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, Q4 2025
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Dec 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
- 102
- +3 vs. Q3 2025
- Shares held
- 28.4M
- +719.7K (+2.6%) vs. Q3 2025
- Total value
- $180.9M
- +$17.5M (+10.7%) vs. Q3 2025
- New holders
- 13
- 30 more added
- Sold out
- 10
- 30 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3 | $19 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 226 | $1.44K | 0.00% | +3+1.3% | Added |
| SRS Capital Advisors, Inc. | 299 | $1.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $4.51K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $4.77K | 0.00% | −750−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $6.04K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,200 | $7.63K | 0.00% | +880+275.0% | Added |
| Kilter Group LLC | 2,074 | $13.2K | 0.01% | +30+1.5% | Added |
| CWM, LLC | 2,654 | $17.0K | 0.00% | −3,651−57.9% | Reduced |
| Eastern Bank | 3,443 | $21.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $22.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,700 | $23.5K | 0.00% | +3,700 | New |
| Capital Analysts, LLC | 4,121 | $26.0K | 0.00% | +4,121 | New |
| Gilpin Wealth Management, LLC | 4,500 | $28.6K | 0.02% | +4,500 | New |
| Global Retirement Partners, LLC | 5,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,989 | $38.1K | 0.00% | −4,755−44.3% | Reduced |
| Farther Finance Advisors, LLC | 6,062 | $38.6K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10,885 | $70.2K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,264 | $71.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,994 | $76.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,192 | $77.5K | 0.00% | −1,844−13.1% | Reduced |
| Bokf, NA | 12,295 | $78.2K | 0.00% | +12,295 | New |
| Confluence Wealth Services, Inc. | 12,500 | $79.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,568 | $79.9K | 0.00% | +14+0.1% | Added |
| WealthTrust Axiom LLC | 13,000 | $82.7K | 0.02% | −2,000−13.3% | Reduced |
| Cetera Investment Advisers | 13,853 | $88.1K | 0.00% | +298+2.2% | Added |
| Evolve Private Wealth, LLC | 15,028 | $95.6K | 0.01% | +15,028 | New |
| Summit Financial, LLC | 17,705 | $112.6K | 0.00% | +17,705 | New |
| MML Investors Services, LLC | 18,150 | $115.4K | 0.00% | +711+4.1% | Added |
| Susquehanna International Group, LLP | 18,195 | $115.7K | 0.00% | +207+1.2% | Added |
| Mariner, LLC | 18,983 | $120.7K | 0.00% | −457−2.4% | Reduced |
| MAI Capital Management | 19,444 | $123.7K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 20,200 | $128.5K | 0.01% | −7,500−27.1% | Reduced |
| CI Private Wealth, LLC | 22,273 | $141.7K | 0.00% | −24,098−52.0% | Reduced |
| Wedbush Securities Inc | 22,389 | $142.0K | 0.00% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 22,857 | $145.4K | 0.08% | −79,214−77.6% | Reduced |
| Landscape Capital Management, L.L.C. | 24,174 | $153.7K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 24,375 | $155.0K | 0.00% | +11,875+95.0% | Added |
| Spire Wealth Management | 24,908 | $158.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 25,000 | $159.0K | 0.00% | −11,000−30.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 26,578 | $169.0K | 0.09% | +26,578 | New |
| Royal Bank of Canada | 26,738 | $170.0K | 0.00% | −13,762−34.0% | Reduced |
| Merit Financial Group, LLC | 27,009 | $171.8K | 0.00% | +394+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $177.3K | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,421 | $193.5K | 0.00% | +15,579+105.0% | Added |
| WealthBridge Capital Management, LLC | 35,257 | $224.2K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 35,933 | $228.5K | 0.00% | +128+0.4% | Added |
| Noble Wealth Management PBC | 38,696 | $246.1K | 0.12% | −1,080−2.7% | Reduced |
| Integrated Capital Management, Inc. | 45,145 | $287.1K | 0.19% | +1,276+2.9% | Added |
| Archetype Wealth Partners | 45,627 | $290.0K | 0.04% | −2,100−4.4% | Reduced |
