Purchases and Sales Made in Q4 2023 in Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipals, Inc. (LEO) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
885K+ 126.88% |
$4.43M - $5.27M
|
1.58M
$9.92M
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
813K+ 75.02% |
$4.07M - $4.84M
|
1.9M
$11.9M
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
694KNew |
$3.48M - $4.14M
|
694K
$4.35M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
567K+ 132.35% |
$2.84M - $3.38M
|
996K
$6.25M
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
402KNew |
$2.01M - $2.39M
|
402K
$2.52M
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
264KNew |
$1.32M - $1.58M
|
264K
$1.66M
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
262K+ 1114.77% |
$1.31M - $1.56M
|
286K
$1.79M
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
152K+ 169.62% |
$759K - $903K
|
241K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126KNew |
$633K - $752K
|
126K
$792K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$626K - $745K
|
125K
$784K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
120KNew |
$602K - $716K
|
120K
$753K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
103K+ 128.65% |
$517K - $615K
|
183K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
93.9K+ 19.94% |
$471K - $560K
|
565K
$3.54M
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
86.2K+ 109.28% |
$432K - $514K
|
165K
$1.03M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
76KNew |
$381K - $453K
|
76K
$477K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
61.2KNew |
$307K - $365K
|
61.2K
$384K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
61.2KNew |
$307K - $365K
|
61.2K
$384K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
60KNew |
$301K - $358K
|
60K
$376K
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
59.8K+ 14.34% |
$299K - $356K
|
477K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
59KNew |
$296K - $352K
|
59K
$370K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.2K+ 269.15% |
$277K - $329K
|
75.7K
$475K
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
48KNew |
$240K - $286K
|
48K
$301K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.3KNew |
$187K - $223K
|
37.3K
$234K
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
33.6KNew |
$168K - $200K
|
33.6K
$211K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
25.7KNew |
$129K - $153K
|
25.7K
$161K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24.9KNew |
$125K - $148K
|
24.9K
$156K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
24.8KNew |
$124K - $148K
|
24.8K
$155K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.6K+ 48.01% |
$113K - $134K
|
69.5K
$436K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 3.79% |
$74.7K - $88.9K
|
408K
$2.56M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.5K+ 112.75% |
$67.8K - $80.6K
|
25.5K
$160K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 17.49% |
$66.6K - $79.3K
|
89.4K
$560K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
13K+ 3.8% |
$65.3K - $77.7K
|
356K
$2.23M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$64.6K - $76.9K
|
12.9K
$80.9K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.6KNew |
$57.9K - $68.8K
|
11.6K
$72.4K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 7.46% |
$57.2K - $68K
|
165K
$1.03M
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.8K+ 21.67% |
$53.9K - $64.1K
|
60.4K
$379K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.97K+ 8.72% |
$50K - $59.4K
|
124K
$780K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.76K+ 39.58% |
$33.8K - $40.3K
|
23.8K
$149K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6K+ 41.7% |
$30.1K - $35.8K
|
20.4K
$128K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.58K+ 3.33% |
$28K - $33.3K
|
173K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.28K+ 8.37% |
$21.5K - $25.5K
|
55.4K
$348K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 0.27% |
$10K - $11.9K
|
739K
$4.64M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09KNew |
$5.47K - $6.51K
|
1.09K
$6.85K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
634+ 1378.26% |
$3.18K - $3.78K
|
680
$4.26K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
358+ 0.73% |
$1.79K - $2.13K
|
49.7K
$311K
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
346+ 1.29% |
$1.73K - $2.06K
|
27.1K
$170K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
193New |
$967 - $1.15K
|
193
$1.21K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46New |
$230 - $274
|
46
$288
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-831- 4.29% |
$4.16K - $4.95K
|
18.5K
$116K
|