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, Q1 2025
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Mar 31, 2025. 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
- 88
- −10 vs. Q4 2024
- Shares held
- 24.2M
- +2.01M (+9.1%) vs. Q4 2024
- Total value
- $147.9M
- +$14.1M (+10.5%) vs. Q4 2024
- New holders
- 9
- 27 more added
- Sold out
- 19
- 27 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,114,769 | $31.3M | 0.86% | +181,976+3.7% | Added |
| Pathstone Holdings, LLC | 2,369,240 | $14.7M | 0.06% | +881,134+59.2% | Added |
| Rivernorth Capital Management, LLC | 2,293,542 | $14.0M | 0.74% | −51,239−2.2% | Reduced |
| Wells Fargo & Company | 1,549,422 | $9.48M | 0.00% | +84,008+5.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,433,478 | $8.77M | 0.39% | −11,810−0.8% | Reduced |
| Logan Stone Capital, LLC | 1,072,819 | $6.57M | 3.06% | −171,735−13.8% | Reduced |
| Guggenheim Capital LLC | 782,170 | $4.79M | 0.04% | −38,890−4.7% | Reduced |
| Verition Fund Management LLC | 683,735 | $4.18M | 0.02% | +683,735 | New |
| Advisors Asset Management, Inc. | 690,872 | $4.10M | 0.08% | +450,893+187.9% | Added |
| Sit Investment Associates Inc | 540,651 | $3.31M | 0.08% | +227,008+72.4% | Added |
| Morgan Stanley | 521,740 | $3.19M | 0.00% | −115,977−18.2% | Reduced |
| Capital Investment Advisors, LLC | 457,960 | $2.80M | 0.05% | −13,401−2.8% | Reduced |
| Van Eck Associates Corp | 426,378 | $2.61M | 0.00% | −105,898−19.9% | Reduced |
| Gridiron Partners, LLC | 403,774 | $2.47M | 1.58% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 379,865 | $2.32M | 0.02% | +92,378+32.1% | Added |
| City of London Investment Management Co Ltd | 340,306 | $2.08M | 0.22% | +106,118+45.3% | Added |
| Cohen & Steers, Inc. | 313,400 | $1.92M | 0.00% | +50,000+19.0% | Added |
| Ackerman Capital Advisors, LLC | 296,722 | $1.82M | 0.48% | −20,499−6.5% | Reduced |
| Matisse Capital | 273,100 | $1.67M | 0.88% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 267,300 | $1.64M | 0.05% | +267,300 | New |
| Riverbridge Partners LLC | 213,667 | $1.31M | 0.02% | +17,152+8.7% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.26M | 0.10% | 00.0% | Unchanged |
| CNH Partners LLC | 201,664 | $1.23M | 0.03% | −146,992−42.2% | Reduced |
| Bank of America Corp | 195,786 | $1.20M | 0.00% | −60,297−23.5% | Reduced |
| Bank of New York Mellon Corp | 195,697 | $1.20M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 193,616 | $1.18M | 0.00% | +6,191+3.3% | Added |
| Raymond James Financial Inc | 186,697 | $1.14M | 0.00% | +34,447+22.6% | Added |
| Park Avenue Securities LLC | 169,551 | $1.04M | 0.01% | +1,408+0.8% | Added |
| Almitas Capital LLC | 145,014 | $887.5K | 0.29% | +38,160+35.7% | Added |
| Blue Bell Private Wealth Management, LLC | 135,000 | $826.2K | 0.16% | −1,150−0.8% | Reduced |
| LPL Financial LLC | 132,879 | $813.2K | 0.00% | +21,074+18.8% | Added |
| Thoma Capital Management LLC | 121,617 | $744.3K | 0.52% | −40,700−25.1% | Reduced |
| CI Private Wealth, LLC | 111,806 | $684.3K | 0.00% | +96,033+608.8% | Added |
| Centaurus Financial, Inc. | 107,761 | $659.0K | 0.04% | −5,284−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 96,282 | $589.2K | 0.00% | −3,064−3.1% | Reduced |
| Noble Wealth Management PBC | 95,396 | $583.8K | 0.40% | −3,800−3.8% | Reduced |
| UBS Group AG | 94,020 | $575.4K | 0.00% | −21,084−18.3% | Reduced |
| Ameriprise Financial Inc | 85,522 | $523.4K | 0.00% | −543−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 80,657 | $493.6K | 0.01% | +401+0.5% | Added |
| HighTower Advisors, LLC | 72,403 | $443.1K | 0.00% | −12,847−15.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 71,290 | $436.3K | 0.15% | +22,145+45.1% | Added |
| Melfa Wealth Management, LLC | 60,298 | $369.0K | 0.25% | 00.0% | Unchanged |
| Creative Planning | 58,942 | $360.7K | 0.00% | +15,777+36.6% | Added |
