Latest Institutional Purchases of Bny Mellon Strategic Municipals, Inc. (LEO)
This list provides information on the latest institutional transactions involving Bny Mellon Strategic Municipals, Inc. (LEO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
17+ 0.05% |
$102 - $112
|
32K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
14New |
$83.7 - $92.5
|
14
$87.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75KNew |
$458K - $495K
|
75K
$468K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$83.8K - $90.7K
|
13.7K
$85.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.1K - $6.6K
|
1K
$6.24K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
562New |
$3.43K - $3.71K
|
562
$3.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
134+ 0.53% |
$817 - $884
|
25.3K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
79+ 0.39% |
$482 - $521
|
20.1K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.02% |
$171 - $185
|
130K
$808K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40KNew |
$234K - $245K
|
40K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$91.7K - $96.2K
|
15.7K
$98K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$73.8K - $77.4K
|
12.6K
$78.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5KNew |
$29.2K - $30.7K
|
5K
$31.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.5K+ 10.17% |
$20.4K - $21.5K
|
37.9K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
3.1K+ 1.15% |
$18.1K - $19K
|
273K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 1.62% |
$6.13K - $6.44K
|
66K
$412K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
70+ 0.02% |
$409 - $429
|
404K
$2.52M
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.99K+ 5.47% |
$40.7K - $42.6K
|
135K
$840K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1K+ 3.72% |
$5.82K - $6.1K
|
27.9K
$174K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$626K - $745K
|
125K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
61.2KNew |
$307K - $365K
|
61.2K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
61.2KNew |
$307K - $365K
|
61.2K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
25.7KNew |
$129K - $153K
|
25.7K
$160K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24.9KNew |
$125K - $148K
|
24.9K
$155K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
634+ 1378.26% |
$3.18K - $3.78K
|
680
$4.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
193New |
$967 - $1.15K
|
193
$1.2K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
26.7KNew |
$140K - $167K
|
26.7K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
20KNew |
$105K - $125K
|
20K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.5KNew |
$86.8K - $103K
|
16.5K
$103K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2K+ 1.83% |
$10.5K - $12.5K
|
111K
$693K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
172+ 0.71% |
$905 - $1.08K
|
24.4K
$152K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5KNew |
$91.6K - $100K
|
15.5K
$96.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
18New |
$106 - $116
|
18
$112
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$94.4K - $103K
|
15.5K
$96.7K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$81.9K - $89.5K
|
13.4K
$83.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.23K+ 9.54% |
$50.1K - $54.8K
|
94.5K
$589K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.62KNew |
$34.2K - $37.4K
|
5.62K
$35.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.81KNew |
$17.1K - $18.7K
|
2.81K
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.71K+ 7.26% |
$16.5K - $18.1K
|
40K
$250K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
775New |
$4.72K - $5.16K
|
775
$4.84K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$48.7 - $53.3
|
8
$49.9
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
24.1KNew |
$143K - $152K
|
24.1K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$94.2K - $99.9K
|
15.9K
$99K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
12KNew |
$71.2K - $75.6K
|
12K
$74.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10KNew |
$59.4K - $63K
|
10K
$62.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.96KNew |
$17.6K - $18.7K
|
2.96K
$18.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
12.6K+ 43.68% |
$76.4K - $89.2K
|
41.5K
$259K
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.3KNew |
$62.3K - $72.8K
|
10.3K
$64.3K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
1.7KNew |
$10.3K - $12K
|
1.7K
$10.6K
|
|