Skip to main content

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 2024

Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Mar 31, 2024. 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
82
−6 vs. Q4 2023
Shares held
16.4M
+1.18M (+7.8%) vs. Q4 2023
Total value
$99.8M
+$10.8M (+12.2%) vs. Q4 2023
New holders
5
29 more added
Sold out
11
24 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 82 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 heldQ1 2024: $99.8M
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, Q1 2024

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q4 2023.

Institutions holding LEO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rivernorth Capital Management, LLC1,895,492$11.6M0.56%00.0%Unchanged
Wells Fargo & Company1,737,724$10.6M0.00%+132,977+8.3%Added
Logan Stone Capital, LLC1,558,208$9.51M2.04%−24,136−1.5%Reduced
Saba Capital Management, L.P.1,549,344$9.45M0.21%+855,265+123.2%Added
Hennion & Walsh Asset Management, Inc.1,354,845$8.26M0.44%+358,813+36.0%Added
Guggenheim Capital LLC859,717$5.24M0.04%+178,918+26.3%Added
Morgan Stanley743,307$4.53M0.00%+3,989+0.5%Added
CNH Partners LLC565,044$3.45M0.12%00.0%Unchanged
Van Eck Associates Corp543,640$3.32M0.01%+67,120+14.1%Added
Capital Investment Advisors, LLC417,123$2.54M0.06%+9,047+2.2%Added
Gridiron Partners, LLC403,704$2.46M1.57%+1,930+0.5%Added
UBS Group AG350,592$2.14M0.00%−5,558−1.6%Reduced
Matisse Capital270,000$1.65M0.79%+5,612+2.1%Added
Bank of America Corp256,925$1.57M0.00%+45,770+21.7%Added
Ackerman Capital Advisors, LLC239,233$1.46M0.40%−1,604−0.7%Reduced
Wolverine Asset Management LLC227,235$1.39M0.03%+62,206+37.7%Added
Advisor Group Holdings, Inc.221,323$1.35M0.00%+813+0.4%Added
Landscape Capital Management, L.L.C.188,178$1.15M0.10%+4,765+2.6%Added
Envestnet Asset Management Inc181,820$1.11M0.00%+8,769+5.1%Added
Park Avenue Securities LLC166,076$1.01M0.01%+1,572+1.0%Added
Raymond James & Associates158,395$966.2K0.00%+23,887+17.8%Added
Centaurus Financial, Inc.144,305$880.0K0.06%−195−0.1%Reduced
Pathstone Holdings, LLC138,524$845.0K0.00%+12,269+9.7%Added
Truist Financial Corp134,656$821.4K0.00%+6,985+5.5%Added
LPL Financial LLC127,335$776.7K0.00%+3,010+2.4%Added
RMB Capital Management, LLC125,000$762.5K0.02%00.0%Unchanged
Nuveen Asset Management, LLC121,078$740.9K0.00%+1,000+0.8%Added
Nine Masts Capital Ltd101,459$618.9K0.16%+101,459New
Rockefeller Capital Management L.P.97,165$592.7K0.00%−9,769−9.1%Reduced
Bank of New York Mellon Corp93,947$573.1K0.00%+814+0.9%Added
Ameriprise Financial Inc91,104$555.7K0.00%−51,119−35.9%Reduced
180 Wealth Advisors, LLC83,278$508.0K0.09%−6,097−6.8%Reduced
Nations Financial Group Inc,78,100$476.4K0.04%−450−0.6%Reduced
Fort Point Capital Partners LLC64,926$396.0K0.05%−11,085−14.6%Reduced
HighTower Advisors, LLC64,657$385.0K0.00%−11,085−14.6%Reduced
Cohen & Steers, Inc.60,000$366.0K0.00%00.0%Unchanged
Melfa Wealth Management, LLC57,247$349.2K0.25%−3,124−5.2%Reduced
Mariner, LLC55,438$338.2K0.00%00.0%Unchanged
Sit Investment Associates Inc50,776$310.0K0.01%00.0%Unchanged
Nomura Holdings Inc49,500$301.9K0.00%−9,500−16.1%Reduced
Archetype Wealth Partners48,000$293.0K0.05%00.0%Unchanged
Commonwealth Equity Services, LLC41,100$251.0K0.00%−28,438−40.9%Reduced
Rothschild Investment LLC40,000$244.0K0.02%00.0%Unchanged
Atria Wealth Solutions, Inc.39,255$240.2K0.00%−10,415−21.0%Reduced
WealthBridge Capital Management, LLC34,407$209.9K0.07%+800+2.4%Added
Royal Bank of Canada32,635$199.0K0.00%+6,135+23.2%Added
Cornerstone Advisory, LLC31,689$193.3K0.03%−1,044−3.2%Reduced
Susquehanna International Group, LLP30,698$187.3K0.00%+12,173+65.7%Added
Integrated Capital Management, Inc.28,001$170.8K0.14%+906+3.3%Added
Fortitude Advisory Group L.L.C.27,876$170.0K0.10%+1,000+3.7%Added
Creative Planning27,418$167.7K0.00%−9,924−26.6%Reduced
Novak & Powell Financial Services, Inc.24,926$152.1K0.11%+139+0.6%Added
Spire Wealth Management24,908$151.9K0.00%00.0%Unchanged
Capital Market Strategies LLC24,621$150.2K0.11%−2,500−9.2%Reduced
Wintrust Investments LLC24,563$150.0K0.01%00.0%Unchanged
WealthTrust Axiom LLC24,366$148.6K0.05%+15+0.1%Added
Raymond James Financial Services Advisors, Inc.23,182$141.4K0.00%−1,962−7.8%Reduced
Wedbush Securities Inc19,389$118.0K0.00%−1,000−4.9%Reduced
Cetera Investment Advisers19,238$117.4K0.00%+19,238New
Cambridge Investment Research Advisors, Inc.17,134$105.0K0.00%−6,690−28.1%Reduced
Blue Bell Private Wealth Management, LLC17,200$104.9K0.02%+17,200New
US Bancorp15,587$95.1K0.00%00.0%Unchanged
ProVise Management Group, LLC14,925$91.0K0.01%00.0%Unchanged
National Asset Management, Inc.15,400$82.4K0.00%00.0%Unchanged
GWM Advisors LLC12,203$74.4K0.00%−897−6.8%Reduced
Hollencrest Capital Management11,994$73.2K0.00%00.0%Unchanged
Verdence Capital Advisors LLC11,550$70.5K0.01%00.0%Unchanged
Merit Financial Group, LLC11,614$69.9K0.00%−22,022−65.5%Reduced
Kestra Private Wealth Services, LLC11,100$67.7K0.00%00.0%Unchanged
Mission Creek Capital Partners, Inc.10,415$63.5K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.3,956$24.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.3,569$21.8K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,870$17.5K0.00%+2,000+229.9%Added
Steward Partners Investment Advisory, LLC2,571$15.7K0.00%−1,027−28.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,823$11.1K0.00%+1,823New
First Community Trust NA1,700$10.4K0.01%00.0%Unchanged
Gradient Investments LLC1,700$10.4K0.00%00.0%Unchanged
FNY Investment Advisers, LLC1,000$6.00K0.00%+1,000New
Prestige Wealth Management Group LLC950$5.79K0.00%00.0%Unchanged
Bessemer Group Inc855$5.00K0.00%−237−21.7%Reduced
Mascoma Wealth Management LLC557$3.40K0.00%00.0%Unchanged
Scarborough Advisors, LLC680$00.00%00.0%Unchanged
Almitas Capital LLC0$00.00%−285,933−100.0%Sold out
Weiss Asset Management LP0$00.00%−61,227−100.0%Sold out
Elequin Capital LP0$00.00%−61,220−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−25,654−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−25,530−100.0%Sold out
Parkside Investments, LLC0$00.00%−20,000−100.0%Sold out
Fairhaven Wealth Management, LLC0$00.00%−18,591−100.0%Sold out
Marex Group plc0$00.00%−15,200−100.0%Sold out
XML Financial, LLC0$00.00%−15,000−100.0%Sold out
Virtu Financial LLC0$00.00%−12,897−100.0%Sold out
Comerica Bank0$00.00%−6,134−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed