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, Q3 2025
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Sep 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
- 100
- +4 vs. Q2 2025
- Shares held
- 27.7M
- +1.99M (+7.7%) vs. Q2 2025
- Total value
- $163.4M
- +$11.0M (+7.2%) vs. Q2 2025
- New holders
- 11
- 30 more added
- Sold out
- 7
- 32 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,698,819 | $35.6M | 1.18% | +117,267+2.1% | Added |
| Pathstone Holdings, LLC | 3,839,659 | $24.0M | 0.09% | +723,676+23.2% | Added |
| Rivernorth Capital Management, LLC | 2,075,153 | $13.0M | 0.74% | −137,357−6.2% | Reduced |
| Wells Fargo & Company | 984,718 | $6.15M | 0.00% | −238,037−19.5% | Reduced |
| Guggenheim Capital LLC | 964,236 | $6.03M | 0.04% | +278,250+40.6% | Added |
| Sit Investment Associates Inc | 815,926 | $5.10M | 0.10% | +159,580+24.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 776,740 | $4.85M | 0.18% | −544,356−41.2% | Reduced |
| Bulldog Investors, LLP | 725,132 | $4.53M | 1.05% | +111,628+18.2% | Added |
| Logan Stone Capital, LLC | 712,527 | $4.45M | 2.02% | −337,116−32.1% | Reduced |
| Advisors Asset Management, Inc. | 694,270 | $4.34M | 0.07% | +186,196+36.6% | Added |
| Verition Fund Management LLC | 678,407 | $4.24M | 0.02% | −11,642−1.7% | Reduced |
| Morgan Stanley | 563,107 | $3.52M | 0.00% | +566+0.1% | Added |
| Van Eck Associates Corp | 453,270 | $2.83M | 0.00% | +18,435+4.2% | Added |
| Gridiron Partners, LLC | 1,994,982 | $2.56M | 1.46% | +1,591,208+394.1% | Added |
| Capital Investment Advisors, LLC | 405,116 | $2.53M | 0.04% | −28,751−6.6% | Reduced |
| Toronto Dominion Bank | 394,431 | $2.47M | 0.00% | +6,033+1.6% | Added |
| Capstone Investment Advisors, LLC | 379,865 | $2.37M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 330,327 | $2.06M | 0.00% | +330,327 | New |
| Cohen & Steers, Inc. | 323,400 | $2.02M | 0.00% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 305,421 | $1.91M | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 273,100 | $1.71M | 0.77% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 270,829 | $1.69M | 0.13% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 229,251 | $1.43M | 0.02% | +6,524+2.9% | Added |
| Ackerman Capital Advisors, LLC | 225,261 | $1.41M | 0.29% | −32,041−12.5% | Reduced |
| Envestnet Asset Management Inc | 225,241 | $1.41M | 0.00% | +3,113+1.4% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.29M | 0.10% | 00.0% | Unchanged |
| Almitas Capital LLC | 197,096 | $1.23M | 0.28% | +1,256+0.6% | Added |
| Bank of New York Mellon Corp | 196,240 | $1.23M | 0.00% | +543+0.3% | Added |
| Park Avenue Securities LLC | 193,803 | $1.21M | 0.01% | +1,541+0.8% | Added |
| Bank of America Corp | 191,965 | $1.20M | 0.00% | −12,631−6.2% | Reduced |
| LPL Financial LLC | 163,089 | $1.02M | 0.00% | +48,810+42.7% | Added |
| Raymond James Financial Inc | 153,445 | $959.0K | 0.00% | −6,695−4.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 127,896 | $799.4K | 0.12% | −4,381−3.3% | Reduced |
| RMB Capital Management, LLC | 125,000 | $781.3K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 119,038 | $744.0K | 0.74% | −4,000−3.3% | Reduced |
| Centaurus Financial, Inc. | 102,426 | $640.0K | 0.03% | −8,825−7.9% | Reduced |
| Thoma Capital Management LLC | 102,071 | $637.9K | 0.37% | −17,811−14.9% | Reduced |
| Invesco Ltd. | 100,807 | $630.0K | 0.00% | +6,000+6.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 93,605 | $585.0K | 0.20% | +5,810+6.6% | Added |
| 180 Wealth Advisors, LLC | 64,967 | $406.0K | 0.05% | +4,904+8.2% | Added |
| HighTower Advisors, LLC | 63,365 | $396.0K | 0.00% | −2,413−3.7% | Reduced |
| Ameriprise Financial Inc | 63,014 | $393.8K | 0.00% | −4,763−7.0% | Reduced |
| Melfa Wealth Management, LLC | 60,298 | $376.9K | 0.22% | 00.0% | Unchanged |
| Creative Planning | 55,670 | $347.9K | 0.00% | −4,234−7.1% | Reduced |
| Daner Wealth Management, LLC | 51,900 | $322.8K | 0.21% | 00.0% | Unchanged |
