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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$5.84 - $6.13 $149,095 - $156,498	25,530 New	25,530 $156 Million
Q4 2023 Jan 16, 2024	BUY	$5.01 - $5.96 $67,785 - $80,638	13,530 Added 112.75%	25,530 $150 Million
Q2 2023 Aug 09, 2023	BUY	$5.91 - $6.45 $70,920 - $77,400	12,000 New	12,000 $74.6 Million

Others Institutions Holding LEO

# of Institutions

93

Shares Held

19.9M

Call Options Held

0

Put Options Held

0

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

4.44M
Shares

$26.7 Million
0.62% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.41M
Shares

$14.5 Million
0.86% of portfolio
Hennion & Walsh Asset Management, Inc.

1.46M
Shares

$8.78 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

1.4M
Shares

$8.45 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

1.24M
Shares

$7.46 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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