BNY MELLON STRATEGIC MUN BD shareholder history

Current and past BNY MELLON STRATEGIC MUN BD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SIT INVESTMENT ASSOCIATES INC 18180.01%0.06%0.10%Q2 2019Q3 202318
CITIGROUP INC 18180.00%0.00%0.00%Q2 2019Q3 202318
SMITH, MOORE & CO. 18180.01%0.03%0.05%Q2 2019Q3 202318
VAN ECK ASSOCIATES CORP 18180.00%0.00%0.01%Q2 2019Q3 202318
MORGAN STANLEY 18180.00%0.00%0.00%Q2 2019Q3 202318
Geneos Wealth Management Inc. 18180.01%0.01%0.01%Q2 2019Q3 202318
PRIVATE ASSET MANAGEMENT INC 18180.04%0.04%0.06%Q2 2019Q3 202318
SeaCrest Wealth Management, LLC 18180.02%0.02%0.04%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 18180.00%0.02%0.05%Q2 2019Q3 202318
WEDBUSH SECURITIES INC 18180.00%0.03%0.06%Q2 2019Q3 202318
GUGGENHEIM CAPITAL LLC 18180.01%0.03%0.05%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
UBS Group AG 18180.00%0.00%0.00%Q2 2019Q3 202318
HOLLENCREST CAPITAL MANAGEMENT 18180.00%0.02%0.03%Q2 2019Q3 202318
BANK OF AMERICA CORP /DE/ 18180.00%0.00%0.00%Q2 2019Q3 202318
LPL Financial LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
ProVise Management Group, LLC 18180.02%0.07%0.12%Q2 2019Q3 202318
AMERIPRISE FINANCIAL INC 18180.00%0.00%0.00%Q2 2019Q3 202318
ROYAL BANK OF CANADA 18180.00%0.00%0.00%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 18180.00%0.00%0.00%Q2 2019Q3 202318
Prestige Wealth Management Group LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.13%0.24%0.33%Q3 2019Q3 202317
M&T BANK CORP 1430.00%0.00%0.00%Q2 2019Q3 202317
PNC FINANCIAL SERVICES GROUP, INC. 17170.00%0.00%0.00%Q2 2019Q2 202317
Raymond James Financial Services Advisors, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
North Star Investment Management Corp. 17170.00%0.01%0.01%Q2 2019Q2 202317
Fairhaven Wealth Management, LLC 1420.02%0.06%0.12%Q2 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 1330.00%0.00%0.00%Q3 2019Q3 202316
Arete Wealth Advisors, LLC 830.04%0.12%0.21%Q2 2019Q3 202316
ROBINSON CAPITAL MANAGEMENT, LLC 810.20%1.90%4.67%Q2 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.00%0.00%Q1 2020Q3 202315
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15150.03%0.06%0.09%Q2 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
MidWestOne Financial Group, Inc. 1220.02%0.02%0.03%Q4 2019Q2 202314
Capital Investment Advisors, LLC 1130.04%0.05%0.07%Q2 2020Q4 202314
PARK AVENUE SECURITIES LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
Sandy Spring Bank 14140.00%0.00%0.00%Q2 2019Q3 202214
INTEGRATED CAPITAL MANAGEMENT, INC. 1310.08%0.13%0.16%Q1 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2019Q3 202214
Cambridge Investment Research Advisors, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Baird Financial Group, Inc. 13130.00%0.00%0.01%Q2 2019Q2 202213
REGIONS FINANCIAL CORP 13130.00%0.00%0.00%Q1 2020Q1 202313
American Portfolios Advisors 12120.00%0.00%0.00%Q4 2019Q3 202212
BENJAMIN F. EDWARDS & COMPANY, INC. 1110.00%0.01%0.03%Q2 2019Q3 202312
Invesco Ltd. 930.00%0.00%0.00%Q2 2019Q3 202312
RIVERNORTH CAPITAL MANAGEMENT, LLC 12120.01%0.12%0.33%Q4 2020Q3 202312
Laurel Wealth Advisors, Inc. 12120.02%0.08%0.16%Q2 2019Q1 202212
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q3 2019Q1 202211
AQR Arbitrage LLC 740.00%0.03%0.11%Q1 2020Q3 202311
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.02%Q4 2019Q3 202311
Clear Creek Financial Management, LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
Janney Montgomery Scott LLC 720.00%0.00%0.00%Q2 2019Q3 202311
