MERRILL LYNCH, PIERCE, FENNER & SMITH INC.
CIK 728612
Transactions on file
233
Open-market buys
117
Win rate (buys)
91%
46 scored
Avg % since filing (buys)
+363.8%
Tickers traded
Recent activity
| Filed | Txn date | Issuer | Roles | Code | Shares | Value | % since Filing | Filing |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | 2026-05-20 | PML PIMCO MUNICIPAL INCOME FUND II | 10% | Sale | 680 | $5.0K | +3.0% | open → |
| 2026-05-22 | 2026-05-20 | PML PIMCO MUNICIPAL INCOME FUND II | 10% | Buy | 680 | $5.0K | +2.7% | open → |
| 2026-05-22 | 2026-05-20 | NBH NEUBERGER MUNICIPAL FUND INC. | 10% | Sale | 1,200 | $12.1K | +3.1% | open → |
| 2026-05-22 | 2026-05-20 | NBH NEUBERGER MUNICIPAL FUND INC. | 10% | Sale | 2,000 | $20.2K | +3.1% | open → |
| 2026-05-22 | 2026-05-20 | NBH NEUBERGER MUNICIPAL FUND INC. | 10% | Buy | 3,200 | $32.8K | +1.6% | open → |
| 2026-05-21 | 2026-05-19 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 3,000 | $34.1K | +2.0% | open → |
| 2026-05-21 | 2026-05-19 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Buy | 3,000 | $33.8K | +2.8% | open → |
| 2026-05-20 | 2026-05-19 | NMCO Nuveen Municipal Credit Opportunities Fund | 10% | Sale | 1,000 | $10.5K | +1.5% | open → |
| 2026-05-20 | 2026-05-18 | NMCO Nuveen Municipal Credit Opportunities Fund | 10% | Buy | 1,000 | $10.6K | +0.8% | open → |
| 2026-05-18 | 2026-05-15 | MUNEX BlackRock Municipal Credit Alpha Portfolio, Inc. | 10% | Buy | 407 | $5.0K | +2.0% | open → |
| 2026-05-18 | 2026-05-14 | MUNEX BlackRock Municipal Credit Alpha Portfolio, Inc. | 10% | Sale | 407 | $5.0K | +1.0% | open → |
| 2026-05-12 | 2026-05-08 | MUNEX BlackRock Municipal Credit Alpha Portfolio, Inc. | 10% | Sale | 407 | $5.0K | +0.8% | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 100 | $600.00 | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 100 | $600.00 | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 100 | $600.00 | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 100 | $600.00 | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 200 | $1.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 200 | $1.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 200 | $1.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 200 | $1.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 200 | $1.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 300 | $1.8K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 600 | $3.6K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,000 | $6.0K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,000 | $6.0K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,000 | $6.0K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,035 | $6.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,200 | $7.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,600 | $9.6K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 1,900 | $11.4K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 2,650 | $15.9K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 2,700 | $16.2K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Buy | 16,585 | $99.8K | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 100 | $600.00 | — | open → |
| 2025-01-14 | 2025-01-10 | PMM PUTNAM MANAGED MUNICIPAL INCOME TRUST | 10% | Sale | 100 | $600.00 | — | open → |
| 2025-01-17 | 2025-01-15 | NAD Nuveen Quality Municipal Income Fund | 10% | Sale | 800 | $9.3K | +2.7% | open → |
| 2025-01-17 | 2025-01-15 | NAD Nuveen Quality Municipal Income Fund | 10% | Buy | 800 | $9.4K | +2.2% | open → |
| 2025-01-17 | 2025-01-15 | NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 10% | Sale | 5 | $54.70 | — | open → |
| 2025-01-17 | 2025-01-15 | NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 10% | Sale | 1 | $10.96 | — | open → |
| 2025-01-17 | 2025-01-15 | NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 10% | Buy | 5 | $53.95 | — | open → |
| 2025-01-17 | 2025-01-15 | NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 10% | Buy | 1 | $10.79 | — | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 400 | $4.5K | +3.2% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Buy | 1,611 | $18.3K | +2.0% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 100 | $1.1K | +3.2% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 304 | $3.4K | +3.2% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 107 | $1.2K | +3.3% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 100 | $1.1K | +3.2% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 500 | $5.6K | +3.2% | open → |
| 2025-01-22 | 2025-01-17 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 100 | $1.1K | +3.1% | open → |
| 2025-02-06 | 2025-02-04 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Sale | 1,900 | $21.8K | +1.2% | open → |
| 2025-02-06 | 2025-02-04 | NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 10% | Buy | 1,900 | $21.8K | +1.1% | open → |
| 2025-02-20 | 2025-02-18 | NZF Nuveen Municipal Credit Income Fund | 10% | Sale | 6,771 | $84.7K | — | open → |
| 2025-02-20 | 2025-02-18 | NZF Nuveen Municipal Credit Income Fund | 10% | Buy | 2 | $25.30 | — | open → |
| 2025-02-20 | 2025-02-18 | NZF Nuveen Municipal Credit Income Fund | 10% | Buy | 6,771 | $85.7K | — | open → |
| 2025-02-20 | 2025-02-18 | NZF Nuveen Municipal Credit Income Fund | 10% | Sale | 2 | $25.02 | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 2,883 | $26.0K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 766 | $6.9K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 3,160 | $28.5K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 61 | $550.22 | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 102 | $920.04 | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 486 | $4.4K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 1,020 | $9.2K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 299 | $2.7K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 900 | $8.1K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 623 | $5.6K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 7,946 | $71.7K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 31 | $279.62 | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 2,000 | $18.3K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 1,500 | $13.7K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 20,610 | $188.2K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 672 | $6.1K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 404 | $3.6K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 3,054 | $27.5K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 265 | $2.4K | — | open → |
| 2025-02-25 | 2025-02-21 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 1,438 | $13.0K | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 287 | $2.6K | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 100 | $910.00 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 100 | $910.00 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 100 | $910.00 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 100 | $910.00 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 100 | $910.00 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 1,106 | $10.0K | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 74 | $671.92 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 300 | $2.7K | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 46 | $417.68 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 45 | $408.60 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 28 | $254.24 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 23 | $208.84 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 6 | $54.48 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 5 | $45.40 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 4 | $36.32 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 2 | $18.16 | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 300 | $2.7K | — | open → |
| 2025-02-26 | 2025-02-24 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 48 | $435.84 | — | open → |
| 2025-02-28 | 2025-02-26 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Buy | 8 | $73.52 | — | open → |
| 2025-02-28 | 2025-02-26 | PMF PIMCO MUNICIPAL INCOME FUND | 10% | Sale | 8 | $72.48 | — | open → |
| 2025-03-13 | 2025-03-11 | NZF Nuveen Municipal Credit Income Fund | 10% | Buy | 1 | $12.43 | — | open → |
| 2025-03-13 | 2025-03-11 | NZF Nuveen Municipal Credit Income Fund | 10% | Sale | 1 | $12.49 | — | open → |
| 2025-03-18 | 2025-03-14 | NZF Nuveen Municipal Credit Income Fund | 10% | Buy | 8,100 | $100.8K | — | open → |
| 2025-03-18 | 2025-03-14 | NZF Nuveen Municipal Credit Income Fund | 10% | Sale | 100 | $1.2K | — | open → |