Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ProVise Management Group, LLC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
GOODWIN DANIEL L | 18 | 18 | 0.04% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Edmonds Duncan Registered Investment Advisors, LLC | 18 | 18 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.54% | 0.92% | 1.17% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
GILL CAPITAL PARTNERS, LLC | 14 | 1 | 0.06% | 0.09% | 0.15% | Q4 2018 | Q4 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
STIFEL FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Cottage Street Advisors LLC | 10 | 3 | 0.04% | 0.24% | 0.47% | Q2 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Moors & Cabot, Inc. | 12 | 12 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q4 2022 | 12 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.40% | 1.34% | 2.58% | Q2 2019 | Q3 2023 | 12 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
CX Institutional | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.13% | 0.21% | 0.32% | Q1 2021 | Q2 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 9 |
Cetera Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 9 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.03% | 0.11% | 0.28% | Q4 2019 | Q2 2023 | 8 |
1607 Capital Partners, LLC | 7 | 1 | 0.06% | 0.13% | 0.17% | Q2 2019 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
AQR Arbitrage LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Karpus Management, Inc. | 4 | 3 | 0.04% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 7 |
Matisse Capital | 7 | 7 | 0.10% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 4 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.15% | 0.57% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Nuveen Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.16% | 0.24% | 0.33% | Q1 2021 | Q2 2022 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Fiera Capital Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.05% | 0.11% | 0.16% | Q1 2021 | Q3 2022 | 6 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BESSEMER GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Woodline Partners LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.02% | 0.14% | 0.27% | Q4 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Almitas Capital LLC | 3 | 3 | 0.15% | 0.50% | 0.93% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 3 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.61% | 1.16% | 1.71% | Q2 2023 | Q3 2023 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own BNY MELLON MUN INCOME INC or have owned BNY MELLON MUN INCOME INC in the past.