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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
15,733
shares
|
$97,544
0.19% of portfolio
|
Q4 2020
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
15,587
shares
|
$96,639
0.0% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
14,995
shares
|
$92,969
0.0% of portfolio
|
Q2 2025
Reduced 57.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,977
shares
|
$92,857
0.0% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
14,516
shares
|
$89,999
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,516
shares
|
$89,999
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,302
shares
|
$88,672
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,736
shares
|
$85,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,426
shares
|
$83,241
0.0% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,041
shares
|
$80,854
0.0% of portfolio
|
Q2 2025
Reduced 86.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,862
shares
|
$79,744
0.0% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,547
shares
|
$77,791
0.0% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
12,500
shares
|
$77,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
11,994
shares
|
$74,362
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
11,701
shares
|
$72,546
0.05% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,100
shares
|
$68,820
0.0% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,694
shares
|
$66,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
8,834
shares
|
$54,770
0.0% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,062
shares
|
$37,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$31,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,651
shares
|
$22,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,569
shares
|
$22,127
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,443
shares
|
$21,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$9,300
0.0% of portfolio
|
Q2 2024
Reduced 41.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,446
shares
|
$8,965
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|