Concord Wealth Partners Bny Mellon Municipal Income, Inc. Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$6.16 - $6.69 $184 - $200	-30 Reduced 0.36%	8,400 $54,000
Q4 2022 Jan 27, 2023	BUY	$5.75 - $6.65 $48,472 - $56,059	8,430 New	8,430 $52,000
Q2 2021 Jul 29, 2021	SELL	$8.77 - $9.44 $8,770 - $9,440	-1,000 Reduced 10.6%	8,430 $78,000
Q4 2020 Feb 16, 2021	BUY	$8.23 - $8.87 $77,608 - $83,644	9,430 New	9,430 $84,000

Others Institutions Holding DMF

# of Institutions

53

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

2.38M
Shares

$17.1 Million
0.29% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.49M
Shares

$10.7 Million
0.25% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.23M
Shares

$8.86 Million
0.45% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

963K
Shares

$6.93 Million
3.28% of portfolio
Almitas Capital LLC Santa Monica, CA

791K
Shares

$5.7 Million
2.46% of portfolio

About BNY MELLON MUNICIPAL INCOME, INC.

Ticker DMF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BNY Mellon Municipal Income, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in municipal obligations that are rated investment grade and have maturities of less than one year. It employs fundamental...

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