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 102 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
186,697
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
169,551
shares
|
$983,395
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
162,317
shares
|
$941,438
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
145,014
shares
|
$841,081
0.5% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
135,000
shares
|
$783,000
0.16% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
132,879
shares
|
$770,698
0.0% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
129,559
shares
|
$751,442
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,921
shares
|
$707,141
0.0% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
111,806
shares
|
$648,474
0.0% of portfolio
|
Q1 2025
Added 608.84%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
111,127
shares
|
$644,536
0.29% of portfolio
|
Q3 2023
Added 1.83%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
107,761
shares
|
$625,013
0.05% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
96,282
shares
|
$558,435
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
95,396
shares
|
$553,296
0.52% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
94,020
shares
|
$545,316
0.0% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
85,522
shares
|
$496,027
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
80,657
shares
|
$467,810
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
72,403
shares
|
$419,937
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
71,290
shares
|
$413,482
0.15% of portfolio
|
Q1 2025
Added 45.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,776
shares
|
$352,500
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
60,298
shares
|
$349,728
0.25% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
58,942
shares
|
$341,863
0.0% of portfolio
|
Q1 2025
Added 36.55%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
58,458
shares
|
$339,056
0.06% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
51,900
shares
|
$301,020
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
51,503
shares
|
$298,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
47,727
shares
|
$276,816
0.04% of portfolio
|
Q4 2024
Reduced 0.57%
|