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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3 | $19 | 0.00% | −1,000−99.7% | Reduced |
| Promus Capital, LLC | 14 | $88 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 223 | $1.39K | 0.00% | −17,873−98.8% | Reduced |
| SRS Capital Advisors, Inc. | 299 | $1.87K | 0.00% | +299 | New |
| Northwestern Mutual Wealth Management Co | 320 | $2.00K | 0.00% | +320 | New |
| Mascoma Wealth Management LLC | 557 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $4.38K | 0.00% | +700 | New |
| Prestige Wealth Management Group LLC | 950 | $5.96K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $6.00K | 0.00% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $9.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2,044 | $12.8K | 0.01% | +2,044 | New |
| Eastern Bank | 3,443 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $22.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,000 | $31.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $34.4K | 0.00% | −10,087−64.7% | Reduced |
| Farther Finance Advisors, LLC | 6,062 | $37.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,305 | $39.0K | 0.00% | +2,654+72.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,726 | $67.0K | 0.00% | −3,576−25.0% | Reduced |
| UBS Group AG | 10,744 | $67.2K | 0.00% | −2,297−17.6% | Reduced |
| Fort Point Capital Partners LLC | 10,885 | $68.3K | 0.01% | +10,885 | New |
| Kestra Private Wealth Services, LLC | 11,100 | $69.4K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,264 | $70.4K | 0.00% | +570+5.3% | Added |
| Hollencrest Capital Management | 11,994 | $75.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 12,554 | $78.5K | 0.00% | +7+0.1% | Added |
| Prospera Financial Services Inc | 13,504 | $84.4K | 0.00% | +78+0.6% | Added |
| Cetera Investment Advisers | 13,555 | $84.7K | 0.00% | +693+5.4% | Added |
| Cornerstone Advisory, LLC | 13,766 | $86.0K | 0.01% | −34,643−71.6% | Reduced |
| Citadel Advisors LLC | 14,036 | $87.7K | 0.00% | −9,717−40.9% | Reduced |
| Advisor Group Holdings, Inc. | 14,842 | $91.3K | 0.00% | +6,008+68.0% | Added |
| WealthTrust Axiom LLC | 15,000 | $93.8K | 0.03% | −2,000−11.8% | Reduced |
| MML Investors Services, LLC | 17,439 | $109.0K | 0.00% | +2,462+16.4% | Added |
| Susquehanna International Group, LLP | 17,988 | $112.4K | 0.00% | −323−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,691 | $116.8K | 0.00% | −66,559−78.1% | Reduced |
| Mariner, LLC | 19,440 | $121.5K | 0.00% | +237+1.2% | Added |
| MAI Capital Management | 19,444 | $121.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,439 | $127.7K | 0.00% | +20,439 | New |
| Wedbush Securities Inc | 22,389 | $140.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $151.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 24,908 | $155.7K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,615 | $166.3K | 0.00% | −1,080−3.9% | Reduced |
| Nations Financial Group Inc, | 27,700 | $173.1K | 0.01% | −4,400−13.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,876 | $174.2K | 0.09% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 35,257 | $220.4K | 0.05% | −2,650−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 35,805 | $224.0K | 0.00% | +273+0.8% | Added |
| Rockefeller Capital Management L.P. | 36,000 | $225.0K | 0.00% | −285−0.8% | Reduced |
| Lee Financial Co | 38,206 | $239.7K | 0.03% | +38,206 | New |
| Noble Wealth Management PBC | 39,776 | $248.6K | 0.13% | +39,776 | New |
| Royal Bank of Canada | 40,500 | $253.0K | 0.00% | +2,000+5.2% | Added |
| Williams Jones Wealth Management, LLC. | 43,037 | $269.0K | 0.00% | +43,037 | New |
| Integrated Capital Management, Inc. | 43,869 | $274.2K | 0.19% | +564+1.3% | Added |
