MFIM
LEO

Mesirow Financial Investment Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Mesirow Financial Investment Management’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
Q1 		– Sell
-25,654
Closed -$150K – 573
2023
Q4 		$150K Buy
+25,654
New +$141K 0.01% 527

Other funds holding LEO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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

Mesirow Financial Investment Management's LEO Position: Q1 2024 in Review

Mesirow Financial Investment Management sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2024, closing a stake of 25,654 shares — an estimated $150K sold.

Mesirow Financial Investment Management first reported a position in LEO in Q4 2023 and held it in 1 quarter. The position peaked at $150K in Q4 2023. 82 funds tracked by Wall St. Rank hold LEO as of Q1 2024.

  • Mesirow Financial Investment Management reported no remaining BNY Mellon Strategic Municipals position as of Q1 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 25,654 BNY Mellon Strategic Municipals shares in Q1 2024, an estimated $150K.
  • Mesirow Financial Investment Management first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and held it in 1 quarter.
  • Mesirow Financial Investment Management's BNY Mellon Strategic Municipals position peaked at $150K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.