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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipals (NYSE:LEO)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$20.25M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$6.41M
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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
4/17/2024 Hennion & Walsh Asset Management Inc.1,354,845$8.27M0.4%+36.0%0.000%
4/16/2024 180 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%
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%
2/6/2024Spire 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%
2/5/2024Van 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%
1/25/2024 180 Wealth Advisors LLC89,375$526K0.1%+17.5%0.000%
1/22/2024 Melfa Wealth Management LLC60,371$354K0.3%+21.7%0.000%
1/19/2024Ackerman 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%
1/16/2024 Raymond James Financial Services Advisors Inc.25,144$147K0.0%-28.1%0.000%
1/16/2024 Raymond James & Associates134,508$788K0.0%-13.6%0.000%
1/8/2024 Capital Market Strategies LLC27,121$159K0.1%-19.5%0.000%
1/5/2024 Capital 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%
11/9/2023 Phillips Financial Management LLC16,500$88K0.0%N/A0.000%
11/8/2023Van ECK Associates Corp416,745$2.22M0.0%+23.2%0.000%
11/8/2023ProVise Management Group LLC17,875$95K0.0%-13.4%0.000%
11/8/2023Janney 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%
11/1/2023 180 Wealth Advisors LLC76,073$405K0.1%+61.5%0.000%
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10/30/2023 Melfa Wealth Management LLC49,620$264K0.3%-4.0%0.000%
10/30/2023Ackerman 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%
10/24/2023 Raymond James & Associates155,673$830K0.0%-4.8%0.000%
10/23/2023Commonwealth Equity Services LLC46,981$250K0.0%-9.6%0.000%
10/16/2023 Capital 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%
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%
8/3/2023Van 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%
7/25/2023 Raymond James Financial Services Advisors Inc.34,847$217K0.0%-46.0%0.000%
7/25/2023 Raymond James & Associates163,449$1.02M0.0%-3.7%0.000%
7/24/2023Goodwin Daniel L109,127$679K0.3%+4.8%0.000%
7/21/2023Ackerman Capital Advisors LLC48,848$304K0.1%N/A0.000%
7/18/2023 Melfa Wealth Management LLC51,710$322K0.3%+35.5%0.000%
7/14/2023 Park Avenue Securities LLC145,561$905K0.0%-4.0%0.000%
7/11/2023 Capital Investment Advisors LLC355,950$2.21M0.1%+7.1%0.000%
5/12/2023 Capital Market Strategies LLC33,673$210K0.4%-8.2%0.000%
5/12/2023Palogic Value Management L.P.30,000$187K0.1%-11.8%0.000%
5/11/2023Financial Advocates Investment Management40,034$250K0.0%+7.3%0.000%
5/11/2023Guggenheim Capital LLC916,879$5.72M0.0%-30.3%0.000%
5/10/2023Landscape Capital Management L.L.C.20,805$130K0.0%-23.8%0.000%
5/10/2023Robinson Capital Management LLC510,100$3.17M1.5%+23.8%0.000%
5/9/2023Wintrust Investments LLC12,563$78K0.0%-11.9%0.000%
5/9/2023US Bancorp DE15,587$97K0.0%+183.4%0.000%
5/8/2023ProVise Management Group LLC23,375$146K0.0%-19.0%0.000%
5/4/2023Cornerstone Advisory LLC34,370$214K0.0%-13.1%0.000%
5/3/2023Van ECK Associates Corp393,816$2.46M0.0%+40.9%0.000%
5/2/2023Leo Brokerage LLC13,495$84K0.0%N/A0.000%
4/20/2023 Melfa Wealth Management LLC38,162$238K0.2%+67.7%0.000%
4/19/2023 International Assets Investment Management LLC15,500$97K0.0%N/A0.025%
4/18/2023 Park Avenue Securities LLC151,569$946K0.0%-6.0%0.000%
4/17/2023GPS Wealth Strategies Group LLC5,623$35K0.0%N/A0.000%
4/14/2023AE Wealth Management LLC94,468$589K0.0%+9.5%0.000%
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4/14/2023 Raymond James Financial Services Advisors Inc.64,556$403K0.0%-47.5%0.000%
4/14/2023 Raymond James & Associates169,781$1.06M0.0%+1.7%0.000%
4/10/2023 Capital Investment Advisors LLC332,461$2.08M0.1%+11.6%0.534%
4/7/2023 180 Wealth Advisors LLC48,608$303K0.1%+16.9%0.078%
3/6/2023Rockefeller Capital Management L.P.76,076$464K0.0%-11.6%0.122%
2/10/2023ProVise Management Group LLC28,875$176K0.0%-34.6%0.046%
2/10/2023XML Financial LLC44,650$273K0.0%+17.0%0.072%
2/10/2023Sit Investment Associates Inc.88,841$543K0.0%-38.7%0.143%
2/9/2023Landscape Capital Management L.L.C.27,308$167K0.0%N/A0.044%
2/9/2023Brown Brothers Harriman & Co.10,000$61K0.0%N/A0.016%
(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, 76 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals. The most heavily invested institutionals were Wells Fargo & Company MN ($9.40M), Hennion & Walsh Asset Management Inc. ($8.27M), Guggenheim Capital LLC ($5.69M), Robinson Capital Management LLC ($3.06M), Van ECK Associates Corp ($2.79M), AQR Arbitrage LLC ($2.51M), and Capital Investment Advisors LLC ($2.39M).Learn more on LEO's institutional investors.

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

Of the 62 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. ($787.49K), Gridiron Partners LLC ($401.77K), Ackerman Capital Advisors LLC ($311.24K), Leo Brokerage LLC ($297.15K), AQR Arbitrage LLC ($293.63K), Van ECK Associates Corp ($270.09K), and Matisse Capital ($264.39K).

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

Institutional investors have bought a total of 5,321,984 shares in the last 24 months. This purchase volume represents approximately $32.22M 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: Hennion & Walsh Asset Management Inc. ($559.64K), Guggenheim Capital LLC ($401.80K), Robinson Capital Management LLC ($350.02K), Wells Fargo & Company MN ($266.67K), Cornerstone Advisory LLC ($194.94K), Ackerman Capital Advisors LLC ($179.03K), and Raymond James Financial Services Advisors Inc. ($129.04K).

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

Institutional investors have sold a total of 2,843,065 shares in the last 24 months. This volume of shares sold represents approximately $18.00M in transactions.


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This page (NYSE:LEO) was last updated on 4/24/2024 by MarketBeat.com Staff

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