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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 31 | $0 | 0.00% | −43−58.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $15.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,332 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,925 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,350 | $30.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,079 | $36.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,956 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,649 | $50.0K | 0.01% | +66+1.2% | Added |
| Proequities, Inc. | 6,304 | $57.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,963 | $62.0K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7,166 | $64.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 7,810 | $70.0K | 0.00% | +5,810+290.5% | Added |
| Spire Wealth Management | 8,200 | $74.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $81.0K | 0.02% | +9,000 | New |
| Northwestern Mutual Wealth Management Co | 9,087 | $82.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Janney Montgomery Scott LLC | 11,322 | $102.0K | 0.00% | +1,008+9.8% | Added |
| Kestra Private Wealth Services, LLC | 12,930 | $116.0K | 0.01% | +12,930 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,444 | $121.0K | 0.04% | −383−2.8% | Reduced |
| HighTower Advisors, LLC | 14,022 | $126.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14,714 | $132.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 15,500 | $139.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 15,733 | $141.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 19,214 | $172.0K | 0.00% | +1,177+6.5% | 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 |
| 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 |
| SeaCrest Wealth Management, LLC | 21,950 | $197.0K | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 24,350 | $218.0K | 0.02% | 00.0% | Unchanged |
| Ramiah Investment Group | 24,597 | $220.6K | 0.16% | +457+1.9% | Added |
| Cetera Advisors LLC | 27,157 | $244.0K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 30,000 | $269.0K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 35,431 | $318.0K | 0.20% | +422+1.2% | Added |
| WealthBridge Capital Management, LLC | 36,900 | $331.0K | 0.12% | +17,600+91.2% | 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 |
| Equitable Holdings, Inc. | 39,452 | $354.0K | 0.01% | +12,200+44.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 41,351 | $371.0K | 0.00% | +426+1.0% | Added |
| Goodwin Daniel L | 43,022 | $386.0K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 43,399 | $389.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 61,500 | $552.0K | 0.05% | +15,000+32.3% | Added |
| Rockefeller Capital Management L.P. | 64,076 | $574.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 70,142 | $629.0K | 0.02% | −22,585−24.4% | Reduced |
| Ameriprise Financial Inc | 88,937 | $798.0K | 0.00% | −902−1.0% | Reduced |
| LPL Financial LLC | 98,432 | $883.0K | 0.00% | −13,778−12.3% | Reduced |
| ProVise Management Group, LLC | 105,399 | $945.0K | 0.10% | −1,950−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 105,770 | $949.0K | 0.00% | −8,930−7.8% | Reduced |
| Robinson Capital Management, LLC | 145,667 | $1.31M | 0.71% | −233,579−61.6% | Reduced |
| Wells Fargo & Company | 154,395 | $1.39M | 0.00% | +16,075+11.6% | Added |
| Raymond James & Associates | 164,114 | $1.47M | 0.00% | −2,887−1.7% | Reduced |
| Invesco Ltd. | 166,661 | $1.50M | 0.00% | +35,876+27.4% | Added |
| Baird Financial Group, Inc. | 173,026 | $1.55M | 0.00% | +8,874+5.4% | Added |
| Van Eck Associates Corp | 235,129 | $2.11M | 0.00% | +17,490+8.0% | Added |
| Cornerstone Advisory, LLC | 261,407 | $2.35M | 0.40% | −107,078−29.1% | Reduced |
| Capital Investment Advisors, LLC | 287,566 | $2.58M | 0.09% | −4,717−1.6% | Reduced |
| Bank of America Corp | 364,719 | $3.27M | 0.00% | −8,274−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 389,581 | $3.50M | 0.01% | −8,806−2.2% | Reduced |
| UBS Group AG | 566,988 | $5.09M | 0.00% | +39,173+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 768,201 | $6.89M | 0.37% | −67,020−8.0% | Reduced |
| Morgan Stanley | 826,154 | $7.41M | 0.00% | +26,090+3.3% | Added |
| Guggenheim Capital LLC | 1,165,741 | $10.5M | 0.06% | +129,712+12.5% | Added |
| 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 |