Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Dec 31, 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
78
+10 vs. Q3 2021
Shares held
8.36M
+1.13M (+15.7%) vs. Q3 2021
Total value
$70.8M
+$7.92M (+12.6%) vs. Q3 2021
New holders
16
22 more added
Sold out
6
18 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 78 institutions
Q1 2021: 73 institutionsQ2 2021: 71 institutionsQ3 2021: 69 institutionsQ4 2021: 78 institutionsQ1 2022: 84 institutionsQ2 2022: 83 institutionsQ3 2022: 80 institutionsQ4 2022: 83 institutionsQ1 2023: 80 institutionsQ2 2023: 77 institutionsQ3 2023: 80 institutionsQ4 2023: 89 institutionsQ1 2024: 82 institutionsQ2 2024: 85 institutionsQ3 2024: 89 institutionsQ4 2024: 102 institutionsQ1 2025: 88 institutionsQ2 2025: 97 institutionsQ3 2025: 100 institutionsQ4 2025: 102 institutionsQ1 2026: 96 institutionsQ2 2026: 101 institutions
Value heldQ4 2021: $70.8M
Q1 2021: $62.0MQ2 2021: $63.2MQ3 2021: $63.0MQ4 2021: $70.8MQ1 2022: $70.1MQ2 2022: $58.7MQ3 2022: $50.9MQ4 2022: $54.0MQ1 2023: $54.2MQ2 2023: $58.7MQ3 2023: $60.8MQ4 2023: $89.0MQ1 2024: $99.8MQ2 2024: $111.7MQ3 2024: $129.8MQ4 2024: $134.9MQ1 2025: $147.9MQ2 2025: $152.4MQ3 2025: $163.4MQ4 2025: $180.9MQ1 2026: $182.5MQ2 2026: $191.7M
Institutions holding LEO and their total value by quarter
QuarterHoldersValue
Q2 2026101$191.7M
Q1 202696$182.5M
Q4 2025102$180.9M
Q3 2025100$163.4M
Q2 202597$152.4M
Q1 202588$147.9M
Q4 2024102$134.9M
Q3 202489$129.8M
Q2 202485$111.7M
Q1 202482$99.8M
Q4 202389$89.0M
Q3 202380$60.8M
Q2 202377$58.7M
Q1 202380$54.2M
Q4 202283$54.0M
Q3 202280$50.9M
Q2 202283$58.7M
Q1 202284$70.1M
Q4 202178$70.8M
Q3 202169$63.0M
Q2 202171$63.2M
Q1 202173$62.0M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2021.

Institutions holding LEO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Guggenheim Capital LLC1,360,952$11.5M0.06%+28,553+2.1%Added
Morgan Stanley1,217,455$10.3M0.00%+382,193+45.8%Added
UBS Group AG629,140$5.33M0.00%+77,474+14.0%Added
Hennion & Walsh Asset Management, Inc.616,403$5.22M0.26%−1,954−0.3%Reduced
Invesco Ltd.369,114$3.13M0.00%+99,934+37.1%Added
Van Eck Associates Corp327,040$2.77M0.01%+89,264+37.5%Added
Capital Investment Advisors, LLC275,434$2.33M0.07%−3,523−1.3%Reduced
Advisor Group Holdings, Inc.266,182$2.25M0.00%−48,409−15.4%Reduced
Bank of America Corp260,432$2.21M0.00%−143,623−35.5%Reduced
Cornerstone Advisory, LLC227,645$1.93M0.28%−29,509−11.5%Reduced
Ackerman Capital Advisors, LLC222,791$1.89M0.43%+169,588+318.8%Added
Baird Financial Group, Inc.175,433$1.49M0.00%+4,387+2.6%Added
Raymond James & Associates167,806$1.42M0.00%−3,901−2.3%Reduced
Rivernorth Capital Management, LLC148,330$1.26M0.05%+148,330New
Wells Fargo & Company140,896$1.19M0.00%−9,146−6.1%Reduced
LPL Financial LLC115,353$977.0K0.00%+876+0.8%Added
Centaurus Financial, Inc.113,150$958.0K0.07%+51,650+84.0%Added
Raymond James Financial Services Advisors, Inc.104,033$881.0K0.00%+360+0.3%Added
ProVise Management Group, LLC101,649$861.0K0.08%−2,350−2.3%Reduced
Parametric Portfolio Associates LLC99,761$845.0K0.00%+99,761New
Ameriprise Financial Inc99,138$840.0K0.00%+6,437+6.9%Added
Sit Investment Associates Inc97,242$824.0K0.02%+38,000+64.1%Added
Wolverine Asset Management LLC72,692$615.0K0.01%+72,692New
Crown Wealth Group, LLC64,753$548.0K0.51%+64,753New
Landscape Capital Management, L.L.C.64,158$543.0K0.08%+64,158New
Rockefeller Capital Management L.P.61,076$517.0K0.00%−3,000−4.7%Reduced
