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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, 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.

Institutional holdersQ2 2024: 85 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 heldQ2 2024: $111.7M
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, Q2 2024

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2024.

Institutions holding LEO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Scarborough Advisors, LLC680$00.00%00.0%Unchanged
Mascoma Wealth Management LLC557$3.41K0.00%00.0%Unchanged
Bessemer Group Inc824$5.00K0.00%−31−3.6%Reduced
Prestige Wealth Management Group LLC950$5.81K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,500$9.18K0.00%−1,071−41.7%Reduced
First Community Trust NA1,700$10.4K0.01%00.0%Unchanged
Gradient Investments LLC1,700$10.4K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,956$12.0K0.00%−2,000−50.6%Reduced
Northwestern Mutual Wealth Management Co2,295$14.0K0.00%−575−20.0%Reduced
Ronald Blue Trust, Inc.3,569$21.8K0.00%00.0%Unchanged
Global Retirement Partners, LLC5,000$30.6K0.00%+5,000New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,973$42.7K0.00%+5,150+282.5%Added
Kestra Private Wealth Services, LLC11,100$67.9K0.00%00.0%Unchanged
Verdence Capital Advisors LLC11,661$71.4K0.01%+111+1.0%Added
Hollencrest Capital Management11,994$73.4K0.00%00.0%Unchanged
HRT Financial LP12,632$77.0K0.00%+12,632New
Prospera Financial Services Inc12,728$77.9K0.00%+12,728New
ProVise Management Group, LLC12,925$79.1K0.01%−2,000−13.4%Reduced
Mercer Global Advisors Inc14,627$89.5K0.00%+14,627New
GWM Advisors LLC14,811$90.6K0.00%+2,608+21.4%Added
Citadel Advisors LLC14,991$91.7K0.00%+14,991New
WMG Financial Advisors, LLC15,700$96.1K0.05%+15,700New
Sit Investment Associates Inc16,800$103.0K0.00%−33,976−66.9%Reduced
Cambridge Investment Research Advisors, Inc.17,176$105.0K0.00%+42+0.2%Added
US Bancorp18,188$111.3K0.00%+2,601+16.7%Added
Advisor Group Holdings, Inc.19,083$116.8K0.00%−202,240−91.4%Reduced
Cetera Investment Advisers19,292$118.1K0.00%+54+0.3%Added
Wedbush Securities Inc19,389$119.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC20,023$122.5K0.02%−11,666−36.8%Reduced
Wintrust Investments LLC20,063$123.0K0.01%−4,500−18.3%Reduced
Kestra Advisory Services, LLC20,152$123.3K0.00%+20,152New
National Asset Management, Inc.20,400$124.8K0.00%+5,000+32.5%Added
WealthTrust Axiom LLC24,396$149.3K0.05%+30+0.1%Added
Capital Market Strategies LLC24,621$150.7K0.10%00.0%Unchanged
Spire Wealth Management24,908$152.4K0.01%00.0%Unchanged
Novak & Powell Financial Services, Inc.25,204$154.3K0.10%+278+1.1%Added
Kingswood Wealth Advisors, LLC25,530$156.2K0.01%+25,530New
Fortitude Advisory Group L.L.C.27,876$170.6K0.10%00.0%Unchanged
Susquehanna International Group, LLP31,030$189.9K0.00%+332+1.1%Added
Integrated Capital Management, Inc.32,710$200.2K0.16%+4,709+16.8%Added
WealthBridge Capital Management, LLC37,907$232.0K0.08%+3,500+10.2%Added
Commonwealth Equity Services, LLC37,881$232.0K0.00%−3,219−7.8%Reduced
Creative Planning39,008$238.7K0.00%+11,590+42.3%Added
Rothschild Investment LLC40,000$244.8K0.02%00.0%Unchanged
Mariner, LLC43,788$268.0K0.00%−11,650−21.0%Reduced
Royal Bank of Canada44,724$274.0K0.00%+12,089+37.0%Added
Archetype Wealth Partners48,000$294.0K0.05%00.0%Unchanged
Nomura Holdings Inc49,500$302.9K0.00%00.0%Unchanged
HighTower Advisors, LLC56,453$337.0K0.00%−8,204−12.7%Reduced
Blue Bell Private Wealth Management, LLC56,455$345.5K0.07%+39,255+228.2%Added
Melfa Wealth Management, LLC57,298$350.7K0.25%+51+0.1%Added
Almitas Capital LLC57,374$351.1K0.15%+57,374New
Cohen & Steers, Inc.60,000$367.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.62,052$379.8K0.00%+38,870+167.7%Added
Fort Point Capital Partners LLC65,976$403.8K0.05%+1,050+1.6%Added
180 Wealth Advisors, LLC76,034$472.9K0.08%−7,244−8.7%Reduced
Nations Financial Group Inc,78,100$478.0K0.04%00.0%Unchanged
Nine Masts Capital Ltd92,302$564.9K0.17%−9,157−9.0%Reduced
Bank of New York Mellon Corp95,092$582.0K0.00%+1,145+1.2%Added
Ameriprise Financial Inc101,209$619.4K0.00%+10,105+11.1%Added
LPL Financial LLC103,652$634.4K0.00%−23,683−18.6%Reduced
Rockefeller Capital Management L.P.108,243$662.5K0.00%+11,078+11.4%Added
Nuveen Asset Management, LLC129,531$792.7K0.00%+8,453+7.0%Added
Raymond James & Associates138,714$848.9K0.00%−19,681−12.4%Reduced
Centaurus Financial, Inc.140,945$863.0K0.06%−3,360−2.3%Reduced
Park Avenue Securities LLC164,638$1.01M0.01%−1,438−0.9%Reduced
Landscape Capital Management, L.L.C.167,236$1.02M0.09%−20,942−11.1%Reduced
Envestnet Asset Management Inc182,513$1.12M0.00%+693+0.4%Added
Wolverine Asset Management LLC202,994$1.24M0.02%−24,241−10.7%Reduced
Bank of America Corp250,572$1.53M0.00%−6,353−2.5%Reduced
Ackerman Capital Advisors, LLC251,177$1.54M0.41%+11,944+5.0%Added
Matisse Capital273,100$1.67M0.83%+3,100+1.1%Added
UBS Group AG377,366$2.31M0.00%+26,774+7.6%Added
Gridiron Partners, LLC403,774$2.47M1.57%+700.0%Added
Capital Investment Advisors, LLC409,413$2.51M0.06%−7,710−1.8%Reduced
Pathstone Holdings, LLC473,390$2.90M0.01%+334,866+241.7%Added
Van Eck Associates Corp517,157$3.17M0.00%−26,483−4.9%Reduced
CNH Partners LLC564,125$3.45M0.09%−919−0.2%Reduced
Morgan Stanley737,320$4.51M0.00%−5,987−0.8%Reduced
Guggenheim Capital LLC806,695$4.94M0.04%−53,022−6.2%Reduced
Logan Stone Capital, LLC1,182,056$7.23M1.87%−376,152−24.1%Reduced
Hennion & Walsh Asset Management, Inc.1,465,468$8.97M0.46%+110,623+8.2%Added
Wells Fargo & Company1,470,621$9.00M0.00%−267,103−15.4%Reduced
Rivernorth Capital Management, LLC1,918,823$11.7M0.55%+23,331+1.2%Added
Saba Capital Management, L.P.4,053,860$24.8M0.55%+2,504,516+161.7%Added
Truist Financial Corp0$00.00%−134,656−100.0%Sold out
RMB Capital Management, LLC0$00.00%−125,000−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−39,255−100.0%Sold out
Merit Financial Group, LLC0$00.00%−11,614−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−10,415−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,000−100.0%Sold out