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US INSIDER PROFILE · NON-SCORING RESEARCH
BOFA SECURITIES, INC.
10% Owner
Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001675365
Purchase history
- Companies traded
- 12
- Purchases · 12M
- 2
- Purchases · 24M
- 12
- Average purchase
- $42.8K
- Median purchase
- $37.0K
- Gross purchase value
- $513.5K
Companies: Aditxt, Inc. | BLACKROCK MUNIASSETS FUND, INC. | BLACKROCK MUNICIPAL INCOME FUND, INC. | BLACKROCK NEW YORK MUNICIPAL INCOME TRUST | BNY MELLON MUNICIPAL INCOME, INC. | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | BNY MELLON STRATEGIC MUNICIPALS, INC. | BlackRock 2037 Municipal Target Term Trust | Invesco California Value Municipal Income Trust | Nuveen Municipal Credit Opportunities Fund | PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | PIONEER MUNICIPAL HIGH INCOME FUND, INC.
12 SEC accession(s) · 12 joint-owner event(s). Values are reported Form 4 transaction values in USD.
Qualifying purchase disclosures
| Published | Company | Ticker | Role | Reported value | SEC source |
|---|---|---|---|---|---|
| 2026-06-15 | Aditxt, Inc. | ADTX | 10% Owner | $0 | Open filing |
| 2025-11-18 | BlackRock 2037 Municipal Target Term Trust | BMN | 10% Owner | $28.8K | Open filing |
| 2024-12-13 | Nuveen Municipal Credit Opportunities Fund | NMCO | 10% Owner | $15.0K | Open filing |
| 2024-12-13 | BNY MELLON MUNICIPAL INCOME, INC. | DMF | 10% Owner | $26.2K | Open filing |
| 2024-12-13 | BNY MELLON STRATEGIC MUNICIPALS, INC. | LEO | 10% Owner | $61.0K | Open filing |
| 2024-12-13 | Invesco California Value Municipal Income Trust | VCV | 10% Owner | $88.6K | Open filing |
| 2024-12-13 | BLACKROCK NEW YORK MUNICIPAL INCOME TRUST | BNY | 10% Owner | $45.1K | Open filing |
| 2024-12-13 | BLACKROCK MUNIASSETS FUND, INC. | MUA | 10% Owner | $51.1K | Open filing |
| 2024-12-13 | PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | MAV | 10% Owner | $5.2K | Open filing |
| 2024-12-13 | BLACKROCK MUNICIPAL INCOME FUND, INC. | MUI | 10% Owner | $74.3K | Open filing |
| 2024-12-13 | PIONEER MUNICIPAL HIGH INCOME FUND, INC. | MHI | 10% Owner | $5.3K | Open filing |
| 2024-12-13 | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | DSM | 10% Owner | $113.0K | Open filing |
Post-purchase outcomes
Excess return = stock return − S&P 500 ETF (SPY adjusted close) return. Returns start on the first shared trading session on or after publication.
| Period | Completed events | Price coverage | Hit rate | Median excess return | Average excess return | Worst excess return |
|---|---|---|---|---|---|---|
| 5D | 1Small Sample | 8.3% (1/12) | 100.0% (1/1) | +225.6% | +225.6% | +225.6% |
| 20D | 1Small Sample | 8.3% (1/12) | 0.0% (0/1) | -77.2% | -77.2% | -77.2% |
| 60D | 1Small Sample | 8.3% (1/12) | 0.0% (0/1) | -39.1% | -39.1% | -39.1% |
| 120D | 0No Data | 0.0% (0/11) | — | — | — | — |
Research patterns
- First purchase in 12M
- 2/2
- Large purchase ≥ $100k
- 1/12
- Cluster buying · 15D
- 12/12
- Buying the dip
- 1/1
Routine / opportunistic: Not classifiable. These labels never affect the score or ranking.
Small samples remain visible but are not scored. This research enrichment never affects US-v1.1.