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 |
|---|---|---|---|---|---|
| Promus Capital, LLC | 14 | $83 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 426 | $2.48K | 0.00% | +426 | New |
| Mascoma Wealth Management LLC | 557 | $3.30K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $5.62K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,003 | $5.94K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $8.88K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $21.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,651 | $22.0K | 0.00% | +3,651 | New |
| Global Retirement Partners, LLC | 5,000 | $29.6K | 0.00% | +5,000 | New |
| Farther Finance Advisors, LLC | 6,062 | $35.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,834 | $52.3K | 0.00% | +420+5.0% | Added |
| Truist Financial Corp | 10,694 | $63.3K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,100 | $65.7K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 11,701 | $69.3K | 0.05% | −1,420−10.8% | Reduced |
| Hollencrest Capital Management | 11,994 | $71.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,500 | $74.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,547 | $74.3K | 0.00% | −2,190−14.9% | Reduced |
| Cetera Investment Advisers | 12,862 | $76.1K | 0.00% | −4,876−27.5% | Reduced |
| UBS Group AG | 13,041 | $77.2K | 0.00% | −80,979−86.1% | Reduced |
| Prospera Financial Services Inc | 13,426 | $79.5K | 0.00% | +436+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,302 | $85.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| US Bancorp | 15,587 | $92.3K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 17,000 | $100.6K | 0.03% | −2,000−10.5% | Reduced |
| Compass Financial Services Inc | 18,096 | $107.1K | 0.05% | −11,277−38.4% | Reduced |
| Susquehanna International Group, LLP | 18,311 | $108.4K | 0.00% | +4,461+32.2% | Added |
| Mariner, LLC | 19,203 | $113.7K | 0.00% | +1,137+6.3% | Added |
| MAI Capital Management | 19,444 | $115.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $118.4K | 0.00% | +20,000 | New |
| Wedbush Securities Inc | 22,389 | $133.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,753 | $140.6K | 0.00% | +23,753 | New |
| Landscape Capital Management, L.L.C. | 24,174 | $143.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 24,908 | $147.5K | 0.01% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 26,055 | $154.2K | 0.11% | +26,055 | New |
| Merit Financial Group, LLC | 27,695 | $164.0K | 0.00% | +1,562+6.0% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $165.0K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 32,100 | $190.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 35,532 | $210.0K | 0.00% | +358+1.0% | Added |
| Rockefeller Capital Management L.P. | 36,285 | $214.8K | 0.00% | −59,997−62.3% | Reduced |
| WealthBridge Capital Management, LLC | 37,907 | $224.4K | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,500 | $228.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40,000 | $236.8K | 0.01% | 00.0% | Unchanged |
| CNH Partners LLC | 42,438 | $251.2K | 0.01% | −159,226−79.0% | Reduced |
| Integrated Capital Management, Inc. | 43,305 | $256.4K | 0.20% | +6,630+18.1% | Added |
| Archetype Wealth Partners | 47,727 | $283.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 48,409 | $286.6K | 0.03% | +8,776+22.1% | Added |
| Nuveen, LLC | 51,503 | $304.9K | 0.00% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 51,900 | $306.7K | 0.21% | +51,900 | New |
| Creative Planning | 59,904 | $354.6K | 0.00% | +962+1.6% | Added |
