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 | 38,223 | 1.06% | 1.15% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,743,950 | 23,549 | 0.09% | 0.09% | 2 | -42,067 | -1.11% | Q1 2026 | May 11, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 1,985,192 | 12,486 | 0.62% | 0.66% | 3 | -209,923 | -9.56% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 1,918,882 | 12,070 | 0.25% | 0.14% | 4 | +814,749 | 73.79% | Q1 2026 | May 13, 2026 |
| Bulldog Investors, LLP | History | Added to | 1,576,371 | 9,915 | 2.23% | 2.1% | 5 | +95,859 | 6.47% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,294,233 | 8,140 | 0.06% | 0.07% | 6 | -251,461 | -16.27% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,142,845 | 7,188 | 0.12% | 0.11% | 7 | +156,638 | 15.88% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,002,643 | 6,306 | 0.0% | 0.0% | 8 | +46,596 | 4.87% | Q1 2026 | May 11, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 877,072 | 5,543 | 2.32% | 2.2% | 9 | +30,156 | 3.56% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 798,274 | 5,021 | 0.17% | 0.09% | 10 | +404,594 | 102.77% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 579,935 | 3,648 | 0.0% | 0.0% | 11 | +68,282 | 13.35% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 527,746 | 3,319 | 0.01% | 0.01% | 12 | +40,450 | 8.3% | Q1 2026 | May 05, 2026 |
| Altium Capital Management LLC | History | Added to | 438,676 | 2,759 | 6.57% | 6.59% | 13 | +176,624 | 67.4% | Q1 2026 | May 01, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 379,865 | 2,389 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 379,299 | 2,385 | 0.03% | 0.04% | 15 | -9,824 | -2.52% | Q1 2026 | Apr 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 358,313 | 2,253 | 0.06% | 0.04% | 16 | +36,496 | 11.34% | Q1 2026 | Apr 17, 2026 |
| Gridiron Partners, LLC | History | Reduced | 340,762 | 2,143 | 1.31% | 1.48% | 17 | -69,012 | -16.84% | Q1 2026 | Apr 13, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 305,421 | 1,921 | 0.02% | 0.03% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 298,400 | 1,877 | 0.0% | 0.0% | 19 | -25,000 | -7.73% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 279,389 | 1,757 | 0.0% | 0.0% | 20 | -286,080 | -50.59% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 270,829 | 1,703 | 0.12% | 0.13% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 248,561 | 1,563 | 0.0% | 0.0% | 22 | +60,216 | 31.97% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 225,896 | 1,420 | 0.0% | 0.0% | 23 | +1,606 | 0.72% | Q1 2026 | May 04, 2026 |
| Professional Financial Management, Inc. | History | Reduced | 219,485 | 1,380 | 1.44% | 2.57% | 24 | -137,245 | -38.47% | Q1 2026 | May 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 206,145 | 1,296 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | No change | 197,096 | 1,239 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 196,252 | 1,234 | 0.0% | 0.0% | 27 | +555 | 0.28% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 193,285 | 1,216 | 0.01% | 0.01% | 28 | +1,424 | 0.74% | Q1 2026 | Apr 07, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 183,547 | 1,155 | 0.0% | 0.0% | 29 | +23,547 | 14.72% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | New | 170,221 | 1,070 | 0.0% | — | 30 | +170,221 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 162,622 | 1,022 | 0.0% | 0.0% | 31 | -43,075 | -20.94% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 161,364 | 1,014 | 0.0% | 0.0% | 32 | -6,954 | -4.13% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 157,399 | 990 | 0.0% | 0.0% | 33 | +12,810 | 8.86% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 152,209 | 957 | 0.0% | 0.0% | 34 | -1,552 | -1.01% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 126,210 | 793 | 0.11% | 0.12% | 35 | -1,198 | -0.94% | Q1 2026 | May 11, 2026 |
| TORONTO DOMINION BANK | History | New | 121,630 | 765 | 0.0% | — | 36 | +121,630 | New | Q1 2026 | May 15, 2026 |
| Traub Capital Management LLC | History | No change | 119,038 | 748 | 0.74% | 0.73% | 37 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 113,340 | 712 | 0.15% | 0.2% | 38 | -43,577 | -27.77% | Q1 2026 | May 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 104,718 | 658 | 0.67% | 0.4% | 39 | -933 | -0.88% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 93,805 | 590 | 0.03% | 0.03% | 40 | -1,146 | -1.21% | Q1 2026 | May 18, 2026 |
| Clear Point Advisors Inc. | History | New | 4,571 | 570 | 0.44% | — | 41 | +4,571 | New | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | New | 83,059 | 522 | 0.01% | — | 42 | +83,059 | New | Q1 2026 | May 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 80,605 | 507 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 63,181 | 397 | 0.05% | 0.05% | 44 | -694 | -1.09% | Q1 2026 | May 01, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 60,323 | 379 | 0.22% | 0.22% | 45 | +25 | 0.04% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 60,252 | 378 | 0.0% | 0.0% | 46 | +3,100 | 5.42% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 56,233 | 353 | 0.0% | 0.0% | 47 | +45 | 0.08% | Q1 2026 | May 12, 2026 |
| Daner Wealth Management, LLC | History | No change | 51,900 | 332 | 0.2% | 0.21% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | No change | 51,503 | 323 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 43,383 | 272 | 0.18% | 0.19% | 50 | -1,762 | -3.9% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,959 | 226 | 0.0% | 0.0% | 51 | +26 | 0.07% | Q1 2026 | Apr 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 35,257 | 221 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,290 | 209 | 0.0% | 0.0% | 53 | -19,361 | -36.77% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,526 | 185 | 0.0% | 0.0% | 54 | +2,517 | 9.32% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,038 | 182 | 0.0% | 0.0% | 55 | -1,383 | -4.55% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 27,876 | 175 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 26,857 | 168 | 0.09% | 0.09% | 57 | +279 | 1.05% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 26,178 | 164 | 0.01% | 0.01% | 58 | +11,150 | 74.19% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,000 | 157 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 24,908 | 156 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 24,174 | 152 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 22,956 | 144 | 0.07% | 0.12% | 62 | -15,740 | -40.68% | Q1 2026 | Apr 02, 2026 |
| Thoma Capital Management LLC | History | Added to | 22,973 | 144 | 0.09% | 0.08% | 63 | +116 | 0.51% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 22,389 | 141 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | No change | 22,273 | 140 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 20,674 | 130 | 0.0% | — | 66 | +20,674 | New | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 20,200 | 127 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 20,000 | 125 | 0.0% | 0.0% | 68 | -4,375 | -17.95% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 19,444 | 122 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 18,849 | 118 | 0.0% | 0.0% | 70 | -134 | -0.71% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | New | 18,000 | 113 | 0.0% | — | 71 | +18,000 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 17,839 | 112 | 0.0% | 0.0% | 72 | +134 | 0.76% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,788 | 111 | 0.0% | 0.0% | 73 | -407 | -2.24% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 14,684 | 92 | 0.0% | 0.0% | 74 | +831 | 6.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,419 | 90 | 0.0% | 0.0% | 75 | -3,731 | -20.56% | Q1 2026 | May 04, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,000 | 81 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,572 | 79 | 0.0% | 0.0% | 77 | +4 | 0.03% | Q1 2026 | Jun 02, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 12,500 | 78 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | No change | 12,295 | 77 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 11,994 | 75 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 10,931 | 68 | 0.0% | — | 82 | +10,931 | New | Q1 2026 | May 04, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,885 | 68 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,797 | 67 | 0.0% | 0.0% | 83 | -467 | -4.15% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,150 | 63 | 0.0% | — | 84 | +10,150 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,062 | 38 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 5,500 | 34 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 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 | No change | 4,500 | 28 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Added to | 4,152 | 26 | 0.0% | 0.0% | 89 | +31 | 0.75% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 3,569 | 22 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | No change | 3,443 | 21 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Reduced | 3,008 | 18 | 0.0% | 0.0% | 92 | -2,981 | -49.77% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 2,654 | 16 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 950 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 750 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 700 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -218,601 | -100.0% | Q1 2026 | May 15, 2026 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.33% | — | -117,935 | -100.0% | Q1 2026 | May 08, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -94,265 | -100.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,760 | -100.0% | Q1 2026 | May 12, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -66,020 | -100.0% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -45,627 | -100.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -26,738 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,192 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,074 | -100.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |