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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 557 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 833 | $5.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,332 | $8.00K | 0.00% | 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 |
| Bellevue Asset Management, LLC | 2,700 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,623 | $34.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,555 | $38.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,677 | $41.0K | 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 |
| US Bancorp | 7,116 | $43.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7,166 | $44.0K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 10,302 | $63.0K | 0.03% | +10,302 | New |
| Kestra Private Wealth Services, LLC | 11,850 | $72.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $73.0K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 11,500 | $76.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,022 | $84.0K | 0.00% | −411−2.8% | Reduced |
| GWM Advisors LLC | 15,500 | $94.0K | 0.00% | −500−3.1% | Reduced |
| Nwam LLC | 15,500 | $94.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,476 | $95.0K | 0.00% | +15,476 | New |
| Johnson Midwest Financial, LLC | 15,733 | $96.0K | 0.37% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,092 | $98.0K | 0.00% | +11,136+224.7% | Added |
| Proequities, Inc. | 18,176 | $111.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 18,591 | $113.0K | 0.05% | 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 |
| SeaCrest Wealth Management, LLC | 21,950 | $133.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 22,762 | $138.0K | 0.01% | +22,762 | New |
| 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 |
| Fortitude Advisory Group L.L.C. | 26,876 | $163.0K | 0.16% | 00.0% | Unchanged |
| Ramiah Investment Group | 27,024 | $164.3K | 0.34% | +6,505+31.7% | Added |
| Cetera Advisors LLC | 27,157 | $165.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,349 | $172.0K | 0.00% | +5,000+21.4% | Added |
| Nations Financial Group Inc, | 28,550 | $174.0K | 0.03% | +28,550 | New |
| Equitable Holdings, Inc. | 29,734 | $181.0K | 0.00% | −7,074−19.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 30,000 | $182.0K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 36,510 | $222.0K | 0.00% | −1,774−4.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,088 | $225.0K | 0.07% | +143+0.4% | Added |
| Financial Advocates Investment Management | 37,371 | $227.0K | 0.02% | +37,371 | New |
| Capital Market Strategies LLC | 38,005 | $231.0K | 0.26% | 00.0% | Unchanged |
| XML Financial, LLC | 38,150 | $232.0K | 0.03% | +38,150 | New |
| WealthTrust Axiom LLC | 39,213 | $238.0K | 0.09% | +20+0.1% | Added |
| Mariner Investment Group LLC | 41,520 | $252.0K | 0.29% | +12,622+43.7% | Added |
| Cornerstone Advisory, LLC | 42,460 | $258.0K | 0.06% | −13,437−24.0% | Reduced |
| ProVise Management Group, LLC | 44,133 | $268.0K | 0.03% | −14,741−25.0% | Reduced |
| Mariner, LLC | 51,155 | $311.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 59,436 | $361.0K | 0.00% | +30,796+107.5% | Added |
| Northwestern Mutual Wealth Management Co | 60,066 | $366.0K | 0.00% | −4,643−7.2% | Reduced |
| AE Wealth Management LLC | 67,948 | $413.0K | 0.00% | +13,503+24.8% | Added |
| Worth Asset Management, LLC | 85,504 | $520.0K | 0.38% | −14,283−14.3% | Reduced |
| Rockefeller Capital Management L.P. | 86,076 | $523.0K | 0.00% | −1,381−1.6% | Reduced |
| Goodwin Daniel L | 87,527 | $532.0K | 0.31% | +9,000+11.5% | Added |
| Baird Financial Group, Inc. | 90,892 | $553.0K | 0.00% | −64,823−41.6% | Reduced |
| LPL Financial LLC | 104,452 | $635.0K | 0.00% | −2,337−2.2% | Reduced |
| CNH Partners LLC | 137,735 | $837.0K | 0.02% | +13,201+10.6% | Added |
| Sit Investment Associates Inc | 144,841 | $881.0K | 0.03% | +10,500+7.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 154,066 | $937.0K | 0.00% | +49,422+47.2% | Added |
| Park Avenue Securities LLC | 161,261 | $980.0K | 0.02% | −1,897−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 164,033 | $997.0K | 0.00% | −7,602−4.4% | Reduced |
| Rivernorth Capital Management, LLC | 169,028 | $1.03M | 0.05% | −292,478−63.4% | Reduced |
| Envestnet Asset Management Inc | 175,829 | $1.07M | 0.00% | +1,976+1.1% | Added |
| Raymond James & Associates | 196,535 | $1.20M | 0.00% | +13,112+7.1% | Added |
| Ameriprise Financial Inc | 201,437 | $1.23M | 0.00% | −9,477−4.5% | Reduced |
| Bank of America Corp | 207,636 | $1.26M | 0.00% | −4,614−2.2% | Reduced |
| Robinson Capital Management, LLC | 210,206 | $1.30M | 1.03% | −214,692−50.5% | Reduced |
| Centaurus Financial, Inc. | 232,350 | $1.41M | 0.14% | −20,930−8.3% | Reduced |
| Invesco Ltd. | 271,886 | $1.65M | 0.00% | −92,199−25.3% | Reduced |
| Van Eck Associates Corp | 286,144 | $1.74M | 0.01% | +4,413+1.6% | Added |
| Capital Investment Advisors, LLC | 293,369 | $1.78M | 0.06% | +12,853+4.6% | Added |
| UBS Group AG | 465,629 | $2.83M | 0.00% | −924−0.2% | Reduced |
| Wells Fargo & Company | 483,083 | $2.94M | 0.00% | +293,864+155.3% | Added |
| Guggenheim Capital LLC | 1,308,162 | $7.95M | 0.07% | +151,765+13.1% | Added |
| Morgan Stanley | 1,469,057 | $8.93M | 0.00% | −89,330−5.7% | Reduced |
| 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 |