BRWA
LEO

B. Riley Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

B. Riley Wealth Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$87K Sell
14,400
-1,000
-6% -$6.31K ﹤0.01% 1110
2024
Q3 		$101K Sell
15,400
-5,000
-25% -$31.7K ﹤0.01% 1209
2024
Q2 		$125K Buy
20,400
+5,000
+32% +$29.9K ﹤0.01% 1295
2024
Q1 		$82.4K Hold
15,400
– – ﹤0.01% 1372
2023
Q4 		$90.2K Hold
15,400
– – ﹤0.01% 1328
2023
Q3 		$82.4K Hold
15,400
– – ﹤0.01% 1372
2023
Q2 		$95.8K Hold
15,400
– – ﹤0.01% 1441
2023
Q1 		$96.1K Hold
15,400
– – ﹤0.01% 1388
2022
Q4 		$94.1K Sell
15,400
-76
-0.5% -$465 ﹤0.01% 1365
2022
Q3 		$95K Buy
+15,476
New +$103K ﹤0.01% 1326
2015
Q1 		– Sell
-3,916
Closed -$32 – 1353
2014
Q4 		$32 Buy
+3,916
New +$32.3K ﹤0.01% 2330
2014
Q3 		– Sell
-1,056
Closed -$8.91K – 1340
2014
Q2 		$8.91K Buy
+1,056
New +$8.74K ﹤0.01% 1835

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

B. Riley Wealth Advisors's LEO Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its BNY Mellon Strategic Municipals (LEO) stake by 6.5% in Q4 2024, selling an estimated $6.31K and leaving 14,400 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

B. Riley Wealth Advisors first reported a position in LEO in Q2 2014 and has held it in 12 quarters since. The position peaked at $125K in Q2 2024. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2024.

  • B. Riley Wealth Advisors held 14,400 shares of BNY Mellon Strategic Municipals worth $87K as of Q4 2024.
  • B. Riley Wealth Advisors sold 1,000 BNY Mellon Strategic Municipals shares in Q4 2024, an estimated $6.31K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1110 holding.
  • B. Riley Wealth Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2014 and has held it in 12 quarters since.
  • B. Riley Wealth Advisors's BNY Mellon Strategic Municipals position peaked at $125K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.