| Nuveen, LLC | 51,503 | $327.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 52,651 | $334.9K | 0.00% | −10,714−16.9% | Reduced |
| Daner Wealth Management, LLC | 51,900 | $337.4K | 0.21% | 00.0% | Unchanged |
| Creative Planning | 56,188 | $357.4K | 0.00% | +518+0.9% | Added |
| Ameriprise Financial Inc | 57,152 | $363.5K | 0.00% | −5,862−9.3% | Reduced |
| Melfa Wealth Management, LLC | 60,298 | $383.5K | 0.22% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 63,875 | $406.2K | 0.05% | −1,092−1.7% | Reduced |
| Logan Stone Capital, LLC | 66,020 | $419.9K | 0.10% | −646,507−90.7% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 80,605 | $512.6K | 0.05% | +80,605 | New |
| Jane Street Group, LLC | 82,760 | $526.4K | 0.00% | +62,321+304.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 94,265 | $599.5K | 0.20% | +660+0.7% | Added |
| Centaurus Financial, Inc. | 94,951 | $604.0K | 0.03% | −7,475−7.3% | Reduced |
| Closed-End Fund Advisors, Inc. | 105,651 | $671.9K | 0.40% | +105,651 | New |
| Matisse Capital | 117,935 | $750.1K | 0.34% | −155,165−56.8% | Reduced |
| Traub Capital Management LLC | 119,038 | $757.1K | 0.73% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 127,408 | $810.3K | 0.12% | −488−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 144,589 | $919.6K | 0.00% | +125,898+673.6% | Added |
| Raymond James Financial Inc | 153,761 | $977.9K | 0.00% | +316+0.2% | Added |
| Ackerman Capital Advisors, LLC | 156,917 | $998.0K | 0.20% | −68,344−30.3% | Reduced |
| Lord, Abbett & Co. LLC | 160,000 | $1.02M | 0.00% | +160,000 | New |
| LPL Financial LLC | 168,318 | $1.07M | 0.00% | +5,229+3.2% | Added |
| Invesco Ltd. | 188,345 | $1.20M | 0.00% | +87,538+86.8% | Added |
| Park Avenue Securities LLC | 191,861 | $1.22M | 0.01% | −1,942−1.0% | Reduced |
| Bank of New York Mellon Corp | 195,697 | $1.24M | 0.00% | −543−0.3% | Reduced |
| Almitas Capital LLC | 197,096 | $1.25M | 0.28% | 00.0% | Unchanged |
| Bank of America Corp | 205,697 | $1.31M | 0.00% | +13,732+7.2% | Added |
| 1607 Capital Partners, LLC | 206,145 | $1.31M | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 218,601 | $1.39M | 0.01% | −459,806−67.8% | Reduced |
| Envestnet Asset Management Inc | 224,290 | $1.43M | 0.00% | −951−0.4% | Reduced |
| Altium Capital Management LP | 262,052 | $1.67M | 6.59% | +262,052 | New |
| City of London Investment Management Co Ltd | 270,829 | $1.72M | 0.13% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 305,421 | $1.94M | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 321,817 | $2.05M | 0.04% | +92,566+40.4% | Added |
| Cohen & Steers, Inc. | 323,400 | $2.06M | 0.00% | 00.0% | Unchanged |
| Professional Financial Management, Inc. | 356,730 | $2.27M | 2.57% | +356,730 | New |
| Capstone Investment Advisors, LLC | 379,865 | $2.42M | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 389,123 | $2.47M | 0.04% | −15,993−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 393,680 | $2.50M | 0.09% | −383,060−49.3% | Reduced |
| Gridiron Partners, LLC | 409,774 | $2.61M | 1.48% | −1,585,208−79.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 487,296 | $3.10M | 0.01% | +156,969+47.5% | Added |
| Van Eck Associates Corp | 511,653 | $3.25M | 0.00% | +58,383+12.9% | Added |
| Morgan Stanley | 565,469 | $3.60M | 0.00% | +2,362+0.4% | Added |
| Robinson Capital Management, LLC | 846,916 | $5.39M | 2.26% | +846,916 | New |
| Wells Fargo & Company | 956,047 | $6.08M | 0.00% | −28,671−2.9% | Reduced |
| Advisors Asset Management, Inc. | 986,207 | $6.27M | 0.11% | +291,937+42.0% | Added |
| Sit Investment Associates Inc | 1,104,133 | $7.02M | 0.14% | +288,207+35.3% | Added |
| Bulldog Investors, LLP | 1,480,512 | $9.42M | 2.10% | +755,380+104.2% | Added |
| Guggenheim Capital LLC | 1,545,694 | $9.83M | 0.07% | +581,458+60.3% | Added |
| Rivernorth Capital Management, LLC | 2,195,115 | $14.0M | 0.66% | +119,962+5.8% | Added |