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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $191.7M |
| Q1 2026 | 96 | $182.5M |
| Q4 2025 | 102 | $180.9M |
| Q3 2025 | 100 | $163.4M |
| Q2 2025 | 97 | $152.4M |
| Q1 2025 | 88 | $147.9M |
| Q4 2024 | 102 | $134.9M |
| Q3 2024 | 89 | $129.8M |
| Q2 2024 | 85 | $111.7M |
| Q1 2024 | 82 | $99.8M |
| Q4 2023 | 89 | $89.0M |
| Q3 2023 | 80 | $60.8M |
| Q2 2023 | 77 | $58.7M |
| Q1 2023 | 80 | $54.2M |
| Q4 2022 | 83 | $54.0M |
| Q3 2022 | 80 | $50.9M |
| Q2 2022 | 83 | $58.7M |
| Q1 2022 | 84 | $70.1M |
| Q4 2021 | 78 | $70.8M |
| Q3 2021 | 69 | $63.0M |
| Q2 2021 | 71 | $63.2M |
| Q1 2021 | 73 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,895,492 | $11.6M | 0.56% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,737,724 | $10.6M | 0.00% | +132,977+8.3% | Added |
| Logan Stone Capital, LLC | 1,558,208 | $9.51M | 2.04% | −24,136−1.5% | Reduced |
| Saba Capital Management, L.P. | 1,549,344 | $9.45M | 0.21% | +855,265+123.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,354,845 | $8.26M | 0.44% | +358,813+36.0% | Added |
| Guggenheim Capital LLC | 859,717 | $5.24M | 0.04% | +178,918+26.3% | Added |
| Morgan Stanley | 743,307 | $4.53M | 0.00% | +3,989+0.5% | Added |
| CNH Partners LLC | 565,044 | $3.45M | 0.12% | 00.0% | Unchanged |
| Van Eck Associates Corp | 543,640 | $3.32M | 0.01% | +67,120+14.1% | Added |
| Capital Investment Advisors, LLC | 417,123 | $2.54M | 0.06% | +9,047+2.2% | Added |
| Gridiron Partners, LLC | 403,704 | $2.46M | 1.57% | +1,930+0.5% | Added |
| UBS Group AG | 350,592 | $2.14M | 0.00% | −5,558−1.6% | Reduced |
| Matisse Capital | 270,000 | $1.65M | 0.79% | +5,612+2.1% | Added |
| Bank of America Corp | 256,925 | $1.57M | 0.00% | +45,770+21.7% | Added |
| Ackerman Capital Advisors, LLC | 239,233 | $1.46M | 0.40% | −1,604−0.7% | Reduced |
| Wolverine Asset Management LLC | 227,235 | $1.39M | 0.03% | +62,206+37.7% | Added |
| Advisor Group Holdings, Inc. | 221,323 | $1.35M | 0.00% | +813+0.4% | Added |
| Landscape Capital Management, L.L.C. | 188,178 | $1.15M | 0.10% | +4,765+2.6% | Added |
| Envestnet Asset Management Inc | 181,820 | $1.11M | 0.00% | +8,769+5.1% | Added |
| Park Avenue Securities LLC | 166,076 | $1.01M | 0.01% | +1,572+1.0% | Added |
| Raymond James & Associates | 158,395 | $966.2K | 0.00% | +23,887+17.8% | Added |
| Centaurus Financial, Inc. | 144,305 | $880.0K | 0.06% | −195−0.1% | Reduced |
| Pathstone Holdings, LLC | 138,524 | $845.0K | 0.00% | +12,269+9.7% | Added |
| Truist Financial Corp | 134,656 | $821.4K | 0.00% | +6,985+5.5% | Added |
| LPL Financial LLC | 127,335 | $776.7K | 0.00% | +3,010+2.4% | Added |
| RMB Capital Management, LLC | 125,000 | $762.5K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 121,078 | $740.9K | 0.00% | +1,000+0.8% | Added |
| Nine Masts Capital Ltd | 101,459 | $618.9K | 0.16% | +101,459 | New |
| Rockefeller Capital Management L.P. | 97,165 | $592.7K | 0.00% | −9,769−9.1% | Reduced |
| Bank of New York Mellon Corp | 93,947 | $573.1K | 0.00% | +814+0.9% | Added |
| Ameriprise Financial Inc | 91,104 | $555.7K | 0.00% | −51,119−35.9% | Reduced |
| 180 Wealth Advisors, LLC | 83,278 | $508.0K | 0.09% | −6,097−6.8% | Reduced |
| Nations Financial Group Inc, | 78,100 | $476.4K | 0.04% | −450−0.6% | Reduced |
| Fort Point Capital Partners LLC | 64,926 | $396.0K | 0.05% | −11,085−14.6% | Reduced |
| HighTower Advisors, LLC | 64,657 | $385.0K | 0.00% | −11,085−14.6% | Reduced |
| Cohen & Steers, Inc. | 60,000 | $366.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 57,247 | $349.2K | 0.25% | −3,124−5.2% | Reduced |
| Mariner, LLC | 55,438 | $338.2K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 50,776 | $310.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 49,500 | $301.9K | 0.00% | −9,500−16.1% | Reduced |
