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 3 filers reported holding BNY MELLON STRATEGIC MUN BD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
Hennion & Walsh Asset Management, Inc. 2,605,200$18,419,0000.98%
ROBINSON CAPITAL MANAGEMENT, LLC 179,522$1,262,0000.87%
Capital Market Strategies LLC 57,275$405,0000.35%
Logan Stone Capital, LLC 53,872$381,0000.28%
Ranch Capital Advisors Inc. 47,216$334,0000.22%
Crown Wealth Group, LLC 38,708$274,0000.19%
Worth Asset Management, LLC 41,496$265,0000.17%
Fortitude Advisory Group L.L.C. 38,762$274,0000.15%
INTEGRATED CAPITAL MANAGEMENT, INC. 23,548$166,0000.14%
Opal Wealth Advisors, LLC 14,506$103,0000.09%
View complete list of BNY MELLON STRATEGIC MUN BD shareholders