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% | 1.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,487,291 | 22,527 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 2,295,354 | 14,828 | 0.28% | 0.28% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 2,006,388 | 12,961 | 0.62% | 0.62% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, LLP | History | No change | 1,510,131 | 9,755 | 2.15% | 2.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,655,797 | 9,206 | 0.27% | 0.31% | 6 | -27,338 | -1.62% | Q3 2026 | Oct 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,351,087 | 8,728 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,155,820 | 7,466 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,132,581 | 7,316 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 877,072 | 5,665 | 2.5% | 2.5% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 673,664 | 3,745 | 0.01% | 0.01% | 11 | +145,918 | 27.65% | Q3 2026 | Nov 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 537,717 | 3,473 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 379,865 | 2,453 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Altium Capital Management LLC | History | No change | 438,676 | 2,439 | 3.54% | 5.97% | 14 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Gridiron Partners, LLC | History | No change | 404,971 | 2,251 | 1.13% | 1.37% | 15 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Invesco Ltd. | History | No change | 317,342 | 2,050 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 352,362 | 1,959 | 0.03% | 0.03% | 17 | -17,643 | -4.77% | Q3 2026 | Oct 22, 2026 |
| MORGAN STANLEY | History | No change | 252,346 | 1,630 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 248,400 | 1,605 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 246,842 | 1,594 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 270,829 | 1,505 | 0.1% | 0.11% | 21 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 220,675 | 1,425 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| 1607 Capital Partners, LLC | History | No change | 206,145 | 1,331 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 183,547 | 1,186 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 180,730 | 1,167 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 169,085 | 1,092 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 189,805 | 1,055 | 0.01% | 0.01% | 27 | +1,169 | 0.62% | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | No change | 162,811 | 1,051 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 169,136 | 940 | 0.03% | 0.02% | 29 | +31,083 | 22.52% | Q3 2026 | Nov 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 168,668 | 937 | 0.0% | 0.0% | 30 | +62,022 | 58.16% | Q3 2026 | Nov 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 134,630 | 869 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traub Capital Management LLC | History | No change | 116,438 | 752 | 0.67% | 0.67% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 114,659 | 740 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 120,229 | 668 | 0.08% | 0.1% | 34 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 100,716 | 650 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 116,818 | 649 | 0.67% | 0.66% | 36 | +12,100 | 11.55% | Q3 2026 | Nov 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 91,480 | 591 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Almitas Capital LLC | History | No change | 82,066 | 530 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 71,181 | 459 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 80,605 | 448 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 79,345 | 441 | 0.09% | 0.11% | 41 | -3,618 | -4.36% | Q3 2026 | Oct 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 62,495 | 403 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 60,335 | 389 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 58,283 | 376 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 52,837 | 341 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 51,503 | 332 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daner Wealth Management, LLC | History | No change | 51,900 | 323 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 57,693 | 320 | 0.03% | 0.04% | 48 | +505 | 0.88% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Reduced | 53,587 | 297 | 0.0% | 0.0% | 49 | -2,792 | -4.95% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 43,403 | 280 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 39,810 | 221 | 0.16% | 0.16% | 51 | +5,172 | 14.93% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,690 | 211 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 31,057 | 200 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,959 | 199 | 0.0% | 0.0% | 54 | -88 | -0.24% | Q3 2026 | Nov 02, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 31,850 | 177 | 0.03% | 0.05% | 55 | -3,407 | -9.66% | Q3 2026 | Oct 16, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 27,163 | 175 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,000 | 161 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 24,174 | 156 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 27,881 | 155 | 0.06% | 0.07% | 59 | +5 | 0.02% | Q3 2026 | Oct 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 26,756 | 148 | 0.07% | 0.07% | 60 | +3,800 | 16.55% | Q3 2026 | Oct 01, 2026 |
| HighTower Advisors, LLC | History | No change | 22,231 | 143 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 24,908 | 138 | 0.0% | — | 63 | +24,908 | New | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | No change | 24,908 | 138 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Virtu Financial LLC | History | No change | 20,196 | 130 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 19,444 | 125 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 22,389 | 124 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 18,954 | 122 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 18,332 | 118 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 18,000 | 116 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,795 | 115 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 20,200 | 112 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,334 | 111 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 14,576 | 94 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 14,607 | 94 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Clear Street Group Inc. | History | No change | 14,126 | 91 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,000 | 83 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,572 | 81 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | New | 14,493 | 80 | 0.0% | — | 78 | +14,493 | New | Q3 2026 | Oct 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,184 | 78 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 11,994 | 77 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 11,684 | 75 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,885 | 70 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 12,500 | 69 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BOKF, NA | History | No change | 12,295 | 68 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,507 | 63 | 0.0% | 0.0% | 85 | +710 | 6.58% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,142 | 61 | 0.0% | 0.0% | 86 | -700 | -5.91% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,000 | 32 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 5,500 | 30 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BFC Planning, Inc. | History | No change | 4,732 | 30 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,091 | 26 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 4,091 | 26 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4,500 | 25 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| EASTERN BANK | History | No change | 3,443 | 19 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| UBS Group AG | History | No change | 3,008 | 19 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 3,569 | 19 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,020 | 11 | 0.0% | 0.0% | 96 | -4,040 | -66.67% | Q3 2026 | Oct 08, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 950 | 6 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,000 | 5 | 0.0% | — | 98 | +1,000 | New | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 750 | 4 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 345 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 299 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Professional Financial Management, Inc. | History | Closed out | 0 | 0 | — | 1.36% | — | -207,157 | -100.0% | Q3 2026 | Oct 22, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,642 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Thoma Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,848 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2026 | Oct 08, 2026 |