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 2026
Institutional positions in BNY Mellon Strategic Municipals, Inc. as of Jun 30, 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
- 101
- +6 vs. Q1 2026
- Shares held
- 29.7M
- +673.1K (+2.3%) vs. Q1 2026
- Total value
- $191.7M
- +$9.26M (+5.1%) vs. Q1 2026
- New holders
- 15
- 25 more added
- Sold out
- 9
- 25 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipals, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 299 | $1.93K | 0.00% | +299 | New |
| Harbour Investments, Inc. | 345 | $2.23K | 0.00% | +345 | New |
| Steward Partners Investment Advisory, LLC | 750 | $4.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $6.14K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,500 | $16.1K | 0.00% | +2,500 | New |
| UBS Group AG | 3,008 | $19.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,443 | $22.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,569 | $23.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,091 | $26.0K | 0.00% | −61−1.5% | Reduced |
| JPMorgan Chase & Co | 4,091 | $26.6K | 0.00% | +4,091 | New |
| Gilpin Wealth Management, LLC | 4,500 | $29.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,000 | $32.3K | 0.00% | +5,000 | New |
| US Bancorp | 5,500 | $35.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,060 | $39.1K | 0.00% | −20.0% | Reduced |
| Truist Financial Corp | 10,797 | $69.8K | 0.00% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 10,848 | $70.1K | 0.04% | −12,125−52.8% | Reduced |
| Fort Point Capital Partners LLC | 10,885 | $70.3K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,684 | $75.5K | 0.00% | +11,684 | New |
| Kestra Advisory Services, LLC | 11,842 | $76.5K | 0.00% | +11,842 | New |
| Hollencrest Capital Management | 11,994 | $77.5K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 12,184 | $78.7K | 0.00% | +12,184 | New |
| Bokf, NA | 12,295 | $79.4K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,500 | $80.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,572 | $81.2K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 13,000 | $84.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Group Inc. | 14,126 | $91.3K | 0.00% | +14,126 | New |
| Cetera Investment Advisers | 14,576 | $94.2K | 0.00% | −108−0.7% | Reduced |
| CI Private Wealth, LLC | 14,607 | $94.4K | 0.00% | −7,666−34.4% | Reduced |
| MML Investors Services, LLC | 17,334 | $112.0K | 0.00% | +2,915+20.2% | Added |
| Royal Bank of Canada | 17,795 | $115.0K | 0.00% | +17,795 | New |
| RMB Capital Management, LLC | 18,000 | $116.3K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 18,332 | $118.4K | 0.00% | +493+2.8% | Added |
| Mariner, LLC | 18,954 | $122.4K | 0.00% | +105+0.6% | Added |
| MAI Capital Management | 19,444 | $125.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,196 | $130.0K | 0.00% | +20,196 | New |
| Nations Financial Group Inc, | 20,200 | $130.5K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 21,642 | $138.8K | 0.01% | +21,642 | New |
| HighTower Advisors, LLC | 22,231 | $143.6K | 0.00% | −11,059−33.2% | Reduced |
| Wedbush Securities Inc | 22,389 | $145.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 22,956 | $148.3K | 0.07% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,174 | $156.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 24,908 | $160.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 25,000 | $161.5K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 27,163 | $175.5K | 0.08% | +306+1.1% | Added |
| Fortitude Advisory Group L.L.C. | 27,876 | $180.1K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 31,057 | $200.6K | 0.00% | +1,531+5.2% | Added |
| Advisor Group Holdings, Inc. | 32,690 | $211.2K | 0.00% | +3,652+12.6% | Added |
| Integrated Capital Management, Inc. | 34,638 | $223.8K | 0.16% | −8,745−20.2% | Reduced |
| WealthBridge Capital Management, LLC | 35,257 | $227.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,047 | $232.9K | 0.00% | +88+0.2% | Added |
| Jane Street Group, LLC | 43,403 | $280.4K | 0.00% | +43,403 | New |
| Daner Wealth Management, LLC | 51,900 | $323.9K | 0.18% | 00.0% | Unchanged |
| Nuveen, LLC | 51,503 | $332.7K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 52,837 | $341.3K | 0.02% | +26,659+101.8% | Added |
| Creative Planning | 56,379 | $364.2K | 0.00% | +146+0.3% | Added |
| 180 Wealth Advisors, LLC | 57,188 | $369.4K | 0.04% | −5,993−9.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 58,283 | $376.5K | 0.12% | +58,283 | New |
| Melfa Wealth Management, LLC | 60,335 | $389.8K | 0.21% | +120.0% | Added |
| Ameriprise Financial Inc | 62,495 | $403.7K | 0.00% | +2,243+3.7% | Added |
| Readystate Asset Management LP | 71,181 | $459.8K | 0.02% | +71,181 | New |
| Petersen Hastings Wealth Advisors Inc. | 80,605 | $520.7K | 0.04% | 00.0% | Unchanged |
| Almitas Capital LLC | 82,066 | $530.1K | 0.13% | −115,030−58.4% | Reduced |
| Ackerman Capital Advisors, LLC | 82,963 | $535.9K | 0.11% | −30,377−26.8% | Reduced |
| Centaurus Financial, Inc. | 91,480 | $591.0K | 0.02% | −2,325−2.5% | Reduced |
| Bank of America Corp | 100,716 | $650.6K | 0.00% | −61,906−38.1% | Reduced |
| Closed-End Fund Advisors, Inc. | 104,718 | $676.5K | 0.66% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 106,646 | $688.9K | 0.00% | −89,606−45.7% | Reduced |
| Summit Trail Advisors, LLC | 114,659 | $740.7K | 0.01% | +31,600+38.0% | Added |
| Traub Capital Management LLC | 116,438 | $752.2K | 0.67% | −2,600−2.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 120,229 | $776.7K | 0.10% | −5,981−4.7% | Reduced |
| Toronto Dominion Bank | 134,630 | $869.7K | 0.00% | +13,000+10.7% | Added |
| Riverbridge Partners LLC | 138,053 | $891.8K | 0.02% | −220,260−61.5% | Reduced |
| LPL Financial LLC | 162,811 | $1.05M | 0.00% | +1,447+0.9% | Added |
| Raymond James Financial Inc | 169,085 | $1.09M | 0.00% | +16,876+11.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 180,730 | $1.17M | 0.00% | +23,331+14.8% | Added |
| Lord, Abbett & Co. LLC | 183,547 | $1.19M | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 188,636 | $1.22M | 0.01% | −4,649−2.4% | Reduced |
| 1607 Capital Partners, LLC | 206,145 | $1.33M | 0.12% | 00.0% | Unchanged |
| Professional Financial Management, Inc. | 207,157 | $1.34M | 1.36% | −12,328−5.6% | Reduced |
| Envestnet Asset Management Inc | 220,675 | $1.43M | 0.00% | −5,221−2.3% | Reduced |
| Fiera Capital Corp | 246,842 | $1.59M | 0.01% | +76,621+45.0% | Added |
| Cohen & Steers, Inc. | 248,400 | $1.60M | 0.00% | −50,000−16.8% | Reduced |
| Morgan Stanley | 252,346 | $1.63M | 0.00% | −27,043−9.7% | Reduced |
| City of London Investment Management Co Ltd | 270,829 | $1.75M | 0.11% | 00.0% | Unchanged |
| Invesco Ltd. | 317,342 | $2.05M | 0.00% | +68,781+27.7% | Added |
| Capital Investment Advisors, LLC | 370,005 | $2.39M | 0.03% | −9,294−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 379,865 | $2.45M | 0.02% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 404,971 | $2.62M | 1.37% | +64,209+18.8% | Added |
| Altium Capital Management LP | 438,676 | $2.83M | 5.97% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 527,746 | $3.41M | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 537,717 | $3.47M | 0.00% | −42,218−7.3% | Reduced |
| Robinson Capital Management, LLC | 877,072 | $5.67M | 2.50% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,132,581 | $7.32M | 0.00% | +129,938+13.0% | Added |
| Advisors Asset Management, Inc. | 1,155,820 | $7.47M | 0.11% | +12,975+1.1% | Added |
| Guggenheim Capital LLC | 1,351,087 | $8.73M | 0.06% | +56,854+4.4% | Added |
| Bulldog Investors, LLP | 1,510,131 | $9.76M | 2.15% | −66,240−4.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,683,135 | $10.9M | 0.31% | +884,861+110.8% | Added |
| Rivernorth Capital Management, LLC | 2,006,388 | $13.0M | 0.62% | +21,196+1.1% | Added |
| Sit Investment Associates Inc | 2,295,354 | $14.8M | 0.28% | +376,472+19.6% | Added |
| Pathstone Holdings, LLC | 3,487,291 | $22.5M | 0.07% | −256,659−6.9% | Reduced |