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.
Q1 2025 vs. Q4 2024
How the institutions holding BNY Mellon Strategic Municipals, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 102 | 4 | 88 | −10 |
| Shares | 22.3M | 187.9K | 24.2M | +2.01M (+9.1%) |
| Value | $134.9M | $1.14M | $147.9M | +$14.1M (+10.5%) |
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held BNY Mellon Strategic Municipals, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Verition Fund Management LLC | 683,735 | $4.18M | 0.02% |
| Whitebox Advisors LLC | 267,300 | $1.64M | 0.05% |
| Nuveen, LLC | 51,503 | $315.2K | 0.00% |
| Merit Financial Group, LLC | 26,133 | $159.9K | 0.00% |
| Confluence Wealth Services, Inc. | 12,500 | $71.8K | 0.00% |
| MML Investors Services, LLC | 11,593 | $71.0K | 0.00% |
| Truist Financial Corp | 10,694 | $65.4K | 0.00% |
| Farther Finance Advisors, LLC | 6,062 | $37.6K | 0.00% |
| Eastern Bank | 3,443 | $21.1K | 0.00% |
Sold out (19)
Institutions that held BNY Mellon Strategic Municipals, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 96,711 | $584.1K |
| Keybank National Association | 75,000 | $453.0K |
| Readystate Asset Management LP | 73,275 | $442.6K |
| Nomura Holdings Inc | 60,000 | $362.4K |
| Lee Financial Co | 38,070 | $229.9K |
| Kingswood Wealth Advisors, LLC | 33,530 | $202.5K |
| Nine Masts Capital Ltd | 26,608 | $160.7K |
| Novak & Powell Financial Services, Inc. | 25,608 | $154.7K |
| Independent Advisor Alliance | 21,023 | $127.0K |
| National Asset Management, Inc. | 14,400 | $87.0K |
| Sanctuary Advisors, LLC | 13,736 | $84.5K |
| Kestra Advisory Services, LLC | 13,055 | $78.9K |
| Verdence Capital Advisors LLC | 11,874 | $71.7K |
| Walleye Capital LLC | 11,818 | $71.4K |
| XML Financial, LLC | 10,000 | $60.4K |
| Bessemer Group Inc | 1,921 | $12.0K |
| First Community Trust NA | 1,700 | $10.3K |
| Tower Research Capital LLC (TRC) | 25 | $151 |
| BlackRock, Inc. | 1 | $5 |
Not filed for Q1 2025 yet (4)
Institutions that held BNY Mellon Strategic Municipals, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 129,559 | $782.5K |
| Daner Wealth Management, LLC | 51,900 | $319.2K |
| Global Retirement Partners, LLC | 5,000 | $30.2K |
| Wintrust Investments LLC | 1,446 | $8.00K |