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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, Q2 2023

Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Jun 30, 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
77
−3 vs. Q1 2023
Shares held
9.42M
+731.8K (+8.4%) vs. Q1 2023
Total value
$58.7M
+$4.44M (+8.2%) vs. Q1 2023
New holders
11
24 more added
Sold out
14
18 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 77 institutions
Q1 2021: 73 institutionsQ2 2021: 71 institutionsQ3 2021: 69 institutionsQ4 2021: 78 institutionsQ1 2022: 84 institutionsQ2 2022: 83 institutionsQ3 2022: 80 institutionsQ4 2022: 83 institutionsQ1 2023: 80 institutionsQ2 2023: 77 institutionsQ3 2023: 80 institutionsQ4 2023: 89 institutionsQ1 2024: 82 institutionsQ2 2024: 85 institutionsQ3 2024: 89 institutionsQ4 2024: 102 institutionsQ1 2025: 88 institutionsQ2 2025: 97 institutionsQ3 2025: 100 institutionsQ4 2025: 102 institutionsQ1 2026: 96 institutionsQ2 2026: 101 institutions
Value heldQ2 2023: $58.7M
Q1 2021: $62.0MQ2 2021: $63.2MQ3 2021: $63.0MQ4 2021: $70.8MQ1 2022: $70.1MQ2 2022: $58.7MQ3 2022: $50.9MQ4 2022: $54.0MQ1 2023: $54.2MQ2 2023: $58.7MQ3 2023: $60.8MQ4 2023: $89.0MQ1 2024: $99.8MQ2 2024: $111.7MQ3 2024: $129.8MQ4 2024: $134.9MQ1 2025: $147.9MQ2 2025: $152.4MQ3 2025: $163.4MQ4 2025: $180.9MQ1 2026: $182.5MQ2 2026: $191.7M
Institutions holding LEO and their total value by quarter
QuarterHoldersValue
Q2 2026101$191.7M
Q1 202696$182.5M
Q4 2025102$180.9M
Q3 2025100$163.4M
Q2 202597$152.4M
Q1 202588$147.9M
Q4 2024102$134.9M
Q3 202489$129.8M
Q2 202485$111.7M
Q1 202482$99.8M
Q4 202389$89.0M
Q3 202380$60.8M
Q2 202377$58.7M
Q1 202380$54.2M
Q4 202283$54.0M
Q3 202280$50.9M
Q2 202283$58.7M
Q1 202284$70.1M
Q4 202178$70.8M
Q3 202169$63.0M
Q2 202171$63.2M
Q1 202173$62.0M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2023.

Institutions holding LEO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Old Second National Bank of Aurora18$1120.00%+18New
Mascoma Wealth Management LLC557$3.29K0.00%00.0%Unchanged
CWM, LLC775$5.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC950$5.91K0.00%00.0%Unchanged
First Community Trust NA1,700$10.6K0.01%00.0%Unchanged
Gradient Investments LLC1,700$10.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,527$15.7K0.00%00.0%Unchanged
Webster Bank, N. A.2,810$17.5K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC2,964$18.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.3,569$22.0K0.00%00.0%Unchanged
WFA Asset Management Corp6,511$40.5K0.02%+6,511New
Wolff Wiese Magana LLC7,166$44.6K0.03%00.0%Unchanged
Mission Creek Capital Partners, Inc.10,819$67.3K0.02%+10,819New
Kestra Private Wealth Services, LLC11,100$69.0K0.00%00.0%Unchanged
HRT Financial LP11,663$72.0K0.00%+11,663New
Hollencrest Capital Management11,994$74.6K0.01%00.0%Unchanged
Kingswood Wealth Advisors, LLC12,000$74.6K0.02%+12,000New
The PNC Financial Services Group, Inc.12,755$79.3K0.00%00.0%Unchanged
Mercer Global Advisors Inc13,094$81.0K0.00%+2,000+18.0%Added
Wedbush Securities Inc14,389$89.0K0.00%−75−0.5%Reduced
Susquehanna International Group, LLP14,677$91.3K0.00%−7,175−32.8%Reduced
National Asset Management, Inc.15,400$95.8K0.00%00.0%Unchanged
Nwam LLC15,500$96.4K0.01%+15,500New
US Bancorp15,587$97.0K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC15,733$97.9K0.09%00.0%Unchanged
GWM Advisors LLC16,200$100.8K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.17,508$109.0K0.00%−820−4.5%Reduced
Wintrust Investments LLC17,563$109.0K0.01%+5,000+39.8%Added
Fairhaven Wealth Management, LLC18,591$115.6K0.04%+18,591New
Janney Montgomery Scott LLC20,049$125.0K0.00%−800−3.8%Reduced
HighTower Advisors, LLC20,482$127.0K0.00%+4,798+30.6%Added
ProVise Management Group, LLC20,639$128.4K0.01%−2,736−11.7%Reduced
SeaCrest Wealth Management, LLC21,950$136.5K0.02%00.0%Unchanged
Ieq Capital, LLC24,203$150.5K0.00%+24,203New
Landscape Capital Management, L.L.C.25,019$155.6K0.02%+4,214+20.3%Added
Integrated Capital Management, Inc.25,056$155.9K0.14%+204+0.8%Added
Nomura Holdings Inc25,100$156.1K0.00%+5,100+25.5%Added
Fortitude Advisory Group L.L.C.26,876$167.2K0.12%00.0%Unchanged
Royal Bank of Canada27,500$171.0K0.00%−1,000−3.5%Reduced
Walter & Keenan Financial Consulting Co30,000$186.6K0.07%00.0%Unchanged
Palogic Value Management, L.P.30,000$186.6K0.09%00.0%Unchanged
WealthTrust Axiom LLC31,302$194.7K0.06%+26+0.1%Added
Capital Market Strategies LLC33,673$209.4K0.19%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.34,847$216.7K0.00%−29,709−46.0%Reduced
Cornerstone Advisory, LLC35,934$223.5K0.04%+1,564+4.6%Added
Merit Financial Group, LLC36,193$225.1K0.01%+36,193New
Invesco Ltd.42,105$261.9K0.00%−42,281−50.1%Reduced
180 Wealth Advisors, LLC47,097$294.4K0.06%−1,511−3.1%Reduced
Ackerman Capital Advisors, LLC48,848$303.8K0.08%+48,848New
Atria Wealth Solutions, Inc.48,942$304.4K0.00%+37,719+336.1%Added
Mariner, LLC51,155$318.2K0.00%00.0%Unchanged
Melfa Wealth Management, LLC51,710$321.6K0.33%+13,548+35.5%Added
Commonwealth Equity Services, LLC51,986$323.0K0.00%+3,432+7.1%Added
XML Financial, LLC69,650$433.2K0.05%+25,000+56.0%Added
Sit Investment Associates Inc73,976$460.0K0.01%−14,865−16.7%Reduced
Nations Financial Group Inc,78,550$488.6K0.05%00.0%Unchanged
Logan Stone Capital, LLC95,470$593.8K0.20%−107,560−53.0%Reduced
Rockefeller Capital Management L.P.104,499$650.0K0.00%+28,197+37.0%Added
Goodwin Daniel L109,127$678.8K0.32%+5,000+4.8%Added
LPL Financial LLC138,707$862.8K0.00%+12,386+9.8%Added
Truist Financial Corp143,397$891.9K0.00%+143,397New
Park Avenue Securities LLC145,561$905.0K0.01%−6,008−4.0%Reduced
Envestnet Asset Management Inc162,231$1.01M0.00%−14,781−8.4%Reduced
Raymond James & Associates163,449$1.02M0.00%−6,332−3.7%Reduced
Centaurus Financial, Inc.175,855$1.09M0.10%−14,760−7.7%Reduced
CNH Partners LLC177,489$1.10M0.05%+31,943+21.9%Added
Woodline Partners LP181,667$1.13M0.01%+138,707+322.9%Added
Ameriprise Financial Inc194,731$1.21M0.00%−11,763−5.7%Reduced
Advisor Group Holdings, Inc.223,344$1.39M0.00%+62,136+38.5%Added
Bank of America Corp254,004$1.58M0.00%+26,474+11.6%Added
Van Eck Associates Corp338,360$2.10M0.00%−55,456−14.1%Reduced
UBS Group AG350,581$2.18M0.00%+148,449+73.4%Added
Capital Investment Advisors, LLC355,950$2.21M0.07%+23,489+7.1%Added
Robinson Capital Management, LLC646,880$4.06M1.80%+136,780+26.8%Added
Guggenheim Capital LLC914,076$5.69M0.04%−2,803−0.3%Reduced
Morgan Stanley1,424,664$8.86M0.00%+65,712+4.8%Added
Wells Fargo & Company1,815,353$11.3M0.00%+206,752+12.9%Added
AE Wealth Management LLC0$00.00%−94,468−100.0%Sold out
Financial Advocates Investment Management0$00.00%−40,034−100.0%Sold out
Walleye Capital LLC0$00.00%−37,152−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−18,522−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−15,500−100.0%Sold out
BFT Financial Group, LLC0$00.00%−13,495−100.0%Sold out
Sowell Financial Services LLC0$00.00%−13,445−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−12,418−100.0%Sold out
Perkins Coie Trust Co0$00.00%−9,000−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−5,623−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−2,700−100.0%Sold out
JPMorgan Chase & Co0$00.00%−1,220−100.0%Sold out
Accel Wealth Management0$00.00%−512−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−8−100.0%Sold out