NewEdge Advisors’s Dorchester Minerals DMLP Stock Holding History

NewEdge Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-204	Closed	-$6.16K	–	3933
2024 Q3	$6.16K	Buy	204 +4	+2%	+$123	﹤0.01%	3091
2024 Q2	$6.16K	Buy	200 +5	+3%	+$163	﹤0.01%	3024
2024 Q1	$6.57K	Buy	195 +6	+3%	+$189	﹤0.01%	3044
2023 Q4	$6K	Sell	189 -670	-78%	-$19.6K	﹤0.01%	3062
2023 Q3	$25K	Buy	859 +4	+0.5%	+$119	﹤0.01%	2321
2023 Q2	$25.6K	Hold	855	–	–	﹤0.01%	2307
2023 Q1	$25.9K	Hold	855	–	–	﹤0.01%	2244
2022 Q4	$26	Buy	+855	New	+$24.6K	﹤0.01%	3562

Other funds holding DMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return