LYNCH, PIERCE, FENNER & SMITH INC. MERRILL - Insider Trading Activity | SEC Form 4 | SmartMoneyDB

LYNCH, PIERCE, FENNER & SMITH INC. MERRILL

Entity filer

—

Total Bought

$287.22K

Total Sold

Net Position

+$287.22K

Companies

Not enough clean open-market history yet

This filer looks like an entity rather than a single natural person, so timing stats would be misleading.

Current sample: 9 buys, 0 sells, 9 open-market trades.

30d Win Rate

44%

9 trades evaluated

90d Win Rate

44%

9 trades evaluated

Avg 30d Return

-0.46%

Avg 90d Return

-1.23%

NZF

BuySell

Transaction History

Date	Company	Code	Type	Shares	Price	Value	30d	90d	180d
Feb 25, 2026	NZF Nuveen Municipal Credit Income Fund	P	Purchase	8	$12.88	$103	-7.36%	-3.40%	—
Feb 17, 2026	NMCO Nuveen Municipal Credit Opportunities Fund	P	Purchase	1,400	$10.74	$15.04K	-0.60%	-1.35%	—
Jan 26, 2026	NZF Nuveen Municipal Credit Income Fund	P	Purchase	343	$12.54	$4.30K	+3.31%	+0.68%	—
Jan 2, 2026	VKI Invesco Advantage Municipal Income Trust II	P	Purchase	8,531	$9.08	$77.50K	-1.70%	-4.56%	—
Jan 2, 2026	NZF Nuveen Municipal Credit Income Fund	P	Purchase	6,075	$12.61	$76.61K	-1.03%	-2.14%	—
Jan 2, 2026	NAD Nuveen Quality Municipal Income Fund	P	Purchase	6,374	$12.01	$76.52K	+0.87%	-3.37%	—
Dec 29, 2025	NMCO Nuveen Municipal Credit Opportunities Fund	P	Purchase	1,500	$10.20	$15.29K	+4.07%	+2.11%	—
Dec 19, 2025	NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND	P	Purchase	1,000	$10.32	$10.32K	+0.40%	+0.40%	—
Dec 8, 2025	NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND	P	Purchase	1,000	$11.53	$11.53K	-2.08%	+0.61%	—