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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, 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.

Institutional holdersQ1 2025: 88 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 heldQ1 2025: $147.9M
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, Q1 2025

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q4 2024.

Institutions holding LEO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Promus Capital, LLC14$850.00%00.0%Unchanged
Mascoma Wealth Management LLC557$3.41K0.00%00.0%Unchanged
IFP Advisors, Inc562$3.44K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co870$5.32K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC950$5.81K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,003$6.14K0.00%−11,000−91.6%Reduced
Steward Partners Investment Advisory, LLC1,500$9.18K0.00%00.0%Unchanged
Eastern Bank3,443$21.1K0.00%+3,443New
Ronald Blue Trust, Inc.3,569$21.8K0.00%00.0%Unchanged
Farther Finance Advisors, LLC6,062$37.6K0.00%+6,062New
Advisor Group Holdings, Inc.8,414$51.5K0.00%−3,998−32.2%Reduced
Truist Financial Corp10,694$65.4K0.00%+10,694New
Kestra Private Wealth Services, LLC11,100$67.9K0.00%00.0%Unchanged
MML Investors Services, LLC11,593$71.0K0.00%+11,593New
Confluence Wealth Services, Inc.12,500$71.8K0.00%+12,500New
Hollencrest Capital Management11,994$73.4K0.00%00.0%Unchanged
Prospera Financial Services Inc12,990$79.5K0.00%+88+0.7%Added
Capital Market Strategies LLC13,121$80.3K0.05%+2,000+18.0%Added
Susquehanna International Group, LLP13,850$84.8K0.00%−9,973−41.9%Reduced
Cambridge Investment Research Advisors, Inc.14,302$88.0K0.00%−4,052−22.1%Reduced
GWM Advisors LLC14,737$90.2K0.00%+9+0.1%Added
US Bancorp15,587$95.4K0.00%00.0%Unchanged
Cetera Investment Advisers17,738$108.6K0.00%−16−0.1%Reduced
Mariner, LLC18,066$110.6K0.00%−122−0.7%Reduced
WealthTrust Axiom LLC19,000$116.3K0.04%00.0%Unchanged
MAI Capital Management19,444$119.0K0.00%00.0%Unchanged
Wedbush Securities Inc22,389$137.0K0.01%00.0%Unchanged
Novus Advisors, LLC23,900$146.3K0.15%00.0%Unchanged
Landscape Capital Management, L.L.C.24,174$147.9K0.01%+3,275+15.7%Added
Spire Wealth Management24,908$152.4K0.00%00.0%Unchanged
Merit Financial Group, LLC26,133$159.9K0.00%+26,133New
Fortitude Advisory Group L.L.C.27,876$161.1K0.12%00.0%Unchanged
Compass Financial Services Inc29,373$179.8K0.09%+269+0.9%Added
Nations Financial Group Inc,32,100$196.5K0.01%−43,000−57.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32,493$198.9K0.01%+14,104+76.7%Added
Commonwealth Equity Services, LLC35,174$215.0K0.00%+314+0.9%Added
Virtu Financial LLC35,267$216.0K0.01%+16,704+90.0%Added
Integrated Capital Management, Inc.36,675$224.4K0.18%+4,723+14.8%Added
WealthBridge Capital Management, LLC37,907$232.0K0.07%00.0%Unchanged
Cornerstone Advisory, LLC39,633$233.2K0.03%−2,679−6.3%Reduced
Royal Bank of Canada38,500$236.0K0.00%00.0%Unchanged
Rothschild Investment LLC40,000$244.8K0.02%00.0%Unchanged
Archetype Wealth Partners47,727$292.0K0.04%00.0%Unchanged
Nuveen, LLC51,503$315.2K0.00%+51,503New
180 Wealth Advisors, LLC58,458$357.8K0.06%−4,285−6.8%Reduced
Creative Planning58,942$360.7K0.00%+15,777+36.6%Added
Melfa Wealth Management, LLC60,298$369.0K0.25%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.71,290$436.3K0.15%+22,145+45.1%Added
