BNY MELLON STRATEGIC MUNICIPALS, INC. - LEO
Detailed investor-level table based on 13F positions.
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 | No change | 6,076,820 | 39,256 | 1.01% | 1.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,487,291 | 22,527 | 0.07% | 0.09% | 2 | -256,659 | -6.86% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 2,295,354 | 14,828 | 0.28% | 0.25% | 3 | +376,472 | 19.62% | Q2 2026 | Aug 12, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,006,388 | 12,961 | 0.62% | 0.62% | 4 | +21,196 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,683,135 | 10,873 | 0.31% | 0.17% | 5 | +884,861 | 110.85% | Q2 2026 | Jul 08, 2026 |
| Bulldog Investors, LLP | History | Reduced | 1,510,131 | 9,755 | 2.15% | 2.23% | 6 | -66,240 | -4.2% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,351,087 | 8,728 | 0.05% | 0.06% | 7 | +56,854 | 4.39% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,155,820 | 7,466 | 0.11% | 0.12% | 8 | +12,975 | 1.14% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,132,581 | 7,316 | 0.0% | 0.0% | 9 | +129,938 | 12.96% | Q2 2026 | Aug 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 877,072 | 5,665 | 2.5% | 2.32% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 537,717 | 3,473 | 0.0% | 0.0% | 11 | -42,218 | -7.28% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 527,746 | 3,409 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altium Capital Management LLC | History | No change | 438,676 | 2,833 | 5.97% | 6.57% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gridiron Partners, LLC | History | Added to | 404,971 | 2,616 | 1.37% | 1.31% | 14 | +64,209 | 18.84% | Q2 2026 | Aug 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 379,865 | 2,453 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 370,005 | 2,390 | 0.03% | 0.03% | 16 | -9,294 | -2.45% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | Added to | 317,342 | 2,050 | 0.0% | 0.0% | 17 | +68,781 | 27.67% | Q2 2026 | Aug 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 270,829 | 1,749 | 0.11% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 252,346 | 1,630 | 0.0% | 0.0% | 19 | -27,043 | -9.68% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 248,400 | 1,605 | 0.0% | 0.0% | 20 | -50,000 | -16.76% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | Added to | 246,842 | 1,594 | 0.01% | 0.0% | 21 | +76,621 | 45.01% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 220,675 | 1,425 | 0.0% | 0.0% | 22 | -5,221 | -2.31% | Q2 2026 | Aug 03, 2026 |
| Professional Financial Management, Inc. | History | Reduced | 207,157 | 1,338 | 1.36% | 1.44% | 23 | -12,328 | -5.62% | Q2 2026 | Jul 15, 2026 |
| 1607 Capital Partners, LLC | History | No change | 206,145 | 1,331 | 0.12% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 188,636 | 1,219 | 0.01% | 0.01% | 25 | -4,649 | -2.41% | Q2 2026 | Jul 20, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 183,547 | 1,186 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 180,730 | 1,167 | 0.0% | 0.0% | 27 | +23,331 | 14.82% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 169,085 | 1,092 | 0.0% | 0.0% | 28 | +16,876 | 11.09% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 162,811 | 1,051 | 0.0% | 0.0% | 29 | +1,447 | 0.9% | Q2 2026 | Aug 07, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 138,053 | 891 | 0.02% | 0.06% | 30 | -220,260 | -61.47% | Q2 2026 | Jul 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 134,630 | 869 | 0.0% | 0.0% | 31 | +13,000 | 10.69% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 120,229 | 776 | 0.1% | 0.11% | 32 | -5,981 | -4.74% | Q2 2026 | Aug 05, 2026 |
| Traub Capital Management LLC | History | Reduced | 116,438 | 752 | 0.67% | 0.74% | 33 | -2,600 | -2.18% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 114,659 | 740 | 0.01% | 0.01% | 34 | +31,600 | 38.05% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 106,646 | 688 | 0.0% | 0.0% | 35 | -89,606 | -45.66% | Q2 2026 | Aug 06, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 104,718 | 676 | 0.66% | 0.67% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 100,716 | 650 | 0.0% | 0.0% | 37 | -61,906 | -38.07% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 91,480 | 591 | 0.02% | 0.03% | 38 | -2,325 | -2.48% | Q2 2026 | Aug 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 82,963 | 535 | 0.11% | 0.15% | 39 | -30,377 | -26.8% | Q2 2026 | Jul 30, 2026 |
| Almitas Capital LLC | History | Reduced | 82,066 | 530 | 0.13% | 0.28% | 40 | -115,030 | -58.36% | Q2 2026 | Aug 14, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 80,605 | 520 | 0.04% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 71,181 | 459 | 0.02% | — | 42 | +71,181 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 62,495 | 403 | 0.0% | 0.0% | 43 | +2,243 | 3.72% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 60,335 | 389 | 0.21% | 0.22% | 44 | +12 | 0.02% | Q2 2026 | Jul 24, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 58,283 | 376 | 0.12% | — | 45 | +58,283 | New | Q2 2026 | Aug 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 57,188 | 369 | 0.04% | 0.05% | 46 | -5,993 | -9.49% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | Added to | 56,379 | 364 | 0.0% | 0.0% | 47 | +146 | 0.26% | Q2 2026 | Aug 