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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40,000
shares
|
$232,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
39,633
shares
|
$229,871
0.03% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
38,500
shares
|
$223,300
0.0% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
37,907
shares
|
$219,860
0.07% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
36,675
shares
|
$212,715
0.19% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
35,267
shares
|
$204,548
0.01% of portfolio
|
Q1 2025
Added 89.99%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
35,174
shares
|
$204,009
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
32,493
shares
|
$188,459
0.01% of portfolio
|
Q1 2025
Added 76.7%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
32,100
shares
|
$186,180
0.02% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
29,104
shares
|
$168,803
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
27,876
shares
|
$161,680
0.12% of portfolio
|
Q1 2024
Added 3.72%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
26,657
shares
|
$154,610
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
26,133
shares
|
$151,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
24,908
shares
|
$144,466
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
24,174
shares
|
$140,209
0.01% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
23,900
shares
|
$138,620
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
22,389
shares
|
$129,856
0.01% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
20,000
shares
|
$116,000
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
19,444
shares
|
$112,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
19,000
shares
|
$110,200
0.04% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,066
shares
|
$104,782
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,738
shares
|
$102,880
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
15,733
shares
|
$91,251
0.19% of portfolio
|
Q4 2020
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
15,587
shares
|
$90,404
0.0% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,737
shares
|
$85,474
0.0% of portfolio
|
Q1 2025
Added 0.06%
|