Latest Institutional Transactions on Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information on the latest institutional transactions involving Bny Mellon Strategic Municipals, Inc. (LEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.5KClosed |
$88.3K - $105K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.62KClosed |
$25.5K - $30.5K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-14.6KClosed |
$103K - $123K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-114Closed |
$947 - $995
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.71K- 22.12% |
$64.1K - $67.3K
|
27.2K
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.96KNew |
$57.9K - $60.8K
|
6.96K
$44.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-86.8KClosed |
$721K - $758K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9KClosed |
$165K - $174K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$8.31K - $8.73K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-19.9KClosed |
$165K - $174K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1K- 42.88% |
$8.31K - $8.73K
|
1.33K
$8.58K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-31Closed |
$270 - $294
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6Closed |
$52.2 - $56.9
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$10.4K - $11.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
19.9KNew |
$173K - $189K
|
19.9K
$128K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29KClosed |
$11K - $11.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34.8KClosed |
$298K - $312K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.2KClosed |
$216K - $226K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
9KNew |
$77K - $80.8K
|
9K
$58K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.15K- 4.99% |
$9.58K - $10.2K
|
22K
$141K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1KClosed |
$133K - $142K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.87KClosed |
$15.5K - $16.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10KClosed |
$83K - $88.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-24.5KClosed |
$203K - $216K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-6.5KClosed |
$54K - $57.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25KClosed |
$208K - $221K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.3KClosed |
$210K - $223K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-25.2KClosed |
$209K - $222K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-18.8KClosed |
$151K - $162K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03KClosed |
$8.28K - $8.89K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-400Closed |
$3.21K - $3.44K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.17KNew |
$57.5K - $61.7K
|
7.17K
$46.1K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
512New |
$4.11K - $4.41K
|
512
$3.3K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.4KClosed |
$180K - $193K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
15.7KNew |
$126K - $135K
|
15.7K
$101K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.18KClosed |
$16.9K - $18.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-10.5KClosed |
$81.7K - $91.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.13K+ 28.54% |
$29.1K - $32.2K
|
18.6K
$120K
|
|
|
Aug 11, 2020
Q2 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-933Closed |
$6.59K - $7.28K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1KClosed |
$7.06K - $7.8K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
30KNew |
$212K - $234K
|
30K
$193K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.25K+ 389.68% |
$20.3K - $29.2K
|
4.08K
$26.3K
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.8KClosed |
$92.6K - $133K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27.1KClosed |
$169K - $244K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-540Closed |
$3.38K - $4.87K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
950New |
$7.74K - $8.28K
|
950
$6.12K
|
|
|
Nov 13, 2019
Q3 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-19.9KClosed |
$162K - $174K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 16, 2019
Q2 2019
|
Gradient Investments LLC
|
BUY
|
- |
1.7KNew |
$13.4K - $14K
|
1.7K
$10.9K
|
|
| Q4 2018 | |||||||
|
Nov 06, 2023
Q4 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7.47KClosed |
$52.7K - $55.8K
|
0
$0
|
|