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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, 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.

Institutional holdersQ3 2024: 89 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 heldQ3 2024: $129.8M
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, Q3 2024

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q2 2024.

Institutions holding LEO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)100$6510.00%+100New
Mascoma Wealth Management LLC557$3.63K0.00%00.0%Unchanged
IFP Advisors, Inc562$3.66K0.00%+562New
FNY Investment Advisers, LLC1,000$6.00K0.00%+1,000New
Prestige Wealth Management Group LLC950$6.20K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,000$6.51K0.00%−956−48.9%Reduced
Bessemer Group Inc1,137$7.00K0.00%+313+38.0%Added
Steward Partners Investment Advisory, LLC1,500$9.77K0.00%00.0%Unchanged
First Community Trust NA1,700$11.1K0.01%00.0%Unchanged
Wintrust Investments LLC2,006$13.0K0.01%−18,057−90.0%Reduced
Ronald Blue Trust, Inc.3,569$21.8K0.00%00.0%Unchanged
Global Retirement Partners, LLC5,000$32.5K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,237$53.6K0.00%+5,942+258.9%Added
XML Financial, LLC10,310$67.1K0.01%+10,310New
Mercer Global Advisors Inc10,569$69.9K0.00%−4,058−27.7%Reduced
ProVise Management Group, LLC11,000$71.6K0.01%−1,925−14.9%Reduced
Kestra Private Wealth Services, LLC11,100$72.3K0.00%00.0%Unchanged
Verdence Capital Advisors LLC11,732$76.4K0.01%+71+0.6%Added
Advisor Group Holdings, Inc.11,911$77.5K0.00%−7,172−37.6%Reduced
Hollencrest Capital Management11,994$78.1K0.00%00.0%Unchanged
Prospera Financial Services Inc12,786$83.2K0.00%+58+0.5%Added
Sanctuary Advisors, LLC13,736$85.3K0.00%+13,736New
CI Private Wealth, LLC14,607$95.1K0.00%+14,607New
Citadel Advisors LLC14,628$95.2K0.00%−363−2.4%Reduced
GWM Advisors LLC14,817$96.5K0.00%+60.0%Added
National Asset Management, Inc.15,400$100.5K0.00%−5,000−24.5%Reduced
US Bancorp15,587$101.5K0.00%−2,601−14.3%Reduced
WMG Financial Advisors, LLC15,700$102.2K0.05%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15,830$103.1K0.00%+8,857+127.0%Added
Cambridge Investment Research Advisors, Inc.17,196$112.0K0.00%+20+0.1%Added
Cetera Investment Advisers17,795$115.8K0.00%−1,497−7.8%Reduced
Mariner, LLC18,188$118.4K0.00%−25,600−58.5%Reduced
Kestra Advisory Services, LLC18,258$118.9K0.00%−1,894−9.4%Reduced
Wedbush Securities Inc19,389$126.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC20,102$130.9K0.02%+79+0.4%Added
WealthTrust Axiom LLC24,411$158.9K0.05%+15+0.1%Added
Capital Market Strategies LLC24,621$160.3K0.10%00.0%Unchanged
Spire Wealth Management24,908$162.2K0.01%00.0%Unchanged
Novak & Powell Financial Services, Inc.25,338$165.0K0.10%+134+0.5%Added
Fortitude Advisory Group L.L.C.27,876$181.5K0.11%00.0%Unchanged
Integrated Capital Management, Inc.31,935$207.9K0.16%−775−2.4%Reduced
Thomas J. Herzfeld Advisors, Inc.35,789$233.0K0.08%+35,789New
Royal Bank of Canada36,500$238.0K0.00%−8,224−18.4%Reduced
WealthBridge Capital Management, LLC37,907$246.8K0.07%00.0%Unchanged
Commonwealth Equity Services, LLC38,100$248.0K0.00%+219+0.6%Added
Lee Financial Co38,012$248.2K0.04%+38,012New
Creative Planning39,214$255.3K0.00%+206+0.5%Added
Rothschild Investment LLC40,000$260.4K0.02%00.0%Unchanged
Archetype Wealth Partners48,000$312.0K0.05%00.0%Unchanged
Wolverine Asset Management LLC50,928$331.5K0.01%−152,066−74.9%Reduced
Melfa Wealth Management, LLC57,298$373.0K0.25%00.0%Unchanged
Almitas Capital LLC57,374$373.5K0.13%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.60,776$395.6K0.00%−1,276−2.1%Reduced
HighTower Advisors, LLC61,693$398.0K0.00%+5,240+9.3%Added
180 Wealth Advisors, LLC68,237$444.2K0.07%−7,797−10.3%Reduced
Nine Masts Capital Ltd73,382$477.7K0.22%−18,920−20.5%Reduced
Keybank National Association75,000$488.3K0.00%+75,000New
Nations Financial Group Inc,75,100$488.9K0.04%−3,000−3.8%Reduced
Wiley Bros.-Aintree Capital, LLC79,646$518.5K0.01%+79,646New
Ameriprise Financial Inc86,016$560.0K0.00%−15,193−15.0%Reduced
Blue Bell Private Wealth Management, LLC93,340$607.6K0.12%+36,885+65.3%Added
LPL Financial LLC113,606$739.6K0.00%+9,954+9.6%Added
Raymond James & Associates121,921$793.7K0.00%−16,793−12.1%Reduced
UBS Group AG127,138$827.7K0.00%−250,228−66.3%Reduced
Nuveen Asset Management, LLC129,559$845.9K0.00%+280.0%Added
Centaurus Financial, Inc.137,020$892.0K0.06%−3,925−2.8%Reduced
Riverbridge Partners LLC139,588$908.7K0.01%+139,588New
Rockefeller Capital Management L.P.141,159$918.9K0.00%+32,916+30.4%Added
Park Avenue Securities LLC160,244$1.04M0.01%−4,394−2.7%Reduced
Cohen & Steers, Inc.164,000$1.07M0.00%+104,000+173.3%Added
Envestnet Asset Management Inc180,340$1.17M0.00%−2,173−1.2%Reduced
Bank of New York Mellon Corp196,994$1.28M0.00%+101,902+107.2%Added
Bank of America Corp225,811$1.47M0.00%−24,761−9.9%Reduced
1607 Capital Partners, LLC237,074$1.54M0.14%+237,074New
Ackerman Capital Advisors, LLC247,502$1.61M0.42%−3,675−1.5%Reduced
Matisse Capital273,100$1.78M0.86%00.0%Unchanged
Sit Investment Associates Inc276,130$1.80M0.04%+259,330+1,543.6%Added
Gridiron Partners, LLC403,774$2.63M1.59%00.0%Unchanged
Capital Investment Advisors, LLC468,729$3.05M0.06%+59,316+14.5%Added
CNH Partners LLC469,708$3.06M0.07%−94,417−16.7%Reduced
Van Eck Associates Corp502,204$3.16M0.00%−14,953−2.9%Reduced
Morgan Stanley741,516$4.83M0.00%+4,196+0.6%Added
Guggenheim Capital LLC793,843$5.17M0.04%−12,852−1.6%Reduced
Pathstone Holdings, LLC1,103,527$7.18M0.03%+630,137+133.1%Added
Logan Stone Capital, LLC1,237,424$8.06M2.01%+55,368+4.7%Added
Wells Fargo & Company1,400,888$9.12M0.00%−69,733−4.7%Reduced
Hennion & Walsh Asset Management, Inc.1,455,735$9.48M0.44%−9,733−0.7%Reduced
Rivernorth Capital Management, LLC2,411,067$15.7M0.76%+492,244+25.7%Added
Saba Capital Management, L.P.4,435,947$28.9M0.63%+382,087+9.4%Added
Landscape Capital Management, L.L.C.0$00.00%−167,236−100.0%Sold out
Fort Point Capital Partners LLC0$00.00%−65,976−100.0%Sold out
Nomura Holdings Inc0$00.00%−49,500−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−31,030−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−25,530−100.0%Sold out
HRT Financial LP0$00.00%−12,632−100.0%Sold out
Gradient Investments LLC0$00.00%−1,700−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−680−100.0%Sold out