Citadel Advisors
LEO

Citadel Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Citadel 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
2026
Q1 		– Sell
-12,192
Closed -$77.5K – 13818
2025
Q4 		$77.5K Sell
12,192
-1,844
-13% -$11.6K ﹤0.01% 11817
2025
Q3 		$87.7K Sell
14,036
-9,717
-41% -$57.9K ﹤0.01% 11922
2025
Q2 		$141K Buy
+23,753
New +$139K ﹤0.01% 11014
2024
Q4 		– Sell
-14,628
Closed -$95.2K – 15090
2024
Q3 		$95.2K Sell
14,628
-363
-2% -$2.3K ﹤0.01% 11181
2024
Q2 		$91.7K Buy
+14,991
New +$89.8K ﹤0.01% 11039
2014
Q1 		– Sell
-10,101
Closed -$77K – 7949
2013
Q4 		$77K Buy
+10,101
New +$77.7K ﹤0.01% 5802

Other funds holding LEO

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return