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, Q4 2024
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Dec 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
- 102
- +15 vs. Q3 2024
- Shares held
- 22.3M
- +2.56M (+12.9%) vs. Q3 2024
- Total value
- $134.9M
- +$6.30M (+4.9%) vs. Q3 2024
- New holders
- 20
- 37 more added
- Sold out
- 5
- 24 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,932,793 | $29.8M | 0.75% | +496,846+11.2% | Added |
| Rivernorth Capital Management, LLC | 2,344,781 | $14.2M | 0.68% | −66,286−2.7% | Reduced |
| Pathstone Holdings, LLC | 1,488,106 | $8.99M | 0.04% | +384,579+34.8% | Added |
| Wells Fargo & Company | 1,465,414 | $8.85M | 0.00% | +64,526+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,445,288 | $8.73M | 0.40% | −10,447−0.7% | Reduced |
| Logan Stone Capital, LLC | 1,244,554 | $7.52M | 2.52% | +7,130+0.6% | Added |
| Guggenheim Capital LLC | 821,060 | $4.96M | 0.04% | +27,217+3.4% | Added |
| Morgan Stanley | 637,717 | $3.85M | 0.00% | −103,799−14.0% | Reduced |
| Van Eck Associates Corp | 532,276 | $3.21M | 0.00% | +30,072+6.0% | Added |
| Capital Investment Advisors, LLC | 471,361 | $2.85M | 0.06% | +2,632+0.6% | Added |
| Gridiron Partners, LLC | 403,774 | $2.44M | 1.54% | 00.0% | Unchanged |
| CNH Partners LLC | 348,656 | $2.11M | 0.05% | −121,052−25.8% | Reduced |
| Ackerman Capital Advisors, LLC | 317,221 | $1.92M | 0.50% | +69,719+28.2% | Added |
| Sit Investment Associates Inc | 313,643 | $1.89M | 0.04% | +37,513+13.6% | Added |
| Capstone Investment Advisors, LLC | 287,487 | $1.74M | 0.02% | +287,487 | New |
| Matisse Capital | 273,100 | $1.65M | 0.84% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 263,400 | $1.59M | 0.00% | +99,400+60.6% | Added |
| Bank of America Corp | 256,083 | $1.55M | 0.00% | +30,272+13.4% | Added |
| Advisors Asset Management, Inc. | 239,979 | $1.45M | 0.03% | +239,979 | New |
| City of London Investment Management Co Ltd | 234,188 | $1.41M | 0.14% | +234,188 | New |
| 1607 Capital Partners, LLC | 206,145 | $1.25M | 0.10% | −30,929−13.0% | Reduced |
| Riverbridge Partners LLC | 196,515 | $1.19M | 0.02% | +56,927+40.8% | Added |
| Bank of New York Mellon Corp | 195,697 | $1.18M | 0.00% | −1,297−0.7% | Reduced |
| Envestnet Asset Management Inc | 187,425 | $1.13M | 0.00% | +7,085+3.9% | Added |
| Park Avenue Securities LLC | 168,143 | $1.02M | 0.01% | +7,899+4.9% | Added |
| Thoma Capital Management LLC | 162,317 | $980.4K | 0.67% | +162,317 | New |
| Raymond James Financial Inc | 152,250 | $919.6K | 0.00% | +152,250 | New |
| Blue Bell Private Wealth Management, LLC | 136,150 | $822.3K | 0.16% | +42,810+45.9% | Added |
| Nuveen Asset Management, LLC | 129,559 | $782.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 115,104 | $695.2K | 0.00% | −12,034−9.5% | Reduced |
| Centaurus Financial, Inc. | 113,045 | $683.0K | 0.04% | −23,975−17.5% | Reduced |
| LPL Financial LLC | 111,805 | $675.3K | 0.00% | −1,801−1.6% | Reduced |
| Almitas Capital LLC | 106,854 | $645.4K | 0.14% | +49,480+86.2% | Added |
| Rockefeller Capital Management L.P. | 99,346 | $600.1K | 0.00% | −41,813−29.6% | Reduced |
| Noble Wealth Management PBC | 99,196 | $599.1K | 0.42% | +99,196 | New |
| Wolverine Asset Management LLC | 96,711 | $584.1K | 0.01% | +45,783+89.9% | Added |
| Ameriprise Financial Inc | 86,065 | $519.8K | 0.00% | +49+0.1% | Added |
| HighTower Advisors, LLC | 85,250 | $514.9K | 0.00% | +23,557+38.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 80,256 | $495.2K | 0.01% | +610+0.8% | Added |
| Nations Financial Group Inc, | 75,100 | $453.6K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 75,000 | $453.0K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 73,275 | $442.6K | 0.02% | +73,275 | New |
| 180 Wealth Advisors, LLC | 62,743 | $379.0K | 0.06% | −5,494−8.1% | Reduced |
| Melfa Wealth Management, LLC | 60,298 | $364.2K | 0.24% | +3,000+5.2% | Added |
| Nomura Holdings Inc | 60,000 | $362.4K | 0.00% | +60,000 | New |
