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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1 | $5 | 0.00% | +1 | New |
| Promus Capital, LLC | 14 | $83 | 0.00% | +14 | New |
| Tower Research Capital LLC (TRC) | 25 | $151 | 0.00% | −75−75.0% | Reduced |
| Mascoma Wealth Management LLC | 557 | $3.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 562 | $3.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 870 | $5.25K | 0.00% | −7,367−89.4% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $5.74K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,446 | $8.00K | 0.01% | −560−27.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.06K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,700 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,921 | $12.0K | 0.00% | +784+69.0% | Added |
| Ronald Blue Trust, Inc. | 3,569 | $21.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 10,000 | $60.4K | 0.01% | −310−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 11,100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 11,121 | $67.2K | 0.04% | −13,500−54.8% | Reduced |
| Walleye Capital LLC | 11,818 | $71.4K | 0.00% | +11,818 | New |
| Verdence Capital Advisors LLC | 11,874 | $71.7K | 0.01% | +142+1.2% | Added |
| Hollencrest Capital Management | 11,994 | $72.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,003 | $72.5K | 0.00% | +11,003+1,100.3% | Added |
| Advisor Group Holdings, Inc. | 12,412 | $75.0K | 0.00% | +501+4.2% | Added |
| Prospera Financial Services Inc | 12,902 | $77.9K | 0.00% | +116+0.9% | Added |
| Kestra Advisory Services, LLC | 13,055 | $78.9K | 0.00% | −5,203−28.5% | Reduced |
| Sanctuary Advisors, LLC | 13,736 | $84.5K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,400 | $87.0K | 0.00% | −1,000−6.5% | Reduced |
| GWM Advisors LLC | 14,728 | $89.0K | 0.00% | −89−0.6% | Reduced |
| US Bancorp | 15,587 | $94.1K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,773 | $95.3K | 0.00% | +1,166+8.0% | Added |
| Cetera Investment Advisers | 17,754 | $107.2K | 0.00% | −41−0.2% | Reduced |
| Mariner, LLC | 18,188 | $109.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,354 | $111.0K | 0.00% | +1,158+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,389 | $111.1K | 0.00% | +2,559+16.2% | Added |
| Virtu Financial LLC | 18,563 | $112.0K | 0.01% | +18,563 | New |
| WealthTrust Axiom LLC | 19,000 | $114.8K | 0.03% | −5,411−22.2% | Reduced |
| MAI Capital Management | 19,444 | $117.4K | 0.00% | +19,444 | New |
| Landscape Capital Management, L.L.C. | 20,899 | $126.2K | 0.01% | +20,899 | New |
| Independent Advisor Alliance | 21,023 | $127.0K | 0.00% | +21,023 | New |
| Wedbush Securities Inc | 22,389 | $135.0K | 0.00% | +3,000+15.5% | Added |
| Susquehanna International Group, LLP | 23,823 | $143.9K | 0.00% | +23,823 | New |
| Novus Advisors, LLC | 23,900 | $144.4K | 0.14% | +23,900 | New |
| Spire Wealth Management | 24,908 | $150.4K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 25,608 | $154.7K | 0.09% | +270+1.1% | Added |
| Nine Masts Capital Ltd | 26,608 | $160.7K | 0.03% | −46,774−63.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,876 | $168.4K | 0.10% | 00.0% | Unchanged |
| Compass Financial Services Inc | 29,104 | $175.8K | 0.10% | +29,104 | New |
| Integrated Capital Management, Inc. | 31,952 | $192.9K | 0.15% | +17+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 33,530 | $202.5K | 0.02% | +33,530 | New |
| Commonwealth Equity Services, LLC | 34,860 | $211.0K | 0.00% | −3,240−8.5% | Reduced |
| WealthBridge Capital Management, LLC | 37,907 | $229.0K | 0.06% | 00.0% | Unchanged |
| Lee Financial Co | 38,070 | $229.9K | 0.03% | +58+0.2% | Added |
| Royal Bank of Canada | 38,500 | $233.0K | 0.00% | +2,000+5.5% | Added |
