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 108 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
204,596
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
195,840
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Added 35.05%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
192,262
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
162,317
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
160,140
shares
|
$992,868
0.0% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
132,277
shares
|
$820,117
0.14% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
129,559
shares
|
$803,265
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
125,000
shares
|
$775,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
123,038
shares
|
$762,835
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
121,921
shares
|
$755,910
0.0% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
118,305
shares
|
$733,491
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
114,279
shares
|
$708,529
0.0% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
111,251
shares
|
$689,756
0.05% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
111,127
shares
|
$688,987
0.29% of portfolio
|
Q3 2023
Added 1.83%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
95,396
shares
|
$591,455
0.52% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
94,807
shares
|
$587,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
87,795
shares
|
$544,329
0.19% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
85,250
shares
|
$528,550
0.0% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
67,777
shares
|
$420,217
0.0% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
65,778
shares
|
$407,823
0.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,776
shares
|
$376,811
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
60,298
shares
|
$373,847
0.23% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
60,063
shares
|
$372,390
0.05% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
59,904
shares
|
$371,404
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
51,900
shares
|
$321,780
0.21% of portfolio
|
Q4 2024
New holding
|