How many institutions own BNY stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BNY shares is 62, representing 24.35% of the company's common stock.

Who are the major shareholders selling BlackRock New York Municipal Income Trust stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in BNY by -47.43% restricting it's holding to 27.06 thousand shares of worth nearly $274.00K. BAIRD FINANCIAL GROUP, INC. also lessened -1.7% of the BNY shares from its portfolio, reducing its holding to 70.17 thousand shares of worth $710.11K. UBS GROUP AG also shunned BNY shares holding by -22.13% last quarter which brought its holding to 96.37 thousand shares worth $975.26K.

Investors who are buying BNY stock?

As per its latest 13F filing, MODERN WEALTH MANAGEMENT, LLC increased its stake in BNY by 11.31% in the last quarter. The institutional holder raised its holding to 77.09 thousand shares having worth more than $780.14K. MORGAN STANLEY also added 19.67% more shares of BNY to its portfolio, raising its holding to 80.54 thousand shares of worth $815.04K. WELLS FARGO & COMPANY/MN also increased its BNY shares holding by 270.62% which brought its holding to 81.6 thousand shares worth $825.74K.

BNY's major insiders: who are they?

The insider with the most stakes in BNY is GABBAY HENRY , director at the company. Additionally, BNY stock is highly held by director HUBBARD ROBERT GLENN and 10 percent owner BANK OF AMERICA CORP /DE/ among others.

Did an insider recently sell BNY stock?

Company executives, directors, and other insiders own N/A percent of BlackRock New York Municipal Income Trust's stock. Within the last six months, there have been 0 transaction(s) in which BNY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/ and GABBAY HENRY.

Which insider recently purchased BNY stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock New York Municipal Income Trust insiders have bought stock, totalling 0 shares

How much of BNY does insiders own?

Around 0 BlackRock New York Municipal Income Trust shares are held by insiders, which represents about N/A of BNY stock.

Who is the insider with the largest stake?

BNY director, GABBAY HENRY holds the largest portfolio of the company's shares. BNY shares owned by GABBAY total nearly 1.2 thousand.

Which institution holds the most shares in BNY?

ROYAL BANK OF CANADA is the largest institutional owner in BNY which holds 27.06 thousand shares worth $274.00K or 0.11% of the total BNY shares outstanding followed by SHUFRO ROSE & CO LLC with ownership of 10 thousand shares representing 0.04% of the BNY ownership. BAIRD FINANCIAL GROUP, INC. is the third largest stakeholder with 70.17 thousand shares or 0.29% of the ownership worth more than $710.11K.

Is BlackRock New York Municipal Income Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BNY is concerned, it is a stock which is not optionable.

Is there a short position on BNY's shares?

Number of BNY shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BNY shares are there?

As of today, null shares of BNY are outstanding.

Is there many float in BNY stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BNY has null shares in float.

BNY short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BNY is null.

BlackRock New York Municipal Income Trust (BNY) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