| Archetype Wealth Partners | 48,000 | $293.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 41,100 | $251.0K | 0.00% | −28,438−40.9% | Reduced |
| Rothschild Investment LLC | 40,000 | $244.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 39,255 | $240.2K | 0.00% | −10,415−21.0% | Reduced |
| WealthBridge Capital Management, LLC | 34,407 | $209.9K | 0.07% | +800+2.4% | Added |
| Royal Bank of Canada | 32,635 | $199.0K | 0.00% | +6,135+23.2% | Added |
| Cornerstone Advisory, LLC | 31,689 | $193.3K | 0.03% | −1,044−3.2% | Reduced |
| Susquehanna International Group, LLP | 30,698 | $187.3K | 0.00% | +12,173+65.7% | Added |
| Integrated Capital Management, Inc. | 28,001 | $170.8K | 0.14% | +906+3.3% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $170.0K | 0.10% | +1,000+3.7% | Added |
| Creative Planning | 27,418 | $167.7K | 0.00% | −9,924−26.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 24,926 | $152.1K | 0.11% | +139+0.6% | Added |
| Spire Wealth Management | 24,908 | $151.9K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 24,621 | $150.2K | 0.11% | −2,500−9.2% | Reduced |
| Wintrust Investments LLC | 24,563 | $150.0K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 24,366 | $148.6K | 0.05% | +15+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,182 | $141.4K | 0.00% | −1,962−7.8% | Reduced |
| Wedbush Securities Inc | 19,389 | $118.0K | 0.00% | −1,000−4.9% | Reduced |
| Cetera Investment Advisers | 19,238 | $117.4K | 0.00% | +19,238 | New |
| Cambridge Investment Research Advisors, Inc. | 17,134 | $105.0K | 0.00% | −6,690−28.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 17,200 | $104.9K | 0.02% | +17,200 | New |
| US Bancorp | 15,587 | $95.1K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 14,925 | $91.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,400 | $82.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,203 | $74.4K | 0.00% | −897−6.8% | Reduced |
| Hollencrest Capital Management | 11,994 | $73.2K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,550 | $70.5K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,614 | $69.9K | 0.00% | −22,022−65.5% | Reduced |
| Kestra Private Wealth Services, LLC | 11,100 | $67.7K | 0.00% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 10,415 | $63.5K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,956 | $24.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $21.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,870 | $17.5K | 0.00% | +2,000+229.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,571 | $15.7K | 0.00% | −1,027−28.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,823 | $11.1K | 0.00% | +1,823 | New |
| First Community Trust NA | 1,700 | $10.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,700 | $10.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $6.00K | 0.00% | +1,000 | New |
| Prestige Wealth Management Group LLC | 950 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 855 | $5.00K | 0.00% | −237−21.7% | Reduced |
| Mascoma Wealth Management LLC | 557 | $3.40K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 680 | $0 | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 0 | $0 | 0.00% | −285,933−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −61,227−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −61,220−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −25,654−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,530−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | 0 | $0 | 0.00% | −18,591−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,897−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −6,134−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |