BNY Mellon High Yield Strategies Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 8.85 M | $21.59 M | 23.70% | 12.16% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 4.60 M | $11.21 M | 29.69% | 6.32% |
| MORGAN STANLEY | 05/15/2026 | 1.83 M | $4.46 M | 8.33% | 2.51% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 1.60 M | $3.90 M | 7.56% | 2.20% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.11 M | $2.70 M | -3.51% | 1.52% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.06 M | $2.59 M | 32.42% | 1.46% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 983.97 K | $2.40 M | 0.00% | 1.35% |
| INVESCO LTD. | 05/12/2026 | 967.70 K | $2.36 M | -0.68% | 1.33% |
| LPL FINANCIAL LLC | 05/06/2026 | 575.69 K | $1.40 M | 0.32% | 0.79% |
| FIERA CAPITAL CORP | 05/12/2026 | 477.57 K | $1.17 M | -3.43% | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 472.49 K | $1.15 M | -22.77% | 0.65% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 435.70 K | $1.06 M | 78.06% | 0.60% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 421.98 K | $1.03 M | 0.94% | 0.58% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 366.83 K | $895.06 K | 14.25% | 0.50% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 286.99 K | $700.25 K | 100.00% | 0.39% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 215.83 K | $526.62 K | 4.35% | 0.30% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 151.41 K | $369.44 K | 11.20% | 0.21% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 115.06 K | $280.74 K | -48.66% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 103.28 K | $252.00 K | 0.55% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 101.56 K | $247.81 K | -0.19% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 90.08 K | $223.43 K | -37.53% | 0.12% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 84.71 K | $206.69 K | -14.64% | 0.12% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 79.27 K | $193.41 K | 100.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 76.41 K | $186.44 K | 30.99% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 63.43 K | $154.78 K | -1.89% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 62.18 K | $151.72 K | -2.23% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 50.61 K | $123.50 K | 6.30% | 0.07% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 04/09/2026 | 45.14 K | $110.14 K | 100.00% | 0.06% |
| 05/11/2026 | 44.01 K | $107.38 K | 0.00% | 0.06% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 42.05 K | $102.59 K | 32.20% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 39.80 K | $97.11 K | -35.81% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 38.16 K | $93.12 K | 0.00% | 0.05% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 37.33 K | $91.09 K | -17.22% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 35.77 K | $87.27 K | -13.43% | 0.05% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 33.37 K | $81.42 K | 0.00% | 0.05% |
| LEVIN CAPITAL STRATEGIES, L.P. | 05/13/2026 | 30.00 K | $73.20 K | 0.00% | 0.04% |
| ADVANCE CAPITAL MANAGEMENT, INC. | 04/29/2026 | 30.00 K | $73.20 K | 0.00% | 0.04% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 29.88 K | $72.92 K | 0.00% | 0.04% |
| BRAVE ASSET MANAGEMENT INC | 04/17/2026 | 25.10 K | $61.24 K | 0.00% | 0.03% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 23.36 K | $56.99 K | 0.66% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 20.91 K | $51.02 K | 11.08% | 0.03% |
| CARTER FINANCIAL GROUP, INC. | 04/27/2026 | 20.26 K | $49.43 K | 1.19% | 0.03% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 04/28/2026 | 19.59 K | $47.79 K | 0.00% | 0.03% |
| CURATED WEALTH PARTNERS LLC | 04/09/2026 | 17.72 K | $43.23 K | 0.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 17.08 K | $42.00 K | 0.35% | 0.02% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 16.42 K | $40.07 K | 1.39% | 0.02% |
| XTX TOPCO LTD | 05/15/2026 | 16.11 K | $39.30 K | 100.00% | 0.02% |
| 05/11/2026 | 15.52 K | $37.87 K | 6.24% | 0.02% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 15.00 K | $36.60 K | -1.29% | 0.02% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 14.15 K | $34.53 K | 0.00% | 0.02% |
BNY Mellon High Yield Strategies Fund institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of BNY Mellon High Yield Strategies Fund. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 8.85 M
SIT INVESTMENT ASSOCIATES INC: 4.6 M
MORGAN STANLEY: 1.83 M
Hennion & Walsh Asset Management, Inc.: 1.6 M
Advisors Asset Management, Inc.: 1.11 M
1607 Capital Partners, LLC: 1.06 M
35.71% of BNY Mellon High Yield Strategies Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.35 M shares in the last 24 months. This purchase volume represents approximately $67.46 M in transactions.