24.35% Percentage of Shares held by All Institutions

24.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 24.35% of BNY shares are held by financial institutions. ROYAL BANK OF CANADA is the top corporate investor, holding 27.06K shares valued at $274.00K. A 0.11% stake in BlackRock New York Municipal Income Trust is owned by the company. SHUFRO ROSE & CO LLC owns 10K shares valued at $101.70K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	27.06K	274K	-24.41K	-47.43%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.04%	10K	101.7K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.29%	70.17K	710.11K	-1.22K	-1.70%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.32%	77.09K	780.14K	7.83K	+11.31%
Sep 30, 2025	MORGAN STANLEY	0.33%	80.54K	815.04K	13.24K	+19.67%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.34%	81.6K	825.74K	59.58K	+270.62%
Sep 30, 2025	UBS GROUP AG	0.4%	96.37K	975.26K	-27.4K	-22.13%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	2.84%	683.98K	6.92M	74.26K	+12.18%
Sep 30, 2025	LOGAN STONE CAPITAL, LLC	0%	0	-	-26.52K	-100.00%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	5.64%	1.36M	13.77M	-465.15K	-25.47%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	633	6.41K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	6.65K	67.34K	0	0
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.01%	2K	20.24K	2K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	11.6K	117.39K	11.6K	+100.00%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.06%	15K	151.8K	15K	+100.00%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.06%	15.64K	159.06K	573	+3.80%
Sep 30, 2025	OPPENHEIMER & CO INC	0.1%	24.75K	250.42K	24	+0.10%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.13%	31.69K	323.24K	-8.68K	-21.50%
Sep 30, 2025	PLANCORP, LLC	0.13%	32.12K	325.08K	0	0
Sep 30, 2025	COHEN & STEERS, INC.	0.17%	40K	405K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	10.59K	107.14K	-1.91K	-15.29%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	11K	111.32K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	11.26K	113.96K	11.26K	+100.00%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	11.51K	116.43K	68	+0.59%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	25.15K	240.84K	-9.21K	-26.81%
Sep 30, 2025	ORG PARTNERS LLC	0.1%	25.18K	254.86K	269	+1.08%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	30.41K	308K	2.8K	+10.15%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.13%	31.35K	317.23K	-126	-0.40%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	37.96K	384.16K	2.01K	+5.60%
Sep 30, 2025	GRACE & WHITE INC /NY	0.07%	16.5K	166.98K	0	0
Sep 30, 2025	WHITEBOX ADVISORS LLC	0.6%	145.15K	1.47M	-7.36K	-4.83%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.66%	159.6K	1.62M	12.5K	+8.50%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	40.76K	412.48K	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.19%	45.2K	457.41K	-2.22K	-4.68%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.22%	53.22K	538.6K	53.22K	+100.00%
Sep 30, 2025	MACKAY SHIELDS LLC	0.91%	218.56K	2.21M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.97%	234.75K	2.38M	2.51K	+1.08%
Sep 30, 2025	FIERA CAPITAL CORP	1.21%	290.72K	2.94M	-1.29K	-0.44%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.72%	414.15K	4.19M	50K	+13.73%
Sep 30, 2025	QUENT CAPITAL, LLC	0%	600	6.07K	600	+100.00%
Sep 30, 2025	MATISSE CAPITAL	0.29%	69.92K	707.6K	0	0
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.78%	186.9K	1.89M	16.31K	+9.56%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.59%	143.26K	1.45M	14.99K	+11.69%
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0%	0	-	-18.24K	-100.00%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	4K	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.81%	437.03K	4.42M	43.66K	+11.10%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.19%	45.52K	460.61K	568	+1.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.24%	59.01K	597.21K	3.77K	+6.82%
Sep 30, 2025	LPL FINANCIAL LLC	0.45%	107.97K	1.09M	44.79K	+70.89%
Sep 30, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.47%	112.65K	1.14M	1.76K	+1.59%
Sep 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0%	0	-	-7.47K	-100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1.3K	-100.00%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0%	0	-	-13.24K	-100.00%
Sep 30, 2025	RMR WEALTH BUILDERS	0.09%	21.99K	223.68K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	22.08K	223.43K	-2.09K	-8.63%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0%	0	-	-18.24K	-100.00%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0%	0	-	-11.88K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.21%	51.48K	498K	-101K	-66.24%
Jun 30, 2025	MORGAN STANLEY	0.28%	67.3K	650.77M	2.86K	+4.44%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	7.57%	1.83M	17.66M	-108.59K	-5.61%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.63%	393.37K	3.8M	46.26K	+13.33%
Jun 30, 2025	FIERA CAPITAL CORP	1.21%	292.01K	2.82M	-1.82K	-0.62%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.96%	232.24K	2.25M	-4.17K	-1.77%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	6.65K	64.34K	0	0
Jun 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.03%	7.47K	72.22K	7.47K	+100.00%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.04%	10K	101.7K	0	0
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	11K	106.37K	0	0
Jun 30, 2025	PFG INVESTMENTS, LLC	0.05%	11.44K	110.59K	11.44K	+100.00%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.05%	11.88K	114.87K	568	+5.02%
Jun 30, 2025		0.03%	7.47K	72.22K	7.47K	+100.00%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.05%	13.24K	127.98K	13.24K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	18.24K	176.42K	18.24K	+100.00%
Jun 30, 2025	RMR WEALTH BUILDERS	0.09%	21.99K	213.78K	-120	-0.54%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	24.16K	233.67K	0	0
Jun 30, 2025	ORG PARTNERS LLC	0.1%	24.91K	242.67K	386	+1.57%
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	0.11%	26.52K	256.45K	-14.57K	-35.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	27.61K	267K	5.05K	+22.40%
Jun 30, 2025	PLANCORP, LLC	0.13%	32.12K	310.62K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	34.36K	332.29K	-9.74K	-22.08%
Jun 30, 2025	COHEN & STEERS, INC.	0.17%	40K	387K	-3.2K	-7.42%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.17%	40.37K	378.67K	40.37K	+100.00%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	40.76K	394.14K	0	0
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.23%	55.83K	539.87K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.02%	3.68K	35.57K	3.68K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.26%	63.18K	610.93K	4.06K	+6.86%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	69.26K	669.7K	9.12K	+15.17%
Jun 30, 2025	MATISSE CAPITAL	0.29%	69.92K	676.14K	0	0
Jun 30, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.46%	110.89K	1.07M	-564	-0.51%
Jun 30, 2025	UBS GROUP AG	0.51%	123.77K	1.2M	-6.08K	-4.68%
Jun 30, 2025	QUENT CAPITAL, LLC	0%	0	-	-600	-100.00%
Jun 30, 2025	AQR ARBITRAGE LLC	0%	0	-	-41.66K	-100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	1.3K	12.57K	1.3K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	12.5K	120.86K	0	0
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.71%	170.59K	1.65M	24.29K	+16.60%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	2.53%	609.72K	5.9M	29.33K	+5.05%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.06%	15.07K	146.46K	371	+2.52%
Jun 30, 2025	GRACE & WHITE INC /NY	0.07%	16.5K	159.56K	0	0
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	18.24K	176.35K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	24.1K	233.03K	24.1K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.1%	24.72K	239.05K	1.37K	+5.89%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.13%	31.47K	304.34K	31.47K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.23%	55.25K	534.23K	4.8K	+9.51%
Jun 30, 2025	WHITEBOX ADVISORS LLC	0.63%	152.51K	1.47M	-285	-0.19%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.51%	364.15K	3.52M	30.98K	+9.30%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	22.02K	212.9K	4.67K	+26.92%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	35.95K	347.6K	11.42K	+46.56%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.19%	44.95K	434.64K	538	+1.21%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.2%	47.42K	458.51K	-4.41K	-8.50%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	71.39K	690.29K	-399	-0.56%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.53%	128.27K	1.24M	19.22K	+17.63%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	147.1K	1.42M	10K	+7.29%
Jun 30, 2025	MACKAY SHIELDS LLC	0.91%	218.56K	2.11M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	24.16K	245.75K	-1.27K	-5.00%
Mar 31, 2025	FIERA CAPITAL CORP	1.22%	293.83K	2.99M	-19.52K	-6.23%
Mar 31, 2025	QUENT CAPITAL, LLC	0%	600	6.1K	0	0
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.25%	60.13K	611.56K	-13.8K	-18.66%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.44%	347.11K	3.53M	-6.69K	-1.89%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.38%	333.17K	3.39M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.25%	59.12K	601.28K	475	+0.81%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.23%	55.83K	567.78K	0	0
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	40.76K	414.52K	0	0
Mar 31, 2025	GRACE & WHITE INC /NY	0.07%	16.5K	167.81K	0	0
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	8.02%	1.93M	19.68M	-247.5K	-11.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.98%	236.41K	2.4M	-28.89K	-10.89%
Mar 31, 2025	MACKAY SHIELDS LLC	0.91%	218.56K	2.22M	56.37K	+34.76%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.21%	51.82K	527.04K	-2.5K	-4.61%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.21%	50.45K	513.05K	-840	-1.64%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.18%	44.41K	451.64K	335	+0.76%
Mar 31, 2025	COHEN & STEERS, INC.	0.18%	43.2K	439K	-26.8K	-38.28%
Mar 31, 2025	AQR ARBITRAGE LLC	0.17%	41.66K	423.7K	-41.08K	-49.65%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	4K	400	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.27%	64.44K	655.35K	-6.95K	-9.74%
Mar 31, 2025	FOCUSED WEALTH MANAGEMENT, INC	0.46%	111.45K	1.13M	1.06K	+0.96%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.45%	109.05K	1.11M	5.28K	+5.09%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	71.78K	730.04K	-159	-0.22%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	22.56K	229K	1.47K	+6.98%
Mar 31, 2025	RMR WEALTH BUILDERS	0.09%	22.11K	226.01K	0	0
Mar 31, 2025	WHITEBOX ADVISORS LLC	0.63%	152.79K	1.55M	-2.68K	-1.72%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	152.48K	1.55M	0	0
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.61%	146.3K	1.49M	-59.08K	-28.77%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	137.1K	1.39M	0	0
Mar 31, 2025	UBS GROUP AG	0.54%	129.85K	1.32M	-10.9K	-7.74%
Mar 31, 2025	MATISSE CAPITAL	0.29%	69.92K	711.1K	0	0
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0.17%	41.09K	417.83K	-132.4K	-76.32%
Mar 31, 2025		0.01%	2K	20.34K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-68.51K	-100.00%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	2.41%	580.39K	5.9M	195.1K	+50.64%
Mar 31, 2025	PLANCORP, LLC	0.13%	32.12K	326.68K	32.12K	+100.00%
Mar 31, 2025	ORG PARTNERS LLC	0.1%	24.53K	251.17K	358	+1.48%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.06%	14.69K	150.88K	344	+2.40%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	12.5K	127.11K	0	0
Mar 31, 2025	SIMON QUICK ADVISORS, LLC	0.05%	11.31K	115.03K	404	+3.70%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	11K	111.87K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	6.65K	67.67K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	633	6.44K	0	0
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-13.78K	-100.00%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.04%	10K	101.7K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	44.1K	448.5K	8.13K	+22.59%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	24.53K	249.44K	9.73K	+65.73%
Mar 31, 2025	OPPENHEIMER & CO INC	0.1%	23.35K	237.44K	22	+0.09%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	18.24K	185.47K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	17.35K	176.41K	3.26K	+23.13%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0%	0	-	-12K	-100.00%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.04%	10.19K	108.43K	-2.26K	-18.13%
Mar 31, 2024	RMR WEALTH BUILDERS	0.09%	22.11K	235.34K	0	0
Mar 31, 2024	ORG PARTNERS LLC	0.1%	23.16K	244.13M	23.16K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.1%	24.89K	263.79K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.11%	27.46K	291.06K	-2.56K	-8.53%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	29.1K	308K	29.1K	+100.00%
Mar 31, 2024	TOROSO INVESTMENTS, LLC	0.13%	31.25K	331.27K	2.45K	+8.52%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.13%	31.87K	326.45K	8.97K	+39.17%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	34.27K	363.25K	1.68K	+5.14%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	40.76K	432.05K	0	0
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.17%	40.85K	432.97K	31.34K	+329.55%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	9.03%	2.18M	23.09M	573.84K	+35.77%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0%	0	-	-16.34K	-100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	0	-	-6.08K	-100.00%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.04%	10K	106K	10K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-11.52K	-100.00%
Mar 31, 2024	MOODY NATIONAL BANK TRUST DIVISION	0%	0	-	-11.69K	-100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	400	4K	400	+100.00%
Mar 31, 2024	QUENT CAPITAL, LLC	0%	600	6.36K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.06%	13.84K	146.73K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	14.01K	148.54K	0	0
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.06%	14.41K	152.71K	1.17K	+8.81%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.07%	16.16K	171.28K	-388	-2.35%
Mar 31, 2024	GRACE & WHITE INC /NY	0.07%	16.5K	174.9K	0	0
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	20.55K	217.82K	-16.79K	-44.97%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.18%	42.41K	449.5K	42.41K	+100.00%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.21%	50.77K	545.52K	50.77K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.21%	51.51K	546K	48.65K	+1,699.93%
Mar 31, 2024	LPL FINANCIAL LLC	0.24%	57.93K	614.1K	-914	-1.55%
Mar 31, 2024	COHEN & STEERS, INC.	0.29%	70K	742K	30K	+75.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.3%	71.62K	759.18K	7.78K	+12.19%
Mar 31, 2024	MATISSE CAPITAL	0.3%	72.52K	768.72K	0	0
Mar 31, 2024	MACKAY SHIELDS LLC	0.33%	78.98K	837.23K	0	0
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.37%	89.91K	953.01K	-115.71K	-56.27%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.37%	89.91K	953.09K	89.91K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.37%	89.91K	953.09K	14.79K	+19.69%
Mar 31, 2024	MORGAN STANLEY	0.39%	95.23K	1.01M	10.01K	+11.75%
Mar 31, 2024	UBS GROUP AG	0.46%	110.53K	1.17M	5.85K	+5.59%
Mar 31, 2024	FOCUSED WEALTH MANAGEMENT, INC	0.49%	117.64K	1.25M	7.11K	+6.44%
Mar 31, 2024	AQR ARBITRAGE LLC	0.8%	191.96K	2.03M	-28.46K	-12.91%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.97%	234.29K	2.48M	18.05K	+8.35%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.99%	237.94K	2.52M	0	0
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.12%	271.12K	2.87M	-90.64K	-25.06%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.7%	408.91K	4.33M	-138.84K	-25.35%
Mar 31, 2024	FIERA CAPITAL CORP	1.91%	460.25K	4.88M	-147.25K	-24.24%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.07%	500.08K	5.3M	-71.38K	-12.49%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	687	7.28K	0	0
Mar 31, 2024	UMB BANK, N.A.	0.01%	1.99K	21.05K	-715	-26.47%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.01%	3.47K	36K	0	0
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.01%	3.47K	37K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	5.16K	54.64K	4.69K	+1,015.80%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	6.65K	70.53K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.04%	10.21K	108.2K	10.21K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.05%	11.57K	122.59K	0	0
Mar 31, 2024	ALMITAS CAPITAL LLC	0.08%	19.92K	211.1K	-36.99K	-65.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.09%	21.65K	197.66K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0%	0	-	-278	-100.00%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.98%	237.94K	2.51M	-16.17K	-6.36%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1.49%	361.76K	3.81M	58.13K	+19.15%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	6.6%	1.6M	16.89M	349.06K	+27.81%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	2.25%	547.74K	5.77M	-7.34K	-1.32%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.35%	571.46K	6.02M	2.01K	+0.35%
Dec 31, 2023	FIERA CAPITAL CORP	2.5%	607.51K	6.4M	78.97K	+14.94%
Dec 31, 2023	UBS GROUP AG	0.43%	104.68K	1.1M	3.38K	+3.34%
Dec 31, 2023	FOCUSED WEALTH MANAGEMENT, INC	0.45%	110.52K	1.16M	-102.62K	-48.15%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.85%	205.62K	2.17M	-3.65K	-1.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.89%	216.23K	2.28M	-18.37K	-7.83%
Dec 31, 2023	AQR ARBITRAGE LLC	0.91%	220.43K	2.32M	14.5K	+7.04%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	462	4.87K	-2.91K	-86.28%
Dec 31, 2023	QUENT CAPITAL, LLC	0%	600	6.32K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	687	7.23K	-3.84K	-84.81%
Dec 31, 2023	UMB BANK, N.A.	0.01%	2.7K	28.44K	407	+17.74%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	2.86K	30K	-7.33K	-71.92%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.01%	3.47K	36K	0	0
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.01%	3.47K	37K	0	0
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.03%	6.08K	55K	0	0
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	6.65K	70.07K	0	0
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.04%	9.51K	100.13K	9.51K	+100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.05%	11.52K	121.26K	11.52K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.05%	11.57K	121.78K	-5.84K	-33.55%
Dec 31, 2023	MOODY NATIONAL BANK TRUST DIVISION	0.05%	11.69K	123.06K	1.09K	+10.31%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.05%	12K	126K	12K	+100.00%
Dec 31, 2023	SUMMIT TRAIL ADVISORS, LLC	0.05%	12.44K	131.04K	12.44K	+100.00%
Dec 31, 2023	SIMON QUICK ADVISORS, LLC	0.05%	13.24K	139.42K	1.56K	+13.39%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.06%	13.84K	145.76K	1.33K	+10.62%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	14.01K	147.56K	0	0
Dec 31, 2023		0.07%	16.34K	172.05K	16.34K	+100.00%
Dec 31, 2023	GRACE & WHITE INC /NY	0.07%	16.5K	173.75K	-101	-0.61%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.07%	16.55K	174.23K	5.03K	+43.70%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.09%	21.65K	227.95K	0	0
Dec 31, 2023	RMR WEALTH BUILDERS	0.09%	22.11K	232.84K	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	22.9K	241.14K	-22.01K	-49.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.1%	24.89K	262.05K	9.42K	+60.87%
Dec 31, 2023	TOROSO INVESTMENTS, LLC	0.12%	28.8K	303.24K	28.8K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.12%	30.02K	316.12K	-209	-0.69%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.13%	32.59K	343.2K	-36.82K	-53.04%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	37.34K	393.21K	37.34K	+100.00%
Dec 31, 2023	COHEN & STEERS, INC.	0.16%	40K	421K	40K	+100.00%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	40.76K	429.19K	0	0
Dec 31, 2023	ALMITAS CAPITAL LLC	0.23%	56.91K	599.22K	56.91K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.24%	58.85K	619.67K	-25.75K	-30.43%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.26%	63.84K	672.2K	2.2K	+3.57%
Dec 31, 2023	LIDO ADVISORS, LLC	0.29%	70.82K	745.75K	70.82K	+100.00%
Dec 31, 2023	MATISSE CAPITAL	0.3%	72.52K	763.65K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.31%	75.13K	791.07K	7.56K	+11.19%
Dec 31, 2023	MACKAY SHIELDS LLC	0.32%	78.98K	831.7M	0	0
Dec 31, 2023	MORGAN STANLEY	0.35%	85.22K	897.32K	-6.67K	-7.26%

