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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$6.25
-0.09 (-1.42%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipals (NYSE:LEO)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$15.13M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.99M
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LEO Institutional Buying and Selling by Quarter

BNY Mellon Strategic Municipals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024XML Financial LLC10,310$67K0.0%N/A0.000%
10/29/2024 Van ECK Associates Corp502,204$3.16M0.0%-2.9%0.000%
10/28/2024 US Bancorp DE15,587$101K0.0%-14.3%0.000%
10/24/2024 Ackerman Capital Advisors LLC247,502$1.61M0.4%-1.5%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.1,455,735$9.48M0.4%-0.7%0.000%
10/18/2024Capital Investment Advisors LLC468,729$3.05M0.1%+14.5%0.000%
10/3/2024 Park Avenue Securities LLC160,244$1.04M0.0%-2.7%0.000%
9/23/2024Centaurus Financial Inc.140,945$863K0.1%-2.3%0.000%
8/19/2024B. Riley Wealth Advisors Inc.20,400$125K0.0%+32.5%0.000%
8/16/2024Almitas Capital LLC57,374$351K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC1,182,056$7.23M1.9%-24.1%0.000%
8/12/2024ProVise Management Group LLC12,925$79K0.0%-13.4%0.000%
8/12/2024Mercer Global Advisors Inc. ADV14,627$90K0.0%N/A0.000%
8/8/2024NINE MASTS CAPITAL Ltd92,302$565K0.2%-9.0%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC56,455$346K0.1%+228.2%0.000%
8/2/2024Wolverine Asset Management LLC202,994$1.24M0.0%-10.7%0.000%
7/31/2024 Van ECK Associates Corp517,157$3.17M0.0%-4.9%0.000%
7/31/2024Commonwealth Equity Services LLC37,881$232K0.0%-7.8%0.000%
7/31/2024Rothschild Investment LLC40,000$245K0.0%N/A0.000%
7/30/2024Matisse Capital273,100$1.67M0.8%+1.1%0.000%
7/30/2024 WMG Financial Advisors LLC15,700$96K0.1%N/A0.000%
7/26/2024 Ackerman Capital Advisors LLC251,177$1.54M0.4%+5.0%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.1,465,468$8.97M0.5%+8.2%0.000%
7/17/2024180 Wealth Advisors LLC76,034$473K0.1%-8.7%0.000%
7/12/2024 Integrated Capital Management Inc.32,710$200K0.2%+16.8%0.000%
7/12/2024Capital Investment Advisors LLC409,413$2.51M0.1%-1.8%0.000%
7/9/2024 Kingswood Wealth Advisors LLC25,530$156K0.0%N/A0.000%
5/1/2024Matisse Capital270,000$1.65M0.8%+2.1%0.000%
4/30/2024 Van ECK Associates Corp543,640$3.32M0.0%+14.1%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC17,200$105K0.0%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.1,354,845$8.27M0.4%+36.0%0.000%
4/16/2024180 Wealth Advisors LLC83,278$508K0.1%-6.8%0.000%
4/5/2024 Capital Market Strategies LLC24,621$150K0.1%-9.2%0.000%
3/27/2024Nomura Holdings Inc.59,000$346K0.0%N/A0.000%
2/26/2024Centaurus Financial Inc.144,500$847K0.1%-16.9%0.000%
2/21/2024Novak & Powell Financial Services Inc.24,787$145K0.1%N/A0.000%
2/14/2024XML Financial LLC15,000$88K0.0%-65.9%0.000%
2/13/2024Cornerstone Advisory LLC32,733$192K0.0%-12.3%0.000%
2/12/2024Gridiron Partners LLC401,774$2.35M1.7%N/A0.000%
2/12/2024Weiss Asset Management LP61,227$359K0.0%N/A0.000%
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2/9/2024ProVise Management Group LLC14,925$87K0.0%-16.5%0.000%
2/9/2024Wells Fargo & Company MN1,604,747$9.40M0.0%-14.2%0.000%
2/8/2024Matisse Capital264,388$1.55M0.8%N/A0.000%
2/6/2024 Spire Wealth Management24,908$145K0.0%N/A0.000%
2/6/2024Merit Financial Group LLC33,636$197K0.0%-7.5%0.000%
2/5/2024WealthTrust Axiom LLC24,351$143K0.0%-10.9%0.000%
2/5/2024 Van ECK Associates Corp476,520$2.79M0.0%+14.3%0.000%
2/2/2024Truist Financial Corp127,671$748K0.0%-11.2%0.000%
2/1/2024Wolverine Asset Management LLC165,029$967K0.0%+109.3%0.000%
2/1/2024Verdence Capital Advisors LLC11,550$68K0.0%N/A0.000%
1/25/2024180 Wealth Advisors LLC89,375$526K0.1%+17.5%0.000%
1/22/2024 Melfa Wealth Management LLC60,371$354K0.3%+21.7%0.000%
1/19/2024 Ackerman Capital Advisors LLC240,837$1.41M0.4%+169.6%0.000%
1/16/2024 Kingswood Wealth Advisors LLC25,530$150K0.0%+112.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.25,144$147K0.0%-28.1%0.000%
1/16/2024Raymond James & Associates134,508$788K0.0%-13.6%0.000%
1/8/2024 Capital Market Strategies LLC27,121$159K0.1%-19.5%0.000%
1/5/2024Capital Investment Advisors LLC408,076$2.39M0.1%+3.8%0.000%
11/21/2023Almitas Capital LLC23,538$125K0.1%N/A0.000%
11/14/2023AQR Arbitrage LLC471,119$2.51M0.1%+165.4%0.000%
11/14/2023Robinson Capital Management LLC574,959$3.06M1.4%-11.1%0.000%
11/13/2023Wolverine Asset Management LLC78,855$420K0.0%N/A0.000%
11/9/2023Phillips Financial Management LLC16,500$88K0.0%N/A0.000%
11/8/2023 Van ECK Associates Corp416,745$2.22M0.0%+23.2%0.000%
11/8/2023ProVise Management Group LLC17,875$95K0.0%-13.4%0.000%
11/8/2023 Janney Montgomery Scott LLC12,549$67K0.0%-37.4%0.000%
11/8/2023Landscape Capital Management L.L.C.80,215$428K0.1%+220.6%0.000%
11/6/2023XML Financial LLC44,000$235K0.0%-36.8%0.000%
11/3/2023WealthTrust Axiom LLC27,318$146K0.1%-12.7%0.000%
11/1/2023180 Wealth Advisors LLC76,073$405K0.1%+61.5%0.000%
10/30/2023 Melfa Wealth Management LLC49,620$264K0.3%-4.0%0.000%
10/30/2023 Ackerman Capital Advisors LLC89,323$476K0.1%+82.9%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.428,673$2.29M0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC153,089$816K0.0%+5.2%0.000%
10/26/2023Advisor Partners II LLC26,657$142K0.0%N/A0.000%
10/24/2023Goodwin Daniel L111,127$592K0.3%+1.8%0.000%
10/24/2023Raymond James & Associates155,673$830K0.0%-4.8%0.000%
10/23/2023Commonwealth Equity Services LLC46,981$250K0.0%-9.6%0.000%
10/16/2023Capital Investment Advisors LLC393,160$2.10M0.1%+10.5%0.000%
10/10/2023 Parkside Investments LLC20,000$107K0.0%N/A0.000%
8/24/2023ProVise Management Group LLC20,639$128K0.0%-11.7%0.000%
8/11/2023Landscape Capital Management L.L.C.25,019$156K0.0%+20.3%0.000%
8/11/2023Fairhaven Wealth Management LLC18,591$116K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC914,076$5.69M0.0%-0.3%0.000%
8/10/2023Nwam LLC15,500$96K0.0%N/A0.000%
8/10/2023Wintrust Investments LLC17,563$109K0.0%+39.8%0.000%
8/10/2023Sit Investment Associates Inc.73,976$460K0.0%-16.7%0.000%
8/9/2023 Kingswood Wealth Advisors LLC12,000$75K0.0%N/A0.000%
8/9/2023Robinson Capital Management LLC646,880$4.06M1.8%+26.8%0.000%
8/8/2023Ieq Capital LLC24,203$151K0.0%N/A0.000%
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8/7/2023XML Financial LLC69,650$433K0.1%+56.0%0.000%
8/3/2023Atria Wealth Solutions Inc.48,942$304K0.0%+336.1%0.000%
8/3/2023 Van ECK Associates Corp338,360$2.11M0.0%-14.1%0.000%
8/1/2023Truist Financial Corp143,397$892K0.0%N/A0.000%
8/1/2023Merit Financial Group LLC36,193$225K0.0%N/A0.000%
7/31/2023LPL Financial LLC138,707$863K0.0%+9.8%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.34,847$217K0.0%-46.0%0.000%
7/25/2023Raymond James & Associates163,449$1.02M0.0%-3.7%0.000%
7/24/2023Goodwin Daniel L109,127$679K0.3%+4.8%0.000%
7/21/2023 Ackerman Capital Advisors LLC48,848$304K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

LEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LEO shares?

During the previous two years, 71 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($9.48M), Wells Fargo & Company MN ($9.40M), Logan Stone Capital LLC ($7.23M), Guggenheim Capital LLC ($5.69M), Van ECK Associates Corp ($3.16M), Robinson Capital Management LLC ($3.06M), and Capital Investment Advisors LLC ($3.05M).Learn more on LEO's institutional investors.

Which institutional investors have been buying BNY Mellon Strategic Municipals stock?

Of the 54 institutional investors that purchased BNY Mellon Strategic Municipals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennion & Walsh Asset Management Inc. ($898.11K), Gridiron Partners LLC ($401.77K), Ackerman Capital Advisors LLC ($323.18K), Van ECK Associates Corp ($319.66K), AQR Arbitrage LLC ($293.63K), Matisse Capital ($273.10K), and Robinson Capital Management LLC ($234.79K).

How much institutional buying is happening at BNY Mellon Strategic Municipals?

Institutional investors have bought a total of 4,664,798 shares in the last 24 months. This purchase volume represents approximately $27.43M in transactions.

Which BNY Mellon Strategic Municipals major shareholders have been selling company stock?

Of the 34 institutional investors that sold BNY Mellon Strategic Municipals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($401.80K), Logan Stone Capital LLC ($376.15K), Robinson Capital Management LLC ($286.61K), Wells Fargo & Company MN ($266.67K), Raymond James Financial Services Advisors Inc. ($129.04K), Van ECK Associates Corp ($103.60K), and Sit Investment Associates Inc. ($70.87K).

How much institutional selling is happening at BNY Mellon Strategic Municipals?

Institutional investors have sold a total of 2,068,746 shares in the last 24 months. This volume of shares sold represents approximately $12.53M in transactions.


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This page (NYSE:LEO) was last updated on 11/2/2024 by MarketBeat.com Staff
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