Purchases and Sales Made in Q2 2023 in Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipals, Inc. (LEO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207K+ 12.85% |
$1.22M - $1.33M
|
1.82M
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
148K+ 73.44% |
$877K - $957K
|
351K
$2.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
143KNew |
$847K - $925K
|
143K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
139K+ 322.87% |
$820K - $895K
|
182K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
137K+ 26.81% |
$808K - $882K
|
647K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.7K+ 4.84% |
$388K - $424K
|
1.42M
$8.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.1K+ 38.54% |
$367K - $401K
|
223K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
48.8KNew |
$289K - $315K
|
48.8K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.7K+ 336.09% |
$223K - $243K
|
48.9K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
36.2KNew |
$214K - $233K
|
36.2K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
31.9K+ 21.95% |
$189K - $206K
|
177K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.2K+ 36.95% |
$167K - $182K
|
104K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.5K+ 11.64% |
$156K - $171K
|
254K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
25K+ 55.99% |
$148K - $161K
|
69.7K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
24.2KNew |
$143K - $156K
|
24.2K
$146K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 7.07% |
$139K - $152K
|
356K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5KNew |
$91.6K - $100K
|
15.5K
$93.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13.5K+ 35.5% |
$80.1K - $87.4K
|
51.7K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 9.81% |
$73.2K - $79.9K
|
139K
$836K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12KNew |
$70.9K - $77.4K
|
12K
$72.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.7KNew |
$68.9K - $75.2K
|
11.7K
$70.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10.8KNew |
$63.9K - $69.8K
|
10.8K
$65.2K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.51KNew |
$38.5K - $42K
|
6.51K
$39.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.1K+ 25.5% |
$30.1K - $32.9K
|
25.1K
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5K+ 39.8% |
$29.6K - $32.3K
|
17.6K
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
BUY
|
- |
5K+ 4.8% |
$29.6K - $32.3K
|
109K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 30.59% |
$28.4K - $30.9K
|
20.5K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.21K+ 20.25% |
$24.9K - $27.2K
|
25K
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 7.07% |
$20.3K - $22.1K
|
52K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2K+ 18.03% |
$11.8K - $12.9K
|
13.1K
$79K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.56K+ 4.55% |
$9.24K - $10.1K
|
35.9K
$217K
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
204+ 0.82% |
$1.21K - $1.32K
|
25.1K
$151K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
26+ 0.08% |
$154 - $168
|
31.3K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
18New |
$106 - $116
|
18
$109
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-75- 0.52% |
$443 - $484
|
14.4K
$86.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 3.84% |
$4.73K - $5.16K
|
20K
$121K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-820- 4.47% |
$4.85K - $5.29K
|
17.5K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 3.51% |
$5.91K - $6.45K
|
27.5K
$166K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 3.11% |
$8.93K - $9.75K
|
47.1K
$284K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.74K- 11.7% |
$16.2K - $17.6K
|
20.6K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.8K- 0.31% |
$16.6K - $18.1K
|
914K
$5.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.01K- 3.96% |
$35.5K - $38.8K
|
146K
$878K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.33K- 3.73% |
$37.4K - $40.8K
|
163K
$986K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.18K- 32.83% |
$42.4K - $46.3K
|
14.7K
$88.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 5.7% |
$69.5K - $75.9K
|
195K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.8K- 7.74% |
$87.2K - $95.2K
|
176K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 8.35% |
$87.4K - $95.3K
|
162K
$978K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-14.9K- 16.73% |
$87.9K - $95.9K
|
74K
$446K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.7K- 46.02% |
$176K - $192K
|
34.8K
$210K
|