BNY Mellon Strategic Municipals, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 4.44 M | $28.88 M | 9.43% | 7.12% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 12/03/2024 | 2.41 M | $15.70 M | 25.65% | 3.87% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 1.46 M | $9.48 M | -0.66% | 2.34% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.40 M | $9.12 M | -4.74% | 2.25% |
| LOGAN STONE CAPITAL, LLC | 11/14/2024 | 1.24 M | $8.06 M | 4.68% | 1.99% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 1.10 M | $7.18 M | 133.11% | 1.77% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 793,843 | $5.17 M | -1.59% | 1.27% |
| MORGAN STANLEY | 11/14/2024 | 741,516 | $4.83 M | 0.57% | 1.19% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 502,204 | $3.16 M | -2.89% | 0.81% |
| AQR ARBITRAGE LLC | 11/14/2024 | 469,708 | $3.06 M | -16.74% | 0.75% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/17/2024 | 468,729 | $3.05 M | 14.49% | 0.75% |
| GRIDIRON PARTNERS, LLC | 11/14/2024 | 403,774 | $2.63 M | 0.00% | 0.65% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2024 | 276,130 | $1.80 M | 1,543.63% | 0.44% |
| MATISSE CAPITAL | 10/17/2024 | 273,100 | $1.78 M | 0.00% | 0.44% |
| ACKERMAN CAPITAL ADVISORS, LLC | 10/24/2024 | 247,502 | $1.61 M | -1.46% | 0.40% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 237,074 | $1.54 M | 100.00% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 225,811 | $1.47 M | -9.88% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 196,994 | $1.28 M | 107.16% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 180,340 | $1.17 M | -1.19% | 0.29% |
| COHEN & STEERS, INC. | 11/14/2024 | 164,000 | $1.07 M | 173.33% | 0.26% |
| PARK AVENUE SECURITIES LLC | 10/03/2024 | 160,244 | $1.04 M | -2.67% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 141,159 | $918,948 | 30.41% | 0.23% |
| RIVERBRIDGE PARTNERS LLC | 10/15/2024 | 139,588 | $908,718 | 100.00% | 0.22% |
| CENTAURUS FINANCIAL, INC. | 11/12/2024 | 137,020 | $892,000 | -2.78% | 0.22% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 129,559 | $845,891 | 0.02% | 0.21% |
| UBS GROUP AG | 11/14/2024 | 127,138 | $827,668 | -66.31% | 0.20% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 121,921 | $793,706 | -12.11% | 0.20% |
| LPL FINANCIAL LLC | 11/08/2024 | 113,606 | $739,577 | 9.60% | 0.18% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 93,340 | $607,643 | 65.34% | 0.15% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 86,016 | $559,962 | -15.01% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2024 | 79,646 | $518,495 | 100.00% | 0.13% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11/04/2024 | 75,100 | $488,901 | -3.84% | 0.12% |
| KEYBANK NATIONAL ASSOCIATION/OH | 10/31/2024 | 75,000 | $488,250 | 100.00% | 0.12% |
| NINE MASTS CAPITAL LTD | 11/12/2024 | 73,382 | $477.72 M | -20.50% | 0.12% |
| 180 WEALTH ADVISORS, LLC | 11/01/2024 | 68,237 | $444,226 | -10.25% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 61,693 | $398,000 | 9.28% | 0.10% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 60,776 | $395,650 | -2.06% | 0.10% |
| ALMITAS CAPITAL LLC | 11/14/2024 | 57,374 | $373,505 | 0.00% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 10/16/2024 | 57,298 | $373,008 | 0.00% | 0.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 50,928 | $331,541 | -74.91% | 0.08% |
| ARKOS GLOBAL ADVISORS | 11/15/2024 | 48,000 | $312,000 | 0.00% | 0.08% |
| ROTHSCHILD INVESTMENT LLC | 10/18/2024 | 40,000 | $260,400 | 0.00% | 0.06% |
| CREATIVE PLANNING | 10/11/2024 | 39,214 | $255,281 | 0.53% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 38,100 | $248,000 | 0.58% | 0.06% |
| LEE FINANCIAL CO | 11/14/2024 | 38,012 | $248,180 | 100.00% | 0.06% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 10/07/2024 | 37,907 | $246,775 | 0.00% | 0.06% |
| ROYAL BANK OF CANADA | 11/14/2024 | 36,500 | $238,000 | -18.39% | 0.06% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 35,789 | $232,986 | 100.00% | 0.06% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 10/07/2024 | 31,935 | $207,899 | -2.37% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/13/2024 | 27,876 | $181,473 | 0.00% | 0.04% |
BNY Mellon Strategic Municipals, Inc.institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 4.44 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.41 M
Hennion & Walsh Asset Management, Inc.: 1.46 M
WELLS FARGO & COMPANY/MN: 1.4 M
Logan Stone Capital, LLC: 1.24 M
Pathstone Holdings, LLC: 1.1 M
32.04% of BNY Mellon Strategic Municipals, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 20.59 M shares in the last 24 months. This purchase volume represents approximately $123.33 M in transactions.