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, Q1 2026
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Mar 31, 2026. 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
- 96
- −5 vs. Q4 2025
- Shares held
- 29.0M
- +576.4K (+2.0%) vs. Q4 2025
- Total value
- $182.5M
- +$1.63M (+0.9%) vs. Q4 2025
- New holders
- 8
- 28 more added
- Sold out
- 13
- 26 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3 | $19 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $4.43K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $4.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $5.98K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,654 | $16.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,008 | $18.9K | 0.00% | −2,981−49.8% | Reduced |
| Eastern Bank | 3,443 | $21.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $22.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,152 | $26.0K | 0.00% | +31+0.8% | Added |
| Gilpin Wealth Management, LLC | 4,500 | $28.3K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 5,500 | $34.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,062 | $38.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,150 | $63.8K | 0.00% | +10,150 | New |
| Truist Financial Corp | 10,797 | $67.9K | 0.00% | −467−4.1% | Reduced |
| Fort Point Capital Partners LLC | 10,885 | $68.5K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,931 | $68.8K | 0.00% | +10,931 | New |
| Hollencrest Capital Management | 11,994 | $75.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 12,295 | $77.3K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,500 | $78.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,572 | $79.1K | 0.00% | +40.0% | Added |
| WealthTrust Axiom LLC | 13,000 | $81.8K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,419 | $90.7K | 0.00% | −3,731−20.6% | Reduced |
| Cetera Investment Advisers | 14,684 | $92.4K | 0.00% | +831+6.0% | Added |
| Susquehanna International Group, LLP | 17,788 | $111.9K | 0.00% | −407−2.2% | Reduced |
| Summit Financial, LLC | 17,839 | $112.2K | 0.00% | +134+0.8% | Added |
| RMB Capital Management, LLC | 18,000 | $113.2K | 0.00% | +18,000 | New |
| Mariner, LLC | 18,849 | $118.6K | 0.00% | −134−0.7% | Reduced |
| MAI Capital Management | 19,444 | $122.3K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $125.8K | 0.00% | −4,375−17.9% | Reduced |
| Nations Financial Group Inc, | 20,200 | $127.1K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 20,674 | $130.0K | 0.00% | +20,674 | New |
| CI Private Wealth, LLC | 22,273 | $140.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,389 | $141.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 22,956 | $144.4K | 0.07% | −15,740−40.7% | Reduced |
| Thoma Capital Management LLC | 22,973 | $144.5K | 0.09% | +116+0.5% | Added |
| Landscape Capital Management, L.L.C. | 24,174 | $152.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 24,908 | $156.7K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 25,000 | $157.3K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 26,178 | $164.7K | 0.01% | +11,150+74.2% | Added |
| Novak & Powell Financial Services, Inc. | 26,857 | $168.9K | 0.09% | +279+1.0% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $175.3K | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,038 | $182.7K | 0.00% | −1,383−4.5% | Reduced |
| Merit Financial Group, LLC | 29,526 | $185.7K | 0.00% | +2,517+9.3% | Added |
| HighTower Advisors, LLC | 33,290 | $209.4K | 0.00% | −19,361−36.8% | Reduced |
| WealthBridge Capital Management, LLC | 35,257 | $221.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 35,959 | $226.2K | 0.00% | +26+0.1% | Added |
| Integrated Capital Management, Inc. | 43,383 | $272.9K | 0.18% | −1,762−3.9% | Reduced |
| Nuveen, LLC | 51,503 | $324.0K | 0.00% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 51,900 | $332.2K | 0.20% | 00.0% | Unchanged |
| Creative Planning | 56,233 | $353.7K | 0.00% | +45+0.1% | Added |
| Ameriprise Financial Inc | 60,252 | $379.0K | 0.00% | +3,100+5.4% | Added |
| Melfa Wealth Management, LLC | 60,323 | $379.4K | 0.22% | +250.0% | Added |
| 180 Wealth Advisors, LLC | 63,181 | $397.4K | 0.05% | −694−1.1% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 80,605 | $507.0K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 83,059 | $522.4K | 0.01% | +83,059 | New |
| Centaurus Financial, Inc. | 93,805 | $590.0K | 0.03% | −1,146−1.2% | Reduced |
| Closed-End Fund Advisors, Inc. | 104,718 | $658.7K | 0.67% | −933−0.9% | Reduced |
| Ackerman Capital Advisors, LLC | 113,340 | $712.9K | 0.15% | −43,577−27.8% | Reduced |
| Traub Capital Management LLC | 119,038 | $748.7K | 0.74% | 00.0% | Unchanged |
| Toronto Dominion Bank | 121,630 | $765.1K | 0.00% | +121,630 | New |
| Blue Bell Private Wealth Management, LLC | 126,210 | $793.9K | 0.11% | −1,198−0.9% | Reduced |
| Raymond James Financial Inc | 152,209 | $957.4K | 0.00% | −1,552−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 157,399 | $990.0K | 0.00% | +12,810+8.9% | Added |
| LPL Financial LLC | 161,364 | $1.01M | 0.00% | −6,954−4.1% | Reduced |
| Bank of America Corp | 162,622 | $1.02M | 0.00% | −43,075−20.9% | Reduced |
| Fiera Capital Corp | 170,221 | $1.07M | 0.00% | +170,221 | New |
| Lord, Abbett & Co. LLC | 183,547 | $1.16M | 0.00% | +23,547+14.7% | Added |
| Park Avenue Securities LLC | 193,285 | $1.22M | 0.01% | +1,424+0.7% | Added |
| Bank of New York Mellon Corp | 196,252 | $1.23M | 0.00% | +555+0.3% | Added |
| Almitas Capital LLC | 197,096 | $1.24M | 0.28% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 206,145 | $1.30M | 0.09% | 00.0% | Unchanged |
| Professional Financial Management, Inc. | 219,485 | $1.38M | 1.44% | −137,245−38.5% | Reduced |
| Envestnet Asset Management Inc | 225,896 | $1.42M | 0.00% | +1,606+0.7% | Added |
| Invesco Ltd. | 248,561 | $1.56M | 0.00% | +60,216+32.0% | Added |
| City of London Investment Management Co Ltd | 270,829 | $1.70M | 0.12% | 00.0% | Unchanged |
| Morgan Stanley | 279,389 | $1.76M | 0.00% | −286,080−50.6% | Reduced |
| Cohen & Steers, Inc. | 298,400 | $1.88M | 0.00% | −25,000−7.7% | Reduced |
| Whitebox Advisors LLC | 305,421 | $1.92M | 0.03% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 340,762 | $2.14M | 1.31% | −69,012−16.8% | Reduced |
| Riverbridge Partners LLC | 358,313 | $2.25M | 0.06% | +36,496+11.3% | Added |
| Capital Investment Advisors, LLC | 379,299 | $2.39M | 0.03% | −9,824−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 379,865 | $2.39M | 0.02% | 00.0% | Unchanged |
| Altium Capital Management LP | 438,676 | $2.76M | 6.57% | +176,624+67.4% | Added |
| Allspring Global Investments Holdings, LLC | 527,746 | $3.32M | 0.01% | +40,450+8.3% | Added |
| Van Eck Associates Corp | 579,935 | $3.65M | 0.00% | +68,282+13.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 798,274 | $5.02M | 0.17% | +404,594+102.8% | Added |
| Robinson Capital Management, LLC | 877,072 | $5.54M | 2.48% | +30,156+3.6% | Added |
| Wells Fargo & Company | 1,002,643 | $6.31M | 0.00% | +46,596+4.9% | Added |
| Advisors Asset Management, Inc. | 1,142,845 | $7.19M | 0.12% | +156,638+15.9% | Added |
| Guggenheim Capital LLC | 1,294,233 | $8.14M | 0.06% | −251,461−16.3% | Reduced |
| Bulldog Investors, LLP | 1,576,371 | $9.92M | 2.23% | +95,859+6.5% | Added |
| Sit Investment Associates Inc | 1,918,882 | $12.1M | 0.25% | +814,749+73.8% | Added |
| Rivernorth Capital Management, LLC | 1,985,192 | $12.5M | 0.63% | −209,923−9.6% | Reduced |
| Pathstone Holdings, LLC | 3,743,950 | $23.5M | 0.09% | −42,067−1.1% | Reduced |
| Saba Capital Management, L.P. | 6,076,820 | $38.2M | 1.22% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 4,571 | – | – | +4,571 | New |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −218,601−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −117,935−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −94,265−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −82,760−100.0% | Sold out |