Arete Wealth Advisors, LLC Bny Mellon Strategic Municipals, Inc. Transaction History

Arete Wealth Advisors, LLC

$1.06 Billion
Q1 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 07, 2022	SELL	$8.31 - $8.73 $165,244 - $173,596	-19,885 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$8.3 - $8.83 $19,471 - $20,715	-2,346 Reduced 10.55%	19,885 $170,000
Q3 2020 Nov 09, 2020	BUY	$7.75 - $8.67 $172,290 - $192,742	22,231 New	22,231 $185,000
Q4 2019 Feb 14, 2020	SELL	$8.37 - $8.67 $186,073 - $192,742	-22,231 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$8.15 - $8.72 $181,182 - $193,854	22,231 New	22,231 $191,000

Others Institutions Holding LEO

# of Institutions

87

Shares Held

16.4M

Call Options Held

0

Put Options Held

0

Rivernorth Capital Management, LLC West Palm Beach, FL

1.9M
Shares

$11.6 Million
0.6% of portfolio
Wells Fargo & Company San Francisco, CA

1.74M
Shares

$10.6 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

1.56M
Shares

$9.54 Million
2.23% of portfolio
Saba Capital Management, L.P. New York, NY

1.55M
Shares

$9.48 Million
0.16% of portfolio
Hennion & Walsh Asset Management, Inc.

1.35M
Shares

$8.29 Million
0.45% of portfolio

About BNY MELLON STRATEGIC MUNICIPALS, INC.

Ticker LEO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds, the income from which is exempt from federal income tax. It employs fundamental a...

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