| Rothschild Investment LLC | 40,000 | $241.6K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 43,165 | $260.7K | 0.00% | +3,951+10.1% | Added |
| Cornerstone Advisory, LLC | 42,312 | $264.0K | 0.03% | +22,210+110.5% | Added |
| Archetype Wealth Partners | 47,727 | $288.0K | 0.04% | −273−0.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 49,145 | $296.8K | 0.10% | +13,356+37.3% | Added |
| Daner Wealth Management, LLC | 51,900 | $319.2K | 0.23% | +51,900 | New |
| Nomura Holdings Inc | 60,000 | $362.4K | 0.00% | +60,000 | New |
| Melfa Wealth Management, LLC | 60,298 | $364.2K | 0.24% | +3,000+5.2% | Added |
| 180 Wealth Advisors, LLC | 62,743 | $379.0K | 0.06% | −5,494−8.1% | Reduced |
| Readystate Asset Management LP | 73,275 | $442.6K | 0.02% | +73,275 | New |
| Keybank National Association | 75,000 | $453.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 75,100 | $453.6K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 80,256 | $495.2K | 0.01% | +610+0.8% | Added |
| HighTower Advisors, LLC | 85,250 | $514.9K | 0.00% | +23,557+38.2% | Added |
| Ameriprise Financial Inc | 86,065 | $519.8K | 0.00% | +49+0.1% | Added |
| Wolverine Asset Management LLC | 96,711 | $584.1K | 0.01% | +45,783+89.9% | Added |
| Noble Wealth Management PBC | 99,196 | $599.1K | 0.42% | +99,196 | New |
| Rockefeller Capital Management L.P. | 99,346 | $600.1K | 0.00% | −41,813−29.6% | Reduced |
| Almitas Capital LLC | 106,854 | $645.4K | 0.14% | +49,480+86.2% | Added |
| LPL Financial LLC | 111,805 | $675.3K | 0.00% | −1,801−1.6% | Reduced |
| Centaurus Financial, Inc. | 113,045 | $683.0K | 0.04% | −23,975−17.5% | Reduced |
| UBS Group AG | 115,104 | $695.2K | 0.00% | −12,034−9.5% | Reduced |
| Nuveen Asset Management, LLC | 129,559 | $782.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 136,150 | $822.3K | 0.16% | +42,810+45.9% | Added |
| Raymond James Financial Inc | 152,250 | $919.6K | 0.00% | +152,250 | New |
| Thoma Capital Management LLC | 162,317 | $980.4K | 0.67% | +162,317 | New |
| Park Avenue Securities LLC | 168,143 | $1.02M | 0.01% | +7,899+4.9% | Added |
| Envestnet Asset Management Inc | 187,425 | $1.13M | 0.00% | +7,085+3.9% | Added |
| Bank of New York Mellon Corp | 195,697 | $1.18M | 0.00% | −1,297−0.7% | Reduced |
| Riverbridge Partners LLC | 196,515 | $1.19M | 0.02% | +56,927+40.8% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.25M | 0.10% | −30,929−13.0% | Reduced |
| City of London Investment Management Co Ltd | 234,188 | $1.41M | 0.14% | +234,188 | New |
| Advisors Asset Management, Inc. | 239,979 | $1.45M | 0.03% | +239,979 | New |
| Bank of America Corp | 256,083 | $1.55M | 0.00% | +30,272+13.4% | Added |
| Cohen & Steers, Inc. | 263,400 | $1.59M | 0.00% | +99,400+60.6% | Added |
| Matisse Capital | 273,100 | $1.65M | 0.84% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 287,487 | $1.74M | 0.02% | +287,487 | New |
| Sit Investment Associates Inc | 313,643 | $1.89M | 0.04% | +37,513+13.6% | Added |
| Ackerman Capital Advisors, LLC | 317,221 | $1.92M | 0.50% | +69,719+28.2% | Added |
| CNH Partners LLC | 348,656 | $2.11M | 0.05% | −121,052−25.8% | Reduced |
| Gridiron Partners, LLC | 403,774 | $2.44M | 1.54% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 471,361 | $2.85M | 0.06% | +2,632+0.6% | Added |
| Van Eck Associates Corp | 532,276 | $3.21M | 0.00% | +30,072+6.0% | Added |
| Morgan Stanley | 637,717 | $3.85M | 0.00% | −103,799−14.0% | Reduced |
| Guggenheim Capital LLC | 821,060 | $4.96M | 0.04% | +27,217+3.4% | Added |
| Logan Stone Capital, LLC | 1,244,554 | $7.52M | 2.52% | +7,130+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,445,288 | $8.73M | 0.40% | −10,447−0.7% | Reduced |
| Wells Fargo & Company | 1,465,414 | $8.85M | 0.00% | +64,526+4.6% | Added |
| Pathstone Holdings, LLC | 1,488,106 | $8.99M | 0.04% | +384,579+34.8% | Added |