BNY Mellon Dynamic Value-ADAGVX
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$48.23avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding BNY Mellon Dynamic Value-A (DAGVX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($355K) and Westside Investment Management, Inc. ($8K).
- Company
- BNY Mellon Dynamic Value-A
- CUSIP
- 05587N679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 174 shares bought, net +174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.01% | No change | 7,354 | $355K |
| Westside Investment Management, Inc. | 0.00% | New | 174 | $8K |
"% of holder's portfolio" is DAGVX's weight in each manager's 13F, not the share of BNY Mellon Dynamic Value-A the manager owns.