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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 512 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $5.80K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,700 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,700 | $16.6K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,964 | $18.1K | 0.01% | +2,964 | New |
| Ronald Blue Trust, Inc. | 3,569 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $33.6K | 0.00% | −1,616−22.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,677 | $40.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,784 | $41.0K | 0.00% | +6,784 | New |
| Wolff Wiese Magana LLC | 7,166 | $43.8K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $55.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10,000 | $61.1K | 0.00% | +10,000 | New |
| Kestra Private Wealth Services, LLC | 11,100 | $67.8K | 0.00% | −750−6.3% | Reduced |
| Atria Wealth Solutions, Inc. | 11,223 | $68.6K | 0.00% | +11,223 | New |
| Cetera Investment Advisers | 11,247 | $68.7K | 0.00% | +11,247 | New |
| Western Wealth Management, LLC | 11,381 | $69.5K | 0.01% | −11,381−50.0% | Reduced |
| Hollencrest Capital Management | 11,994 | $73.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,755 | $77.9K | 0.00% | −3,337−20.7% | Reduced |
| HighTower Advisors, LLC | 14,022 | $85.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 14,262 | $87.0K | 0.01% | +14,262 | New |
| Wedbush Securities Inc | 14,464 | $88.0K | 0.00% | +14,464 | New |
| National Asset Management, Inc. | 15,400 | $94.1K | 0.00% | −76−0.5% | Reduced |
| GWM Advisors LLC | 15,500 | $94.7K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 15,500 | $94.7K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 15,537 | $94.9K | 0.00% | −14,197−47.7% | Reduced |
| Johnson Midwest Financial, LLC | 15,733 | $96.0K | 0.35% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,865 | $96.9K | 0.00% | +15,865 | New |
| Proequities, Inc. | 18,176 | $111.1K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,385 | $112.3K | 0.00% | −6,103−24.9% | Reduced |
| Fairhaven Wealth Management, LLC | 18,591 | $113.6K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,008 | $122.0K | 0.00% | −1,375−6.4% | Reduced |
| Janney Montgomery Scott LLC | 20,849 | $127.0K | 0.00% | −7,500−26.5% | Reduced |
| SeaCrest Wealth Management, LLC | 21,950 | $134.1K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 22,754 | $139.0K | 0.15% | +22,754 | New |
| Integrated Capital Management, Inc. | 23,499 | $143.6K | 0.13% | −1,036−4.2% | Reduced |
| Money Concepts Capital Corp | 24,120 | $147.4K | 0.01% | +24,120 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,700 | $157.0K | 0.04% | −11,388−30.7% | Reduced |
| Virtu Financial LLC | 26,239 | $160.0K | 0.02% | +26,239 | New |
| Fortitude Advisory Group L.L.C. | 26,876 | $164.2K | 0.14% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 27,308 | $166.9K | 0.02% | +27,308 | New |
| ProVise Management Group, LLC | 28,875 | $176.4K | 0.02% | −15,258−34.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 30,000 | $183.3K | 0.07% | 00.0% | Unchanged |
| Weiss Asset Management LP | 30,489 | $186.3K | 0.01% | +30,489 | New |
| WealthTrust Axiom LLC | 31,251 | $190.9K | 0.07% | −7,962−20.3% | Reduced |
| Palogic Value Management, L.P. | 34,000 | $207.7K | 0.11% | +34,000 | New |
| Capital Market Strategies LLC | 36,673 | $224.1K | 0.24% | −1,332−3.5% | Reduced |
| Financial Advocates Investment Management | 37,323 | $228.0K | 0.02% | −48−0.1% | Reduced |
| Cornerstone Advisory, LLC | 39,529 | $241.5K | 0.05% | −2,931−6.9% | Reduced |
| Royal Bank of Canada | 42,510 | $260.0K | 0.00% | +6,000+16.4% | Added |
| 180 Wealth Advisors, LLC | 41,566 | $272.7K | 0.06% | +20,211+94.6% | Added |
| XML Financial, LLC | 44,650 | $272.8K | 0.03% | +6,500+17.0% | Added |
| Commonwealth Equity Services, LLC | 48,117 | $294.0K | 0.00% | −11,319−19.0% | Reduced |
| Mariner, LLC | 52,095 | $318.0K | 0.00% | +940+1.8% | Added |
| Rivernorth Capital Management, LLC | 58,312 | $356.3K | 0.02% | −110,716−65.5% | Reduced |
| Ackerman Capital Advisors, LLC | 70,398 | $430.1K | 0.12% | +70,398 | New |
| Rockefeller Capital Management L.P. | 76,076 | $464.0K | 0.00% | −10,000−11.6% | Reduced |
| Nations Financial Group Inc, | 78,550 | $479.9K | 0.05% | +50,000+175.1% | Added |
| Worth Asset Management, LLC | 85,504 | $522.4K | 0.36% | 00.0% | Unchanged |
| AE Wealth Management LLC | 86,238 | $526.9K | 0.00% | +18,290+26.9% | Added |
| Sit Investment Associates Inc | 88,841 | $543.0K | 0.02% | −56,000−38.7% | Reduced |
| Woodline Partners LP | 98,904 | $604.3K | 0.01% | +98,904 | New |
| Goodwin Daniel L | 104,127 | $636.2K | 0.32% | +16,600+19.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 122,883 | $750.8K | 0.00% | −31,183−20.2% | Reduced |
| LPL Financial LLC | 136,889 | $836.4K | 0.00% | +32,437+31.1% | Added |
| CNH Partners LLC | 144,758 | $884.5K | 0.02% | +7,023+5.1% | Added |
| Park Avenue Securities LLC | 161,277 | $985.0K | 0.02% | +160.0% | Added |
| Advisor Group Holdings, Inc. | 161,133 | $985.1K | 0.00% | −2,900−1.8% | Reduced |
| Raymond James & Associates | 166,949 | $1.02M | 0.00% | −29,586−15.1% | Reduced |
| Bank of America Corp | 170,085 | $1.04M | 0.00% | −37,551−18.1% | Reduced |
| Invesco Ltd. | 173,710 | $1.06M | 0.00% | −98,176−36.1% | Reduced |
| Envestnet Asset Management Inc | 177,754 | $1.09M | 0.00% | +1,925+1.1% | Added |
| Centaurus Financial, Inc. | 186,275 | $1.14M | 0.11% | −46,075−19.8% | Reduced |
| UBS Group AG | 208,510 | $1.27M | 0.00% | −257,119−55.2% | Reduced |
| Logan Stone Capital, LLC | 209,546 | $1.28M | 0.48% | +209,546 | New |
| Ameriprise Financial Inc | 213,058 | $1.30M | 0.00% | +11,621+5.8% | Added |
| Van Eck Associates Corp | 279,433 | $1.71M | 0.00% | −6,711−2.3% | Reduced |
| Capital Investment Advisors, LLC | 297,891 | $1.82M | 0.06% | +4,522+1.5% | Added |
| Robinson Capital Management, LLC | 412,095 | $2.57M | 1.31% | +201,889+96.0% | Added |
| Wells Fargo & Company | 1,082,878 | $6.62M | 0.00% | +599,795+124.2% | Added |
| Guggenheim Capital LLC | 1,315,872 | $8.04M | 0.07% | +7,710+0.6% | Added |
| Morgan Stanley | 1,404,737 | $8.58M | 0.00% | −64,320−4.4% | Reduced |
| 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 |