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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, Q4 2023

Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Dec 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
89
+12 vs. Q3 2023
Shares held
15.2M
+3.93M (+35.0%) vs. Q3 2023
Total value
$89.0M
+$29.0M (+48.4%) vs. Q3 2023
New holders
25
24 more added
Sold out
13
22 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 89 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 heldQ4 2023: $89.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2023.

Institutions holding LEO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Scarborough Advisors, LLC680$00.00%+680New
Coppell Advisory Solutions LLC193$1.10K0.00%+193New
Mascoma Wealth Management LLC557$3.26K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co870$5.10K0.00%−3,780−81.3%Reduced
Prestige Wealth Management Group LLC950$5.57K0.00%00.0%Unchanged
Bessemer Group Inc1,092$6.00K0.00%+1,092New
First Community Trust NA1,700$9.96K0.01%00.0%Unchanged
Gradient Investments LLC1,700$9.96K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.3,569$19.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,598$21.1K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,956$23.2K0.00%00.0%Unchanged
Comerica Bank6,134$35.9K0.00%−5,978−49.4%Reduced
Mission Creek Capital Partners, Inc.10,415$61.0K0.02%−3,819−26.8%Reduced
Kestra Private Wealth Services, LLC11,100$65.0K0.00%00.0%Unchanged
Verdence Capital Advisors LLC11,550$67.7K0.01%+11,550New
Hollencrest Capital Management11,994$70.3K0.01%00.0%Unchanged
Virtu Financial LLC12,897$76.0K0.01%+12,897New
GWM Advisors LLC13,100$76.8K0.00%00.0%Unchanged
ProVise Management Group, LLC14,925$87.5K0.01%−2,950−16.5%Reduced
XML Financial, LLC15,000$87.9K0.01%−29,000−65.9%Reduced
Marex Group plc15,200$89.1K0.00%+15,200New
National Asset Management, Inc.15,400$90.2K0.00%00.0%Unchanged
US Bancorp15,587$91.3K0.00%00.0%Unchanged
Susquehanna International Group, LLP18,525$108.6K0.00%−831−4.3%Reduced
Fairhaven Wealth Management, LLC18,591$108.9K0.04%00.0%Unchanged
Parkside Investments, LLC20,000$117.2K0.02%00.0%Unchanged
Wedbush Securities Inc20,389$119.0K0.01%+6,000+41.7%Added
Cambridge Investment Research Advisors, Inc.23,824$140.0K0.00%+6,756+39.6%Added
WealthTrust Axiom LLC24,351$142.7K0.05%−2,967−10.9%Reduced
Wintrust Investments LLC24,563$144.0K0.01%00.0%Unchanged
Spire Wealth Management24,908$145.0K0.00%+24,908New
Novak & Powell Financial Services, Inc.24,787$145.3K0.10%+24,787New
Raymond James Financial Services Advisors, Inc.25,144$147.3K0.00%−9,821−28.1%Reduced
Kingswood Wealth Advisors, LLC25,530$149.6K0.02%+13,530+112.8%Added
Mesirow Financial Investment Management, Inc.25,654$150.3K0.01%+25,654New
Royal Bank of Canada26,500$155.0K0.00%−1,000−3.6%Reduced
Fortitude Advisory Group L.L.C.26,876$157.5K0.10%00.0%Unchanged
Integrated Capital Management, Inc.27,095$158.8K0.13%+346+1.3%Added
Capital Market Strategies LLC27,121$158.9K0.14%−6,552−19.5%Reduced
Cornerstone Advisory, LLC32,733$191.8K0.03%−4,593−12.3%Reduced
WealthBridge Capital Management, LLC33,607$196.9K0.07%+33,607New
Merit Financial Group, LLC33,636$197.1K0.01%−2,734−7.5%Reduced
Creative Planning37,342$218.8K0.00%+37,342New
Rothschild Investment LLC40,000$234.4K0.02%+40,000New
Archetype Wealth Partners48,000$281.0K0.05%+48,000New
Atria Wealth Solutions, Inc.49,670$291.1K0.00%+358+0.7%Added
Sit Investment Associates Inc50,776$298.0K0.01%00.0%Unchanged
Mariner, LLC55,438$324.9K0.00%+4,283+8.4%Added
Nomura Holdings Inc59,000$345.7K0.00%+59,000New
Cohen & Steers, Inc.60,000$352.0K0.00%+60,000New
Melfa Wealth Management, LLC60,371$353.8K0.33%+10,751+21.7%Added
Elequin Capital LP61,220$358.7K0.11%+61,220New
Weiss Asset Management LP61,227$358.8K0.03%+61,227New
Commonwealth Equity Services, LLC69,538$407.0K0.00%+22,557+48.0%Added
Fort Point Capital Partners LLC76,011$445.4K0.07%+76,011New
HighTower Advisors, LLC75,742$446.0K0.00%+55,224+269.1%Added
Nations Financial Group Inc,78,550$460.3K0.04%00.0%Unchanged
180 Wealth Advisors, LLC89,375$526.4K0.11%+13,302+17.5%Added
Bank of New York Mellon Corp93,133$545.8K0.00%+93,133New
Rockefeller Capital Management L.P.106,934$626.6K0.00%−5,711−5.1%Reduced
Nuveen Asset Management, LLC120,078$703.7K0.00%+120,078New
LPL Financial LLC124,325$728.5K0.00%+9,974+8.7%Added
RMB Capital Management, LLC125,000$732.5K0.02%+125,000New
Pathstone Holdings, LLC126,255$739.9K0.00%+126,255New
Truist Financial Corp127,671$748.1K0.00%−16,159−11.2%Reduced
Raymond James & Associates134,508$788.2K0.00%−21,165−13.6%Reduced
Ameriprise Financial Inc142,223$833.4K0.00%−37,465−20.9%Reduced
Centaurus Financial, Inc.144,500$847.0K0.06%−29,425−16.9%Reduced
Park Avenue Securities LLC164,504$964.0K0.01%+11,415+7.5%Added
Wolverine Asset Management LLC165,029$967.1K0.02%+86,174+109.3%Added
Envestnet Asset Management Inc173,051$1.01M0.00%+5,579+3.3%Added
Landscape Capital Management, L.L.C.183,413$1.07M0.10%+103,198+128.7%Added
Bank of America Corp211,155$1.24M0.00%−32,994−13.5%Reduced
Advisor Group Holdings, Inc.220,510$1.29M0.00%−19,390−8.1%Reduced
Ackerman Capital Advisors, LLC240,837$1.41M0.40%+151,514+169.6%Added
Matisse Capital264,388$1.55M0.83%+264,388New
Almitas Capital LLC285,933$1.68M0.58%+262,395+1,114.8%Added
UBS Group AG356,150$2.09M0.00%+13,038+3.8%Added
Gridiron Partners, LLC401,774$2.35M1.66%+401,774New
Capital Investment Advisors, LLC408,076$2.39M0.06%+14,916+3.8%Added
Van Eck Associates Corp476,520$2.79M0.01%+59,775+14.3%Added
CNH Partners LLC565,044$3.31M0.13%+93,925+19.9%Added
Guggenheim Capital LLC680,799$3.99M0.03%−125,151−15.5%Reduced
Saba Capital Management, L.P.694,079$4.07M0.10%+694,079New
Morgan Stanley739,318$4.33M0.00%−245,740−24.9%Reduced
Hennion & Walsh Asset Management, Inc.996,032$5.84M0.33%+567,359+132.4%Added
Logan Stone Capital, LLC1,582,344$9.27M1.88%+884,916+126.9%Added
Wells Fargo & Company1,604,747$9.40M0.00%−266,667−14.2%Reduced
Rivernorth Capital Management, LLC1,895,492$11.1M0.53%+812,500+75.0%Added
Robinson Capital Management, LLC0$00.00%−574,959−100.0%Sold out
Woodline Partners LP0$00.00%−77,033−100.0%Sold out
Walter & Keenan Financial Consulting Co0$00.00%−30,000−100.0%Sold out
Palogic Value Management, L.P.0$00.00%−30,000−100.0%Sold out
Ieq Capital, LLC0$00.00%−24,375−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−21,950−100.0%Sold out
Phillips Financial Management, LLC0$00.00%−16,500−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−12,549−100.0%Sold out
Walleye Capital LLC0$00.00%−12,045−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−11,094−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−7,166−100.0%Sold out