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, Q3 2024
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Sep 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
- 89
- +4 vs. Q2 2024
- Shares held
- 20.0M
- +1.70M (+9.3%) vs. Q2 2024
- Total value
- $129.8M
- +$18.1M (+16.2%) vs. Q2 2024
- New holders
- 12
- 26 more added
- Sold out
- 8
- 31 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,435,947 | $28.9M | 0.63% | +382,087+9.4% | Added |
| Rivernorth Capital Management, LLC | 2,411,067 | $15.7M | 0.76% | +492,244+25.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,455,735 | $9.48M | 0.44% | −9,733−0.7% | Reduced |
| Wells Fargo & Company | 1,400,888 | $9.12M | 0.00% | −69,733−4.7% | Reduced |
| Logan Stone Capital, LLC | 1,237,424 | $8.06M | 2.01% | +55,368+4.7% | Added |
| Pathstone Holdings, LLC | 1,103,527 | $7.18M | 0.03% | +630,137+133.1% | Added |
| Guggenheim Capital LLC | 793,843 | $5.17M | 0.04% | −12,852−1.6% | Reduced |
| Morgan Stanley | 741,516 | $4.83M | 0.00% | +4,196+0.6% | Added |
| Van Eck Associates Corp | 502,204 | $3.16M | 0.00% | −14,953−2.9% | Reduced |
| CNH Partners LLC | 469,708 | $3.06M | 0.07% | −94,417−16.7% | Reduced |
| Capital Investment Advisors, LLC | 468,729 | $3.05M | 0.06% | +59,316+14.5% | Added |
| Gridiron Partners, LLC | 403,774 | $2.63M | 1.59% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 276,130 | $1.80M | 0.04% | +259,330+1,543.6% | Added |
| Matisse Capital | 273,100 | $1.78M | 0.86% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 247,502 | $1.61M | 0.42% | −3,675−1.5% | Reduced |
| 1607 Capital Partners, LLC | 237,074 | $1.54M | 0.14% | +237,074 | New |
| Bank of America Corp | 225,811 | $1.47M | 0.00% | −24,761−9.9% | Reduced |
| Bank of New York Mellon Corp | 196,994 | $1.28M | 0.00% | +101,902+107.2% | Added |
| Envestnet Asset Management Inc | 180,340 | $1.17M | 0.00% | −2,173−1.2% | Reduced |
| Cohen & Steers, Inc. | 164,000 | $1.07M | 0.00% | +104,000+173.3% | Added |
| Park Avenue Securities LLC | 160,244 | $1.04M | 0.01% | −4,394−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 141,159 | $918.9K | 0.00% | +32,916+30.4% | Added |
| Riverbridge Partners LLC | 139,588 | $908.7K | 0.01% | +139,588 | New |
| Centaurus Financial, Inc. | 137,020 | $892.0K | 0.06% | −3,925−2.8% | Reduced |
| Nuveen Asset Management, LLC | 129,559 | $845.9K | 0.00% | +280.0% | Added |
| UBS Group AG | 127,138 | $827.7K | 0.00% | −250,228−66.3% | Reduced |
| Raymond James & Associates | 121,921 | $793.7K | 0.00% | −16,793−12.1% | Reduced |
| LPL Financial LLC | 113,606 | $739.6K | 0.00% | +9,954+9.6% | Added |
| Blue Bell Private Wealth Management, LLC | 93,340 | $607.6K | 0.12% | +36,885+65.3% | Added |
| Ameriprise Financial Inc | 86,016 | $560.0K | 0.00% | −15,193−15.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 79,646 | $518.5K | 0.01% | +79,646 | New |
| Nations Financial Group Inc, | 75,100 | $488.9K | 0.04% | −3,000−3.8% | Reduced |
| Keybank National Association | 75,000 | $488.3K | 0.00% | +75,000 | New |
| Nine Masts Capital Ltd | 73,382 | $477.7K | 0.22% | −18,920−20.5% | Reduced |
| 180 Wealth Advisors, LLC | 68,237 | $444.2K | 0.07% | −7,797−10.3% | Reduced |
| HighTower Advisors, LLC | 61,693 | $398.0K | 0.00% | +5,240+9.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 60,776 | $395.6K | 0.00% | −1,276−2.1% | Reduced |
| Almitas Capital LLC | 57,374 | $373.5K | 0.13% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 57,298 | $373.0K | 0.25% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 50,928 | $331.5K | 0.01% | −152,066−74.9% | Reduced |
| Archetype Wealth Partners | 48,000 | $312.0K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40,000 | $260.4K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 39,214 | $255.3K | 0.00% | +206+0.5% | Added |
| Lee Financial Co | 38,012 | $248.2K | 0.04% | +38,012 | New |
| Commonwealth Equity Services, LLC | 38,100 | $248.0K | 0.00% | +219+0.6% | Added |
| WealthBridge Capital Management, LLC | 37,907 | $246.8K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 36,500 | $238.0K | 0.00% | −8,224−18.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 35,789 | $233.0K | 0.08% | +35,789 | New |
| Integrated Capital Management, Inc. | 31,935 | $207.9K | 0.16% | −775−2.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,876 | $181.5K | 0.11% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 25,338 | $165.0K | 0.10% | +134+0.5% | Added |
| Spire Wealth Management | 24,908 | $162.2K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 24,621 | $160.3K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 24,411 | $158.9K | 0.05% | +15+0.1% | Added |
| Cornerstone Advisory, LLC | 20,102 | $130.9K | 0.02% | +79+0.4% | Added |
| Wedbush Securities Inc | 19,389 | $126.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,258 | $118.9K | 0.00% | −1,894−9.4% | Reduced |
| Mariner, LLC | 18,188 | $118.4K | 0.00% | −25,600−58.5% | Reduced |
| Cetera Investment Advisers | 17,795 | $115.8K | 0.00% | −1,497−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,196 | $112.0K | 0.00% | +20+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,830 | $103.1K | 0.00% | +8,857+127.0% | Added |
| WMG Financial Advisors, LLC | 15,700 | $102.2K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 15,587 | $101.5K | 0.00% | −2,601−14.3% | Reduced |
| National Asset Management, Inc. | 15,400 | $100.5K | 0.00% | −5,000−24.5% | Reduced |
| GWM Advisors LLC | 14,817 | $96.5K | 0.00% | +60.0% | Added |
| Citadel Advisors LLC | 14,628 | $95.2K | 0.00% | −363−2.4% | Reduced |
| CI Private Wealth, LLC | 14,607 | $95.1K | 0.00% | +14,607 | New |
| Sanctuary Advisors, LLC | 13,736 | $85.3K | 0.00% | +13,736 | New |
| Prospera Financial Services Inc | 12,786 | $83.2K | 0.00% | +58+0.5% | Added |
| Hollencrest Capital Management | 11,994 | $78.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,911 | $77.5K | 0.00% | −7,172−37.6% | Reduced |
| Verdence Capital Advisors LLC | 11,732 | $76.4K | 0.01% | +71+0.6% | Added |
| Kestra Private Wealth Services, LLC | 11,100 | $72.3K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 11,000 | $71.6K | 0.01% | −1,925−14.9% | Reduced |
| Mercer Global Advisors Inc | 10,569 | $69.9K | 0.00% | −4,058−27.7% | Reduced |
| XML Financial, LLC | 10,310 | $67.1K | 0.01% | +10,310 | New |
| Northwestern Mutual Wealth Management Co | 8,237 | $53.6K | 0.00% | +5,942+258.9% | Added |
| Global Retirement Partners, LLC | 5,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $21.8K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,006 | $13.0K | 0.01% | −18,057−90.0% | Reduced |
| First Community Trust NA | 1,700 | $11.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.77K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,137 | $7.00K | 0.00% | +313+38.0% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $6.51K | 0.00% | −956−48.9% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $6.20K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $6.00K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 562 | $3.66K | 0.00% | +562 | New |
| Mascoma Wealth Management LLC | 557 | $3.63K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $651 | 0.00% | +100 | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −167,236−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −65,976−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −49,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,030−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,530−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |