BNY Mellon Strategic Municipals, Inc.

LEO

Exchange: NYSE
SEC CIK: 0000818972

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding BNY Mellon Strategic Municipals, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of LEO: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	80	3	89	+12
Shares	11.4M	153.5K	15.2M	+3.93M (+35.0%)
Value	$60.8M	$818.2K	$89.0M	+$29.0M (+48.4%)

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held BNY Mellon Strategic Municipals, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to LEO in Q4 2023
Institution	Shares	Value	% of portfolio
Saba Capital Management, L.P.	694,079	$4.07M	0.10%
Gridiron Partners, LLC	401,774	$2.35M	1.66%
Matisse Capital	264,388	$1.55M	0.83%
Pathstone Holdings, LLC	126,255	$739.9K	0.00%
RMB Capital Management, LLC	125,000	$732.5K	0.02%
Nuveen Asset Management, LLC	120,078	$703.7K	0.00%
Bank of New York Mellon Corp	93,133	$545.8K	0.00%
Fort Point Capital Partners LLC	76,011	$445.4K	0.07%
Weiss Asset Management LP	61,227	$358.8K	0.03%
Elequin Capital LP	61,220	$358.7K	0.11%
Cohen & Steers, Inc.	60,000	$352.0K	0.00%
Nomura Holdings Inc	59,000	$345.7K	0.00%
Archetype Wealth Partners	48,000	$281.0K	0.05%
Rothschild Investment LLC	40,000	$234.4K	0.02%
Creative Planning	37,342	$218.8K	0.00%
WealthBridge Capital Management, LLC	33,607	$196.9K	0.07%
Mesirow Financial Investment Management, Inc.	25,654	$150.3K	0.01%
Novak & Powell Financial Services, Inc.	24,787	$145.3K	0.10%
Spire Wealth Management	24,908	$145.0K	0.00%
Marex Group plc	15,200	$89.1K	0.00%
Virtu Financial LLC	12,897	$76.0K	0.01%
Verdence Capital Advisors LLC	11,550	$67.7K	0.01%
Bessemer Group Inc	1,092	$6.00K	0.00%
Coppell Advisory Solutions LLC	193	$1.10K	0.00%
Scarborough Advisors, LLC	680	$0	0.00%

Sold out (13)

Institutions that held BNY Mellon Strategic Municipals, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of LEO in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Robinson Capital Management, LLC	574,959	$3.06M
Woodline Partners LP	77,033	$410.6K
Walter & Keenan Financial Consulting Co	30,000	$159.9K
Palogic Value Management, L.P.	30,000	$159.9K
Ieq Capital, LLC	24,375	$129.9K
SeaCrest Wealth Management, LLC	21,950	$117.0K
Phillips Financial Management, LLC	16,500	$87.9K
Janney Montgomery Scott LLC	12,549	$67.0K
Walleye Capital LLC	12,045	$64.2K
Mercer Global Advisors Inc	11,094	$59.0K
Wolff Wiese Magana LLC	7,166	$38.2K
Northwest Investment Counselors, LLC	2,964	$15.8K
Old Second National Bank of Aurora	18	$96

Not filed for Q4 2023 yet (3)

Institutions that held BNY Mellon Strategic Municipals, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LEO in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Goodwin Daniel L	111,127	$592.3K
Advisor Partners II, LLC	26,657	$142.1K
Johnson Midwest Financial, LLC	15,733	$83.9K