Purchases and Sales Made in Q1 2023 in Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipals, Inc. (LEO) during Q1 2023. The information is specifically focused on institutions that hold shares of BNY MELLON STRATEGIC MUNICIPALS, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
526K+ 48.55% |
$3.2M - $3.5M
|
1.61M
$9.72M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
114K+ 40.93% |
$697K - $762K
|
394K
$2.38M
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
98K+ 23.78% |
$597K - $653K
|
510K
$3.08M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.4K+ 33.77% |
$350K - $383K
|
228K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.2KNew |
$226K - $247K
|
37.2K
$224K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34.6K+ 11.6% |
$211K - $230K
|
332K
$2.01M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9KNew |
$133K - $146K
|
21.9K
$132K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20KNew |
$122K - $133K
|
20K
$121K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$94.4K - $103K
|
15.5K
$93.6K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15.4K+ 67.72% |
$93.8K - $103K
|
38.2K
$230K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$81.9K - $89.5K
|
13.4K
$81.2K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.1KNew |
$67.6K - $73.9K
|
11.1K
$67K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 183.4% |
$61.4K - $67.2K
|
15.6K
$94.1K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.23K+ 9.54% |
$50.1K - $54.8K
|
94.5K
$571K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.04K+ 16.94% |
$42.9K - $46.9K
|
48.6K
$294K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.62KNew |
$34.2K - $37.4K
|
5.62K
$34K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.34K+ 2.33% |
$26.4K - $28.9K
|
191K
$1.15M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.83K+ 1.7% |
$17.2K - $18.9K
|
170K
$1.03M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.81KNew |
$17.1K - $18.7K
|
2.81K
$17K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.71K+ 7.26% |
$16.5K - $18.1K
|
40K
$242K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 11.85% |
$10.1K - $11.1K
|
15.7K
$94.7K
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.35K+ 5.76% |
$8.24K - $9.01K
|
24.9K
$150K
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
788+ 0.54% |
$4.8K - $5.25K
|
146K
$879K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
775New |
$4.72K - $5.16K
|
775
$4.68K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 4.52% |
$4.26K - $4.66K
|
16.2K
$97.8K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
437+ 0.91% |
$2.66K - $2.91K
|
48.6K
$293K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
226+ 0.3% |
$1.38K - $1.51K
|
76.3K
$461K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
137+ 0.75% |
$834 - $912
|
18.5K
$112K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75+ 0.05% |
$457 - $500
|
161K
$974K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
25+ 0.08% |
$152 - $167
|
31.3K
$189K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$48.7 - $53.3
|
8
$48.3
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-742- 0.42% |
$4.52K - $4.94K
|
177K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-940- 1.8% |
$5.72K - $6.26K
|
51.2K
$309K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.68K- 8.4% |
$10.2K - $11.2K
|
18.3K
$111K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.7K- 11.91% |
$10.3K - $11.3K
|
12.6K
$75.9K
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-3K- 8.18% |
$18.3K - $20K
|
33.7K
$203K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.12K- 20.07% |
$19K - $20.8K
|
12.4K
$75K
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-4K- 11.76% |
$24.4K - $26.6K
|
30K
$181K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.15K- 62.15% |
$25.3K - $27.6K
|
2.53K
$15.3K
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.16K- 13.05% |
$31.4K - $34.4K
|
34.4K
$208K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.5K- 19.05% |
$33.5K - $36.6K
|
23.4K
$141K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.56K- 82.02% |
$33.9K - $37.1K
|
1.22K
$7.37K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.38K- 3.06% |
$38.8K - $42.5K
|
202K
$1.22M
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.5K- 23.81% |
$39.6K - $43.3K
|
20.8K
$126K
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-6.52K- 3.11% |
$39.7K - $43.4K
|
203K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.56K- 3.08% |
$40K - $43.7K
|
206K
$1.25M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.71K- 6.02% |
$59.1K - $64.7K
|
152K
$915K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 7.72% |
$64.4K - $70.4K
|
126K
$763K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14K- 32.96% |
$85.3K - $93.3K
|
28.5K
$172K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.2KClosed |
$111K - $121K
|
0
$0
|