LPL Financial
DMF

LPL Financial’s BNY Mellon Municipal Income DMF Stock Holding History

LPL Financial’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
-22,918
Closed -$165K – 5588
2025
Q1 		$165K Sell
22,918
-47
-0.2% -$337 ﹤0.01% 4920
2024
Q4 		$163K Sell
22,965
-13,403
-37% -$97.2K ﹤0.01% 4877
2024
Q3 		$266K Buy
36,368
+6,053
+20% +$44.1K ﹤0.01% 4528
2024
Q2 		$218K Buy
30,315
+6,360
+27% +$43.3K ﹤0.01% 4499
2024
Q1 		$164K Sell
23,955
-4,787
-17% -$31.7K ﹤0.01% 4549
2023
Q4 		$187K Sell
28,742
-9,416
-25% -$56.3K ﹤0.01% 4411
2023
Q3 		$216K Hold
38,158
– – ﹤0.01% 4173
2023
Q2 		$240K Sell
38,158
-8,465
-18% -$53.3K ﹤0.01% 4019
2023
Q1 		$303K Buy
46,623
+400
+0.9% +$2.56K ﹤0.01% 3730
2022
Q4 		$289K Sell
46,223
-16,730
-27% -$103K ﹤0.01% 3664
2022
Q3 		$378K Buy
62,953
+6,000
+11% +$40.7K ﹤0.01% 3392
2022
Q2 		$384K Buy
56,953
+34,886
+158% +$242K ﹤0.01% 3428
2022
Q1 		$167K Buy
22,067
+167
+0.8% +$1.34K ﹤0.01% 3870
2021
Q4 		$192K Hold
21,900
– – ﹤0.01% 3994
2021
Q3 		$211K Hold
21,900
– – ﹤0.01% 3942
2021
Q2 		$204K Sell
21,900
-15,263
-41% -$138K ﹤0.01% 3889
2021
Q1 		$325K Sell
37,163
-8,010
-18% -$70.7K ﹤0.01% 3406
2020
Q4 		$401K Buy
45,173
+2,333
+5% +$20K ﹤0.01% 2952
2020
Q3 		$370K Buy
42,840
+236
+0.6% +$2.02K ﹤0.01% 2738
2020
Q2 		$354K Buy
42,604
+6,343
+17% +$52.8K ﹤0.01% 2705
2020
Q1 		$298K Sell
36,261
-866
-2% -$7.7K ﹤0.01% 2509
2019
Q4 		$330K Buy
37,127
+2,060
+6% +$18.4K ﹤0.01% 2698
2019
Q3 		$328K Buy
35,067
+1,409
+4% +$12.6K ﹤0.01% 2601
2019
Q2 		$287K Hold
33,658
– – ﹤0.01% 2732
2019
Q1 		$283K Sell
33,658
-3,900
-10% -$31.4K ﹤0.01% 2692
2018
Q4 		$286K Hold
37,558
– – ﹤0.01% 2505
2018
Q3 		$294K Hold
37,558
– – ﹤0.01% 2713
2018
Q2 		$306K Sell
37,558
-2,292
-6% -$18.5K ﹤0.01% 2629
2018
Q1 		$322K Buy
39,850
+3,214
+9% +$26.9K ﹤0.01% 2544
2017
Q4 		$326K Buy
+36,636
New +$328K ﹤0.01% 2413
2017
Q2 		– Sell
-43,915
Closed -$394K – 2846
2017
Q1 		$394K Buy
43,915
+24,707
+129% +$219K ﹤0.01% 1998
2016
Q4 		$166K Buy
19,208
+681
+4% +$6.05K ﹤0.01% 2518
2016
Q3 		$176K Sell
18,527
-6,207
-25% -$61.2K ﹤0.01% 2437
2016
Q2 		$247K Sell
24,734
-98,281
-80% -$967K ﹤0.01% 2226
2016
Q1 		$1.2M Buy
123,015
+56,176
+84% +$532K ﹤0.01% 1548
2015
Q4 		$635K Buy
66,839
+34,866
+109% +$329K ﹤0.01% 2025
2015
Q3 		$303K Sell
31,973
-1,908
-6% -$17.3K ﹤0.01% 2187
2015
Q2 		$302K Buy
33,881
+1,352
+4% +$12.7K ﹤0.01% 2300
2015
Q1 		$314K Sell
32,529
-7,444
-19% -$72K ﹤0.01% 2210
2014
Q4 		$385K Buy
39,973
+4,828
+14% +$45.3K ﹤0.01% 1967
2014
Q3 		$322K Buy
35,145
+95
+0.3% +$868 ﹤0.01% 2112
2014
Q2 		$327K Sell
35,050
-6,860
-16% -$63.2K ﹤0.01% 2131
2014
Q1 		$378K Sell
41,910
-614
-1% -$5.46K ﹤0.01% 1973
2013
Q4 		$360K Buy
42,524
+1,200
+3% +$10.1K ﹤0.01% 1976
2013
Q3 		$343K Buy
41,324
+11,387
+38% +$97.3K ﹤0.01% 1912
2013
Q2 		$280K Buy
+29,937
New +$306K ﹤0.01% 1953

Other funds holding DMF

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

LPL Financial's DMF Position: Q2 2025 in Review

LPL Financial sold out of BNY Mellon Municipal Income (DMF) in Q2 2025, closing a stake of 22,918 shares — an estimated $165K sold.

LPL Financial first reported a position in DMF in Q2 2013 and held it in 46 quarters. The position peaked at $1.2M in Q1 2016. 1 fund tracked by Wall St. Rank holds DMF as of Q2 2025.

  • LPL Financial reported no remaining BNY Mellon Municipal Income position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 22,918 BNY Mellon Municipal Income shares in Q2 2025, an estimated $165K.
  • LPL Financial first reported a position in BNY Mellon Municipal Income in Q2 2013 and held it in 46 quarters.
  • LPL Financial's BNY Mellon Municipal Income position peaked at $1.2M in Q1 2016.
  • 1 fund tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.