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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, Q3 2023

Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Sep 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
80
+3 vs. Q2 2023
Shares held
11.4M
+1.98M (+21.0%) vs. Q2 2023
Total value
$60.8M
+$2.11M (+3.6%) vs. Q2 2023
New holders
10
25 more added
Sold out
7
21 more reduced

Compare with Q2 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 holdersQ3 2023: 80 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 heldQ3 2023: $60.8M
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, Q3 2023

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q2 2023.

Institutions holding LEO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company1,871,414$9.97M0.00%+56,061+3.1%Added
Rivernorth Capital Management, LLC1,082,992$5.77M0.30%+1,082,992New
Morgan Stanley985,058$5.25M0.00%−439,606−30.9%Reduced
Guggenheim Capital LLC805,950$4.30M0.04%−108,126−11.8%Reduced
Logan Stone Capital, LLC697,428$3.72M1.02%+601,958+630.5%Added
Robinson Capital Management, LLC574,959$3.06M1.36%−71,921−11.1%Reduced
CNH Partners LLC471,119$2.51M0.11%+293,630+165.4%Added
Hennion & Walsh Asset Management, Inc.428,673$2.28M0.15%+428,673New
Van Eck Associates Corp416,745$2.22M0.00%+78,385+23.2%Added
Capital Investment Advisors, LLC393,160$2.10M0.06%+37,210+10.5%Added
UBS Group AG343,112$1.83M0.00%−7,469−2.1%Reduced
Bank of America Corp244,149$1.30M0.00%−9,855−3.9%Reduced
Advisor Group Holdings, Inc.239,900$1.28M0.00%+16,556+7.4%Added
Ameriprise Financial Inc179,688$957.3K0.00%−15,043−7.7%Reduced
Centaurus Financial, Inc.173,925$927.0K0.08%−1,930−1.1%Reduced
Envestnet Asset Management Inc167,472$892.6K0.00%+5,241+3.2%Added
Raymond James & Associates155,673$829.7K0.00%−7,776−4.8%Reduced
Park Avenue Securities LLC153,089$816.0K0.01%+7,528+5.2%Added
Truist Financial Corp143,830$766.6K0.00%+433+0.3%Added
LPL Financial LLC114,351$609.5K0.00%−24,356−17.6%Reduced
Rockefeller Capital Management L.P.112,645$600.4K0.00%+8,146+7.8%Added
Goodwin Daniel L111,127$592.3K0.29%+2,000+1.8%Added
Ackerman Capital Advisors, LLC89,323$476.1K0.13%+40,475+82.9%Added
Landscape Capital Management, L.L.C.80,215$427.5K0.06%+55,196+220.6%Added
Wolverine Asset Management LLC78,855$420.3K0.01%+78,855New
Nations Financial Group Inc,78,550$418.7K0.04%00.0%Unchanged
Woodline Partners LP77,033$410.6K0.00%−104,634−57.6%Reduced
180 Wealth Advisors, LLC76,073$405.5K0.09%+28,976+61.5%Added
Mariner, LLC51,155$272.7K0.00%00.0%Unchanged
Sit Investment Associates Inc50,776$271.0K0.01%−23,200−31.4%Reduced
Melfa Wealth Management, LLC49,620$264.5K0.29%−2,090−4.0%Reduced
Atria Wealth Solutions, Inc.49,312$263.8K0.00%+370+0.8%Added
Commonwealth Equity Services, LLC46,981$250.0K0.00%−5,005−9.6%Reduced
XML Financial, LLC44,000$234.5K0.03%−25,650−36.8%Reduced
Cornerstone Advisory, LLC37,326$198.9K0.03%+1,392+3.9%Added
Merit Financial Group, LLC36,370$193.8K0.01%+177+0.5%Added
Raymond James Financial Services Advisors, Inc.34,965$186.4K0.00%+118+0.3%Added
Capital Market Strategies LLC33,673$177.8K0.18%00.0%Unchanged
Walter & Keenan Financial Consulting Co30,000$159.9K0.06%00.0%Unchanged
Palogic Value Management, L.P.30,000$159.9K0.08%00.0%Unchanged
Royal Bank of Canada27,500$147.0K0.00%00.0%Unchanged
WealthTrust Axiom LLC27,318$145.6K0.05%−3,984−12.7%Reduced
Fortitude Advisory Group L.L.C.26,876$143.2K0.10%00.0%Unchanged
Integrated Capital Management, Inc.26,749$142.6K0.13%+1,693+6.8%Added
Advisor Partners II, LLC26,657$142.1K0.01%+26,657New
Wintrust Investments LLC24,563$131.0K0.01%+7,000+39.9%Added
Ieq Capital, LLC24,375$129.9K0.00%+172+0.7%Added
Almitas Capital LLC23,538$125.5K0.06%+23,538New
SeaCrest Wealth Management, LLC21,950$117.0K0.02%00.0%Unchanged
HighTower Advisors, LLC20,518$110.0K0.00%+36+0.2%Added
Parkside Investments, LLC20,000$106.6K0.02%+20,000New
Susquehanna International Group, LLP19,356$103.2K0.00%+4,679+31.9%Added
Fairhaven Wealth Management, LLC18,591$99.1K0.04%00.0%Unchanged
ProVise Management Group, LLC17,875$95.3K0.01%−2,764−13.4%Reduced
Cambridge Investment Research Advisors, Inc.17,068$91.0K0.00%−440−2.5%Reduced
Phillips Financial Management, LLC16,500$87.9K0.01%+16,500New
Johnson Midwest Financial, LLC15,733$83.9K0.19%00.0%Unchanged
US Bancorp15,587$83.1K0.00%00.0%Unchanged
National Asset Management, Inc.15,400$82.4K0.00%00.0%Unchanged
Wedbush Securities Inc14,389$77.0K0.00%00.0%Unchanged
Mission Creek Capital Partners, Inc.14,234$75.9K0.03%+3,415+31.6%Added
GWM Advisors LLC13,100$69.8K0.00%−3,100−19.1%Reduced
Janney Montgomery Scott LLC12,549$67.0K0.00%−7,500−37.4%Reduced
Comerica Bank12,112$64.6K0.00%+12,112New
Walleye Capital LLC12,045$64.2K0.00%+12,045New
Hollencrest Capital Management11,994$63.9K0.01%00.0%Unchanged
Kingswood Wealth Advisors, LLC12,000$63.6K0.01%00.0%Unchanged
Kestra Private Wealth Services, LLC11,100$59.2K0.00%00.0%Unchanged
Mercer Global Advisors Inc11,094$59.0K0.00%−2,000−15.3%Reduced
Wolff Wiese Magana LLC7,166$38.2K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co4,650$24.8K0.00%+4,650New
Ronald Blue Trust, Inc.3,569$22.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,956$21.1K0.00%−8,799−69.0%Reduced
Steward Partners Investment Advisory, LLC3,598$19.2K0.00%+1,071+42.4%Added
Northwest Investment Counselors, LLC2,964$15.8K0.00%00.0%Unchanged
First Community Trust NA1,700$9.06K0.01%00.0%Unchanged
Gradient Investments LLC1,700$9.06K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC950$5.08K0.00%00.0%Unchanged
Mascoma Wealth Management LLC557$2.97K0.00%00.0%Unchanged
Old Second National Bank of Aurora18$960.00%00.0%Unchanged
Invesco Ltd.0$00.00%−42,105−100.0%Sold out
Nomura Holdings Inc0$00.00%−25,100−100.0%Sold out
Nwam LLC0$00.00%−15,500−100.0%Sold out
HRT Financial LP0$00.00%−11,663−100.0%Sold out
WFA Asset Management Corp0$00.00%−6,511−100.0%Sold out
Webster Bank, N. A.0$00.00%−2,810−100.0%Sold out
CWM, LLC0$00.00%−775−100.0%Sold out