| Nuveen, LLC | 51,503 | $321.9K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 47,727 | $298.0K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 46,371 | $289.8K | 0.00% | −71,935−60.8% | Reduced |
| Integrated Capital Management, Inc. | 43,869 | $274.2K | 0.19% | +564+1.3% | Added |
| Williams Jones Wealth Management, LLC. | 43,037 | $269.0K | 0.00% | +43,037 | New |
| Royal Bank of Canada | 40,500 | $253.0K | 0.00% | +2,000+5.2% | Added |
| Noble Wealth Management PBC | 39,776 | $248.6K | 0.13% | +39,776 | New |
| Lee Financial Co | 38,206 | $239.7K | 0.03% | +38,206 | New |
| Rockefeller Capital Management L.P. | 36,000 | $225.0K | 0.00% | −285−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 35,805 | $224.0K | 0.00% | +273+0.8% | Added |
| WealthBridge Capital Management, LLC | 35,257 | $220.4K | 0.05% | −2,650−7.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,876 | $174.2K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 27,700 | $173.1K | 0.01% | −4,400−13.7% | Reduced |
| Merit Financial Group, LLC | 26,615 | $166.3K | 0.00% | −1,080−3.9% | Reduced |
| Spire Wealth Management | 24,908 | $155.7K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $151.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,389 | $140.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,439 | $127.7K | 0.00% | +20,439 | New |
| MAI Capital Management | 19,444 | $121.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,440 | $121.5K | 0.00% | +237+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,691 | $116.8K | 0.00% | −66,559−78.1% | Reduced |
| Susquehanna International Group, LLP | 17,988 | $112.4K | 0.00% | −323−1.8% | Reduced |
| MML Investors Services, LLC | 17,439 | $109.0K | 0.00% | +2,462+16.4% | Added |
| WealthTrust Axiom LLC | 15,000 | $93.8K | 0.03% | −2,000−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 14,842 | $91.3K | 0.00% | +6,008+68.0% | Added |
| Citadel Advisors LLC | 14,036 | $87.7K | 0.00% | −9,717−40.9% | Reduced |
| Cornerstone Advisory, LLC | 13,766 | $86.0K | 0.01% | −34,643−71.6% | Reduced |
| Cetera Investment Advisers | 13,555 | $84.7K | 0.00% | +693+5.4% | Added |
| Prospera Financial Services Inc | 13,504 | $84.4K | 0.00% | +78+0.6% | Added |
| GWM Advisors LLC | 12,554 | $78.5K | 0.00% | +7+0.1% | Added |
| Nomura Holdings Inc | 12,500 | $78.1K | 0.00% | −7,500−37.5% | Reduced |
| Confluence Wealth Services, Inc. | 12,500 | $78.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $75.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,264 | $70.4K | 0.00% | +570+5.3% | Added |
| Kestra Private Wealth Services, LLC | 11,100 | $69.4K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10,885 | $68.3K | 0.01% | +10,885 | New |
| UBS Group AG | 10,744 | $67.2K | 0.00% | −2,297−17.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,726 | $67.0K | 0.00% | −3,576−25.0% | Reduced |
| CWM, LLC | 6,305 | $39.0K | 0.00% | +2,654+72.7% | Added |
| Farther Finance Advisors, LLC | 6,062 | $37.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $34.4K | 0.00% | −10,087−64.7% | Reduced |
| Global Retirement Partners, LLC | 5,000 | $31.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $22.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $21.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2,044 | $12.8K | 0.01% | +2,044 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.38K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $6.00K | 0.00% | +1,000 | New |
| Prestige Wealth Management Group LLC | 950 | $5.96K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $4.38K | 0.00% | +700 | New |
| Mascoma Wealth Management LLC | 557 | $3.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 320 | $2.00K | 0.00% | +320 | New |
| SRS Capital Advisors, Inc. | 299 | $1.87K | 0.00% | +299 | New |
| Compass Financial Services Inc | 223 | $1.39K | 0.00% | −17,873−98.8% | Reduced |
| Promus Capital, LLC | 14 | $88 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3 | $19 | 0.00% | −1,000−99.7% | Reduced |