Essex Financial Services, Inc. Bny Mellon Strategic Municipals, Inc. Transaction History

Essex Financial Services, Inc.

$2.07 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$8.3 - $8.83 $83,000 - $88,300	-10,000 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$8.02 - $8.61 $80,200 - $86,100	10,000 New	10,000 $85,000
Q2 2020 Aug 06, 2020	SELL	$7.06 - $7.8 $70,600 - $78,000	-10,000 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$7.87 - $8.22 $78,700 - $82,200	10,000 New	10,000 $82,000

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

$27.7 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

$9.1 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

1.4M
Shares

$8.76 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

1.24M
Shares

$7.73 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.