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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
70+ 0.02% |
$409 - $429
|
404K
$2.54M
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 20.97% |
$60.6K - $63.5K
|
39.3K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.99K+ 5.47% |
$40.7K - $42.6K
|
135K
$846K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 65.47% |
$128K - $134K
|
11.6K
$72.9K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1K+ 3.72% |
$5.82K - $6.1K
|
27.9K
$175K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
634+ 1378.26% |
$3.18K - $3.78K
|
680
$4.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.98K- 49.36% |
$29.9K - $35.6K
|
6.13K
$38.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
61.2KNew |
$307K - $365K
|
61.2K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
193New |
$967 - $1.15K
|
193
$1.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$626K - $745K
|
125K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.82K- 26.83% |
$19.1K - $22.8K
|
10.4K
$65.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
25.7KNew |
$129K - $153K
|
25.7K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
61.2KNew |
$307K - $365K
|
61.2K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24.9KNew |
$125K - $148K
|
24.9K
$156K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-105K- 57.6% |
$550K - $654K
|
77K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-71.9K- 11.12% |
$378K - $450K
|
575K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.5KNew |
$86.8K - $103K
|
16.5K
$104K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.5K- 37.41% |
$39.5K - $46.9K
|
12.5K
$78.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
172+ 0.71% |
$905 - $1.08K
|
24.4K
$153K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
26.7KNew |
$140K - $167K
|
26.7K
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2K+ 1.83% |
$10.5K - $12.5K
|
111K
$698K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.51KClosed |
$34.2K - $40.7K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
20KNew |
$105K - $125K
|
20K
$126K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42.3K- 50.1% |
$250K - $273K
|
42.1K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5KNew |
$91.6K - $100K
|
15.5K
$97.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
18New |
$106 - $116
|
18
$113
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.12K- 20.07% |
$19K - $20.8K
|
12.4K
$78K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$81.9K - $89.5K
|
13.4K
$84.4K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-4K- 11.76% |
$24.4K - $26.6K
|
30K
$188K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.71K+ 7.26% |
$16.5K - $18.1K
|
40K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.56K- 82.02% |
$33.9K - $37.1K
|
1.22K
$7.66K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$48.7 - $53.3
|
8
$50.2
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-270K- 95.24% |
$1.65M - $1.8M
|
13.5K
$84.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
775New |
$4.72K - $5.16K
|
775
$4.87K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$94.4K - $103K
|
15.5K
$97.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.62KNew |
$34.2K - $37.4K
|
5.62K
$35.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.23K+ 9.54% |
$50.1K - $54.8K
|
94.5K
$593K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.81KNew |
$17.1K - $18.7K
|
2.81K
$17.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-85.5KClosed |
$521K - $569K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$94.2K - $99.9K
|
15.9K
$99.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
24.1KNew |
$143K - $152K
|
24.1K
$151K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.6KClosed |
$9.5K - $10.1K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10KNew |
$59.4K - $63K
|
10K
$62.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
12KNew |
$71.2K - $75.6K
|
12K
$75.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.4K- 50.0% |
$67.6K - $71.7K
|
11.4K
$71.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.4K- 30.71% |
$67.6K - $71.7K
|
25.7K
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-750- 6.33% |
$4.46K - $4.73K
|
11.1K
$69.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.96KNew |
$17.6K - $18.7K
|
2.96K
$18.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
12.6K+ 43.68% |
$76.4K - $89.2K
|
41.5K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.8K- 41.63% |
$392K - $458K
|
90.9K
$571K
|
|