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. | 05/15/2025 | 5.11 M | $31.30 M | 3.69% | 8.21% |
PATHSTONE HOLDINGS, LLC | 05/15/2025 | 2.37 M | $14.72 M | 59.21% | 3.80% |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2025 | 2.29 M | $14.04 M | -2.19% | 3.68% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 1.55 M | $9.48 M | 5.73% | 2.49% |
HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 1.43 M | $8.77 M | -0.82% | 2.30% |
LOGAN STONE CAPITAL, LLC | 05/15/2025 | 1.07 M | $6.57 M | -13.80% | 1.72% |
GUGGENHEIM CAPITAL LLC | 05/14/2025 | 782.17 K | $4.79 M | -4.74% | 1.26% |
VERITION FUND MANAGEMENT LLC | 05/15/2025 | 683.74 K | $4.18 M | 100.00% | 1.10% |
SIT INVESTMENT ASSOCIATES INC | 05/13/2025 | 540.65 K | $3.31 M | 72.38% | 0.87% |
MORGAN STANLEY | 05/15/2025 | 521.74 K | $3.19 M | -18.19% | 0.84% |
CAPITAL INVESTMENT ADVISORS, LLC | 04/14/2025 | 457.96 K | $2.80 M | -2.84% | 0.74% |
VAN ECK ASSOCIATES CORP | 05/15/2025 | 426.38 K | $2.61 M | -19.90% | 0.68% |
GRIDIRON PARTNERS, LLC | 04/11/2025 | 403.77 K | $2.47 M | 0.00% | 0.65% |
CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2025 | 379.87 K | $2.32 M | 32.13% | 0.61% |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/09/2025 | 340.31 K | $2.08 M | 45.31% | 0.55% |
ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 337.79 K | $2.07 M | 40.76% | 0.54% |
COHEN & STEERS, INC. | 05/15/2025 | 313.40 K | $1.92 M | 18.98% | 0.50% |
ACKERMAN CAPITAL ADVISORS, LLC | 05/09/2025 | 296.72 K | $1.82 M | -6.46% | 0.48% |
MATISSE CAPITAL | 04/24/2025 | 273.10 K | $1.67 M | 0.00% | 0.44% |
WHITEBOX ADVISORS LLC | 05/15/2025 | 267.30 K | $1.64 M | 100.00% | 0.43% |
RIVERBRIDGE PARTNERS LLC | 04/21/2025 | 213.67 K | $1.31 M | 8.73% | 0.34% |
1607 CAPITAL PARTNERS, LLC | 05/15/2025 | 206.15 K | $1.26 M | 0.00% | 0.33% |
AQR ARBITRAGE LLC | 05/15/2025 | 201.66 K | $1.23 M | -42.16% | 0.32% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 195.79 K | $1.20 M | -23.55% | 0.31% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 195.70 K | $1.20 M | 0.00% | 0.31% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 193.62 K | $1.18 M | 3.30% | 0.31% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 186.70 K | $1.14 M | 22.63% | 0.30% |
PARK AVENUE SECURITIES LLC | 04/14/2025 | 169.55 K | $1.04 M | 0.84% | 0.27% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 135.00 K | $826.20 K | -0.84% | 0.22% |
LPL FINANCIAL LLC | 05/07/2025 | 132.88 K | $813.22 K | 18.85% | 0.21% |
CI PRIVATE WEALTH, LLC | 05/14/2025 | 111.81 K | $684.26 K | 608.84% | 0.18% |
CENTAURUS FINANCIAL, INC. | 05/15/2025 | 107.76 K | $659.00 K | -4.67% | 0.17% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 96.28 K | $589.25 K | -3.08% | 0.15% |
04/15/2025 | 95.40 K | $583.82 K | -3.83% | 0.15% | |
UBS GROUP AG | 05/13/2025 | 94.02 K | $575.40 K | -18.32% | 0.15% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 85.52 K | $523.40 K | -0.63% | 0.14% |
WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2025 | 80.66 K | $493.62 K | 0.50% | 0.13% |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 72.40 K | $443.11 K | -15.07% | 0.12% |
THOMAS J. HERZFELD ADVISORS, INC. | 05/14/2025 | 71.29 K | $436.30 K | 45.06% | 0.11% |
MELFA WEALTH MANAGEMENT, LLC | 05/02/2025 | 60.30 K | $369.02 K | 0.00% | 0.10% |
CREATIVE PLANNING | 05/15/2025 | 58.94 K | $360.73 K | 36.55% | 0.09% |
180 WEALTH ADVISORS, LLC | 04/09/2025 | 58.46 K | $357.76 K | -6.83% | 0.09% |
05/12/2025 | 51.50 K | $315.20 K | 100.00% | 0.08% | |
ARKOS GLOBAL ADVISORS | 05/15/2025 | 47.73 K | $292.00 K | 0.00% | 0.08% |
ROTHSCHILD INVESTMENT LLC | 04/08/2025 | 40.00 K | $244.80 K | 0.00% | 0.06% |
CORNERSTONE ADVISORY, LLC | 05/07/2025 | 39.63 K | $233.24 K | -6.33% | 0.06% |
ROYAL BANK OF CANADA | 05/15/2025 | 38.50 K | $236.00 K | 0.00% | 0.06% |
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/25/2025 | 37.91 K | $231.99 K | 0.00% | 0.06% |
INTEGRATED CAPITAL MANAGEMENT, INC. | 04/09/2025 | 36.68 K | $224.45 K | 14.78% | 0.06% |
VIRTU FINANCIAL LLC | 05/12/2025 | 35.27 K | $216.00 K | 89.99% | 0.06% |
BNY Mellon Strategic Municipals, Inc. institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 5.11 M
Pathstone Holdings, LLC: 2.37 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.29 M
WELLS FARGO & COMPANY/MN: 1.55 M
Hennion & Walsh Asset Management, Inc.: 1.43 M
Logan Stone Capital, LLC: 1.07 M
37.81% of BNY Mellon Strategic Municipals, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.32 M shares in the last 24 months. This purchase volume represents approximately $145.06 M in transactions.