| CI Private Wealth, LLC | 46,371 | $289.8K | 0.00% | −71,935−60.8% | Reduced |
| Archetype Wealth Partners | 47,727 | $298.0K | 0.04% | 00.0% | Unchanged |
| Nuveen, LLC | 51,503 | $321.9K | 0.00% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 51,900 | $322.8K | 0.21% | 00.0% | Unchanged |
| Creative Planning | 55,670 | $347.9K | 0.00% | −4,234−7.1% | Reduced |
| Melfa Wealth Management, LLC | 60,298 | $376.9K | 0.22% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 63,014 | $393.8K | 0.00% | −4,763−7.0% | Reduced |
| HighTower Advisors, LLC | 63,365 | $396.0K | 0.00% | −2,413−3.7% | Reduced |
| 180 Wealth Advisors, LLC | 64,967 | $406.0K | 0.05% | +4,904+8.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 93,605 | $585.0K | 0.20% | +5,810+6.6% | Added |
| Invesco Ltd. | 100,807 | $630.0K | 0.00% | +6,000+6.3% | Added |
| Thoma Capital Management LLC | 102,071 | $637.9K | 0.37% | −17,811−14.9% | Reduced |
| Centaurus Financial, Inc. | 102,426 | $640.0K | 0.03% | −8,825−7.9% | Reduced |
| Traub Capital Management LLC | 119,038 | $744.0K | 0.74% | −4,000−3.3% | Reduced |
| RMB Capital Management, LLC | 125,000 | $781.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 127,896 | $799.4K | 0.12% | −4,381−3.3% | Reduced |
| Raymond James Financial Inc | 153,445 | $959.0K | 0.00% | −6,695−4.2% | Reduced |
| LPL Financial LLC | 163,089 | $1.02M | 0.00% | +48,810+42.7% | Added |
| Bank of America Corp | 191,965 | $1.20M | 0.00% | −12,631−6.2% | Reduced |
| Park Avenue Securities LLC | 193,803 | $1.21M | 0.01% | +1,541+0.8% | Added |
| Bank of New York Mellon Corp | 196,240 | $1.23M | 0.00% | +543+0.3% | Added |
| Almitas Capital LLC | 197,096 | $1.23M | 0.28% | +1,256+0.6% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.29M | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 225,241 | $1.41M | 0.00% | +3,113+1.4% | Added |
| Ackerman Capital Advisors, LLC | 225,261 | $1.41M | 0.29% | −32,041−12.5% | Reduced |
| Riverbridge Partners LLC | 229,251 | $1.43M | 0.02% | +6,524+2.9% | Added |
| City of London Investment Management Co Ltd | 270,829 | $1.69M | 0.13% | 00.0% | Unchanged |
| Matisse Capital | 273,100 | $1.71M | 0.77% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 305,421 | $1.91M | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 323,400 | $2.02M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 330,327 | $2.06M | 0.00% | +330,327 | New |
| Capstone Investment Advisors, LLC | 379,865 | $2.37M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 394,431 | $2.47M | 0.00% | +6,033+1.6% | Added |
| Capital Investment Advisors, LLC | 405,116 | $2.53M | 0.04% | −28,751−6.6% | Reduced |
| Gridiron Partners, LLC | 1,994,982 | $2.56M | 1.46% | +1,591,208+394.1% | Added |
| Van Eck Associates Corp | 453,270 | $2.83M | 0.00% | +18,435+4.2% | Added |
| Morgan Stanley | 563,107 | $3.52M | 0.00% | +566+0.1% | Added |
| Verition Fund Management LLC | 678,407 | $4.24M | 0.02% | −11,642−1.7% | Reduced |
| Advisors Asset Management, Inc. | 694,270 | $4.34M | 0.07% | +186,196+36.6% | Added |
| Logan Stone Capital, LLC | 712,527 | $4.45M | 2.02% | −337,116−32.1% | Reduced |
| Bulldog Investors, LLP | 725,132 | $4.53M | 1.05% | +111,628+18.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 776,740 | $4.85M | 0.18% | −544,356−41.2% | Reduced |
| Sit Investment Associates Inc | 815,926 | $5.10M | 0.10% | +159,580+24.3% | Added |
| Guggenheim Capital LLC | 964,236 | $6.03M | 0.04% | +278,250+40.6% | Added |
| Wells Fargo & Company | 984,718 | $6.15M | 0.00% | −238,037−19.5% | Reduced |
| Rivernorth Capital Management, LLC | 2,075,153 | $13.0M | 0.74% | −137,357−6.2% | Reduced |
| Pathstone Holdings, LLC | 3,839,659 | $24.0M | 0.09% | +723,676+23.2% | Added |
| Saba Capital Management, L.P. | 5,698,819 | $35.6M | 1.18% | +117,267+2.1% | Added |