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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 3.64% |
$5.01K - $5.96K
|
26.5K
$166K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.73K- 7.52% |
$13.7K - $16.3K
|
33.6K
$211K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.95K- 16.5% |
$14.8K - $17.6K
|
14.9K
$93.6K
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.97K- 10.86% |
$14.9K - $17.7K
|
24.4K
$153K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.78K- 81.29% |
$18.9K - $22.5K
|
870
$5.45K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.82K- 26.83% |
$19.1K - $22.8K
|
10.4K
$65.3K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.59K- 12.31% |
$23K - $27.4K
|
32.7K
$205K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.71K- 5.07% |
$28.6K - $34K
|
107K
$670K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.98K- 49.36% |
$29.9K - $35.6K
|
6.13K
$38.5K
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-6.55K- 19.46% |
$32.8K - $39K
|
27.1K
$170K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.82K- 28.09% |
$49.2K - $58.5K
|
25.1K
$158K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.2K- 11.23% |
$81K - $96.3K
|
128K
$800K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.4K- 8.08% |
$97.1K - $116K
|
221K
$1.38M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.2K- 13.6% |
$106K - $126K
|
135K
$843K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-29K- 65.91% |
$145K - $173K
|
15K
$94.1K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-29.4K- 16.92% |
$147K - $175K
|
145K
$906K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.5K- 20.85% |
$188K - $223K
|
142K
$892K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.8K- 16.87% |
$215K - $255K
|
211K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-125K- 15.53% |
$627K - $746K
|
681K
$4.27M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-246K- 24.95% |
$1.23M - $1.46M
|
739K
$4.64M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-267K- 14.25% |
$1.34M - $1.59M
|
1.6M
$10.1M
|