Atria Wealth Solutions, Inc. Bny Mellon Strategic Municipals, Inc. Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$5.82 - $6.1 $60,615 - $63,531	-10,415 Reduced 20.97%	39,255 $239,000
Q4 2023 Feb 02, 2024	BUY	$5.01 - $5.96 $1,793 - $2,133	358 Added 0.73%	49,670 $291,000
Q3 2023 Nov 08, 2023	BUY	$5.26 - $6.25 $1,946 - $2,312	370 Added 0.76%	49,312 $262,000
Q2 2023 Aug 03, 2023	BUY	$5.91 - $6.45 $222,919 - $243,287	37,719 Added 336.09%	48,942 $304,000
Q1 2023 Aug 22, 2023	SELL	$6.09 - $6.66 $229,708 - $251,208	-37,719 Reduced 77.07%	11,223 $70,000
Q4 2022 Aug 30, 2023	SELL	$5.94 - $6.3 $224,050 - $237,629	-37,719 Reduced 77.07%	11,223 $68,000
Q4 2022 Feb 13, 2023	BUY	$5.94 - $6.3 $66,664 - $70,704	11,223 New	11,223 $68,000

Others Institutions Holding LEO

# of Institutions

92

Shares Held

19.8M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

4.44M
Shares

$27.5 Million
0.62% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.28M
Shares

$14.2 Million
0.82% of portfolio
Hennion & Walsh Asset Management, Inc.

1.46M
Shares

$9.04 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

1.4M
Shares

$8.7 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

1.24M
Shares

$7.68 Million
2.29% 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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