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 93 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,921
shares
|
$735,183
0.0% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
113,606
shares
|
$685,044
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
111,127
shares
|
$670,095
0.29% of portfolio
|
Q3 2023
Added 1.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
93,340
shares
|
$562,840
0.12% of portfolio
|
Q3 2024
Added 65.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
86,016
shares
|
$518,676
0.0% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
79,646
shares
|
$480,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
75,100
shares
|
$452,853
0.04% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
75,000
shares
|
$452,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
73,382
shares
|
$442,493
0.14% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
68,237
shares
|
$411,469
0.07% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
61,693
shares
|
$372,008
0.0% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,776
shares
|
$366,479
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
57,374
shares
|
$345,965
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
57,298
shares
|
$345,506
0.25% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
50,928
shares
|
$307,095
0.01% of portfolio
|
Q3 2024
Reduced 74.91%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
48,000
shares
|
$289,440
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40,000
shares
|
$241,200
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
39,214
shares
|
$236,460
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,100
shares
|
$229,743
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
38,012
shares
|
$229,212
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
37,907
shares
|
$228,579
0.07% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
36,500
shares
|
$220,095
0.0% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
35,789
shares
|
$215,807
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
31,935
shares
|
$192,568
0.17% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
27,876
shares
|
$168,092
0.12% of portfolio
|
Q1 2024
Added 3.72%
|