K
$313K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.86K- 2.36% |
$63.8K - $88K
|
76.6K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.88K- 1.03% |
$64.6K - $89.1K
|
181K
$8.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.91K- 13.7% |
$65.8K - $90.7K
|
12K
$564K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.92K- 1.78% |
$66.2K - $91.3K
|
106K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-1.97K- 1.13% |
$67.8K - $93.6K
|
173K
$8.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.09K- 3.48% |
$71.7K - $99K
|
57.8K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.09K- 15.76% |
$71.7K - $99K
|
11.1K
$522K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.2K- 2.78% |
$75.5K - $104K
|
76.7K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-2.26K- 8.47% |
$77.9K - $107K
|
24.5K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.92K- 12.16% |
$100K - $139K
|
21.1K
$989K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.94K- 0.59% |
$101K - $139K
|
493K
$23.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.95K- 6.24% |
$101K - $140K
|
44.3K
$2.08M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.13K- 9.64% |
$108K - $148K
|
29.3K
$1.37M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.27K- 11.44% |
$112K - $155K
|
25.3K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.52K- 77.82% |
$121K - $167K
|
1K
$47K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.53K- 4.71% |
$121K - $167K
|
71.5K
$3.35M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.69K- 33.04% |
$127K - $175K
|
7.48K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.76K- 7.07% |
$129K - $179K
|
49.5K
$2.32M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.13K- 6.97% |
$142K - $196K
|
55.1K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.38K- 7.5% |
$151K - $208K
|
54K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.62K- 32.81% |
$159K - $219K
|
9.46K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.49K- 2.26% |
$189K - $260K
|
237K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-5.56K- 1.93% |
$191K - $264K
|
283K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.08K- 6.75% |
$209K - $289K
|
84K
$3.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.11K- 8.61% |
$210K - $290K
|
64.8K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-6.65K- 4.44% |
$229K - $316K
|
143K
$6.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.65K- 32.32% |
$229K - $316K
|
13.9K
$652K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.93K- 33.26% |
$238K - $329K
|
13.9K
$651K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-7.64K- 9.03% |
$263K - $363K
|
76.9K
$3.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-9K- 37.5% |
$310K - $427K
|
15K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.29K- 1.26% |
$319K - $441K
|
729K
$34.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.77K- 1.39% |
$336K - $463K
|
694K
$32.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 27.61% |
$359K - $496K
|
27.4K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-10.5K- 7.66% |
$361K - $499K
|
127K
$5.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-11K- 55.23% |
$379K - $523K
|
8.93K
$418K
|