LEO — BNY MELLON STRATEGIC MUNS IN

Ownership history in Curi Capital, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Curi Capital, LLC reported a position in BNY MELLON STRATEGIC MUNS IN (LEO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 125,000 — 0% 0.01% $781K $6.11
2025 Q2 UNCHANGED 125,000 — 0% 0.01% $740K $5.72
2024 Q1 UNCHANGED 125,000 — 0% 0.02% $762K $5.62
2023 Q4 INITIATED 125,000 — — 0.02% $732K —
% of Fund (quarterly)    LEO price (monthly, adj. close)

Other funds also holding LEO

As of 2025 Q4 — sorted by position size

Altium Capital Management LLC 3Y 6.59% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.2% Bulldog Investors, LLP 3Y 7Y 2.1% Gridiron Partners, LLC 1.48% Saba Capital Management, L.P. 3Y 7Y 1.15% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.66% Matisse Capital 3Y 7Y 0.33% Almitas Capital LLC 3Y 7Y 0.28% MELFA WEALTH MANAGEMENT, INC. 3Y 0.22% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.2%
← Back to Curi Capital, LLC Holdings