Dakota Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-118,826
| Closed | -$853K | – | 775 |
|
|
2025
Q1 | $853K | Buy |
118,826
+18,700
| +19% | +$134K | 0.02% | 407 |
|
|
2024
Q4 | $711K | Buy |
100,126
+10,100
| +11% | +$73.2K | 0.02% | 432 |
|
|
2024
Q3 | $658K | Buy |
90,026
+14,000
| +18% | +$102K | 0.01% | 454 |
|
|
2024
Q2 | $547K | Buy |
76,026
+1,026
| +1% | +$6.99K | 0.01% | 492 |
|
|
2024
Q1 | $512K | Hold |
75,000
| – | – | 0.01% | 499 |
|
|
2023
Q4 | $488K | Hold |
75,000
| – | – | 0.02% | 423 |
|
|
2023
Q3 | $425K | Hold |
75,000
| – | – | 0.02% | 442 |
|
|
2023
Q2 | $472K | Sell |
75,000
-18,000
| -19% | -$113K | 0.02% | 395 |
|
|
2023
Q1 | $604K | Hold |
93,000
| – | – | 0.04% | 325 |
|
|
2022
Q4 | $582K | Buy |
+93,000
| New | +$575K | 0.04% | 321 |
|
|
2020
Q1 | – | Sell |
-12,000
| Closed | -$107K | – | 278 |
|
|
2019
Q4 | $107K | Sell |
12,000
-12,200
| -50% | -$109K | 0.02% | 302 |
|
|
2019
Q3 | $226K | Sell |
24,200
-6,467
| -21% | -$57.7K | 0.04% | 270 |
|
|
2019
Q2 | $261K | Sell |
30,667
-9,331
| -23% | -$78.8K | 0.05% | 240 |
|
|
2019
Q1 | $336K | Hold |
39,998
| – | – | 0.07% | 222 |
|
|
2018
Q4 | $309K | Buy |
39,998
+28,084
| +236% | +$214K | 0.07% | 213 |
|
|
2018
Q3 | $93K | Buy |
+11,914
| New | +$95.8K | 0.02% | 279 |
|
Other funds holding DMF
Dakota Wealth Management's DMF Position: Q2 2025 in Review
Dakota Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q2 2025, closing a stake of 118,826 shares — an estimated $853K sold.
Dakota Wealth Management first reported a position in DMF in Q3 2018 and held it in 16 quarters. The position peaked at $853K in Q1 2025. 1 fund tracked by Wall St. Rank holds DMF as of Q2 2025.
- Dakota Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q2 2025 after selling out during the quarter.
- Dakota Wealth Management sold 118,826 BNY Mellon Municipal Income shares in Q2 2025, an estimated $853K.
- Dakota Wealth Management first reported a position in BNY Mellon Municipal Income in Q3 2018 and held it in 16 quarters.
- Dakota Wealth Management's BNY Mellon Municipal Income position peaked at $853K in Q1 2025.
- 1 fund tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2025.
Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.