Latest Institutional Transactions on Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information on the latest institutional transactions involving Bny Mellon Strategic Municipals, Inc. (LEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332- 2.79% |
$1.99K - $2.19K
|
11.6K
$72.7K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21KNew |
$126K - $139K
|
21K
$132K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 38.18% |
$141K - $156K
|
85.3K
$535K
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-46.8K- 63.74% |
$280K - $309K
|
26.6K
$167K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
142+ 1.21% |
$849 - $939
|
11.9K
$74.6K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
152KNew |
$910K - $1.01M
|
152K
$956K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
14New |
$83.7 - $92.5
|
14
$87.9
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
23.9KNew |
$143K - $158K
|
23.9K
$150K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
42.8K+ 45.86% |
$256K - $283K
|
136K
$855K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
99.2KNew |
$593K - $656K
|
99.2K
$623K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
69.7K+ 28.17% |
$417K - $461K
|
317K
$1.99M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
51.9KNew |
$310K - $343K
|
51.9K
$326K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
45.8K+ 89.9% |
$274K - $303K
|
96.7K
$607K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58+ 0.15% |
$347 - $383
|
38.1K
$239K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
30.1K+ 5.99% |
$180K - $199K
|
532K
$3.34M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29.1KNew |
$174K - $192K
|
29.1K
$183K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
33.5KNew |
$201K - $222K
|
33.5K
$211K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-310- 3.01% |
$1.85K - $2.05K
|
10K
$62.8K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3K+ 5.24% |
$17.9K - $19.8K
|
60.3K
$379K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.56K+ 16.17% |
$15.3K - $16.9K
|
18.4K
$115K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
56.9K+ 40.78% |
$340K - $376K
|
197K
$1.23M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.4K- 0.72% |
$62.5K - $69.1K
|
1.45M
$9.08M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.9K+ 4.93% |
$47.2K - $52.2K
|
168K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
17+ 0.05% |
$102 - $112
|
32K
$201K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 0.56% |
$15.7K - $17.4K
|
471K
$2.96M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 8.05% |
$32.9K - $36.3K
|
62.7K
$394K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-13.5K- 54.83% |
$80.7K - $89.2K
|
11.1K
$69.8K
|
|
Q3 2024 | |||||||
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
562New |
$3.43K - $3.71K
|
562
$3.53K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5K- 24.51% |
$30.5K - $33K
|
15.4K
$96.7K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$83.8K - $90.7K
|
13.7K
$86.3K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-363- 2.42% |
$2.21K - $2.4K
|
14.6K
$91.9K
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.02% |
$171 - $185
|
130K
$814K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.06K- 27.74% |
$24.8K - $26.8K
|
10.6K
$66.4K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.6K- 58.46% |
$156K - $169K
|
18.2K
$114K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.93K- 2.78% |
$23.9K - $25.9K
|
137K
$860K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.93K- 14.89% |
$11.7K - $12.7K
|
11K
$69.1K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3K- 3.84% |
$18.3K - $19.8K
|
75.1K
$472K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75KNew |
$458K - $495K
|
75K
$471K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.6K- 14.3% |
$15.9K - $17.2K
|
15.6K
$97.9K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.1K - $6.6K
|
1K
$6.28K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 2.06% |
$7.78K - $8.42K
|
60.8K
$382K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 12.11% |
$102K - $111K
|
122K
$766K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 1.62% |
$6.13K - $6.44K
|
66K
$414K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$73.8K - $77.4K
|
12.6K
$79.3K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 41.66% |
$6.25K - $6.57K
|
1.5K
$9.42K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.5K+ 10.17% |
$20.4K - $21.5K
|
37.9K
$238K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40KNew |
$234K - $245K
|
40K
$251K
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
3.1K+ 1.15% |
$18.1K - $19K
|
273K
$1.72M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$91.7K - $96.2K
|
15.7K
$98.6K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5KNew |
$29.2K - $30.7K
|
5K
$31.4K
|