HighTower Advisors, LLC72,403$443.1K0.00%−12,847−15.1%Reduced
Wiley Bros.-Aintree Capital, LLC80,657$493.6K0.01%+401+0.5%Added
Ameriprise Financial Inc85,522$523.4K0.00%−543−0.6%Reduced
UBS Group AG94,020$575.4K0.00%−21,084−18.3%Reduced
Noble Wealth Management PBC95,396$583.8K0.40%−3,800−3.8%Reduced
Rockefeller Capital Management L.P.96,282$589.2K0.00%−3,064−3.1%Reduced
Centaurus Financial, Inc.107,761$659.0K0.04%−5,284−4.7%Reduced
CI Private Wealth, LLC111,806$684.3K0.00%+96,033+608.8%Added
Thoma Capital Management LLC121,617$744.3K0.52%−40,700−25.1%Reduced
LPL Financial LLC132,879$813.2K0.00%+21,074+18.8%Added
Blue Bell Private Wealth Management, LLC135,000$826.2K0.16%−1,150−0.8%Reduced
Almitas Capital LLC145,014$887.5K0.29%+38,160+35.7%Added
Park Avenue Securities LLC169,551$1.04M0.01%+1,408+0.8%Added
Raymond James Financial Inc186,697$1.14M0.00%+34,447+22.6%Added
Envestnet Asset Management Inc193,616$1.18M0.00%+6,191+3.3%Added
Bank of New York Mellon Corp195,697$1.20M0.00%00.0%Unchanged
Bank of America Corp195,786$1.20M0.00%−60,297−23.5%Reduced
CNH Partners LLC201,664$1.23M0.03%−146,992−42.2%Reduced
1607 Capital Partners, LLC206,145$1.26M0.10%00.0%Unchanged
Riverbridge Partners LLC213,667$1.31M0.02%+17,152+8.7%Added
Whitebox Advisors LLC267,300$1.64M0.05%+267,300New
Matisse Capital273,100$1.67M0.88%00.0%Unchanged
Ackerman Capital Advisors, LLC296,722$1.82M0.48%−20,499−6.5%Reduced
Cohen & Steers, Inc.313,400$1.92M0.00%+50,000+19.0%Added
City of London Investment Management Co Ltd340,306$2.08M0.22%+106,118+45.3%Added
Capstone Investment Advisors, LLC379,865$2.32M0.02%+92,378+32.1%Added
Gridiron Partners, LLC403,774$2.47M1.58%00.0%Unchanged
Van Eck Associates Corp426,378$2.61M0.00%−105,898−19.9%Reduced
Capital Investment Advisors, LLC457,960$2.80M0.05%−13,401−2.8%Reduced
Morgan Stanley521,740$3.19M0.00%−115,977−18.2%Reduced
Sit Investment Associates Inc540,651$3.31M0.08%+227,008+72.4%Added
Advisors Asset Management, Inc.690,872$4.10M0.08%+450,893+187.9%Added
Verition Fund Management LLC683,735$4.18M0.02%+683,735New
Guggenheim Capital LLC782,170$4.79M0.04%−38,890−4.7%Reduced
Logan Stone Capital, LLC1,072,819$6.57M3.06%−171,735−13.8%Reduced
Hennion & Walsh Asset Management, Inc.1,433,478$8.77M0.39%−11,810−0.8%Reduced
Wells Fargo & Company1,549,422$9.48M0.00%+84,008+5.7%Added
Rivernorth Capital Management, LLC2,293,542$14.0M0.74%−51,239−2.2%Reduced
Pathstone Holdings, LLC2,369,240$14.7M0.06%+881,134+59.2%Added
Saba Capital Management, L.P.5,114,769$31.3M0.86%+181,976+3.7%Added
Wolverine Asset Management LLC0$00.00%−96,711−100.0%Sold out
Keybank National Association0$00.00%−75,000−100.0%Sold out
Readystate Asset Management LP0$00.00%−73,275−100.0%Sold out
Nomura Holdings Inc0$00.00%−60,000−100.0%Sold out
Lee Financial Co0$00.00%−38,070−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−33,530−100.0%Sold out
Nine Masts Capital Ltd0$00.00%−26,608−100.0%Sold out
Novak & Powell Financial Services, Inc.0$00.00%−25,608−100.0%Sold out
Independent Advisor Alliance0$00.00%−21,023−100.0%Sold out
National Asset Management, Inc.0$00.00%−14,400−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−13,736−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−13,055−100.0%Sold out