Powell Investment Advisors, LLC Bny Mellon Strategic Municipals, Inc. Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$7.06 - $8.43 $255,960 - $305,629	-36,255 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$8.31 - $8.73 $3,481 - $3,657	419 Added 1.17%	36,255 $307,000
Q3 2021 Oct 13, 2021	BUY	$8.7 - $9.48 $3,523 - $3,839	405 Added 1.14%	35,836 $312,000
Q2 2021 Jul 14, 2021	BUY	$8.56 - $8.98 $3,612 - $3,789	422 Added 1.21%	35,431 $318,000
Q1 2021 Apr 14, 2021	BUY	$8.3 - $8.83 $3,552 - $3,779	428 Added 1.24%	35,009 $299,000
Q4 2020 Jan 14, 2021	BUY	$8.02 - $8.61 $3,480 - $3,736	434 Added 1.27%	34,581 $294,000
Q3 2020 Oct 07, 2020	BUY	$7.75 - $8.67 $3,371 - $3,771	435 Added 1.29%	34,147 $283,000
Q2 2020 Jul 31, 2020	BUY	$7.06 - $7.8 $3,353 - $3,705	475 Added 1.43%	33,712 $262,000
Q1 2020 May 12, 2020	BUY	$6.25 - $9.01 $2,500 - $3,604	400 Added 1.22%	33,237 $248,000
Q4 2019 Feb 10, 2020	BUY	$8.37 - $8.67 $274,845 - $284,696	32,837 New	32,837 $279,000

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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