| 180 Wealth Advisors, LLC | 58,458 | $357.8K | 0.06% | −4,285−6.8% | Reduced |
| Nuveen, LLC | 51,503 | $315.2K | 0.00% | +51,503 | New |
| Archetype Wealth Partners | 47,727 | $292.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40,000 | $244.8K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,500 | $236.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 39,633 | $233.2K | 0.03% | −2,679−6.3% | Reduced |
| WealthBridge Capital Management, LLC | 37,907 | $232.0K | 0.07% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 36,675 | $224.4K | 0.18% | +4,723+14.8% | Added |
| Virtu Financial LLC | 35,267 | $216.0K | 0.01% | +16,704+90.0% | Added |
| Commonwealth Equity Services, LLC | 35,174 | $215.0K | 0.00% | +314+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,493 | $198.9K | 0.01% | +14,104+76.7% | Added |
| Nations Financial Group Inc, | 32,100 | $196.5K | 0.01% | −43,000−57.3% | Reduced |
| Compass Financial Services Inc | 29,373 | $179.8K | 0.09% | +269+0.9% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $161.1K | 0.12% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,133 | $159.9K | 0.00% | +26,133 | New |
| Spire Wealth Management | 24,908 | $152.4K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $147.9K | 0.01% | +3,275+15.7% | Added |
| Novus Advisors, LLC | 23,900 | $146.3K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,389 | $137.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 19,444 | $119.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,000 | $116.3K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 18,066 | $110.6K | 0.00% | −122−0.7% | Reduced |
| Cetera Investment Advisers | 17,738 | $108.6K | 0.00% | −16−0.1% | Reduced |
| US Bancorp | 15,587 | $95.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,737 | $90.2K | 0.00% | +9+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,302 | $88.0K | 0.00% | −4,052−22.1% | Reduced |
| Susquehanna International Group, LLP | 13,850 | $84.8K | 0.00% | −9,973−41.9% | Reduced |
| Capital Market Strategies LLC | 13,121 | $80.3K | 0.05% | +2,000+18.0% | Added |
| Prospera Financial Services Inc | 12,990 | $79.5K | 0.00% | +88+0.7% | Added |
| Hollencrest Capital Management | 11,994 | $73.4K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,500 | $71.8K | 0.00% | +12,500 | New |
| MML Investors Services, LLC | 11,593 | $71.0K | 0.00% | +11,593 | New |
| Kestra Private Wealth Services, LLC | 11,100 | $67.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,694 | $65.4K | 0.00% | +10,694 | New |
| Advisor Group Holdings, Inc. | 8,414 | $51.5K | 0.00% | −3,998−32.2% | Reduced |
| Farther Finance Advisors, LLC | 6,062 | $37.6K | 0.00% | +6,062 | New |
| Ronald Blue Trust, Inc. | 3,569 | $21.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $21.1K | 0.00% | +3,443 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.18K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,003 | $6.14K | 0.00% | −11,000−91.6% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $5.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 870 | $5.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 562 | $3.44K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.41K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 14 | $85 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −96,711−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −73,275−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −38,070−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −33,530−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −26,608−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −25,608−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −21,023−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −13,736−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,055−100.0% | Sold out |