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 52,837 | 341 | 0.02% | 0.01% | 48 | +26,659 | 101.84% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 51,503 | 332 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daner Wealth Management, LLC | History | No change | 51,900 | 323 | 0.18% | 0.2% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 43,403 | 280 | 0.0% | — | 51 | +43,403 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,047 | 232 | 0.0% | 0.0% | 52 | +88 | 0.24% | Q2 2026 | Jul 29, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 35,257 | 227 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 34,638 | 223 | 0.16% | 0.18% | 54 | -8,745 | -20.16% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,690 | 211 | 0.0% | 0.0% | 55 | +3,652 | 12.58% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,057 | 200 | 0.0% | 0.0% | 56 | +1,531 | 5.19% | Q2 2026 | Jul 20, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 27,876 | 180 | 0.07% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 27,163 | 175 | 0.08% | 0.09% | 58 | +306 | 1.14% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,000 | 161 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 24,908 | 160 | 0.0% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 24,174 | 156 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 22,956 | 148 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 22,389 | 145 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,231 | 143 | 0.0% | 0.0% | 64 | -11,059 | -33.22% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | New | 21,642 | 138 | 0.01% | — | 65 | +21,642 | New | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | New | 20,196 | 130 | 0.0% | — | 67 | +20,196 | New | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 20,200 | 130 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 19,444 | 125 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 18,954 | 122 | 0.0% | 0.0% | 69 | +105 | 0.56% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 18,332 | 118 | 0.0% | 0.0% | 70 | +493 | 2.76% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 18,000 | 116 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,795 | 115 | 0.0% | — | 72 | +17,795 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,334 | 111 | 0.0% | 0.0% | 73 | +2,915 | 20.22% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | Reduced | 14,607 | 94 | 0.0% | 0.0% | 75 | -7,666 | -34.42% | Q2 2026 | Aug 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,576 | 94 | 0.0% | 0.0% | 74 | -108 | -0.74% | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | History | New | 14,126 | 91 | 0.0% | — | 76 | +14,126 | New | Q2 2026 | Aug 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,000 | 83 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,572 | 81 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 12,500 | 80 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOKF, NA | History | No change | 12,295 | 79 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 12,184 | 78 | 0.0% | — | 81 | +12,184 | New | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 11,994 | 77 | 0.01% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 11,842 | 76 | 0.0% | — | 83 | +11,842 | New | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | New | 11,684 | 75 | 0.0% | — | 84 | +11,684 | New | Q2 2026 | Aug 14, 2026 |
| Thoma Capital Management LLC | History | Reduced | 10,848 | 70 | 0.04% | 0.09% | 86 | -12,125 | -52.78% | Q2 2026 | Jul 16, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,885 | 70 | 0.0% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,797 | 69 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,060 | 39 | 0.0% | 0.0% | 88 | -2 | -0.03% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 5,500 | 35 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 5,000 | 32 | 0.0% | — | 90 | +5,000 | New | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4,500 | 29 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | New | 4,091 | 26 | 0.0% | — | 93 | +4,091 | New | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,091 | 26 | 0.0% | 0.0% | 92 | -61 | -1.47% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 3,569 | 23 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EASTERN BANK | History | No change | 3,443 | 22 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| UBS Group AG | History | No change | 3,008 | 19 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 2,500 | 16 | 0.0% | — | 98 | +2,500 | New | Q2 2026 | Jul 06, 2026 |
| CWM, LLC | History | No change | 2,654 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 950 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 750 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 345 | 2 | 0.0% | — | 101 | +345 | New | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 299 | 1 | 0.0% | — | 102 | +299 | New | Q2 2026 | Aug 10, 2026 |
| WHITEBOX ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -305,421 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -20,674 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,788 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,931 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,150 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.44% | — | -4,571 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 07, 2026 |