Merit Financial Group
DMF

Merit Financial Group’s BNY Mellon Municipal Income DMF Stock Holding History

Merit Financial Group’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
2023
Q4 		– Sell
-17,389
Closed -$98.6K – 783
2023
Q3 		$98.6K Buy
17,389
+754
+5% +$4.65K ﹤0.01% 718
2023
Q2 		$105K Buy
+16,635
New +$105K ﹤0.01% 724

Other funds holding DMF

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BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Merit Financial Group's DMF Position: Q4 2023 in Review

Merit Financial Group sold out of BNY Mellon Municipal Income (DMF) in Q4 2023, closing a stake of 17,389 shares — an estimated $98.6K sold.

Merit Financial Group first reported a position in DMF in Q2 2023 and held it in 2 quarters. The position peaked at $105K in Q2 2023. 50 funds tracked by Wall St. Rank hold DMF as of Q4 2023.

  • Merit Financial Group reported no remaining BNY Mellon Municipal Income position as of Q4 2023 after selling out during the quarter.
  • Merit Financial Group sold 17,389 BNY Mellon Municipal Income shares in Q4 2023, an estimated $98.6K.
  • Merit Financial Group first reported a position in BNY Mellon Municipal Income in Q2 2023 and held it in 2 quarters.
  • Merit Financial Group's BNY Mellon Municipal Income position peaked at $105K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2023.

Based on Merit Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.