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 94 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
29,104
shares
|
$178,116
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
27,876
shares
|
$170,601
0.1% of portfolio
|
Q1 2024
Added 3.72%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
26,657
shares
|
$163,140
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
25,338
shares
|
$155,068
0.1% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
24,908
shares
|
$152,436
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
24,411
shares
|
$149,395
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
20,102
shares
|
$123,024
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
19,389
shares
|
$118,660
0.0% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
18,389
shares
|
$112,540
0.0% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,258
shares
|
$111,738
0.0% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,188
shares
|
$111,310
0.0% of portfolio
|
Q3 2024
Reduced 58.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,795
shares
|
$108,905
0.0% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,196
shares
|
$105,239
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
15,733
shares
|
$96,285
0.19% of portfolio
|
Q4 2020
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
15,700
shares
|
$96,084
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
15,587
shares
|
$95,392
0.0% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
15,400
shares
|
$94,248
0.0% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
14,817
shares
|
$90,680
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,628
shares
|
$89,523
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,607
shares
|
$89,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,736
shares
|
$84,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
12,786
shares
|
$78,250
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
11,994
shares
|
$73,403
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,911
shares
|
$72,895
0.0% of portfolio
|
Q3 2024
Reduced 37.58%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
11,732
shares
|
$71,799
0.01% of portfolio
|
Q3 2024
Added 0.61%
|