CX Institutional’s BNY Mellon Municipal Income DMF Stock Holding History

CX Institutional’s Portfolio DMF Stock Details DMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,000	Closed	-$7K	–	1222
2025 Q1	$7K	Buy	+1,000	New	+$7.18K	﹤0.01%	1037
2022 Q3	–	Sell	-1,000	Closed	-$7K	–	627
2022 Q2	$7K	Buy	+1,000	New	+$6.94K	﹤0.01%	992
2021 Q4	–	Sell	-1,000	Closed	-$10K	–	470
2021 Q3	$10K	Hold	1,000	–	–	﹤0.01%	829
2021 Q2	$9K	Hold	1,000	–	–	﹤0.01%	840
2021 Q1	$9K	Hold	1,000	–	–	﹤0.01%	775
2020 Q4	$9K	Hold	1,000	–	–	﹤0.01%	732
2020 Q3	$9K	Hold	1,000	–	–	﹤0.01%	680
2020 Q2	$8K	Hold	1,000	–	–	﹤0.01%	590
2020 Q1	$8K	Hold	1,000	–	–	﹤0.01%	476
2019 Q4	$9K	Hold	1,000	–	–	﹤0.01%	437
2019 Q3	$9K	Hold	1,000	–	–	﹤0.01%	473
2019 Q2	$9K	Hold	1,000	–	–	﹤0.01%	504
2019 Q1	$8K	Hold	1,000	–	–	﹤0.01%	478
2018 Q4	$8K	Buy	+1,000	New	+$7.64K	﹤0.01%	367

Other funds holding DMF

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CX Institutional's DMF Position: Q2 2025 in Review

CX Institutional sold out of BNY Mellon Municipal Income (DMF) in Q2 2025, closing a stake of 1,000 shares — an estimated $7K sold.

CX Institutional first reported a position in DMF in Q4 2018 and held it in 14 quarters. The position peaked at $10K in Q3 2021. 1 fund tracked by Wall St. Rank holds DMF as of Q2 2025.

CX Institutional reported no remaining BNY Mellon Municipal Income position as of Q2 2025 after selling out during the quarter.
CX Institutional sold 1,000 BNY Mellon Municipal Income shares in Q2 2025, an estimated $7K.
CX Institutional first reported a position in BNY Mellon Municipal Income in Q4 2018 and held it in 14 quarters.
CX Institutional's BNY Mellon Municipal Income position peaked at $10K in Q3 2021.
1 fund tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2025.

Based on CX Institutional's 13F filing for Q2 2025, filed 11 Jul 2025.