| Daner Wealth Management, LLC | 51,900 | $319.2K | 0.23% | +51,900 | New |
| Thomas J. Herzfeld Advisors, Inc. | 49,145 | $296.8K | 0.10% | +13,356+37.3% | Added |
| Archetype Wealth Partners | 47,727 | $288.0K | 0.04% | −273−0.6% | Reduced |
| Cornerstone Advisory, LLC | 42,312 | $264.0K | 0.03% | +22,210+110.5% | Added |
| Creative Planning | 43,165 | $260.7K | 0.00% | +3,951+10.1% | Added |
| Rothschild Investment LLC | 40,000 | $241.6K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,500 | $233.0K | 0.00% | +2,000+5.5% | Added |
| Lee Financial Co | 38,070 | $229.9K | 0.03% | +58+0.2% | Added |
| WealthBridge Capital Management, LLC | 37,907 | $229.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 34,860 | $211.0K | 0.00% | −3,240−8.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 33,530 | $202.5K | 0.02% | +33,530 | New |
| Integrated Capital Management, Inc. | 31,952 | $192.9K | 0.15% | +17+0.1% | Added |
| Compass Financial Services Inc | 29,104 | $175.8K | 0.10% | +29,104 | New |
| Fortitude Advisory Group L.L.C. | 27,876 | $168.4K | 0.10% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 26,608 | $160.7K | 0.03% | −46,774−63.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 25,608 | $154.7K | 0.09% | +270+1.1% | Added |
| Spire Wealth Management | 24,908 | $150.4K | 0.00% | 00.0% | Unchanged |
| Novus Advisors, LLC | 23,900 | $144.4K | 0.14% | +23,900 | New |
| Susquehanna International Group, LLP | 23,823 | $143.9K | 0.00% | +23,823 | New |
| Wedbush Securities Inc | 22,389 | $135.0K | 0.00% | +3,000+15.5% | Added |
| Independent Advisor Alliance | 21,023 | $127.0K | 0.00% | +21,023 | New |
| Landscape Capital Management, L.L.C. | 20,899 | $126.2K | 0.01% | +20,899 | New |
| MAI Capital Management | 19,444 | $117.4K | 0.00% | +19,444 | New |
| WealthTrust Axiom LLC | 19,000 | $114.8K | 0.03% | −5,411−22.2% | Reduced |
| Virtu Financial LLC | 18,563 | $112.0K | 0.01% | +18,563 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,389 | $111.1K | 0.00% | +2,559+16.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,354 | $111.0K | 0.00% | +1,158+6.7% | Added |
| Mariner, LLC | 18,188 | $109.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,754 | $107.2K | 0.00% | −41−0.2% | Reduced |
| CI Private Wealth, LLC | 15,773 | $95.3K | 0.00% | +1,166+8.0% | Added |
| US Bancorp | 15,587 | $94.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,728 | $89.0K | 0.00% | −89−0.6% | Reduced |
| National Asset Management, Inc. | 14,400 | $87.0K | 0.00% | −1,000−6.5% | Reduced |
| Sanctuary Advisors, LLC | 13,736 | $84.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,055 | $78.9K | 0.00% | −5,203−28.5% | Reduced |
| Prospera Financial Services Inc | 12,902 | $77.9K | 0.00% | +116+0.9% | Added |
| Advisor Group Holdings, Inc. | 12,412 | $75.0K | 0.00% | +501+4.2% | Added |
| The PNC Financial Services Group, Inc. | 12,003 | $72.5K | 0.00% | +11,003+1,100.3% | Added |
| Hollencrest Capital Management | 11,994 | $72.4K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,874 | $71.7K | 0.01% | +142+1.2% | Added |
| Walleye Capital LLC | 11,818 | $71.4K | 0.00% | +11,818 | New |
| Capital Market Strategies LLC | 11,121 | $67.2K | 0.04% | −13,500−54.8% | Reduced |
| Kestra Private Wealth Services, LLC | 11,100 | $67.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 10,000 | $60.4K | 0.01% | −310−3.0% | Reduced |
| Global Retirement Partners, LLC | 5,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,921 | $12.0K | 0.00% | +784+69.0% | Added |
| First Community Trust NA | 1,700 | $10.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.06K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,446 | $8.00K | 0.01% | −560−27.9% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $5.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 870 | $5.25K | 0.00% | −7,367−89.4% | Reduced |
| IFP Advisors, Inc | 562 | $3.39K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25 | $151 | 0.00% | −75−75.0% | Reduced |