Stifel Financial Corp Bny Mellon Strategic Municipals, Inc. Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$8.3 - $8.83 $133,405 - $141,924	-16,073 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$8.02 - $8.61 $2,606 - $2,798	325 Added 2.06%	16,073 $137,000
Q1 2020 May 14, 2020	BUY	$6.25 - $9.01 $18,125 - $26,129	2,900 Added 22.57%	15,748 $117,000
Q4 2019 Feb 13, 2020	BUY	$8.37 - $8.67 $11,717 - $12,138	1,400 Added 12.23%	12,848 $110,000
Q3 2019 Nov 13, 2019	SELL	$8.15 - $8.72 $23,431 - $25,070	-2,875 Reduced 20.07%	11,448 $99,000
Q2 2019 Aug 14, 2019	BUY	$7.87 - $8.22 $112,722 - $117,735	14,323 New	14,323 $116,000

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

$28.4 Million
0.62% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.41M
Shares

$15.5 Million
0.86% of portfolio
Hennion & Walsh Asset Management, Inc.

1.46M
Shares

$9.33 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

1.4M
Shares

$8.98 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

1.24M
Shares

$7.93 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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