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 100 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
12,786
shares
|
$79,784
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
12,003
shares
|
$74,898
0.0% of portfolio
|
Q4 2024
Added 1100.3%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
11,994
shares
|
$74,842
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
11,874
shares
|
$74,093
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,579
shares
|
$72,252
0.0% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
11,121
shares
|
$69,395
0.04% of portfolio
|
Q4 2024
Reduced 54.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
11,100
shares
|
$69,264
0.0% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$68,640
0.01% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,569
shares
|
$65,950
0.0% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$62,400
0.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
8,237
shares
|
$51,398
0.0% of portfolio
|
Q3 2024
Added 258.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,000
shares
|
$31,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,569
shares
|
$22,270
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,006
shares
|
$12,517
0.01% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,700
shares
|
$10,608
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$9,360
0.0% of portfolio
|
Q2 2024
Reduced 41.66%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,332
shares
|
$8,311
0.0% of portfolio
|
Q4 2021
Reduced 42.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,137
shares
|
$7,094
0.0% of portfolio
|
Q3 2024
Added 37.99%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
950
shares
|
$5,928
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
833
shares
|
$5,197
0.0% of portfolio
|
Q1 2020
Added 389.68%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
562
shares
|
$3,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
557
shares
|
$3,475
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
14
shares
|
$87
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|