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 2022
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Sep 30, 2022. 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
- 80
- −1 vs. Q2 2022
- Shares held
- 8.36M
- −255.3K (−3.0%) vs. Q2 2022
- Total value
- $50.9M
- −$5.90M (−10.4%) vs. Q2 2022
- New holders
- 7
- 20 more added
- Sold out
- 8
- 23 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,469,057 | $8.93M | 0.00% | −89,330−5.7% | Reduced |
| Guggenheim Capital LLC | 1,308,162 | $7.95M | 0.07% | +151,765+13.1% | Added |
| Wells Fargo & Company | 483,083 | $2.94M | 0.00% | +293,864+155.3% | Added |
| UBS Group AG | 465,629 | $2.83M | 0.00% | −924−0.2% | Reduced |
| Capital Investment Advisors, LLC | 293,369 | $1.78M | 0.06% | +12,853+4.6% | Added |
| Van Eck Associates Corp | 286,144 | $1.74M | 0.01% | +4,413+1.6% | Added |
| Invesco Ltd. | 271,886 | $1.65M | 0.00% | −92,199−25.3% | Reduced |
| Centaurus Financial, Inc. | 232,350 | $1.41M | 0.14% | −20,930−8.3% | Reduced |
| Robinson Capital Management, LLC | 210,206 | $1.30M | 1.03% | −214,692−50.5% | Reduced |
| Bank of America Corp | 207,636 | $1.26M | 0.00% | −4,614−2.2% | Reduced |
| Ameriprise Financial Inc | 201,437 | $1.23M | 0.00% | −9,477−4.5% | Reduced |
| Raymond James & Associates | 196,535 | $1.20M | 0.00% | +13,112+7.1% | Added |
| Envestnet Asset Management Inc | 175,829 | $1.07M | 0.00% | +1,976+1.1% | Added |
| Rivernorth Capital Management, LLC | 169,028 | $1.03M | 0.05% | −292,478−63.4% | Reduced |
| Advisor Group Holdings, Inc. | 164,033 | $997.0K | 0.00% | −7,602−4.4% | Reduced |
| Park Avenue Securities LLC | 161,261 | $980.0K | 0.02% | −1,897−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 154,066 | $937.0K | 0.00% | +49,422+47.2% | Added |
| Sit Investment Associates Inc | 144,841 | $881.0K | 0.03% | +10,500+7.8% | Added |
| CNH Partners LLC | 137,735 | $837.0K | 0.02% | +13,201+10.6% | Added |
| LPL Financial LLC | 104,452 | $635.0K | 0.00% | −2,337−2.2% | Reduced |
| Baird Financial Group, Inc. | 90,892 | $553.0K | 0.00% | −64,823−41.6% | Reduced |
| Goodwin Daniel L | 87,527 | $532.0K | 0.31% | +9,000+11.5% | Added |
| Rockefeller Capital Management L.P. | 86,076 | $523.0K | 0.00% | −1,381−1.6% | Reduced |
| Worth Asset Management, LLC | 85,504 | $520.0K | 0.38% | −14,283−14.3% | Reduced |
| AE Wealth Management LLC | 67,948 | $413.0K | 0.00% | +13,503+24.8% | Added |
| Northwestern Mutual Wealth Management Co | 60,066 | $366.0K | 0.00% | −4,643−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 59,436 | $361.0K | 0.00% | +30,796+107.5% | Added |
| Mariner, LLC | 51,155 | $311.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 44,133 | $268.0K | 0.03% | −14,741−25.0% | Reduced |
| Cornerstone Advisory, LLC | 42,460 | $258.0K | 0.06% | −13,437−24.0% | Reduced |
| Mariner Investment Group LLC | 41,520 | $252.0K | 0.29% | +12,622+43.7% | Added |
| WealthTrust Axiom LLC | 39,213 | $238.0K | 0.09% | +20+0.1% | Added |
| XML Financial, LLC | 38,150 | $232.0K | 0.03% | +38,150 | New |
| Capital Market Strategies LLC | 38,005 | $231.0K | 0.26% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 37,371 | $227.0K | 0.02% | +37,371 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,088 | $225.0K | 0.07% | +143+0.4% | Added |
| Royal Bank of Canada | 36,510 | $222.0K | 0.00% | −1,774−4.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 30,000 | $182.0K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 29,734 | $181.0K | 0.00% | −7,074−19.2% | Reduced |
| Nations Financial Group Inc, | 28,550 | $174.0K | 0.03% | +28,550 | New |
| Janney Montgomery Scott LLC | 28,349 | $172.0K | 0.00% | +5,000+21.4% | Added |
| Cetera Advisors LLC | 27,157 | $165.0K | 0.00% | 00.0% | Unchanged |
| Ramiah Investment Group | 27,024 | $164.3K | 0.34% | +6,505+31.7% | Added |
| Fortitude Advisory Group L.L.C. | 26,876 | $163.0K | 0.16% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 24,535 | $149.0K | 0.15% | −453−1.8% | Reduced |
| Kestra Advisory Services, LLC | 24,488 | $149.0K | 0.00% | +6,980+39.9% | Added |
| Western Wealth Management, LLC | 22,762 | $138.0K | 0.01% | +22,762 | New |
| SeaCrest Wealth Management, LLC | 21,950 | $133.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 21,355 | $130.0K | 0.04% | +149+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,383 | $130.0K | 0.00% | −174−0.8% | Reduced |
| Fairhaven Wealth Management, LLC | 18,591 | $113.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 18,176 | $111.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,092 | $98.0K | 0.00% | +11,136+224.7% | Added |
| Johnson Midwest Financial, LLC | 15,733 | $96.0K | 0.37% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,476 | $95.0K | 0.00% | +15,476 | New |
| GWM Advisors LLC | 15,500 | $94.0K | 0.00% | −500−3.1% | Reduced |
| Nwam LLC | 15,500 | $94.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,022 | $84.0K | 0.00% | −411−2.8% | Reduced |
| WealthBridge Capital Management, LLC | 11,500 | $76.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $73.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,850 | $72.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 10,302 | $63.0K | 0.03% | +10,302 | New |
| Perkins Coie Trust Co | 9,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7,166 | $44.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 7,116 | $43.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,902 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,963 | $42.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,677 | $41.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,555 | $38.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,623 | $34.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,700 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,600 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,700 | $10.0K | 0.01% | +1,700 | New |
| FourThought Financial, LLC | 1,332 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 833 | $5.07K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −64,506−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −56,759−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −34,058−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −5,928−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |