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, Q2 2024
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Jun 30, 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
- 85
- +3 vs. Q1 2024
- Shares held
- 18.3M
- +1.90M (+11.6%) vs. Q1 2024
- Total value
- $111.7M
- +$12.0M (+12.0%) vs. Q1 2024
- New holders
- 9
- 31 more added
- Sold out
- 6
- 28 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,053,860 | $24.8M | 0.55% | +2,504,516+161.7% | Added |
| Rivernorth Capital Management, LLC | 1,918,823 | $11.7M | 0.55% | +23,331+1.2% | Added |
| Wells Fargo & Company | 1,470,621 | $9.00M | 0.00% | −267,103−15.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,465,468 | $8.97M | 0.46% | +110,623+8.2% | Added |
| Logan Stone Capital, LLC | 1,182,056 | $7.23M | 1.87% | −376,152−24.1% | Reduced |
| Guggenheim Capital LLC | 806,695 | $4.94M | 0.04% | −53,022−6.2% | Reduced |
| Morgan Stanley | 737,320 | $4.51M | 0.00% | −5,987−0.8% | Reduced |
| CNH Partners LLC | 564,125 | $3.45M | 0.09% | −919−0.2% | Reduced |
| Van Eck Associates Corp | 517,157 | $3.17M | 0.00% | −26,483−4.9% | Reduced |
| Pathstone Holdings, LLC | 473,390 | $2.90M | 0.01% | +334,866+241.7% | Added |
| Capital Investment Advisors, LLC | 409,413 | $2.51M | 0.06% | −7,710−1.8% | Reduced |
| Gridiron Partners, LLC | 403,774 | $2.47M | 1.57% | +700.0% | Added |
| UBS Group AG | 377,366 | $2.31M | 0.00% | +26,774+7.6% | Added |
| Matisse Capital | 273,100 | $1.67M | 0.83% | +3,100+1.1% | Added |
| Ackerman Capital Advisors, LLC | 251,177 | $1.54M | 0.41% | +11,944+5.0% | Added |
| Bank of America Corp | 250,572 | $1.53M | 0.00% | −6,353−2.5% | Reduced |
| Wolverine Asset Management LLC | 202,994 | $1.24M | 0.02% | −24,241−10.7% | Reduced |
| Envestnet Asset Management Inc | 182,513 | $1.12M | 0.00% | +693+0.4% | Added |
| Landscape Capital Management, L.L.C. | 167,236 | $1.02M | 0.09% | −20,942−11.1% | Reduced |
| Park Avenue Securities LLC | 164,638 | $1.01M | 0.01% | −1,438−0.9% | Reduced |
| Centaurus Financial, Inc. | 140,945 | $863.0K | 0.06% | −3,360−2.3% | Reduced |
| Raymond James & Associates | 138,714 | $848.9K | 0.00% | −19,681−12.4% | Reduced |
| Nuveen Asset Management, LLC | 129,531 | $792.7K | 0.00% | +8,453+7.0% | Added |
| Rockefeller Capital Management L.P. | 108,243 | $662.5K | 0.00% | +11,078+11.4% | Added |
| LPL Financial LLC | 103,652 | $634.4K | 0.00% | −23,683−18.6% | Reduced |
| Ameriprise Financial Inc | 101,209 | $619.4K | 0.00% | +10,105+11.1% | Added |
| Bank of New York Mellon Corp | 95,092 | $582.0K | 0.00% | +1,145+1.2% | Added |
| Nine Masts Capital Ltd | 92,302 | $564.9K | 0.17% | −9,157−9.0% | Reduced |
| Nations Financial Group Inc, | 78,100 | $478.0K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 76,034 | $472.9K | 0.08% | −7,244−8.7% | Reduced |
| Fort Point Capital Partners LLC | 65,976 | $403.8K | 0.05% | +1,050+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,052 | $379.8K | 0.00% | +38,870+167.7% | Added |
| Cohen & Steers, Inc. | 60,000 | $367.0K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 57,374 | $351.1K | 0.15% | +57,374 | New |
| Melfa Wealth Management, LLC | 57,298 | $350.7K | 0.25% | +51+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 56,455 | $345.5K | 0.07% | +39,255+228.2% | Added |
| HighTower Advisors, LLC | 56,453 | $337.0K | 0.00% | −8,204−12.7% | Reduced |
| Nomura Holdings Inc | 49,500 | $302.9K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 48,000 | $294.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 44,724 | $274.0K | 0.00% | +12,089+37.0% | Added |
| Mariner, LLC | 43,788 | $268.0K | 0.00% | −11,650−21.0% | Reduced |
| Rothschild Investment LLC | 40,000 | $244.8K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 39,008 | $238.7K | 0.00% | +11,590+42.3% | Added |
| Commonwealth Equity Services, LLC | 37,881 | $232.0K | 0.00% | −3,219−7.8% | Reduced |
| WealthBridge Capital Management, LLC | 37,907 | $232.0K | 0.08% | +3,500+10.2% | Added |
| Integrated Capital Management, Inc. | 32,710 | $200.2K | 0.16% | +4,709+16.8% | Added |
| Susquehanna International Group, LLP | 31,030 | $189.9K | 0.00% | +332+1.1% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $170.6K | 0.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 25,530 | $156.2K | 0.01% | +25,530 | New |
| Novak & Powell Financial Services, Inc. | 25,204 | $154.3K | 0.10% | +278+1.1% | Added |
| Spire Wealth Management | 24,908 | $152.4K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 24,621 | $150.7K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 24,396 | $149.3K | 0.05% | +30+0.1% | Added |
| National Asset Management, Inc. | 20,400 | $124.8K | 0.00% | +5,000+32.5% | Added |
| Kestra Advisory Services, LLC | 20,152 | $123.3K | 0.00% | +20,152 | New |
| Wintrust Investments LLC | 20,063 | $123.0K | 0.01% | −4,500−18.3% | Reduced |
| Cornerstone Advisory, LLC | 20,023 | $122.5K | 0.02% | −11,666−36.8% | Reduced |
| Wedbush Securities Inc | 19,389 | $119.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,292 | $118.1K | 0.00% | +54+0.3% | Added |
| Advisor Group Holdings, Inc. | 19,083 | $116.8K | 0.00% | −202,240−91.4% | Reduced |
| US Bancorp | 18,188 | $111.3K | 0.00% | +2,601+16.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,176 | $105.0K | 0.00% | +42+0.2% | Added |
| Sit Investment Associates Inc | 16,800 | $103.0K | 0.00% | −33,976−66.9% | Reduced |
| WMG Financial Advisors, LLC | 15,700 | $96.1K | 0.05% | +15,700 | New |
| Citadel Advisors LLC | 14,991 | $91.7K | 0.00% | +14,991 | New |
| GWM Advisors LLC | 14,811 | $90.6K | 0.00% | +2,608+21.4% | Added |
| Mercer Global Advisors Inc | 14,627 | $89.5K | 0.00% | +14,627 | New |
| ProVise Management Group, LLC | 12,925 | $79.1K | 0.01% | −2,000−13.4% | Reduced |
| Prospera Financial Services Inc | 12,728 | $77.9K | 0.00% | +12,728 | New |
| HRT Financial LP | 12,632 | $77.0K | 0.00% | +12,632 | New |
| Hollencrest Capital Management | 11,994 | $73.4K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,661 | $71.4K | 0.01% | +111+1.0% | Added |
| Kestra Private Wealth Services, LLC | 11,100 | $67.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,973 | $42.7K | 0.00% | +5,150+282.5% | Added |
| Global Retirement Partners, LLC | 5,000 | $30.6K | 0.00% | +5,000 | New |
| Ronald Blue Trust, Inc. | 3,569 | $21.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,295 | $14.0K | 0.00% | −575−20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,956 | $12.0K | 0.00% | −2,000−50.6% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.18K | 0.00% | −1,071−41.7% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $5.81K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 824 | $5.00K | 0.00% | −31−3.6% | Reduced |
| Mascoma Wealth Management LLC | 557 | $3.41K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 680 | $0 | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 0 | $0 | 0.00% | −134,656−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −39,255−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −10,415−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |