HF
LEO

HRT Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

HRT Financial’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
Q3 		– Sell
-12,632
Closed -$77K – 2819
2024
Q2 		$77K Buy
+12,632
New +$75.7K ﹤0.01% 1794
2023
Q3 		– Sell
-11,663
Closed -$72K – 2789
2023
Q2 		$72K Buy
+11,663
New +$71.8K ﹤0.01% 2006

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

HRT Financial's LEO Position: Q3 2024 in Review

HRT Financial sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2024, closing a stake of 12,632 shares — an estimated $77K sold.

HRT Financial first reported a position in LEO in Q2 2023 and held it in 2 quarters. The position peaked at $77K in Q2 2024. 89 funds tracked by Wall St. Rank hold LEO as of Q3 2024.

  • HRT Financial reported no remaining BNY Mellon Strategic Municipals position as of Q3 2024 after selling out during the quarter.
  • HRT Financial sold 12,632 BNY Mellon Strategic Municipals shares in Q3 2024, an estimated $77K.
  • HRT Financial first reported a position in BNY Mellon Strategic Municipals in Q2 2023 and held it in 2 quarters.
  • HRT Financial's BNY Mellon Strategic Municipals position peaked at $77K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2024.

Based on HRT Financial's 13F filing for Q3 2024, filed 12 Nov 2024.