HighTower Advisors
DMF

HighTower Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

HighTower Advisors’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
2024
Q2 		– Sell
-16,982
Closed -$99K – 3746
2024
Q1 		$99K Sell
16,982
-3,527
-17% -$23.4K ﹤0.01% 3154
2023
Q4 		$124K Sell
20,509
-597
-3% -$3.57K ﹤0.01% 3148
2023
Q3 		$98K Sell
21,106
-438
-2% -$2.7K ﹤0.01% 3108
2023
Q2 		$114K Buy
+21,544
New +$136K ﹤0.01% 3047

Other funds holding DMF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

HighTower Advisors's DMF Position: Q2 2024 in Review

HighTower Advisors sold out of BNY Mellon Municipal Income (DMF) in Q2 2024, closing a stake of 16,982 shares — an estimated $99K sold.

HighTower Advisors first reported a position in DMF in Q2 2023 and held it in 4 quarters. The position peaked at $124K in Q4 2023. 49 funds tracked by Wall St. Rank hold DMF as of Q2 2024.

  • HighTower Advisors reported no remaining BNY Mellon Municipal Income position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 16,982 BNY Mellon Municipal Income shares in Q2 2024, an estimated $99K.
  • HighTower Advisors first reported a position in BNY Mellon Municipal Income in Q2 2023 and held it in 4 quarters.
  • HighTower Advisors's BNY Mellon Municipal Income position peaked at $124K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.