Crown Wealth Group, LLC Bny Mellon Strategic Municipals, Inc. Transaction History

Crown Wealth Group, LLC

$187 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$6.33 - $7.23 $408,500 - $466,580	-64,534 Closed	0 $0
Q1 2022 Jul 13, 2022	SELL	$7.06 - $8.43 $1,546 - $1,846	-219 Reduced 0.34%	64,534 $464,000
Q4 2021 Jul 13, 2022	BUY	$8.31 - $8.73 $538,097 - $565,293	64,753 New	64,753 $548,000

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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