Bank of America sale/reduction report: MELI — Bank of America Corp DE Sells 64,277 Shares of MercadoLibre, Inc. $MELIBank of America 减持/退出：MELI — Bank of America Corp DE Sells 64,277 Shares of MercadoLibre, Inc. $MELI
Institutional Position Change Signal: Bank of America Reduces MELI Stake
On August 3, 2026, Bank of America Corp DE publicly disclosed the sale of 64,277 shares of MercadoLibre, Inc. (ticker: MELI). At the prior trading day’s closing price of $1,877.95, this transaction totaled approximately $120.7 million. As a leading global institutional investor, Bank of America’s large single-period position adjustments serve as a widely tracked reference signal for market participants assessing sentiment toward the ticker.
Supporting context: Per the most recent 13F institutional holding report filed December 31, 2025, 78.9% of MELI’s float is held by 1,565 institutional investors, with Bank of America counted among these holders. June 2026 Form 4 insider filings show only equity awards and a $200,000 small-scale purchase by CFO Marcelo Melamud, with no large insider sales, creating a contrast to this institutional reduction.
This single intraperiod sale does not reflect Bank of America’s full long-term investment thesis for MELI, nor does it directly predict future price movement for the stock.
Follow-up Markers
1. Subsequent SEC regulatory filings from Bank of America related to MELI, including future 13G/13F reports or Form 4/144 transaction disclosures
2. MercadoLibre’s Q2 2026 earnings report, scheduled for August 5, 2026
3. Broader institutional ownership shifts for MercadoLibre, Inc.
机构持仓变动信号：美国银行减持美客多（MELI）
2026年8月3日，美国银行（Bank of America Corp DE）公开披露出售64,277股MercadoLibre, Inc.（股票代码MELI）的股票，以当日MELI收盘价1877.95美元计算，这笔交易总价值约1.207亿美元。作为全球顶级机构投资者，美国银行的单笔大额仓位调整是市场追踪该标的情绪的参考信号。
佐证背景：根据2025年12月31日提交的最新13F机构持仓报告，MELI流通股的78.9%由1565家机构持有，美国银行是其中的持仓方之一。2026年6月的Form 4内部交易文件显示，MELI高管和董事仅进行了股权激励授予和一笔由首席会计官Marcelo Melamud完成的20万美元小额增持，未出现大额减持行为，与本次机构减持形成差异。
本次披露仅反映美国银行在2026年8月3日的单笔周期内仓位调整，不代表其对MELI的整体长期投资策略，也无法直接预测该股票的后续价格走势。
后续关注
1. 美国银行后续提交的与MELI相关的SEC监管文件，包括未来的13G/13F报告或Form 4/144交易披露
2. 美客多将于2026年8月5日发布的2026年第二季度财报
3. 美客多的整体机构持仓变动趋势
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。