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, Q2 2025
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Jun 30, 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
- 97
- +10 vs. Q1 2025
- Shares held
- 25.7M
- +1.69M (+7.0%) vs. Q1 2025
- Total value
- $152.4M
- +$5.12M (+3.5%) vs. Q1 2025
- New holders
- 14
- 28 more added
- Sold out
- 4
- 24 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,581,552 | $33.0M | 0.90% | +466,783+9.1% | Added |
| Pathstone Holdings, LLC | 3,115,983 | $18.4M | 0.07% | +746,743+31.5% | Added |
| Rivernorth Capital Management, LLC | 2,212,510 | $13.1M | 0.72% | −81,032−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,321,096 | $7.82M | 0.32% | −112,382−7.8% | Reduced |
| Wells Fargo & Company | 1,222,755 | $7.24M | 0.00% | −326,667−21.1% | Reduced |
| Logan Stone Capital, LLC | 1,049,643 | $6.21M | 2.92% | −23,176−2.2% | Reduced |
| Verition Fund Management LLC | 690,049 | $4.09M | 0.02% | +6,314+0.9% | Added |
| Guggenheim Capital LLC | 685,986 | $4.06M | 0.03% | −96,184−12.3% | Reduced |
| Sit Investment Associates Inc | 656,346 | $3.89M | 0.08% | +115,695+21.4% | Added |
| Bulldog Investors, LLP | 613,504 | $3.63M | 0.92% | +613,504 | New |
| Morgan Stanley | 562,541 | $3.33M | 0.00% | +40,801+7.8% | Added |
| Advisors Asset Management, Inc. | 508,074 | $3.01M | 0.05% | −182,798−26.5% | Reduced |
| Van Eck Associates Corp | 434,835 | $2.57M | 0.00% | +8,457+2.0% | Added |
| Capital Investment Advisors, LLC | 433,867 | $2.57M | 0.05% | −24,093−5.3% | Reduced |
| Gridiron Partners, LLC | 403,774 | $2.39M | 1.48% | 00.0% | Unchanged |
| Toronto Dominion Bank | 388,398 | $2.30M | 0.00% | +388,398 | New |
| Capstone Investment Advisors, LLC | 379,865 | $2.25M | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 323,400 | $1.92M | 0.00% | +10,000+3.2% | Added |
| Whitebox Advisors LLC | 305,421 | $1.81M | 0.05% | +38,121+14.3% | Added |
| Matisse Capital | 273,100 | $1.62M | 0.76% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 270,829 | $1.60M | 0.15% | −69,477−20.4% | Reduced |
| Ackerman Capital Advisors, LLC | 257,302 | $1.52M | 0.35% | −39,420−13.3% | Reduced |
| Riverbridge Partners LLC | 222,727 | $1.32M | 0.02% | +9,060+4.2% | Added |
| Envestnet Asset Management Inc | 222,128 | $1.31M | 0.00% | +28,512+14.7% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.22M | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 204,596 | $1.21M | 0.00% | +8,810+4.5% | Added |
| Almitas Capital LLC | 195,840 | $1.16M | 0.29% | +50,826+35.0% | Added |
| Bank of New York Mellon Corp | 195,697 | $1.16M | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 192,262 | $1.14M | 0.01% | +22,711+13.4% | Added |
| Raymond James Financial Inc | 160,140 | $948.0K | 0.00% | −26,557−14.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 132,277 | $783.1K | 0.13% | −2,723−2.0% | Reduced |
| RMB Capital Management, LLC | 125,000 | $740.0K | 0.01% | +125,000 | New |
| Traub Capital Management LLC | 123,038 | $728.4K | 0.67% | +123,038 | New |
| Thoma Capital Management LLC | 119,882 | $709.7K | 0.45% | −1,735−1.4% | Reduced |
| CI Private Wealth, LLC | 118,306 | $700.4K | 0.00% | +6,500+5.8% | Added |
| LPL Financial LLC | 114,279 | $676.5K | 0.00% | −18,600−14.0% | Reduced |
| Centaurus Financial, Inc. | 111,251 | $659.0K | 0.04% | +3,490+3.2% | Added |
| Invesco Ltd. | 94,807 | $561.3K | 0.00% | +94,807 | New |
| Thomas J. Herzfeld Advisors, Inc. | 87,795 | $519.7K | 0.19% | +16,505+23.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,250 | $504.7K | 0.00% | +4,593+5.7% | Added |
| Ameriprise Financial Inc | 67,777 | $401.2K | 0.00% | −17,745−20.7% | Reduced |
| HighTower Advisors, LLC | 65,778 | $389.4K | 0.00% | −6,625−9.2% | Reduced |
| Melfa Wealth Management, LLC | 60,298 | $357.0K | 0.23% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 60,063 | $355.6K | 0.05% | +1,605+2.7% | Added |
