Sea Crest Wealth Management, LLC Bny Mellon Strategic Municipals, Inc. Transaction History

Sea Crest Wealth Management, LLC

$916 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$8.3 - $8.83 $9,578 - $10,189	-1,154 Reduced 4.99%	21,950 $187,000
Q1 2020 May 13, 2020	SELL	$6.25 - $9.01 $4,406 - $6,352	-705 Reduced 2.96%	23,104 $172,000
Q2 2019 Jul 19, 2019	BUY	$7.87 - $8.22 $187,376 - $195,709	23,809 New	23,809 $195,000

Others Institutions Holding LEO

# of Institutions

107

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

4.93M
Shares

$31 Million
0.73% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.34M
Shares

$14.7 Million
0.81% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.49M
Shares

$9.35 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.47M
Shares

$9.2 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

1.45M
Shares

$9.08 Million
0.41% of portfolio

About BNY MELLON STRATEGIC MUNICIPALS, INC.

Ticker LEO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds, the income from which is exempt from federal income tax. It employs fundamental a...

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