| 180 Wealth Advisors, LLC | 60,063 | $355.6K | 0.05% | +1,605+2.7% | Added |
| Melfa Wealth Management, LLC | 60,298 | $357.0K | 0.23% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 65,778 | $389.4K | 0.00% | −6,625−9.2% | Reduced |
| Ameriprise Financial Inc | 67,777 | $401.2K | 0.00% | −17,745−20.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 85,250 | $504.7K | 0.00% | +4,593+5.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 87,795 | $519.7K | 0.19% | +16,505+23.2% | Added |
| Invesco Ltd. | 94,807 | $561.3K | 0.00% | +94,807 | New |
| Centaurus Financial, Inc. | 111,251 | $659.0K | 0.04% | +3,490+3.2% | Added |
| LPL Financial LLC | 114,279 | $676.5K | 0.00% | −18,600−14.0% | Reduced |
| CI Private Wealth, LLC | 118,306 | $700.4K | 0.00% | +6,500+5.8% | Added |
| Thoma Capital Management LLC | 119,882 | $709.7K | 0.45% | −1,735−1.4% | Reduced |
| Traub Capital Management LLC | 123,038 | $728.4K | 0.67% | +123,038 | New |
| RMB Capital Management, LLC | 125,000 | $740.0K | 0.01% | +125,000 | New |
| Blue Bell Private Wealth Management, LLC | 132,277 | $783.1K | 0.13% | −2,723−2.0% | Reduced |
| Raymond James Financial Inc | 160,140 | $948.0K | 0.00% | −26,557−14.2% | Reduced |
| Park Avenue Securities LLC | 192,262 | $1.14M | 0.01% | +22,711+13.4% | Added |
| Bank of New York Mellon Corp | 195,697 | $1.16M | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 195,840 | $1.16M | 0.29% | +50,826+35.0% | Added |
| Bank of America Corp | 204,596 | $1.21M | 0.00% | +8,810+4.5% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.22M | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 222,128 | $1.31M | 0.00% | +28,512+14.7% | Added |
| Riverbridge Partners LLC | 222,727 | $1.32M | 0.02% | +9,060+4.2% | Added |
| Ackerman Capital Advisors, LLC | 257,302 | $1.52M | 0.35% | −39,420−13.3% | Reduced |
| City of London Investment Management Co Ltd | 270,829 | $1.60M | 0.15% | −69,477−20.4% | Reduced |
| Matisse Capital | 273,100 | $1.62M | 0.76% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 305,421 | $1.81M | 0.05% | +38,121+14.3% | Added |
| Cohen & Steers, Inc. | 323,400 | $1.92M | 0.00% | +10,000+3.2% | Added |
| Capstone Investment Advisors, LLC | 379,865 | $2.25M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 388,398 | $2.30M | 0.00% | +388,398 | New |
| Gridiron Partners, LLC | 403,774 | $2.39M | 1.48% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 433,867 | $2.57M | 0.05% | −24,093−5.3% | Reduced |
| Van Eck Associates Corp | 434,835 | $2.57M | 0.00% | +8,457+2.0% | Added |
| Advisors Asset Management, Inc. | 508,074 | $3.01M | 0.05% | −182,798−26.5% | Reduced |
| Morgan Stanley | 562,541 | $3.33M | 0.00% | +40,801+7.8% | Added |
| Bulldog Investors, LLP | 613,504 | $3.63M | 0.92% | +613,504 | New |
| Sit Investment Associates Inc | 656,346 | $3.89M | 0.08% | +115,695+21.4% | Added |
| Guggenheim Capital LLC | 685,986 | $4.06M | 0.03% | −96,184−12.3% | Reduced |
| Verition Fund Management LLC | 690,049 | $4.09M | 0.02% | +6,314+0.9% | Added |
| Logan Stone Capital, LLC | 1,049,643 | $6.21M | 2.92% | −23,176−2.2% | Reduced |
| Wells Fargo & Company | 1,222,755 | $7.24M | 0.00% | −326,667−21.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,321,096 | $7.82M | 0.32% | −112,382−7.8% | Reduced |
| Rivernorth Capital Management, LLC | 2,212,510 | $13.1M | 0.72% | −81,032−3.5% | Reduced |
| Pathstone Holdings, LLC | 3,115,983 | $18.4M | 0.07% | +746,743+31.5% | Added |
| Saba Capital Management, L.P. | 5,581,552 | $33.0M | 0.90% | +466,783+9.1% | Added |
| 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 |