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 740.01%0.03%0.10%Q4 2019Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.17%0.71%1.12%Q1 2021Q3 202311
Cedar Brook Financial Partners, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
M Holdings Securities, Inc. 610.01%0.03%0.07%Q2 2019Q2 202310
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
Steward Partners Investment Advisory, LLC 820.00%0.00%0.00%Q2 2019Q3 202310
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.00%0.00%Q1 2020Q1 20229
Ackerman Capital Advisors, LLC 410.02%0.08%0.17%Q1 2020Q3 20239
Chicago Partners Investment Group LLC 540.00%0.02%0.06%Q1 2021Q2 20239
Capital Market Strategies LLC 990.19%0.33%0.51%Q4 2021Q4 20239
NewEdge Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.01%0.02%0.03%Q2 2019Q1 20218
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Creative Planning 710.00%0.00%0.00%Q2 2019Q4 20218
Fortitude Advisory Group L.L.C. 880.13%0.17%0.22%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
STIFEL FINANCIAL CORP 610.00%0.00%0.00%Q2 2019Q3 20238
Essex Financial Services, Inc. 420.01%0.03%0.04%Q2 2019Q3 20218
AE Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Wealth Management Solutions, LLC 520.04%0.07%0.09%Q4 2021Q3 20237
BDO Wealth Advisors, LLC 770.00%0.01%0.01%Q1 2021Q3 20227
D.A. DAVIDSON & CO. 770.00%0.00%0.00%Q3 2019Q1 20217
Stratos Wealth Partners, LTD. 770.01%0.01%0.01%Q2 2019Q4 20207
Advisory Services Network, LLC 410.00%0.00%0.00%Q2 2019Q2 20217
Sutton Wealth Advisors Inc. 770.00%0.00%0.00%Q3 2016Q1 20187
Advisor OS, LLC 510.01%0.02%0.02%Q1 2021Q3 20236
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Opal Wealth Advisors, LLC 660.08%0.48%1.04%Q4 2020Q1 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.01%Q4 2020Q1 20226
PANAGORA ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2020Q2 20216
Bedel Financial Consulting, Inc. 660.01%0.01%0.01%Q2 2019Q3 20206
Nuveen Asset Management, LLC 660.00%0.00%0.00%Q2 2019Q3 20206
MARINER INVESTMENT GROUP LLC 420.13%3.51%6.04%Q1 2020Q3 20226
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2019Q3 20236
Logan Stone Capital, LLC 510.05%0.71%1.09%Q1 2022Q3 20236
RIVERBRIDGE PARTNERS LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Karpus Management, Inc. 410.00%0.00%0.01%Q1 2020Q3 20235
RMB Capital Management, LLC 310.01%0.01%0.02%Q1 2020Q3 20235
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 550.02%0.02%0.02%Q2 2019Q2 20205
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
Realta Investment Advisors 550.02%0.02%0.02%Q3 2022Q3 20235
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
6 Meridian 550.03%0.03%0.04%Q3 2020Q3 20215
CENTAURUS FINANCIAL, INC. 550.01%0.01%0.01%Q2 2021Q2 20225
Virtue Capital Management, LLC 310.01%0.02%0.04%Q3 2019Q3 20235
Wealthcare Advisory Partners LLC 320.00%0.01%0.02%Q2 2022Q3 20235
TELEMUS CAPITAL, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Worth Asset Management, LLC 550.00%0.10%0.17%Q1 2022Q1 20235
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
Moors & Cabot, Inc. 440.03%0.03%0.03%Q4 2022Q3 20234
HAZLETT, BURT & WATSON, INC. 440.00%0.00%0.00%Q1 2022Q4 20224
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
Brookstone Capital Management 220.00%0.00%0.00%Q1 2022Q2 20234
Woodline Partners LP 440.01%0.04%0.08%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.06%0.08%0.10%Q4 2022Q3 20234
Cetera Advisors LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Rockefeller Capital Management L.P. 310.00%0.00%0.00%Q2 2022Q3 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Camelot Portfolios, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
Saba Capital Management, L.P. 440.01%0.05%0.12%Q4 2022Q3 20234
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q3 2022Q3 20234
Citadel Advisors 210.00%0.00%0.00%Q3 2021Q2 20223
tru Independence LLC 330.00%0.02%0.06%Q4 2019Q2 20203
FLAGSHIP HARBOR ADVISORS, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
CWM, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q4 2021Q3 20223
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q4 20223
Virtu Financial LLC 210.01%0.01%0.01%Q2 2021Q2 20223
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.01%0.01%0.01%Q2 2019Q4 20193
Parallel Advisors, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
US BANCORP \DE\ 330.00%0.00%0.00%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.00%0.00%0.01%Q1 2023Q3 20233
XML Financial, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
GREENLEAF TRUST 330.00%0.00%0.00%Q2 2021Q4 20213
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Quad-Cities Investment Group, LLC 220.02%0.03%0.03%Q2 2019Q3 20192
Sunbelt Securities, Inc. 220.02%0.02%0.02%Q3 2019Q4 20192
Ironsides Asset Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
WEBSTER BANK, N. A. 220.00%0.00%0.00%Q1 2023Q2 20232
FMR LLC 110.00%0.00%0.00%Q1 2022Q4 20222
CULLEN/FROST BANKERS, INC. 220.02%0.02%0.02%Q3 2020Q4 20202
Rehmann Capital Advisory Group 110.00%0.01%0.01%Q2 2019Q3 20222
Tower View Wealth Management LLC 220.02%0.02%0.02%Q3 2021Q4 20212
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2019Q4 20192
ASSETMARK, INC 220.00%0.00%0.00%Q4 2021Q1 20222
BUCKINGHAM STRATEGIC WEALTH, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Bulldog Investors, LLP 220.19%0.45%0.72%Q2 2023Q3 20232
Aviance Capital Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Matisse Capital 220.10%0.12%0.14%Q4 2022Q1 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2021Q2 20212
Crown Wealth Group, LLC 220.19%0.42%0.65%Q4 2021Q1 20222
FSA Wealth Management LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q3 20202
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q4 2020Q3 20212
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.05%0.05%0.06%Q2 2019Q3 20192
NWAM LLC 110.06%0.06%0.06%Q3 2019Q3 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Elequin Capital, LP 110.00%0.00%0.00%Q2 2023Q2 20231
PARK NATIONAL CORP /OH/ 110.00%0.00%0.00%Q4 2023Q4 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ARK Investment Management 110.00%0.00%0.00%Q2 2019Q2 20191
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Almitas Capital LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Arkos Global Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
180 WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
OTA Financial Group L.P. 110.46%0.46%0.46%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2021Q3 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OPPENHEIMER & CO INC 110.00%0.00%0.00%Q2 2019Q2 20191
DELPHI FINANCIAL GROUP, INC. 110.22%0.22%0.22%Q2 2019Q2 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
RPO LLC 110.13%0.13%0.13%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISOR PARTNERS II, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wakefield Asset Management LLLP 110.00%0.00%0.00%Q2 2019Q2 20191
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.01%0.01%0.01%Q2 2019Q2 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
Lindbrook Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

This page lists all the filers that currently own BNY MELLON STRATEGIC MUN BD or have owned BNY MELLON STRATEGIC MUN BD in the past.