Robinson Capital Management, LLC56,415$476.0K0.30%+56,415New
Equitable Holdings, Inc.54,302$460.0K0.01%+11,000+25.4%Added
Mariner, LLC52,590$445.0K0.00%+667+1.3%Added
Millennium Management LLC51,264$434.0K0.00%+51,264New
WealthBridge Capital Management, LLC46,550$394.0K0.15%−8,150−14.9%Reduced
Cambridge Investment Research Advisors, Inc.45,794$388.0K0.00%+6,484+16.5%Added
Goodwin Daniel L43,022$364.0K0.16%00.0%Unchanged
Commonwealth Equity Services, LLC42,034$356.0K0.00%−1,477−3.4%Reduced
WealthTrust Axiom LLC39,138$331.0K0.11%+24+0.1%Added
Capital Market Strategies LLC39,005$330.0K0.27%+39,005New
Powell Investment Advisors, LLC36,255$307.0K0.17%+419+1.2%Added
Walter & Keenan Financial Consulting Co30,000$254.0K0.08%00.0%Unchanged
Cetera Advisors LLC27,157$230.0K0.00%−7,713−22.1%Reduced
Fortitude Advisory Group L.L.C.26,876$228.0K0.12%+26,876New
Ramiah Investment Group26,659$225.8K0.15%+629+2.4%Added
SeaCrest Wealth Management, LLC21,950$186.0K0.02%00.0%Unchanged
180 Wealth Advisors, LLC20,883$162.0K0.04%+183+0.9%Added
GWM Advisors LLC18,600$158.0K0.00%+18,600New
Wedbush Securities Inc18,589$157.0K0.01%00.0%Unchanged
Fairhaven Wealth Management, LLC18,591$157.0K0.06%00.0%Unchanged
Hollencrest Capital Management18,206$154.0K0.01%+3,492+23.7%Added
Royal Bank of Canada18,116$153.0K0.00%+79+0.4%Added
Johnson Midwest Financial, LLC15,733$133.0K0.10%00.0%Unchanged
Nwam LLC15,500$131.0K0.01%00.0%Unchanged
Telemus Capital, LLC14,600$124.0K0.01%−9,750−40.0%Reduced
HighTower Advisors, LLC14,022$119.0K0.00%00.0%Unchanged
Fisher Asset Management, LLC12,500$106.0K0.00%+12,500New
Kestra Private Wealth Services, LLC11,850$100.0K0.00%−1,092−8.4%Reduced
Janney Montgomery Scott LLC11,314$96.0K0.00%00.0%Unchanged
Mariner Investment Group LLC11,300$96.0K0.04%+11,300New
Kestra Advisory Services, LLC10,222$87.0K0.00%−99,927−90.7%Reduced
XML Financial, LLC10,000$85.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co9,087$77.0K0.00%00.0%Unchanged
Perkins Coie Trust Co9,000$76.0K0.02%00.0%Unchanged
Spire Wealth Management8,200$69.0K0.00%00.0%Unchanged
US Bancorp7,116$61.0K0.00%−694−8.9%Reduced
Wolff Wiese Magana LLC7,166$61.0K0.04%00.0%Unchanged
Mach-1 Financial Group, Inc.6,963$58.0K0.04%+6,963New
Proequities, Inc.6,304$53.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC5,779$48.0K0.01%+65+1.1%Added
The PNC Financial Services Group, Inc.4,956$42.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC3,615$31.0K0.00%+3,615New
Bellevue Asset Management, LLC3,350$28.0K0.02%00.0%Unchanged
Bedel Financial Consulting, Inc.2,925$25.0K0.01%00.0%Unchanged
Gradient Investments LLC1,700$14.0K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.1,600$14.0K0.01%+1,600New
Steward Partners Investment Advisory, LLC1,500$13.0K0.00%00.0%Unchanged
FourThought Financial, LLC1,332$11.0K0.00%−1,000−42.9%Reduced
Prestige Wealth Management Group LLC950$8.00K0.00%00.0%Unchanged
American Portfolios Advisors833$7.06K0.00%−3,246−79.6%Reduced
Bessemer Group Inc645$5.00K0.00%+645New
Accel Wealth Management512$4.00K0.00%00.0%Unchanged
Private Advisor Group, LLC0$00.00%−86,798−100.0%Sold out
MJP Associates Inc0$00.00%−19,885−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−19,885−100.0%Sold out
AE Wealth Management LLC0$00.00%−10,046−100.0%Sold out
Tower View Investment Management & Research LLC0$00.00%−1,000−100.0%Sold out
Harbour Investments, Inc.0$00.00%−114−100.0%Sold out
Mid Atlantic Financial Management Inc––––Not filed