BofA (10% owner) buys 3.2K NBH shares at $10.26, sells 3.2K at $10.11 same day; net zero position
Bank of America executed offsetting transactions in Neuberger Municipal Fund on 2026-05-20, purchasing 3,200 shares for $32,832.00 while simultaneously selling 3,200 shares across two separate sales for a combined $32,354.88, resulting in zero post-transaction holdings. The buy occurred at $10.26 while the concurrent sales occurred at $10.11, a price differential that reflects intraday market movement. BofA's cross-ticker track record shows a 90-day well-timed rate of 100.00% for prior sells, though this metric applies to the insider's historical behavior across all holdings, not predictive of this specific trade's outcome. The offsetting nature and immediate completion suggest this was a rebalancing execution rather than a directional conviction signal.
BofA Corp (10% owner) bought 3,000 shares at $11.28 and sold 3,000 shares at $11.38 same-day in NAN on 2026-05-19
Bank OF America /De/ Corp executed 2 offsetting transactions in Nuveen New York Quality Municipal Income Fund on 2026-05-19, purchasing 3,000 shares at $11.28 for $33,840.00 and immediately selling an equal 3,000 shares at $11.38 for $34,125.00, resulting in zero post-transaction holdings. This same-day matched pair with a $11.28/$11.38 price spread and offsetting quantity suggests mechanical activity rather than a directional conviction signal. The closing price is currently $11.23, within the 52-week range of $10.79–$11.67. Across Bank OF America's broader open-market track record (11 prior buys, 9 prior sells), the insider's 9 prior sells show a 100.00% well-timed rate, though this historical pattern at other tickers provides no forward signal for a matched buy-sell pair at zero net exposure.
Bank of America (10% owner) bought 1,000 shares at $10.61, sold 1,000 at $10.53 within one day at NMCO
Bank of America executed a rapid round-trip trade in NMCO: purchasing 1,000 shares at $10.61 on 2026-05-18 and selling the identical quantity at $10.53 the following day, exiting the position entirely. The sale price of $10.53 is below the purchase price of $10.61, resulting in a loss on the transaction. At the same-ticker level, Bank of America's prior 3 trades at NMCO showed mixed timing outcomes with 2 of 3 well-timed at the 90-day mark, but the current round-trip structure—simultaneous buy and sell within 24 hours—suggests execution-driven activity rather than a conviction-based position hold. The current price of $10.63 sits near the transaction prices and -3.3% from the 52-week high.
Bank of America, as 10% owner of MUNEX, purchases modest share tranche in municipal credit fund.
Bank of America's purchase of shares in BlackRock Municipal Credit Alpha Portfolio reflects routine portfolio management activity by an institutional holder, not insider conviction about company prospects. As a 10% beneficial owner rather than an officer or director, BofA's trading decisions are driven by fund allocation and rebalancing priorities, not knowledge of operational matters. The modest transaction size relative to BofA's asset base further indicates this is a standard portfolio adjustment rather than a significant capital commitment. Municipal credit funds like MUNEX operate in a mature market where institutional holders regularly adjust positions based on yield curves, liquidity needs, and asset-liability management—not because they expect dramatic operational improvements. This filing carries no special insight into management quality, competitive positioning, or near-term catalysts.
BofA 10% Owner executes offsetting buy-and-sell of 3,359 VKI shares at $8.68 (zero net position change)
Bank of America Corp /DE/, a 10% owner of Invesco Advantage Municipal Income Trust II (VKI), executed 2 separate transactions on 2026-04-02: 1 purchase and 1 sale, each of 3,359 shares at identical price of $8.68, totaling $29,156.12 each. The transactions resulted in zero net change to holdings. This offsetting pair bears no signal regarding conviction or directional intent—the buy and sell are simultaneous at the same price point. VKI's current price of $8.75 sits -8.1% from its 52-week high of $9.52, having declined 5.4% over the prior 30 days. The insider's cross-ticker track record shows a 20.00% well-timed sell rate historically, but prior same-ticker trades at VKI (2 transactions in January 2026) produced mixed results, with 1 of 2 well-timed at the 90-day mark. This filing's offsetting structure limits analytical relevance for investors seeking directional positioning clues.
BankAmerica 10% holder executes near-flat round-trip: buys 50 shares at $10.57, sells 50 at $10.53 same day
Bank of America Corp filed a Form 4 reporting 2 separate transactions in PMO on 2026-03-19: a purchase of 50 shares at $10.57 for $528.50 and a sale of 50 shares at $10.53 for $526.50, resulting in zero post-transaction holdings. The $2 loss on a $528.50 round-trip represents a negligible -0.4% net on the paired trade executed the same day. Against a 30-day decline of -3.5% and current price of $10.32 (below the transaction prices), the near-simultaneous buy-sell pattern with minimal price separation suggests operational or administrative activity rather than a directional conviction trade. The insider's cross-ticker track record shows a 50% 90-day win rate on prior buys and a 0% well-timed rate on prior sells, providing no basis to infer predictive skill on this ticker-specific activity.
BofA 10% holder buys 65 PML shares at $7.74, sells 65 at $7.63 same day—net zero position, minimal economic activity ($7.45 loss).
Bank of America Corp /DE/ executed 2 separate transactions in PIMCO Municipal Income Fund II on 2026-03-13: purchased 65 shares at $7.74 for $503.41 and sold 65 shares at $7.63 for $495.96. The matched volume and same-day execution left zero shares post-transaction, with a realized loss of $7.45. This buy-and-sell-on-same-day structure with identical share counts and offsetting holdings suggests administrative or regulatory necessity rather than discretionary market positioning. The current price of $7.64 lies between the transaction prices, offering no hindsight signal. Cross-ticker track record shows 10 prior buys with a 90-day win rate of 0.00% and 10 prior sells with a well-timed rate of 0.00%, indicating no pattern of consistent market timing by this filer across tickers.
Bank of America (10% owner) in NZF executed offsetting trades: bought 8 shares at $12.88, sold 8 shares at $12.96 on 2026-02-25.
Bank of America executed 2 transactions in equal volume on the same day: a purchase of 8 shares at $12.88 ($103.03) and a sale of 8 shares at $12.96 ($103.72), resulting in zero net position change and a net proceeds gain of $0.69 across the trades. The current price of $12.95 sits just 0.4% below the 52-week high of $13.00, placing both transactions near the upper range of the fund's trading band. Bank of America's cross-ticker open-market track record shows 9 prior sells with an average 30-day return of +1.5%, though 90-day timing data is unavailable for this transaction. The simultaneous buy-sell execution with immaterial economic consequence—holding zero shares post-transaction—suggests operational or administrative activity rather than a directional position signal.
BofA Corp (10% owner) simultaneously bought and sold 1,400 shares at $10.74 on 2026-02-17, exiting position to zero.
Bank of America Corp executed 2 offsetting transactions in NMCO on the same day: 1 purchase of 1,400 shares for $15,043.00 and 1 sale of 1,400 shares for $15,036.14, resulting in zero shares held post-transaction. The near-identical share count and execution price ($10.74) paired with a zero-share end position suggests a portfolio rebalancing or technical trade rather than a conviction-driven directional signal. Against his cross-ticker track record of 9 prior sells with a 100.00% well-timed rate (stock fell after sale), this same-day round-trip exhibits no net commitment, limiting its investor significance.
Bank of America Corp (10% owner) bought 343 shares at $12.54 and sold 343 shares at $12.25 on same day at NZF, exiting position entirely.
Bank of America Corp executed 2 offsetting transactions on 2026-01-26 at Nuveen Municipal Credit Income Fund, purchasing 343 shares at $12.54 ($4,302.94) and selling 343 shares at $12.25 ($4,201.75) on the same day, resulting in a net position of 0 shares post-transaction. This same-day matched buy and sell at minimal price variance ($0.29 difference) creates a near-neutral economic outcome on a small dollar value ($4.3K purchase, $4.2K sale). The transactions occurred just 24 days after a prior buy and sell at this ticker on 2026-01-02, where outcomes remain unmeasured. Across Bank of America's cross-ticker insider history, prior sells have achieved a 100.00% well-timed rate with -2.7% average 90-day returns, but the insider's prior trades at NZF specifically show 0 of 0 well-timed outcomes at the 90-day mark, with no measurable results yet available from the recent January 2nd activity.
