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 |
|---|---|---|---|---|---|
| Ten Capital Wealth Advisors, LLC | 8 | $50 | 0.00% | +8 | New |
| Accel Wealth Management | 512 | $3.19K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.52K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 775 | $5.00K | 0.00% | +775 | New |
| Prestige Wealth Management Group LLC | 950 | $5.93K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,220 | $8.00K | 0.00% | −5,564−82.0% | 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 |
| Steward Partners Investment Advisory, LLC | 2,527 | $15.8K | 0.00% | −4,150−62.2% | Reduced |
| Bellevue Asset Management, LLC | 2,700 | $16.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,810 | $17.5K | 0.00% | +2,810 | New |
| Northwest Investment Counselors, LLC | 2,964 | $18.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,623 | $35.1K | 0.01% | +5,623 | New |
| Wolff Wiese Magana LLC | 7,166 | $44.7K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9,000 | $56.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,094 | $69.0K | 0.00% | +11,094 | New |
| Kestra Private Wealth Services, LLC | 11,100 | $69.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,223 | $70.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $74.8K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,418 | $77.5K | 0.00% | −3,119−20.1% | Reduced |
| Wintrust Investments LLC | 12,563 | $78.0K | 0.01% | −1,699−11.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,755 | $79.6K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,445 | $84.0K | 0.01% | +13,445 | New |
| BFT Financial Group, LLC | 13,495 | $84.2K | 0.01% | +13,495 | New |
| Wedbush Securities Inc | 14,464 | $90.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,400 | $96.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,500 | $96.7K | 0.01% | +15,500 | New |
| HighTower Advisors, LLC | 15,684 | $97.0K | 0.00% | +1,662+11.9% | Added |
| US Bancorp | 15,587 | $97.3K | 0.00% | +10,087+183.4% | Added |
| Johnson Midwest Financial, LLC | 15,733 | $98.2K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,200 | $100.0K | 0.00% | +700+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,328 | $114.0K | 0.00% | −1,680−8.4% | Reduced |
| Kestra Advisory Services, LLC | 18,522 | $115.6K | 0.00% | +137+0.7% | Added |
| Nomura Holdings Inc | 20,000 | $124.8K | 0.00% | +20,000 | New |
| Landscape Capital Management, L.L.C. | 20,805 | $129.8K | 0.02% | −6,503−23.8% | Reduced |
| Janney Montgomery Scott LLC | 20,849 | $130.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,852 | $136.4K | 0.00% | +21,852 | New |
| SeaCrest Wealth Management, LLC | 21,950 | $137.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 23,375 | $145.9K | 0.01% | −5,500−19.0% | Reduced |
| Integrated Capital Management, Inc. | 24,852 | $149.4K | 0.15% | +1,353+5.8% | Added |
| Fortitude Advisory Group L.L.C. | 26,876 | $167.7K | 0.13% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,500 | $178.0K | 0.00% | −14,010−33.0% | Reduced |
| 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 |
| WealthTrust Axiom LLC | 31,276 | $195.2K | 0.07% | +25+0.1% | Added |
| Capital Market Strategies LLC | 33,673 | $210.1K | 0.37% | −3,000−8.2% | Reduced |
| Cornerstone Advisory, LLC | 34,370 | $214.5K | 0.04% | −5,159−13.1% | Reduced |
| Walleye Capital LLC | 37,152 | $231.8K | 0.00% | +37,152 | New |
| Melfa Wealth Management, LLC | 38,162 | $238.1K | 0.24% | +15,408+67.7% | Added |
| Financial Advocates Investment Management | 40,034 | $249.8K | 0.02% | +2,711+7.3% | Added |
| Woodline Partners LP | 42,960 | $268.1K | 0.00% | −55,944−56.6% | Reduced |
| XML Financial, LLC | 44,650 | $278.6K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,554 | $302.0K | 0.00% | +437+0.9% | Added |
| 180 Wealth Advisors, LLC | 48,608 | $303.3K | 0.07% | +7,042+16.9% | Added |
| Mariner, LLC | 51,155 | $319.0K | 0.00% | −940−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 64,556 | $402.8K | 0.00% | −58,327−47.5% | Reduced |
| Rockefeller Capital Management L.P. | 76,302 | $476.0K | 0.00% | +226+0.3% | Added |
| Nations Financial Group Inc, | 78,550 | $490.2K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 84,386 | $526.6K | 0.00% | −89,324−51.4% | Reduced |
| Sit Investment Associates Inc | 88,841 | $554.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 94,468 | $589.5K | 0.00% | +8,230+9.5% | Added |
| Goodwin Daniel L | 104,127 | $649.8K | 0.33% | 00.0% | Unchanged |
| LPL Financial LLC | 126,321 | $788.2K | 0.00% | −10,568−7.7% | Reduced |
| CNH Partners LLC | 145,546 | $908.2K | 0.03% | +788+0.5% | Added |
| Park Avenue Securities LLC | 151,569 | $946.0K | 0.02% | −9,708−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 161,208 | $1.01M | 0.00% | +750.0% | Added |
| Raymond James & Associates | 169,781 | $1.06M | 0.00% | +2,832+1.7% | Added |
| Envestnet Asset Management Inc | 177,012 | $1.10M | 0.00% | −742−0.4% | Reduced |
| Centaurus Financial, Inc. | 190,615 | $1.19M | 0.10% | +4,340+2.3% | Added |
| UBS Group AG | 202,132 | $1.26M | 0.00% | −6,378−3.1% | Reduced |
| Logan Stone Capital, LLC | 203,030 | $1.27M | 0.50% | −6,516−3.1% | Reduced |
| Ameriprise Financial Inc | 206,494 | $1.29M | 0.00% | −6,564−3.1% | Reduced |
| Bank of America Corp | 227,530 | $1.42M | 0.00% | +57,445+33.8% | Added |
| Capital Investment Advisors, LLC | 332,461 | $2.07M | 0.06% | +34,570+11.6% | Added |
| Van Eck Associates Corp | 393,816 | $2.46M | 0.01% | +114,383+40.9% | Added |
| Robinson Capital Management, LLC | 510,100 | $3.17M | 1.49% | +98,005+23.8% | Added |
| Guggenheim Capital LLC | 916,879 | $5.72M | 0.05% | −398,993−30.3% | Reduced |
| Morgan Stanley | 1,358,952 | $8.48M | 0.00% | −45,785−3.3% | Reduced |
| Wells Fargo & Company | 1,608,601 | $10.0M | 0.00% | +525,723+48.5% | Added |
| 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 |