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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
1.7KNew |
$10.3K - $12K
|
1.7K
$10.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.3KNew |
$62.3K - $72.8K
|
10.3K
$64.7K
|
|
| Q2 2022 | |||||||
|
Feb 10, 2025
Q2 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-32.4KClosed |
$205K - $234K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.48KNew |
$22.1K - $25.2K
|
3.48K
$21.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-650- 19.4% |
$4.11K - $4.7K
|
2.7K
$17K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.57KNew |
$22.6K - $25.8K
|
3.57K
$22.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.93KClosed |
$18.5K - $21.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
79+ 1.35% |
$500 - $571
|
5.93K
$37.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6.9KNew |
$43.7K - $49.9K
|
6.9K
$43.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-64.5KClosed |
$409K - $467K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
$19K - $21.7K
|
3K
$18.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
557New |
$3.53K - $4.03K
|
557
$3.5K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-36.3KClosed |
$256K - $306K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.5KClosed |
$88.3K - $105K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.62KClosed |
$25.5K - $30.5K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-14.6KClosed |
$103K - $123K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-114Closed |
$947 - $995
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.71K- 22.12% |
$64.1K - $67.3K
|
27.2K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.96KNew |
$57.9K - $60.8K
|
6.96K
$43.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-86.8KClosed |
$721K - $758K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9KClosed |
$165K - $174K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$8.31K - $8.73K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-19.9KClosed |
$165K - $174K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1K- 42.88% |
$8.31K - $8.73K
|
1.33K
$8.36K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-31Closed |
$270 - $294
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6Closed |
$52.2 - $56.9
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$10.4K - $11.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
19.9KNew |
$173K - $189K
|
19.9K
$125K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29KClosed |
$11K - $11.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34.8KClosed |
$298K - $312K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.2KClosed |
$216K - $226K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
9KNew |
$77K - $80.8K
|
9K
$56.5K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.15K- 4.99% |
$9.58K - $10.2K
|
22K
$138K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.87KClosed |
$15.5K - $16.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1KClosed |
$133K - $142K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10KClosed |
$83K - $88.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-24.5KClosed |
$203K - $216K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-6.5KClosed |
$54K - $57.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.3KClosed |
$210K - $223K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25KClosed |
$208K - $221K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-25.2KClosed |
$209K - $222K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03KClosed |
$8.28K - $8.89K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-400Closed |
$3.21K - $3.44K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
512New |
$4.11K - $4.41K
|
512
$3.22K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.17KNew |
$57.5K - $61.7K
|
7.17K
$45K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.4KClosed |
$180K - $193K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
15.7KNew |
$126K - $135K
|
15.7K
$98.8K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.18KClosed |
$16.9K - $18.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-10.5KClosed |
$81.7K - $91.4K
|
0
$0
|
|