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, Q1 2023
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Mar 31, 2023. 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
- −2 vs. Q4 2022
- Shares held
- 8.69M
- −119.2K (−1.4%) vs. Q4 2022
- Total value
- $54.2M
- +$314.5K (+0.6%) vs. Q4 2022
- New holders
- 11
- 21 more added
- Sold out
- 13
- 23 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,608,601 | $10.0M | 0.00% | +525,723+48.5% | Added |
| Morgan Stanley | 1,358,952 | $8.48M | 0.00% | −45,785−3.3% | Reduced |
| Guggenheim Capital LLC | 916,879 | $5.72M | 0.05% | −398,993−30.3% | Reduced |
| Robinson Capital Management, LLC | 510,100 | $3.17M | 1.49% | +98,005+23.8% | Added |
| Van Eck Associates Corp | 393,816 | $2.46M | 0.01% | +114,383+40.9% | Added |
| Capital Investment Advisors, LLC | 332,461 | $2.07M | 0.06% | +34,570+11.6% | Added |
| Bank of America Corp | 227,530 | $1.42M | 0.00% | +57,445+33.8% | Added |
| Ameriprise Financial Inc | 206,494 | $1.29M | 0.00% | −6,564−3.1% | Reduced |
| Logan Stone Capital, LLC | 203,030 | $1.27M | 0.50% | −6,516−3.1% | Reduced |
| UBS Group AG | 202,132 | $1.26M | 0.00% | −6,378−3.1% | Reduced |
| Centaurus Financial, Inc. | 190,615 | $1.19M | 0.10% | +4,340+2.3% | Added |
| Envestnet Asset Management Inc | 177,012 | $1.10M | 0.00% | −742−0.4% | Reduced |
| Raymond James & Associates | 169,781 | $1.06M | 0.00% | +2,832+1.7% | Added |
| Advisor Group Holdings, Inc. | 161,208 | $1.01M | 0.00% | +750.0% | Added |
| Park Avenue Securities LLC | 151,569 | $946.0K | 0.02% | −9,708−6.0% | Reduced |
| CNH Partners LLC | 145,546 | $908.2K | 0.03% | +788+0.5% | Added |
| LPL Financial LLC | 126,321 | $788.2K | 0.00% | −10,568−7.7% | Reduced |
| Goodwin Daniel L | 104,127 | $649.8K | 0.33% | 00.0% | Unchanged |
| AE Wealth Management LLC | 94,468 | $589.5K | 0.00% | +8,230+9.5% | Added |
| Sit Investment Associates Inc | 88,841 | $554.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 84,386 | $526.6K | 0.00% | −89,324−51.4% | Reduced |
| Nations Financial Group Inc, | 78,550 | $490.2K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 76,302 | $476.0K | 0.00% | +226+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,556 | $402.8K | 0.00% | −58,327−47.5% | Reduced |
| Mariner, LLC | 51,155 | $319.0K | 0.00% | −940−1.8% | Reduced |
| 180 Wealth Advisors, LLC | 48,608 | $303.3K | 0.07% | +7,042+16.9% | Added |
| Commonwealth Equity Services, LLC | 48,554 | $302.0K | 0.00% | +437+0.9% | Added |
| XML Financial, LLC | 44,650 | $278.6K | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 42,960 | $268.1K | 0.00% | −55,944−56.6% | Reduced |
| Financial Advocates Investment Management | 40,034 | $249.8K | 0.02% | +2,711+7.3% | Added |
| Melfa Wealth Management, LLC | 38,162 | $238.1K | 0.24% | +15,408+67.7% | Added |
| Walleye Capital LLC | 37,152 | $231.8K | 0.00% | +37,152 | New |
| Cornerstone Advisory, LLC | 34,370 | $214.5K | 0.04% | −5,159−13.1% | Reduced |
| Capital Market Strategies LLC | 33,673 | $210.1K | 0.37% | −3,000−8.2% | Reduced |
| WealthTrust Axiom LLC | 31,276 | $195.2K | 0.07% | +25+0.1% | Added |
| Palogic Value Management, L.P. | 30,000 | $187.2K | 0.09% | −4,000−11.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 30,000 | $187.2K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,500 | $178.0K | 0.00% | −14,010−33.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 26,876 | $167.7K | 0.13% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 24,852 | $149.4K | 0.15% | +1,353+5.8% | Added |
| ProVise Management Group, LLC | 23,375 | $145.9K | 0.01% | −5,500−19.0% | Reduced |
| SeaCrest Wealth Management, LLC | 21,950 | $137.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,852 | $136.4K | 0.00% | +21,852 | New |
| Janney Montgomery Scott LLC | 20,849 | $130.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 20,805 | $129.8K | 0.02% | −6,503−23.8% | Reduced |
| Nomura Holdings Inc | 20,000 | $124.8K | 0.00% | +20,000 | New |
| Kestra Advisory Services, LLC | 18,522 | $115.6K | 0.00% | +137+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,328 | $114.0K | 0.00% | −1,680−8.4% | Reduced |
| GWM Advisors LLC | 16,200 | $100.0K | 0.00% | +700+4.5% | Added |
| Johnson Midwest Financial, LLC | 15,733 | $98.2K | 0.14% | 00.0% | Unchanged |
| US Bancorp | 15,587 | $97.3K | 0.00% | +10,087+183.4% | Added |
| HighTower Advisors, LLC | 15,684 | $97.0K | 0.00% | +1,662+11.9% | Added |
| International Assets Investment Management, LLC | 15,500 | $96.7K | 0.01% | +15,500 | New |
| National Asset Management, Inc. | 15,400 | $96.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,464 | $90.0K | 0.00% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 13,495 | $84.2K | 0.01% | +13,495 | New |
| Sowell Financial Services LLC | 13,445 | $84.0K | 0.01% | +13,445 | New |
| The PNC Financial Services Group, Inc. | 12,755 | $79.6K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 12,563 | $78.0K | 0.01% | −1,699−11.9% | Reduced |
| Equitable Holdings, Inc. | 12,418 | $77.5K | 0.00% | −3,119−20.1% | Reduced |
| Hollencrest Capital Management | 11,994 | $74.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,223 | $70.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,100 | $69.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,094 | $69.0K | 0.00% | +11,094 | New |
| Perkins Coie Trust Co | 9,000 | $56.2K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7,166 | $44.7K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,623 | $35.1K | 0.01% | +5,623 | New |
| Ronald Blue Trust, Inc. | 3,569 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,964 | $18.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,810 | $17.5K | 0.00% | +2,810 | New |
| Bellevue Asset Management, LLC | 2,700 | $16.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,527 | $15.8K | 0.00% | −4,150−62.2% | Reduced |
| Gradient Investments LLC | 1,700 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,700 | $10.6K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,220 | $8.00K | 0.00% | −5,564−82.0% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $5.93K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 775 | $5.00K | 0.00% | +775 | New |
| Mascoma Wealth Management LLC | 557 | $3.52K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 512 | $3.19K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 8 | $50 | 0.00% | +8 | New |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −85,504−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −18,176−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −70,398−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −58,312−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,489−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,239−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −24,120−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,865−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −11,381−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,247−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |