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, Q3 2021
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Sep 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
- 69
- −2 vs. Q2 2021
- Shares held
- 7.25M
- +197.9K (+2.8%) vs. Q2 2021
- Total value
- $63.0M
- −$196.3K (−0.3%) vs. Q2 2021
- New holders
- 4
- 20 more added
- Sold out
- 6
- 15 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,332,399 | $11.6M | 0.07% | +166,658+14.3% | Added |
| Morgan Stanley | 835,262 | $7.27M | 0.00% | +9,108+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 618,357 | $5.38M | 0.28% | −149,844−19.5% | Reduced |
| UBS Group AG | 551,666 | $4.80M | 0.00% | −15,322−2.7% | Reduced |
| Bank of America Corp | 404,055 | $3.52M | 0.00% | +39,336+10.8% | Added |
| Advisor Group Holdings, Inc. | 314,591 | $2.74M | 0.01% | −74,990−19.2% | Reduced |
| Capital Investment Advisors, LLC | 278,957 | $2.43M | 0.08% | −8,609−3.0% | Reduced |
| Invesco Ltd. | 269,180 | $2.34M | 0.00% | +102,519+61.5% | Added |
| Cornerstone Advisory, LLC | 257,154 | $2.24M | 0.37% | −4,253−1.6% | Reduced |
| Van Eck Associates Corp | 237,776 | $2.07M | 0.01% | +2,647+1.1% | Added |
| Raymond James & Associates | 171,707 | $1.49M | 0.00% | +7,593+4.6% | Added |
| Baird Financial Group, Inc. | 171,046 | $1.49M | 0.00% | −1,980−1.1% | Reduced |
| Wells Fargo & Company | 150,042 | $1.30M | 0.00% | −4,353−2.8% | Reduced |
| LPL Financial LLC | 114,477 | $996.0K | 0.00% | +16,045+16.3% | Added |
| Kestra Advisory Services, LLC | 110,149 | $958.0K | 0.01% | +100,071+993.0% | Added |
| ProVise Management Group, LLC | 103,999 | $905.0K | 0.09% | −1,400−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 103,673 | $902.0K | 0.00% | −2,097−2.0% | Reduced |
| Ameriprise Financial Inc | 92,701 | $806.0K | 0.00% | +3,764+4.2% | Added |
| Private Advisor Group, LLC | 86,798 | $756.0K | 0.00% | +43,399+100.0% | Added |
| Rockefeller Capital Management L.P. | 64,076 | $557.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 61,500 | $535.0K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 59,242 | $515.0K | 0.01% | −10,900−15.5% | Reduced |
| WealthBridge Capital Management, LLC | 54,700 | $476.0K | 0.18% | +17,800+48.2% | Added |
| Ackerman Capital Advisors, LLC | 53,203 | $463.0K | 0.11% | +53,203 | New |
| Mariner, LLC | 51,923 | $452.0K | 0.00% | +51,923 | New |
| Commonwealth Equity Services, LLC | 43,511 | $378.0K | 0.00% | +4,458+11.4% | Added |
| Equitable Holdings, Inc. | 43,302 | $377.0K | 0.01% | +3,850+9.8% | Added |
| Goodwin Daniel L | 43,022 | $375.0K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 39,310 | $342.0K | 0.00% | −2,041−4.9% | Reduced |
| WealthTrust Axiom LLC | 39,114 | $340.0K | 0.12% | +24+0.1% | Added |
| Powell Investment Advisors, LLC | 35,836 | $312.0K | 0.19% | +405+1.1% | Added |
| Cetera Advisors LLC | 34,870 | $303.0K | 0.01% | +7,713+28.4% | Added |
| Walter & Keenan Financial Consulting Co | 30,000 | $261.0K | 0.09% | 00.0% | Unchanged |
| Ramiah Investment Group | 26,030 | $226.5K | 0.16% | +1,433+5.8% | Added |
| Telemus Capital, LLC | 24,350 | $212.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,950 | $191.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 20,700 | $179.0K | 0.04% | +124+0.6% | Added |
| Mid Atlantic Financial Management Inc | 20,400 | $177.0K | 0.01% | −1,000−4.7% | Reduced |
| MJP Associates Inc | 19,885 | $173.0K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 19,885 | $173.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,589 | $162.0K | 0.01% | −90.0% | Reduced |
| Fairhaven Wealth Management, LLC | 18,591 | $162.0K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,037 | $157.0K | 0.00% | −1,177−6.1% | Reduced |
| Johnson Midwest Financial, LLC | 15,733 | $137.0K | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 15,500 | $135.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14,714 | $128.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,022 | $122.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,942 | $113.0K | 0.01% | +12+0.1% | Added |
| Janney Montgomery Scott LLC | 11,314 | $98.0K | 0.00% | −8−0.1% | Reduced |
| AE Wealth Management LLC | 10,046 | $87.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 10,000 | $87.0K | 0.01% | +10,000 | New |
| Northwestern Mutual Wealth Management Co | 9,087 | $79.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $78.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 8,200 | $71.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,810 | $68.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7,166 | $62.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 6,304 | $55.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,714 | $49.0K | 0.01% | +65+1.2% | Added |
| The PNC Financial Services Group, Inc. | 4,956 | $43.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,079 | $35.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,350 | $29.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,925 | $25.0K | 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 |
| Tower View Investment Management & Research LLC | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Prestige Wealth Management Group LLC | 950 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 114 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −145,667−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −13,444−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |