Sowell Financial Services LLC Bny Mellon Strategic Municipals, Inc. Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$6.09 - $6.66 $81,880 - $89,543	13,445 New	13,445 $83,000
Q2 2021 Aug 05, 2021	SELL	$8.56 - $8.98 $104,842 - $109,987	-12,248 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$8.3 - $8.83 $1,660 - $1,766	200 Added 1.66%	12,248 $108,000
Q4 2020 Jan 13, 2021	BUY	$8.02 - $8.61 $1,219 - $1,308	152 Added 1.28%	12,048 $102,000
Q3 2020 Nov 12, 2020	BUY	$7.75 - $8.67 $1,162 - $1,300	150 Added 1.28%	11,896 $98,000
Q2 2020 Aug 13, 2020	BUY	$7.06 - $7.8 $1,136 - $1,255	161 Added 1.39%	11,746 $91,000
Q1 2020 May 12, 2020	BUY	$6.25 - $9.01 $3,787 - $5,460	606 Added 5.52%	11,585 $86,000
Q4 2019 Feb 07, 2020	BUY	$8.37 - $8.67 $1,079 - $1,118	129 Added 1.19%	10,979 $93,000
Q3 2019 Nov 14, 2019	BUY	$8.15 - $8.72 $88,427 - $94,612	10,850 New	10,850 $93,000

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

$26.8 Million
0.62% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.41M
Shares

$14.6 Million
0.86% of portfolio
Hennion & Walsh Asset Management, Inc.

1.46M
Shares

$8.79 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

1.4M
Shares

$8.46 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

1.24M
Shares

$7.47 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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