BNY Mellon Strategic Municipals, Inc.
LEO- Exchange
- NYSE
- SEC CIK
- 0000818972
No open-market purchases or sales by BNY Mellon Strategic Municipals, Inc. insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $191.7M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- −2 vs. Q1 2021
- Shares held
- 7.05M
- −204.1K (−2.8%) vs. Q1 2021
- Total value
- $63.2M
- +$1.28M (+2.1%) vs. Q1 2021
- New holders
- 3
- 21 more added
- Sold out
- 5
- 14 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $191.7M |
| Q1 2026 | 96 | $182.5M |
| Q4 2025 | 102 | $180.9M |
| Q3 2025 | 100 | $163.4M |
| Q2 2025 | 97 | $152.4M |
| Q1 2025 | 88 | $147.9M |
| Q4 2024 | 102 | $134.9M |
| Q3 2024 | 89 | $129.8M |
| Q2 2024 | 85 | $111.7M |
| Q1 2024 | 82 | $99.8M |
| Q4 2023 | 89 | $89.0M |
| Q3 2023 | 80 | $60.8M |
| Q2 2023 | 77 | $58.7M |
| Q1 2023 | 80 | $54.2M |
| Q4 2022 | 83 | $54.0M |
| Q3 2022 | 80 | $50.9M |
| Q2 2022 | 83 | $58.7M |
| Q1 2022 | 84 | $70.1M |
| Q4 2021 | 78 | $70.8M |
| Q3 2021 | 69 | $63.0M |
| Q2 2021 | 71 | $63.2M |
| Q1 2021 | 73 | $62.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,165,741 | $10.5M | 0.06% | +129,712+12.5% | Added |
| Morgan Stanley | 826,154 | $7.41M | 0.00% | +26,090+3.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 768,201 | $6.89M | 0.37% | −67,020−8.0% | Reduced |
| UBS Group AG | 566,988 | $5.09M | 0.00% | +39,173+7.4% | Added |
| Advisor Group Holdings, Inc. | 389,581 | $3.50M | 0.01% | −8,806−2.2% | Reduced |
| Bank of America Corp | 364,719 | $3.27M | 0.00% | −8,274−2.2% | Reduced |
| Capital Investment Advisors, LLC | 287,566 | $2.58M | 0.09% | −4,717−1.6% | Reduced |
| Cornerstone Advisory, LLC | 261,407 | $2.35M | 0.40% | −107,078−29.1% | Reduced |
| Van Eck Associates Corp | 235,129 | $2.11M | 0.00% | +17,490+8.0% | Added |
| Baird Financial Group, Inc. | 173,026 | $1.55M | 0.00% | +8,874+5.4% | Added |
| Invesco Ltd. | 166,661 | $1.50M | 0.00% | +35,876+27.4% | Added |
| Raymond James & Associates | 164,114 | $1.47M | 0.00% | −2,887−1.7% | Reduced |
| Wells Fargo & Company | 154,395 | $1.39M | 0.00% | +16,075+11.6% | Added |
| Robinson Capital Management, LLC | 145,667 | $1.31M | 0.71% | −233,579−61.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 105,770 | $949.0K | 0.00% | −8,930−7.8% | Reduced |
| ProVise Management Group, LLC | 105,399 | $945.0K | 0.10% | −1,950−1.8% | Reduced |
| LPL Financial LLC | 98,432 | $883.0K | 0.00% | −13,778−12.3% | Reduced |
| Ameriprise Financial Inc | 88,937 | $798.0K | 0.00% | −902−1.0% | Reduced |
| Sit Investment Associates Inc | 70,142 | $629.0K | 0.02% | −22,585−24.4% | Reduced |
| Rockefeller Capital Management L.P. | 64,076 | $574.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 61,500 | $552.0K | 0.05% | +15,000+32.3% | Added |
| Private Advisor Group, LLC | 43,399 | $389.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 43,022 | $386.0K | 0.18% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 41,351 | $371.0K | 0.00% | +426+1.0% | Added |
| Equitable Holdings, Inc. | 39,452 | $354.0K | 0.01% | +12,200+44.8% | Added |
| WealthTrust Axiom LLC | 39,090 | $350.0K | 0.11% | +25+0.1% | Added |
| Commonwealth Equity Services, LLC | 39,053 | $350.0K | 0.00% | +751+2.0% | Added |
| WealthBridge Capital Management, LLC | 36,900 | $331.0K | 0.12% | +17,600+91.2% | Added |
| Powell Investment Advisors, LLC | 35,431 | $318.0K | 0.20% | +422+1.2% | Added |
| Walter & Keenan Financial Consulting Co | 30,000 | $269.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 27,157 | $244.0K | 0.01% | 00.0% | Unchanged |
| Ramiah Investment Group | 24,597 | $220.6K | 0.16% | +457+1.9% | Added |
| Telemus Capital, LLC | 24,350 | $218.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,950 | $197.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 21,400 | $192.0K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 20,576 | $192.0K | 0.04% | +186+0.9% | Added |
| MJP Associates Inc | 19,885 | $178.0K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 19,885 | $178.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 19,214 | $172.0K | 0.00% | +1,177+6.5% | Added |
| Wedbush Securities Inc | 18,598 | $167.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 18,591 | $167.0K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 15,733 | $141.0K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 15,500 | $139.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14,714 | $132.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,022 | $126.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,444 | $121.0K | 0.04% | −383−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 12,930 | $116.0K | 0.01% | +12,930 | New |
| Janney Montgomery Scott LLC | 11,322 | $102.0K | 0.00% | +1,008+9.8% | Added |
| AE Wealth Management LLC | 10,046 | $90.0K | 0.00% | +30.0% | Added |
| Kestra Advisory Services, LLC | 10,078 | $90.0K | 0.00% | +10,078 | New |
| Northwestern Mutual Wealth Management Co | 9,087 | $82.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $81.0K | 0.02% | +9,000 | New |
| Spire Wealth Management | 8,200 | $74.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,810 | $70.0K | 0.00% | +5,810+290.5% | Added |
| Wolff Wiese Magana LLC | 7,166 | $64.0K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,963 | $62.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 6,304 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,649 | $50.0K | 0.01% | +66+1.2% | Added |
| The PNC Financial Services Group, Inc. | 4,956 | $44.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,079 | $36.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,350 | $30.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,925 | $26.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,332 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 31 | $0 | 0.00% | −43−58.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 0 | $0 | 0.00% | −34,771−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,184−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −12,248−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |