LEO

Bny Mellon Strategic Muni

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of Bny Mellon Strategic Muni (LEO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Bny Mellon Strategic Muni (LEO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Bny Mellon Strategic Muni (LEO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Bny Mellon Strategic Muni (LEO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -0.71%
0.4%
$8.73M
1.445M shares@ 6.05 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.57%
0.06%
$2.847M
471,361 shares@ 6.05 avg price
MICHAEL SCHNECK@Gridiron Partners, Llc
Recent Activity
1.55%
$2.439M
403,774 shares@ 6.05 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Increased 40.79%
0.02%
$1.187M
196,515 shares@ 6.05 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 4.93%
0.02%
$1.016M
168,143 shares@ 6.05 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -8.05%
0.06%
$378,967
62,743 shares@ 6.04 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Increased 5.24%
0.25%
$364,198
60,298 shares@ 6.04 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Increased 0.06%
0.16%
$192,945
31,952 shares@ 6.04 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 16.17%
0.01%
$111,069
18,389 shares@ 6.04 avg price
Stephanie West@Capital Market Strategies Llc
Recent Activity
Decreased -54.83%
0.04%
$67,171
11,121 shares@ 6.05 avg price