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 |
---|---|---|---|---|---|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,400
shares
|
$83,520
0.0% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,302
shares
|
$82,951
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,850
shares
|
$80,330
0.0% of portfolio
|
Q1 2025
Reduced 41.86%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,736
shares
|
$79,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
13,121
shares
|
$76,101
0.06% of portfolio
|
Q1 2025
Added 17.98%
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,990
shares
|
$75,342
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
12,500
shares
|
$72,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
11,994
shares
|
$69,565
0.0% of portfolio
|
Q4 2022
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,593
shares
|
$67,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,100
shares
|
$64,380
0.0% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
10,694
shares
|
$62,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,414
shares
|
$48,801
0.0% of portfolio
|
Q1 2025
Reduced 27.33%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,062
shares
|
$35,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,000
shares
|
$29,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,569
shares
|
$20,700
0.0% of portfolio
|
Q2 2022
New holding
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,443
shares
|
$19,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,500
shares
|
$8,700
0.0% of portfolio
|
Q2 2024
Reduced 41.66%
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,446
shares
|
$8,386
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,332
shares
|
$7,725
0.0% of portfolio
|
Q4 2021
Reduced 42.88%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,003
shares
|
$5,817
0.0% of portfolio
|
Q1 2025
Reduced 91.64%
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
950
shares
|
$5,510
0.0% of portfolio
|
Q3 2019
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
870
shares
|
$5,046
0.0% of portfolio
|
Q4 2024
Reduced 89.44%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
833
shares
|
$4,831
0.0% of portfolio
|
Q1 2020
Added 389.68%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
562
shares
|
$3,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
557
shares
|
$3,230
0.0% of portfolio
|
Q2 2022
New holding
|