BNY MELLON STRATEGIC MUNICIPALS, INC. - LEO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | Added to | 6,076,820 | 38,648 | 1.15% | 0.97% | 1 | +378,001 | 6.63% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 3,786,017 | 24,079 | 0.09% | — | 2 | +3,786,017 | New | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,195,115 | 13,960 | 0.66% | 0.74% | 3 | +119,962 | 5.78% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,545,694 | 9,830 | 0.07% | 0.04% | 4 | +581,458 | 60.3% | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, LLP | History | Added to | 1,480,512 | 9,416 | 2.1% | 1.05% | 5 | +755,380 | 104.17% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 1,104,133 | 7,022 | 8.61% | 0.1% | 6 | +288,207 | 35.32% | Q4 2025 | Feb 25, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 986,207 | 6,272 | 0.11% | 0.07% | 7 | +291,937 | 42.05% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 956,047 | 6,080 | 0.0% | 0.0% | 8 | -28,671 | -2.91% | Q4 2025 | Feb 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 846,916 | 5,386 | 2.2% | — | 9 | +846,916 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 565,469 | 3,596 | 0.0% | 0.0% | 10 | +2,362 | 0.42% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 511,653 | 3,254 | 0.0% | 0.0% | 11 | +58,383 | 12.88% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 487,296 | 3,099 | 0.01% | 0.0% | 12 | +156,969 | 47.52% | Q4 2025 | Jan 15, 2026 |
| Gridiron Partners, LLC | History | Reduced | 409,774 | 2,606 | 1.48% | 1.46% | 13 | -1,585,208 | -79.46% | Q4 2025 | Jan 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 393,680 | 2,503 | 0.09% | 0.18% | 14 | -383,060 | -49.32% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 389,123 | 2,474 | 0.04% | 0.04% | 15 | -15,993 | -3.95% | Q4 2025 | Jan 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 379,865 | 2,415 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 323,400 | 2,057 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 321,817 | 2,046 | 0.04% | 0.02% | 18 | +92,566 | 40.38% | Q4 2025 | Jan 13, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 305,421 | 1,942 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 270,829 | 1,722 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Altium Capital Management LLC | History | New | 262,052 | 1,666 | 6.59% | — | 21 | +262,052 | New | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 224,290 | 1,426 | 0.0% | 0.0% | 22 | -951 | -0.42% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | Reduced | 218,601 | 1,390 | 0.01% | 0.02% | 23 | -459,806 | -67.78% | Q4 2025 | Feb 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 206,145 | 1,311 | 0.09% | 0.1% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 205,697 | 1,308 | 0.0% | 0.0% | 25 | +13,732 | 7.15% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | No change | 197,096 | 1,253 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 195,697 | 1,244 | 0.0% | 0.0% | 27 | -543 | -0.28% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 191,861 | 1,220 | 0.01% | 0.01% | 28 | -1,942 | -1.0% | Q4 2025 | Jan 05, 2026 |
| Invesco Ltd. | History | Added to | 188,345 | 1,197 | 0.0% | 0.0% | 29 | +87,538 | 86.84% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 168,318 | 1,070 | 0.0% | 0.0% | 30 | +5,229 | 3.21% | Q4 2025 | Feb 11, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 160,000 | 1,018 | 0.0% | — | 31 | +160,000 | New | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 156,917 | 997 | 0.2% | 0.29% | 32 | -68,344 | -30.34% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 153,761 | 977 | 0.0% | 0.0% | 33 | +316 | 0.21% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 144,589 | 919 | 0.0% | 0.0% | 34 | +125,898 | 673.58% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 127,408 | 810 | 0.12% | 0.12% | 35 | -488 | -0.38% | Q4 2025 | Feb 09, 2026 |
| Traub Capital Management LLC | History | No change | 119,038 | 757 | 0.73% | 0.73% | 36 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Matisse Capital | History | Reduced | 117,935 | 750 | 0.33% | 0.77% | 37 | -155,165 | -56.82% | Q4 2025 | Jan 29, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 105,651 | 671 | 0.4% | — | 38 | +105,651 | New | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 94,951 | 604 | 0.03% | 0.03% | 39 | -7,475 | -7.3% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 94,265 | 599 | 0.2% | 0.2% | 40 | +660 | 0.71% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 82,760 | 526 | 0.0% | 0.0% | 41 | +62,321 | 304.91% | Q4 2025 | Feb 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 80,605 | 512 | 0.05% | — | 42 | +80,605 | New | Q4 2025 | Feb 11, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 66,020 | 419 | 0.1% | 2.02% | 43 | -646,507 | -90.73% | Q4 2025 | Feb 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 63,875 | 406 | 0.05% | 0.05% | 44 | -1,092 | -1.68% | Q4 2025 | Jan 09, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 60,298 | 383 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 57,152 | 363 | 0.0% | 0.0% | 46 | -5,862 | -9.3% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 56,188 | 357 | 0.0% | 0.0% | 47 | +518 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Daner Wealth Management, LLC | History | No change | 51,900 | 337 | 0.21% | 0.21% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 52,651 | 334 | 0.0% | 0.0% | 49 | -10,714 | -16.91% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | No change | 51,503 | 327 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arkos Global Advisors | History | Reduced | 45,627 | 290 | 0.04% | 0.04% | 51 | -2,100 | -4.4% | Q4 2025 | Feb 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 45,145 | 287 | 0.19% | 0.19% | 52 | +1,276 | 2.91% | Q4 2025 | Jan 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 38,696 | 246 | 0.12% | 0.13% | 53 | -1,080 | -2.72% | Q4 2025 | Jan 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,933 | 228 | 0.0% | 0.0% | 54 | +128 | 0.36% | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 35,257 | 224 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,421 | 193 | 0.0% | 0.0% | 56 | +15,579 | 104.97% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 27,876 | 177 | 0.08% | 0.09% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,009 | 171 | 0.0% | 0.0% | 58 | +394 | 1.48% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,738 | 170 | 0.0% | — | 59 | +26,738 | New | Q4 2025 | Feb 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 26,578 | 169 | 0.09% | — | 60 | +26,578 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 25,000 | 159 | 0.0% | 0.0% | 61 | -11,000 | -30.56% | Q4 2025 | Mar 16, 2026 |
| Spire Wealth Management | History | No change | 24,908 | 158 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 24,375 | 155 | 0.0% | 0.0% | 63 | +11,875 | 95.0% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 24,174 | 153 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Thoma Capital Management LLC | History | Reduced | 22,857 | 145 | 0.08% | 0.37% | 65 | -79,214 | -77.61% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 22,389 | 142 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 22,273 | 141 | 0.0% | 0.0% | 67 | -24,098 | -51.97% | Q4 2025 | Mar 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 20,200 | 128 | 0.01% | 0.01% | 68 | -7,500 | -27.08% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 19,444 | 123 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 18,983 | 120 | 0.0% | 0.0% | 70 | -457 | -2.35% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 18,150 | 115 | 0.0% | 0.0% | 71 | +711 | 4.08% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,195 | 115 | 0.0% | 0.0% | 72 | +207 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | New | 17,705 | 112 | 0.0% | — | 73 | +17,705 | New | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,028 | 95 | 0.01% | — | 74 | +15,028 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 13,853 | 88 | 0.0% | 0.0% | 75 | +298 | 2.2% | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 13,000 | 82 | 0.02% | 0.02% | 76 | -2,000 | -13.33% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,568 | 79 | 0.0% | 0.0% | 77 | +14 | 0.11% | Q4 2025 | Feb 18, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 12,500 | 79 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BOKF, NA | History | New | 12,295 | 78 | 0.0% | — | 79 | +12,295 | New | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,192 | 77 | 0.0% | 0.0% | 80 | -1,844 | -13.14% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 11,994 | 76 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,264 | 71 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,885 | 70 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 5,989 | 38 | 0.0% | 0.0% | 84 | -4,755 | -44.26% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,062 | 38 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 5,500 | 34 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,000 | 31 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4,500 | 28 | 0.02% | — | 88 | +4,500 | New | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | New | 4,121 | 26 | 0.0% | — | 89 | +4,121 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,700 | 23 | 0.0% | — | 90 | +3,700 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 3,569 | 22 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EASTERN BANK | History | No change | 3,443 | 21 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 2,654 | 17 | 0.0% | 0.0% | 93 | -3,651 | -57.91% | Q4 2025 | Jan 26, 2026 |
| Kilter Group LLC | History | Added to | 2,074 | 13 | 0.01% | 0.01% | 94 | +30 | 1.47% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,200 | 7 | 0.0% | 0.0% | 95 | +880 | 275.0% | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 950 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 750 | 4 | 0.0% | 0.0% | 97 | -750 | -50.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 700 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Services Inc | History | Added to | 226 | 1 | 0.0% | 0.0% | 100 | +3 | 1.35% | Q4 2025 | Feb 27, 2026 |
| Arax Advisory Partners | History | No change | 299 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -394,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.03% | — | -38,206 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,766 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -13,504 | -100.0% | Q3 2025 | Nov 06, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,726 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |