Geneos Wealth Management Inc. - BNY MELLON STRATEGIC MUN BD ownership

BNY MELLON STRATEGIC MUN BD's ticker is DSM and the CUSIP is 09662E109. A total of 76 filers reported holding BNY MELLON STRATEGIC MUN BD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of BNY MELLON STRATEGIC MUN BD
ValueSharesWeighting
Q3 2023$131,755
-12.8%
26,5100.0%0.01%
-12.5%
Q2 2023$151,107
-5.2%
26,5100.0%0.01%
-20.0%
Q1 2023$159,325
+4.0%
26,5100.0%0.01%
+11.1%
Q4 2022$153,228
+2.2%
26,5100.0%0.01%
-10.0%
Q3 2022$150,000
+5.6%
26,510
+16.7%
0.01%
+42.9%
Q2 2022$142,000
-11.2%
22,7100.0%0.01%0.0%
Q1 2022$160,000
-15.3%
22,7100.0%0.01%0.0%
Q4 2021$189,000
+4.4%
22,7100.0%0.01%0.0%
Q3 2021$181,000
-3.7%
22,7100.0%0.01%0.0%
Q2 2021$188,000
+4.4%
22,7100.0%0.01%
+40.0%
Q1 2021$180,000
+2.3%
22,7100.0%0.01%
-28.6%
Q4 2020$176,000
+6.7%
22,7100.0%0.01%
-22.2%
Q3 2020$165,000
+1.2%
22,7100.0%0.01%0.0%
Q2 2020$163,000
+3.2%
22,7100.0%0.01%
-18.2%
Q1 2020$158,000
-8.7%
22,710
+4.4%
0.01%
+22.2%
Q4 2019$173,000
-5.5%
21,7600.0%0.01%
-18.2%
Q3 2019$183,000
+6.4%
21,7600.0%0.01%0.0%
Q2 2019$172,00021,7600.01%
Other shareholders
BNY MELLON STRATEGIC MUN BD shareholders Q3 2021
NameSharesValueWeighting ↓
MARINER INVESTMENT GROUP LLC 298,876$2,179,0006.04%
ROBINSON CAPITAL MANAGEMENT, LLC 961,268$7,008,0004.02%
Ranch Capital Advisors Inc. 47,216$344,0000.28%
ProVise Management Group, LLC 93,408$681,0000.09%
INTEGRATED CAPITAL MANAGEMENT, INC. 13,990$102,0000.09%
Fairhaven Wealth Management, LLC 19,077$139,0000.08%
Laurel Wealth Advisors, Inc. 62,729$457,0000.08%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14,000$102,0000.07%
Capital Investment Advisors, LLC 191,164$1,394,0000.07%
WEDBUSH SECURITIES INC 68,500$499,0000.05%
View complete list of BNY MELLON STRATEGIC MUN BD shareholders