CoverageForm 410-K10-Q8-K13D13G13F

Merrill Lynch, Pierce, Fenner & Smith Inc.

CIK 0000728612
10% Owner

Filings

93

Latest May 22, 2026

Issuers covered

41

Showing

43 of 93

Page 2

Track record

701 of 1,128 open-market trades scored (62% price coverage) - 427 issuers without price data. Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).

HorizonTradesWin rateAvgMedianBestWorst
30 days70136%-0.6%-1.0%+27.1%-27.1%
90 days69554%+0.8%+0.6%+28.1%-25.1%
180 days67752%+1.2%+0.2%+21.5%-20.3%
365 days62349%+1.1%0.0%+25.1%-25.4%

Issuers

Companies where Merrill Lynch, Pierce, Fenner & Smith Inc. has filed

TickerIssuerFilingsLast filed
NZFNuveen Municipal Credit Income Fund11Feb 27, 2026
MUIBlackrock Municipal Income Fund, Inc.9May 18, 2026
NMZNuveen Municipal High Income Opportunity Fund7Dec 22, 2025
NANNuveen New York Quality Municipal Income Fund5May 21, 2026
NADNuveen Quality Municipal Income Fund5Jan 5, 2026
PMFPimco Municipal Income Fund5Jun 13, 2025
PMLPimco Municipal Income Fund II5May 22, 2026
NMCONuveen Municipal Credit Opportunities Fund4May 20, 2026
VKIInvesco Advantage Municipal Income Trust II3Apr 6, 2026
NBHNeuberger Berman Municipal Fund Inc.3May 22, 2026
EFREaton Vance Senior Floating-Rate Trust2Dec 20, 2024
FMNFederated Hermes Premier Municipal Income Fund2Apr 11, 2025
GUTGabelli Utility Trust2Dec 20, 2024
MHIPioneer Municipal High Income Fund, Inc.2Dec 13, 2024
PMMPutnam Managed Municipal Income Trust2Jan 14, 2025
AFBAlliancebernstein National Municipal Income Fund1Dec 13, 2024
MUABlackrock Muniassets Fund, Inc.1Dec 13, 2024
MUJBlackrock Muniholdings New Jersey Quality Fund, Inc.1Dec 13, 2024
MHNBlackrock Muniholdings New York Quality Fund, Inc.1Dec 13, 2024
MYDBlackrock Muniyield Fund, Inc.1Dec 13, 2024
MQYBlackrock Muniyield Quality Fund, Inc.1Dec 13, 2024
BNYBlackrock New York Municipal Income Trust1Dec 13, 2024
DMFBny Mellon Municipal Income, Inc.1Dec 13, 2024
DSMBny Mellon Strategic Municipal Bond Fund, Inc.1Dec 13, 2024
LEOBny Mellon Strategic Municipals, Inc.1Dec 13, 2024
DMBBny Mellon Municipal Bond Infrastructure Fund, Inc.1Dec 13, 2024
BTABlackrock Long-Term Municipal Advantage Trust1Dec 13, 2024
HCAHca Healthcare, Inc.1Mar 28, 2025
VCVInvesco California Value Municipal Income Trust1Dec 13, 2024
OIAInvesco Municipal Income Opportunities Trust1Dec 13, 2024
VPVInvesco Pennsylvania Value Municipal Income Trust1Dec 13, 2024
IQIInvesco Quality Municipal Income Trust1Dec 20, 2024
VGMInvesco Trust for Investment Grade Municipals1Dec 20, 2024
VTNInvesco Trust for Investment Grade New York Municipals1Dec 13, 2024
HYBNew America High Income Fund Inc1Dec 20, 2024
NMSNuveen Minnesota Quality Municipal Income Fund1Dec 13, 2024
PCQPimco California Municipal Income Fund1Aug 13, 2025
PCKPimco California Municipal Income Fund II1Jun 13, 2025
PNIPimco New York Municipal Income Fund II1Aug 13, 2025
MAVPioneer Municipal High Income Advantage Fund, Inc.1Dec 13, 2024
PMOPutnam Municipal Opportunities Trust1Mar 23, 2026

All filings

93 Form 4 / 4-A filings, newest first

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