Purchases and Sales Made in Q2 2024 in Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipals, Inc. (LEO) during Q2 2024. The information is specifically focused on institutions that hold shares of BNY MELLON STRATEGIC MUNICIPALS, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.5M+ 161.65% |
$14.6M - $15.4M
|
4.05M
$24.9M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
335K+ 241.74% |
$1.96M - $2.05M
|
473K
$2.91M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
111K+ 8.16% |
$646K - $678K
|
1.47M
$9.01M
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
57.4KNew |
$335K - $352K
|
57.4K
$353K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40KNew |
$234K - $245K
|
40K
$246K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39.3K+ 228.23% |
$229K - $241K
|
56.5K
$347K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 167.67% |
$227K - $238K
|
62.1K
$382K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
26.8K+ 7.64% |
$156K - $164K
|
377K
$2.32M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.5KNew |
$149K - $156K
|
25.5K
$157K
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
23.3K+ 1.23% |
$136K - $143K
|
1.92M
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.2KNew |
$118K - $124K
|
20.2K
$124K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$91.7K - $96.2K
|
15.7K
$96.6K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$87.5K - $91.9K
|
15K
$92.2K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6KNew |
$85.4K - $89.7K
|
14.6K
$90K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.7KNew |
$74.3K - $78K
|
12.7K
$78.3K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$73.8K - $77.4K
|
12.6K
$77.7K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 37.04% |
$70.6K - $74.1K
|
44.7K
$275K
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 4.99% |
$69.8K - $73.2K
|
251K
$1.54M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.6K+ 42.27% |
$67.7K - $71K
|
39K
$240K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 11.4% |
$64.7K - $67.9K
|
108K
$666K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 11.09% |
$59K - $61.9K
|
101K
$622K
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.45K+ 6.98% |
$49.4K - $51.8K
|
130K
$797K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.15K+ 282.5% |
$30.1K - $31.6K
|
6.97K
$42.9K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5K+ 32.47% |
$29.2K - $30.7K
|
20.4K
$125K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5KNew |
$29.2K - $30.7K
|
5K
$30.8K
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.71K+ 16.82% |
$27.5K - $28.9K
|
32.7K
$201K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.5K+ 10.17% |
$20.4K - $21.5K
|
37.9K
$233K
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
3.1K+ 1.15% |
$18.1K - $19K
|
273K
$1.68M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 21.37% |
$15.2K - $16K
|
14.8K
$91.1K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.6K+ 16.69% |
$15.2K - $15.9K
|
18.2K
$112K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 1.62% |
$6.13K - $6.44K
|
66K
$406K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
693+ 0.38% |
$4.05K - $4.25K
|
183K
$1.12M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
332+ 1.08% |
$1.94K - $2.04K
|
31K
$191K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
278+ 1.12% |
$1.62K - $1.7K
|
25.2K
$155K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 0.96% |
$648 - $680
|
11.7K
$71.7K
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
70+ 0.02% |
$409 - $429
|
404K
$2.48M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54+ 0.28% |
$315 - $331
|
19.3K
$119K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
51+ 0.09% |
$298 - $313
|
57.3K
$352K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42+ 0.25% |
$245 - $257
|
17.2K
$106K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
30+ 0.12% |
$175 - $184
|
24.4K
$150K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31- 3.63% |
$181 - $190
|
824
$5.07K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-575- 20.03% |
$3.36K - $3.52K
|
2.3K
$14.1K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-919- 0.16% |
$5.37K - $5.63K
|
564K
$3.47M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 41.66% |
$6.25K - $6.57K
|
1.5K
$9.23K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.44K- 0.87% |
$8.4K - $8.81K
|
165K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2K- 13.4% |
$11.7K - $12.3K
|
12.9K
$79.5K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 50.56% |
$11.7K - $12.3K
|
1.96K
$12K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.22K- 7.83% |
$18.8K - $19.7K
|
37.9K
$233K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.36K- 2.33% |
$19.6K - $20.6K
|
141K
$867K
|