Merrill Lynch Pierce Fenner Smith Inc

-

Director Information, Funds, Firms

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Merrill Lynch Pierce Fenner Smith Inc
Firm
AddressNy11003501 1 Bryant Park, 35th Floor
New York, NY 10036
Source
Associated Funds Form D Role 2011 - 2026 Raised AUM
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Putnam Municipal Opportunities Trust PMO
Common Stock
2026-03-19 Buy 50 $10.57 528
Putnam Municipal Opportunities Trust PMO
Common Stock
2026-03-19 Sell 50 $10.53 526
PIMCO Municipal Income Fund II PML
Common Stock
2026-03-13 Buy 65 $7.74 503
PIMCO Municipal Income Fund II PML
Common Stock
2026-03-13 Sell 65 $7.63 496
Nuveen Municipal Credit Income Fund NZF
Common Stock
2026-02-25 Sell 8 $12.97 104
Nuveen Municipal Credit Income Fund NZF
Common Stock
2026-02-25 Buy 8 $12.88 103
Nuveen Municipal Credit Opportunities Fund NMCO
Common Stock
2026-02-17 Buy 1,400 $10.75 15,050
Nuveen Municipal Credit Opportunities Fund NMCO
Common Stock
2026-02-17 Sell 1,400 $10.74 15,036
Nuveen Municipal Credit Income Fund NZF
Common Stock
2026-01-26 Sell 343 $12.25 4,202
Nuveen Municipal Credit Income Fund NZF
Common Stock
2026-01-26 Buy 343 $12.55 4,305
Nuveen Municipal Credit Income Fund NZF
COMMON STOCK
2026-01-02 Buy 6,075 $12.61 76,606
Nuveen Municipal Credit Income Fund NZF
COMMON STOCK
2026-01-02 Sell 6,075 $12.52 76,059
Nuveen Quality Municipal Income Fund NAD
Common Stock
2026-01-02 Sell 6,374 $11.99 76,424
Invesco Advantage Municipal Income Trust II VKI
Common Stock
2026-01-02 Buy 8,531 $9.08 77,461
Nuveen Quality Municipal Income Fund NAD
Common Stock
2026-01-02 Buy 6,374 $12.01 76,552
Invesco Advantage Municipal Income Trust II VKI
Common Stock
2026-01-02 Sell 8,531 $9.00 76,779
Nuveen Municipal Credit Opportunities Fund NMCO
Common Stock
2025-12-29 Buy 1,500 $10.20 15,300
Nuveen Municipal Credit Opportunities Fund NMCO
Common Stock
2025-12-29 Sell 1,500 $10.21 15,315
Nuveen Municipal High Income Opportunity Fund NMZ
COMMON STOCK
2025-12-19 Sell 1,000 $10.54 10,540
Nuveen Municipal High Income Opportunity Fund NMZ
COMMON STOCK
2025-12-19 Buy 1,000 $10.32 10,320
showing 20 of 200 most recent transactions
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com