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 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-560- 27.92% |
$3.35K - $3.7K
|
1.45K
$9.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.2K- 28.5% |
$31.1K - $34.4K
|
13.1K
$81.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21KNew |
$126K - $139K
|
21K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
23.9KNew |
$143K - $158K
|
23.9K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
14New |
$83.7 - $92.5
|
14
$87.8
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
142+ 1.21% |
$849 - $939
|
11.9K
$74.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-46.8K- 63.74% |
$280K - $309K
|
26.6K
$167K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
51.9KNew |
$310K - $343K
|
51.9K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
45.8K+ 89.9% |
$274K - $303K
|
96.7K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3K+ 5.24% |
$17.9K - $19.8K
|
60.3K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-310- 3.01% |
$1.85K - $2.05K
|
10K
$62.7K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
562New |
$3.43K - $3.71K
|
562
$3.52K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$83.8K - $90.7K
|
13.7K
$86.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.02% |
$171 - $185
|
130K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.06K- 27.74% |
$24.8K - $26.8K
|
10.6K
$66.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.93K- 14.89% |
$11.7K - $12.7K
|
11K
$69K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75KNew |
$458K - $495K
|
75K
$470K
|
|
|
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
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 12.11% |
$102K - $111K
|
122K
$764K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$73.8K - $77.4K
|
12.6K
$79.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 41.66% |
$6.25K - $6.57K
|
1.5K
$9.41K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$91.7K - $96.2K
|
15.7K
$98.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
3.1K+ 1.15% |
$18.1K - $19K
|
273K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40KNew |
$234K - $245K
|
40K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5KNew |
$29.2K - $30.7K
|
5K
$31.3K
|
|
| 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
$246K
|
|
|
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
$4.26K
|
|
|
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
|
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
|
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
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24.9KNew |
$125K - $148K
|
24.9K
$156K
|
|
| Q3 2023 | |||||||
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
30KNew |
$158K - $188K
|
30K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-105K- 57.6% |
$550K - $654K
|
77K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-71.9K- 11.12% |
$378K - $450K
|
575K
$3.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.5KNew |
$86.8K - $103K
|
16.5K
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.5K- 37.41% |
$39.5K - $46.9K
|
12.5K
$78.7K
|
|
|
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
$697K
|
|
|
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
$125K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5KNew |
$91.6K - $100K
|
15.5K
$97.2K
|
|
|
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
$77.9K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$81.9K - $89.5K
|
13.4K
$84.3K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.71K+ 7.26% |
$16.5K - $18.1K
|
40K
$251K
|
|