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