Bnym Municipal Income (XDMFX)

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Nuveen, LLC

UNCHANGED

Shares54,677 from 54,677

Change0 (0%)

Value$378.9K (-$13.7K)

Filed 2025-08-12

SIT Investment Associates Inc

CLOSED

Shares0 from 3,057,452

Change-3,057,452 (-100%)

Value$0 (-$22.0K)

Filed 2025-08-14

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 2,614,908

Change-2,614,908 (-100%)

Value$0 (-$18.8M)

Filed 2025-08-14

Karpus Management, Inc.

CLOSED

Shares0 from 2,501,319

Change-2,501,319 (-100%)

Value$0 (-$18.0M)

Filed 2025-08-14

Bulldog Investors, LLPA

CLOSED

Shares0 from 1,598,380

Change-1,598,380 (-100%)

Value$0 (-$11.5M)

Filed 2025-08-14

Almitas Capital LLC

CLOSED

Shares0 from 1,081,956

Change-1,081,956 (-100%)

Value$0 (-$7.8M)

Filed 2025-08-14

Pathstone Holdings, LLC

CLOSED

Shares0 from 323,079

Change-323,079 (-100%)

Value$0 (-$2.4M)

Filed 2025-08-12

Logan Stone Capital, LLC

CLOSED

Shares0 from 208,953

Change-208,953 (-100%)

Value$0 (-$1.5M)

Filed 2025-08-14

Lido Advisors, LLC

CLOSED

Shares0 from 186,914

Change-186,914 (-100%)

Value$0 (-$1.3M)

Filed 2025-08-13

1607 Capital Partners, LLC

CLOSED

Shares0 from 147,316

Change-147,316 (-100%)

Value$0 (-$1.1M)

Filed 2025-08-14

AQR Arbitrage LLC

CLOSED

Shares0 from 144,314

Change-144,314 (-100%)

Value$0 (-$1.0M)

Filed 2025-08-14

Capital Investment Advisors, LLC

CLOSED

Shares0 from 143,675

Change-143,675 (-100%)

Value$0 (-$1.0M)

Filed 2025-07-17

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 122,951

Change-122,951 (-100%)

Value$0 (-$882.8K)

Filed 2025-08-08

Dakota Wealth Management

CLOSED

Shares0 from 118,826

Change-118,826 (-100%)

Value$0 (-$853.2K)

Filed 2025-07-16

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 104,484

Change-104,484 (-100%)

Value$0 (-$750.2K)

Filed 2025-08-07

Bank of New York Mellon Corp

CLOSED

Shares0 from 103,872

Change-103,872 (-100%)

Value$0 (-$745.8K)

Filed 2025-08-05

UBS Group AG

CLOSED

Shares0 from 92,084

Change-92,084 (-100%)

Value$0 (-$661.2K)

Filed 2025-08-14

Rothschild Investment LLC

CLOSED

Shares0 from 72,700

Change-72,700 (-100%)

Value$0 (-$522.0K)

Filed 2025-08-11

Huntington National Bank

CLOSED

Shares0 from 56,835

Change-56,835 (-100%)

Value$0 (-$408.1K)

Filed 2025-08-05

Melfa Wealth Management, Inc.

CLOSED

Shares0 from 47,570

Change-47,570 (-100%)

Value$0 (-$341.6K)

Filed 2025-07-17

Morgan Stanley

CLOSED

Shares0 from 41,909

Change-41,909 (-100%)

Value$0 (-$300.9K)

Filed 2025-08-14

Gill Capital Partners, LLC

CLOSED

Shares0 from 23,529

Change-23,529 (-100%)

Value$0 (-$168.9K)

Filed 2025-07-31

LPL Financial LLC

CLOSED

Shares0 from 22,918

Change-22,918 (-100%)

Value$0 (-$164.6K)

Filed 2025-08-12

Virtu Financial LLC

CLOSED

Shares0 from 22,644

Change-22,644 (-100%)

Value$0 (-$163)

Filed 2025-08-12

Cove Street Capital, LLC

CLOSED

Shares0 from 22,318

Change-22,318 (-100%)

Value$0 (-$160.2K)

Filed 2025-08-14

Palogic Value Management, L.P.

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$143.6K)

Filed 2025-08-05

Wells Fargo & Company

CLOSED

Shares0 from 12,838

Change-12,838 (-100%)

Value$0 (-$92.2K)

Filed 2025-08-14

MAI Capital Management

CLOSED

Shares0 from 11,717

Change-11,717 (-100%)

Value$0 (-$84.1K)

Filed 2025-08-12

Creative Planning

CLOSED

Shares0 from 10,921

Change-10,921 (-100%)

Value$0 (-$78.4K)

Filed 2025-08-08

First Nebraska Trust Co

CLOSED

Shares0 from 10,900

Change-10,900 (-100%)

Value$0 (-$78.3K)

Filed 2026-06-10

Opinicus Capital, Inc.

CLOSED

Shares0 from 10,023

Change-10,023 (-100%)

Value$0 (-$72.0K)

Filed 2025-08-08

Bernard Wealth Management Corp.

CLOSED

Shares0 from 2,458

Change-2,458 (-100%)

Value$0 (-$17.6K)

Filed 2025-07-24

Bank of America Corp

CLOSED

Shares0 from 2,266

Change-2,266 (-100%)

Value$0 (-$16.3K)

Filed 2025-08-14

Parallel Advisors, LLC

CLOSED

Shares0 from 1,440

Change-1,440 (-100%)

Value$0 (-$10.3K)

Filed 2025-07-08

CX Institutional

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$7)

Filed 2025-07-16

Tsfg, LLC

CLOSED

Shares0 from 845

Change-845 (-100%)

Value$0 (-$6)

Filed 2025-08-05

Osaic Holdings, Inc.

CLOSED

Shares0 from 210

Change-210 (-100%)

Value$0 (-$1.5K)

Filed 2025-09-04

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

Sandy Spring Bank

N/A

Shares— from 14,121

Change-14,121 (-100%)

Value—

	Status
Nuveen, LLC	UNCHANGED	54,677	54,677	0	0%	$392.6K	$378.9K	-$13.7K	2025-08-12
SIT Investment Associates Inc	CLOSED	0	3,057,452	-3,057,452	-100%	$22.0K	$0	-$22.0K	2025-08-14
Rivernorth Capital Management, LLC	CLOSED	0	2,614,908	-2,614,908	-100%	$18.8M	$0	-$18.8M	2025-08-14
Karpus Management, Inc.	CLOSED	0	2,501,319	-2,501,319	-100%	$18.0M	$0	-$18.0M	2025-08-14
Bulldog Investors, LLPA	CLOSED	0	1,598,380	-1,598,380	-100%	$11.5M	$0	-$11.5M	2025-08-14
Almitas Capital LLC	CLOSED	0	1,081,956	-1,081,956	-100%	$7.8M	$0	-$7.8M	2025-08-14
Pathstone Holdings, LLC	CLOSED	0	323,079	-323,079	-100%	$2.4M	$0	-$2.4M	2025-08-12
Logan Stone Capital, LLC	CLOSED	0	208,953	-208,953	-100%	$1.5M	$0	-$1.5M	2025-08-14
Lido Advisors, LLC	CLOSED	0	186,914	-186,914	-100%	$1.3M	$0	-$1.3M	2025-08-13
1607 Capital Partners, LLC	CLOSED	0	147,316	-147,316	-100%	$1.1M	$0	-$1.1M	2025-08-14
AQR Arbitrage LLC	CLOSED	0	144,314	-144,314	-100%	$1.0M	$0	-$1.0M	2025-08-14
Capital Investment Advisors, LLC	CLOSED	0	143,675	-143,675	-100%	$1.0M	$0	-$1.0M	2025-07-17
PNC Financial Services Group, Inc.	CLOSED	0	122,951	-122,951	-100%	$882.8K	$0	-$882.8K	2025-08-08
Dakota Wealth Management	CLOSED	0	118,826	-118,826	-100%	$853.2K	$0	-$853.2K	2025-07-16
Hennion & Walsh Asset Management, Inc.	CLOSED	0	104,484	-104,484	-100%	$750.2K	$0	-$750.2K	2025-08-07
Bank of New York Mellon Corp	CLOSED	0	103,872	-103,872	-100%	$745.8K	$0	-$745.8K	2025-08-05
UBS Group AG	CLOSED	0	92,084	-92,084	-100%	$661.2K	$0	-$661.2K	2025-08-14
Rothschild Investment LLC	CLOSED	0	72,700	-72,700	-100%	$522.0K	$0	-$522.0K	2025-08-11
Huntington National Bank	CLOSED	0	56,835	-56,835	-100%	$408.1K	$0	-$408.1K	2025-08-05
Melfa Wealth Management, Inc.	CLOSED	0	47,570	-47,570	-100%	$341.6K	$0	-$341.6K	2025-07-17
Morgan Stanley	CLOSED	0	41,909	-41,909	-100%	$300.9K	$0	-$300.9K	2025-08-14
Gill Capital Partners, LLC	CLOSED	0	23,529	-23,529	-100%	$168.9K	$0	-$168.9K	2025-07-31
LPL Financial LLC	CLOSED	0	22,918	-22,918	-100%	$164.6K	$0	-$164.6K	2025-08-12
Virtu Financial LLC	CLOSED	0	22,644	-22,644	-100%	$163	$0	-$163	2025-08-12
Cove Street Capital, LLC	CLOSED	0	22,318	-22,318	-100%	$160.2K	$0	-$160.2K	2025-08-14
Palogic Value Management, L.P.	CLOSED	0	20,000	-20,000	-100%	$143.6K	$0	-$143.6K	2025-08-05
Wells Fargo & Company	CLOSED	0	12,838	-12,838	-100%	$92.2K	$0	-$92.2K	2025-08-14
MAI Capital Management	CLOSED	0	11,717	-11,717	-100%	$84.1K	$0	-$84.1K	2025-08-12
Creative Planning	CLOSED	0	10,921	-10,921	-100%	$78.4K	$0	-$78.4K	2025-08-08
First Nebraska Trust Co	CLOSED	0	10,900	-10,900	-100%	$78.3K	$0	-$78.3K	2026-06-10
Opinicus Capital, Inc.	CLOSED	0	10,023	-10,023	-100%	$72.0K	$0	-$72.0K	2025-08-08
Bernard Wealth Management Corp.	CLOSED	0	2,458	-2,458	-100%	$17.6K	$0	-$17.6K	2025-07-24
Bank of America Corp	CLOSED	0	2,266	-2,266	-100%	$16.3K	$0	-$16.3K	2025-08-14
Parallel Advisors, LLC	CLOSED	0	1,440	-1,440	-100%	$10.3K	$0	-$10.3K	2025-07-08
CX Institutional	CLOSED	0	1,000	-1,000	-100%	$7	$0	-$7	2025-07-16
Tsfg, LLC	CLOSED	0	845	-845	-100%	$6	$0	-$6	2025-08-05
Osaic Holdings, Inc.	CLOSED	0	210	-210	-100%	$1.5K	$0	-$1.5K	2025-09-04
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-08-12
Sandy Spring Bank	N/A	—	14,121	-14,121	-100%	$101.4K	—	—	—

Showing 39 of 39 institutions