| Creative Planning | 59,904 | $354.6K | 0.00% | +962+1.6% | Added |
| Daner Wealth Management, LLC | 51,900 | $306.7K | 0.21% | +51,900 | New |
| Nuveen, LLC | 51,503 | $304.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 48,409 | $286.6K | 0.03% | +8,776+22.1% | Added |
| Archetype Wealth Partners | 47,727 | $283.0K | 0.04% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 43,305 | $256.4K | 0.20% | +6,630+18.1% | Added |
| CNH Partners LLC | 42,438 | $251.2K | 0.01% | −159,226−79.0% | Reduced |
| Rothschild Investment LLC | 40,000 | $236.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,500 | $228.0K | 0.00% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 37,907 | $224.4K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 36,285 | $214.8K | 0.00% | −59,997−62.3% | Reduced |
| Commonwealth Equity Services, LLC | 35,532 | $210.0K | 0.00% | +358+1.0% | Added |
| Nations Financial Group Inc, | 32,100 | $190.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 27,876 | $165.0K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 27,695 | $164.0K | 0.00% | +1,562+6.0% | Added |
| Novak & Powell Financial Services, Inc. | 26,055 | $154.2K | 0.11% | +26,055 | New |
| Spire Wealth Management | 24,908 | $147.5K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $143.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,753 | $140.6K | 0.00% | +23,753 | New |
| Wedbush Securities Inc | 22,389 | $133.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $118.4K | 0.00% | +20,000 | New |
| MAI Capital Management | 19,444 | $115.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,203 | $113.7K | 0.00% | +1,137+6.3% | Added |
| Susquehanna International Group, LLP | 18,311 | $108.4K | 0.00% | +4,461+32.2% | Added |
| Compass Financial Services Inc | 18,096 | $107.1K | 0.05% | −11,277−38.4% | Reduced |
| WealthTrust Axiom LLC | 17,000 | $100.6K | 0.03% | −2,000−10.5% | Reduced |
| US Bancorp | 15,587 | $92.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,995 | $89.0K | 0.00% | −20,272−57.5% | Reduced |
| MML Investors Services, LLC | 14,977 | $89.0K | 0.00% | +3,384+29.2% | Added |
| Koshinski Asset Management, Inc. | 14,516 | $85.9K | 0.01% | +14,516 | New |
| Advisor OS, LLC | 14,516 | $85.9K | 0.01% | +14,516 | New |
| Cambridge Investment Research Advisors, Inc. | 14,302 | $85.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,426 | $79.5K | 0.00% | +436+3.4% | Added |
| UBS Group AG | 13,041 | $77.2K | 0.00% | −80,979−86.1% | Reduced |
| Cetera Investment Advisers | 12,862 | $76.1K | 0.00% | −4,876−27.5% | Reduced |
| GWM Advisors LLC | 12,547 | $74.3K | 0.00% | −2,190−14.9% | Reduced |
| Confluence Wealth Services, Inc. | 12,500 | $74.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $71.0K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 11,701 | $69.3K | 0.05% | −1,420−10.8% | Reduced |
| Kestra Private Wealth Services, LLC | 11,100 | $65.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,694 | $63.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,834 | $52.3K | 0.00% | +420+5.0% | Added |
| Farther Finance Advisors, LLC | 6,062 | $35.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,000 | $29.6K | 0.00% | +5,000 | New |
| CWM, LLC | 3,651 | $22.0K | 0.00% | +3,651 | New |
| Ronald Blue Trust, Inc. | 3,569 | $21.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $20.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $8.88K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,003 | $5.94K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $5.62K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 557 | $3.30K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 426 | $2.48K | 0.00% | +426 | New |
| Promus Capital, LLC | 14 | $83 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −32,493−100.0% | Sold out |
| Novus Advisors, LLC | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −870−100.0% | Sold out |