Insiders

Among the BNY insiders holding of N/A of the stake in company, GABBAY HENRY, director, holds the largest shares of 1.2K. HUBBARD ROBERT GLENN, director, is the second largest BNY insider with ownership of 100 shares. BANK OF AMERICA CORP /DE/, 10 percent owner, stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
GABBAY HENRY	director	1.2K
HUBBARD ROBERT GLENN	director	100
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 21, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	10.07	100	1.01K	0
Dec 16, 2022	BANK OF AMERICA CORP /DE/	SALE	10.28	3.67K	37.73K	0
Dec 14, 2022	BANK OF AMERICA CORP /DE/	SALE	0.00	25	-	0
Nov 28, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	0.00	166	-	0
Nov 14, 2022	BANK OF AMERICA CORP /DE/	SALE	9.45	548	5.18K	166
Oct 20, 2022	BANK OF AMERICA CORP /DE/	PURCHASE	9.57	714	6.83K	714
Oct 01, 2021	BANK OF AMERICA CORP /DE/	SALE	15.39	100	1.54K	0
Jan 16, 2019	GABBAY HENRY	PURCHASE	12.63	1.19K	15.03K	1.2K
Jan 15, 2019	GABBAY HENRY	PURCHASE	12.58	10	125.8	10
Dec 09, 2014	GABBAY HENRY	SALE	14.19	750	10.65K	0
Feb 24, 2012	BANK OF AMERICA CORP /DE/	PURCHASE	16.25	800	13K	0
Feb 23, 2012	BANK OF AMERICA CORP /DE/	SALE	16.14	100	1.61K	0
Jan 13, 2012	BANK OF AMERICA CORP /DE/	SALE	15.37	200	3.07K	0
Jan 11, 2012	BANK OF AMERICA CORP /DE/	PURCHASE	15.34	200	3.07K	200
Aug 19, 2011	BANK OF AMERICA CORP /DE/	SALE	14.50	500	7.25K	0
Aug 12, 2011	BANK OF AMERICA CORP /DE/	SALE	14.65	100	1.47K	0
Jun 07, 2010	BANK OF AMERICA CORP /DE/	SALE	14.86	300	4.46K	0
Jan 22, 2009	GABBAY HENRY	PURCHASE	11.55	750	8.66K	750
Feb 04, 2005	HUBBARD ROBERT GLENN	PURCHASE	14.74	100	1.47K	100

Frequently Asked Questions