Institutional Ownership Bny Mellon Strategic Municipals, Inc. (LEO)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipals, Inc. (LEO). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
206,145
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
197,096
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
193,803
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
191,965
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
163,089
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 42.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
153,445
shares
|
$962,100
0.0% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
129,559
shares
|
$812,334
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
127,896
shares
|
$801,907
0.13% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
125,000
shares
|
$783,750
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,921
shares
|
$764,444
0.0% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
119,038
shares
|
$746,368
0.74% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
111,127
shares
|
$696,766
0.29% of portfolio
|
Q3 2023
Added 1.83%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
102,426
shares
|
$642,211
0.04% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
102,071
shares
|
$639,985
0.37% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
100,807
shares
|
$632,059
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
95,396
shares
|
$598,132
0.52% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
93,605
shares
|
$586,903
0.2% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
64,967
shares
|
$407,343
0.05% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
63,365
shares
|
$397,298
0.0% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
63,014
shares
|
$395,097
0.0% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,776
shares
|
$381,065
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
60,298
shares
|
$378,068
0.22% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
55,670
shares
|
$349,050
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
51,900
shares
|
$325,413
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
51,503
shares
|
$322,923
0.0% of portfolio
|
Q1 2025
New holding
|
|