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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accel Wealth Management | 512 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 645 | $5.00K | 0.00% | +645 | New |
| American Portfolios Advisors | 833 | $7.06K | 0.00% | −3,246−79.6% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,332 | $11.0K | 0.00% | −1,000−42.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,600 | $14.0K | 0.01% | +1,600 | New |
| Bedel Financial Consulting, Inc. | 2,925 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,350 | $28.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,615 | $31.0K | 0.00% | +3,615 | New |
| The PNC Financial Services Group, Inc. | 4,956 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,779 | $48.0K | 0.01% | +65+1.1% | Added |
| Proequities, Inc. | 6,304 | $53.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,963 | $58.0K | 0.04% | +6,963 | New |
| US Bancorp | 7,116 | $61.0K | 0.00% | −694−8.9% | Reduced |
| Wolff Wiese Magana LLC | 7,166 | $61.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 8,200 | $69.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $76.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,087 | $77.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 10,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,222 | $87.0K | 0.00% | −99,927−90.7% | Reduced |
| Janney Montgomery Scott LLC | 11,314 | $96.0K | 0.00% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 11,300 | $96.0K | 0.04% | +11,300 | New |
| Kestra Private Wealth Services, LLC | 11,850 | $100.0K | 0.00% | −1,092−8.4% | Reduced |
| Fisher Asset Management, LLC | 12,500 | $106.0K | 0.00% | +12,500 | New |
| HighTower Advisors, LLC | 14,022 | $119.0K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 14,600 | $124.0K | 0.01% | −9,750−40.0% | Reduced |
| Nwam LLC | 15,500 | $131.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 15,733 | $133.0K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,116 | $153.0K | 0.00% | +79+0.4% | Added |
| Hollencrest Capital Management | 18,206 | $154.0K | 0.01% | +3,492+23.7% | Added |
| Wedbush Securities Inc | 18,589 | $157.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 18,591 | $157.0K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,600 | $158.0K | 0.00% | +18,600 | New |
| 180 Wealth Advisors, LLC | 20,883 | $162.0K | 0.04% | +183+0.9% | Added |
| SeaCrest Wealth Management, LLC | 21,950 | $186.0K | 0.02% | 00.0% | Unchanged |
| Ramiah Investment Group | 26,659 | $225.8K | 0.15% | +629+2.4% | Added |
| Fortitude Advisory Group L.L.C. | 26,876 | $228.0K | 0.12% | +26,876 | New |
| Cetera Advisors LLC | 27,157 | $230.0K | 0.00% | −7,713−22.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 30,000 | $254.0K | 0.08% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 36,255 | $307.0K | 0.17% | +419+1.2% | Added |
| Capital Market Strategies LLC | 39,005 | $330.0K | 0.27% | +39,005 | New |
| WealthTrust Axiom LLC | 39,138 | $331.0K | 0.11% | +24+0.1% | Added |
| Commonwealth Equity Services, LLC | 42,034 | $356.0K | 0.00% | −1,477−3.4% | Reduced |
| Goodwin Daniel L | 43,022 | $364.0K | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 45,794 | $388.0K | 0.00% | +6,484+16.5% | Added |
| WealthBridge Capital Management, LLC | 46,550 | $394.0K | 0.15% | −8,150−14.9% | Reduced |
| Millennium Management LLC | 51,264 | $434.0K | 0.00% | +51,264 | New |
| Mariner, LLC | 52,590 | $445.0K | 0.00% | +667+1.3% | Added |
| Equitable Holdings, Inc. | 54,302 | $460.0K | 0.01% | +11,000+25.4% | Added |
| Robinson Capital Management, LLC | 56,415 | $476.0K | 0.30% | +56,415 | New |
| Rockefeller Capital Management L.P. | 61,076 | $517.0K | 0.00% | −3,000−4.7% | Reduced |
| Landscape Capital Management, L.L.C. | 64,158 | $543.0K | 0.08% | +64,158 | New |
| Crown Wealth Group, LLC | 64,753 | $548.0K | 0.51% | +64,753 | New |
| Wolverine Asset Management LLC | 72,692 | $615.0K | 0.01% | +72,692 | New |
| Sit Investment Associates Inc | 97,242 | $824.0K | 0.02% | +38,000+64.1% | Added |
| Ameriprise Financial Inc | 99,138 | $840.0K | 0.00% | +6,437+6.9% | Added |
| Parametric Portfolio Associates LLC | 99,761 | $845.0K | 0.00% | +99,761 | New |
| ProVise Management Group, LLC | 101,649 | $861.0K | 0.08% | −2,350−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 104,033 | $881.0K | 0.00% | +360+0.3% | Added |
| Centaurus Financial, Inc. | 113,150 | $958.0K | 0.07% | +51,650+84.0% | Added |
| LPL Financial LLC | 115,353 | $977.0K | 0.00% | +876+0.8% | Added |
| Wells Fargo & Company | 140,896 | $1.19M | 0.00% | −9,146−6.1% | Reduced |
| Rivernorth Capital Management, LLC | 148,330 | $1.26M | 0.05% | +148,330 | New |
| Raymond James & Associates | 167,806 | $1.42M | 0.00% | −3,901−2.3% | Reduced |
| Baird Financial Group, Inc. | 175,433 | $1.49M | 0.00% | +4,387+2.6% | Added |
| Ackerman Capital Advisors, LLC | 222,791 | $1.89M | 0.43% | +169,588+318.8% | Added |
| Cornerstone Advisory, LLC | 227,645 | $1.93M | 0.28% | −29,509−11.5% | Reduced |
| Bank of America Corp | 260,432 | $2.21M | 0.00% | −143,623−35.5% | Reduced |
| Advisor Group Holdings, Inc. | 266,182 | $2.25M | 0.00% | −48,409−15.4% | Reduced |
| Capital Investment Advisors, LLC | 275,434 | $2.33M | 0.07% | −3,523−1.3% | Reduced |
| Van Eck Associates Corp | 327,040 | $2.77M | 0.01% | +89,264+37.5% | Added |
| Invesco Ltd. | 369,114 | $3.13M | 0.00% | +99,934+37.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 616,403 | $5.22M | 0.26% | −1,954−0.3% | Reduced |
| UBS Group AG | 629,140 | $5.33M | 0.00% | +77,474+14.0% | Added |
| Morgan Stanley | 1,217,455 | $10.3M | 0.00% | +382,193+45.8% | Added |
| Guggenheim Capital LLC | 1,360,952 | $11.5M | 0.06% | +28,553+2.1% | Added |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −86,798−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −19,885−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,885−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |