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 2022
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Dec 31, 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
- 83
- +5 vs. Q3 2022
- Shares held
- 8.83M
- +474.0K (+5.7%) vs. Q3 2022
- Total value
- $54.0M
- +$3.18M (+6.2%) vs. Q3 2022
- New holders
- 17
- 16 more added
- Sold out
- 12
- 29 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,404,737 | $8.58M | 0.00% | −64,320−4.4% | Reduced |
| Guggenheim Capital LLC | 1,315,872 | $8.04M | 0.07% | +7,710+0.6% | Added |
| Wells Fargo & Company | 1,082,878 | $6.62M | 0.00% | +599,795+124.2% | Added |
| Robinson Capital Management, LLC | 412,095 | $2.57M | 1.31% | +201,889+96.0% | Added |
| Capital Investment Advisors, LLC | 297,891 | $1.82M | 0.06% | +4,522+1.5% | Added |
| Van Eck Associates Corp | 279,433 | $1.71M | 0.00% | −6,711−2.3% | Reduced |
| Ameriprise Financial Inc | 213,058 | $1.30M | 0.00% | +11,621+5.8% | Added |
| Logan Stone Capital, LLC | 209,546 | $1.28M | 0.48% | +209,546 | New |
| UBS Group AG | 208,510 | $1.27M | 0.00% | −257,119−55.2% | Reduced |
| Centaurus Financial, Inc. | 186,275 | $1.14M | 0.11% | −46,075−19.8% | Reduced |
| Envestnet Asset Management Inc | 177,754 | $1.09M | 0.00% | +1,925+1.1% | Added |
| Invesco Ltd. | 173,710 | $1.06M | 0.00% | −98,176−36.1% | Reduced |
| Bank of America Corp | 170,085 | $1.04M | 0.00% | −37,551−18.1% | Reduced |
| Raymond James & Associates | 166,949 | $1.02M | 0.00% | −29,586−15.1% | Reduced |
| Advisor Group Holdings, Inc. | 161,133 | $985.1K | 0.00% | −2,900−1.8% | Reduced |
| Park Avenue Securities LLC | 161,277 | $985.0K | 0.02% | +160.0% | Added |
| CNH Partners LLC | 144,758 | $884.5K | 0.02% | +7,023+5.1% | Added |
| LPL Financial LLC | 136,889 | $836.4K | 0.00% | +32,437+31.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 122,883 | $750.8K | 0.00% | −31,183−20.2% | Reduced |
| Goodwin Daniel L | 104,127 | $636.2K | 0.32% | +16,600+19.0% | Added |
| Woodline Partners LP | 98,904 | $604.3K | 0.01% | +98,904 | New |
| Sit Investment Associates Inc | 88,841 | $543.0K | 0.02% | −56,000−38.7% | Reduced |
| AE Wealth Management LLC | 86,238 | $526.9K | 0.00% | +18,290+26.9% | Added |
| Worth Asset Management, LLC | 85,504 | $522.4K | 0.36% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 78,550 | $479.9K | 0.05% | +50,000+175.1% | Added |
| Rockefeller Capital Management L.P. | 76,076 | $464.0K | 0.00% | −10,000−11.6% | Reduced |
| Ackerman Capital Advisors, LLC | 70,398 | $430.1K | 0.12% | +70,398 | New |
| Rivernorth Capital Management, LLC | 58,312 | $356.3K | 0.02% | −110,716−65.5% | Reduced |
| Mariner, LLC | 52,095 | $318.0K | 0.00% | +940+1.8% | Added |
| Commonwealth Equity Services, LLC | 48,117 | $294.0K | 0.00% | −11,319−19.0% | Reduced |
| XML Financial, LLC | 44,650 | $272.8K | 0.03% | +6,500+17.0% | Added |
| 180 Wealth Advisors, LLC | 41,566 | $272.7K | 0.06% | +20,211+94.6% | Added |
| Royal Bank of Canada | 42,510 | $260.0K | 0.00% | +6,000+16.4% | Added |
| Cornerstone Advisory, LLC | 39,529 | $241.5K | 0.05% | −2,931−6.9% | Reduced |
| Financial Advocates Investment Management | 37,323 | $228.0K | 0.02% | −48−0.1% | Reduced |
| Capital Market Strategies LLC | 36,673 | $224.1K | 0.24% | −1,332−3.5% | Reduced |
| Palogic Value Management, L.P. | 34,000 | $207.7K | 0.11% | +34,000 | New |
| WealthTrust Axiom LLC | 31,251 | $190.9K | 0.07% | −7,962−20.3% | Reduced |
| Weiss Asset Management LP | 30,489 | $186.3K | 0.01% | +30,489 | New |
| Walter & Keenan Financial Consulting Co | 30,000 | $183.3K | 0.07% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 28,875 | $176.4K | 0.02% | −15,258−34.6% | Reduced |
| Landscape Capital Management, L.L.C. | 27,308 | $166.9K | 0.02% | +27,308 | New |
| Fortitude Advisory Group L.L.C. | 26,876 | $164.2K | 0.14% | 00.0% | Unchanged |
| Virtu Financial LLC | 26,239 | $160.0K | 0.02% | +26,239 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,700 | $157.0K | 0.04% | −11,388−30.7% | Reduced |
| Money Concepts Capital Corp | 24,120 | $147.4K | 0.01% | +24,120 | New |
| Integrated Capital Management, Inc. | 23,499 | $143.6K | 0.13% | −1,036−4.2% | Reduced |
| Melfa Wealth Management, LLC | 22,754 | $139.0K | 0.15% | +22,754 | New |
| SeaCrest Wealth Management, LLC | 21,950 | $134.1K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,849 | $127.0K | 0.00% | −7,500−26.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,008 | $122.0K | 0.00% | −1,375−6.4% | Reduced |
| Fairhaven Wealth Management, LLC | 18,591 | $113.6K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,385 | $112.3K | 0.00% | −6,103−24.9% | Reduced |
| Proequities, Inc. | 18,176 | $111.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,865 | $96.9K | 0.00% | +15,865 | New |
| Johnson Midwest Financial, LLC | 15,733 | $96.0K | 0.35% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 15,537 | $94.9K | 0.00% | −14,197−47.7% | Reduced |
| GWM Advisors LLC | 15,500 | $94.7K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 15,500 | $94.7K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,400 | $94.1K | 0.00% | −76−0.5% | Reduced |
| Wedbush Securities Inc | 14,464 | $88.0K | 0.00% | +14,464 | New |
| Wintrust Investments LLC | 14,262 | $87.0K | 0.01% | +14,262 | New |
| HighTower Advisors, LLC | 14,022 | $85.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,755 | $77.9K | 0.00% | −3,337−20.7% | Reduced |
| Hollencrest Capital Management | 11,994 | $73.3K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,381 | $69.5K | 0.01% | −11,381−50.0% | Reduced |
| Cetera Investment Advisers | 11,247 | $68.7K | 0.00% | +11,247 | New |
| Atria Wealth Solutions, Inc. | 11,223 | $68.6K | 0.00% | +11,223 | New |
| Kestra Private Wealth Services, LLC | 11,100 | $67.8K | 0.00% | −750−6.3% | Reduced |
| Brown Brothers Harriman & Co | 10,000 | $61.1K | 0.00% | +10,000 | New |
| Perkins Coie Trust Co | 9,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7,166 | $43.8K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,784 | $41.0K | 0.00% | +6,784 | New |
| Steward Partners Investment Advisory, LLC | 6,677 | $40.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $33.6K | 0.00% | −1,616−22.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,569 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,964 | $18.1K | 0.01% | +2,964 | New |
| Bellevue Asset Management, LLC | 2,700 | $16.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,700 | $10.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $5.80K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.40K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $3.13K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −90,892−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −60,066−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −41,520−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −27,157−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −27,024−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −10,302−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −6,902−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −5,623−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |