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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$5.98 +0.02 (+0.34%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipals (NYSE:LEO)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$32.58M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$7.64M
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LEO Institutional Buying and Selling by Quarter

BNY Mellon Strategic Municipals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025AQR Arbitrage LLC201,664$1.23M0.0%-42.2%0.324%
5/16/2025Advisors Asset Management Inc.337,786$2.07M0.0%+40.8%0.542%
5/16/2025Almitas Capital LLC145,014$887K0.3%+35.7%0.233%
5/15/2025Landscape Capital Management L.L.C.24,174$148K0.0%+15.7%0.039%
5/14/2025Thomas J. Herzfeld Advisors Inc.71,290$436K0.1%+45.1%0.114%
5/13/2025Nations Financial Group Inc. IA ADV32,100$196K0.0%-57.3%0.052%
5/13/2025Sit Investment Associates Inc.540,651$3.31M0.1%+72.4%0.868%
5/13/2025HighTower Advisors LLC72,403$443K0.0%-15.1%0.116%
5/12/2025Nuveen LLC51,503$315K0.0%N/A0.083%
5/12/2025Virtu Financial LLC35,267$216K0.0%+90.0%0.057%
5/9/2025City of London Investment Management Co. Ltd.340,306$2.08M0.2%+45.3%0.546%
5/9/2025Ackerman Capital Advisors LLC296,722$1.82M0.5%-6.5%0.476%
5/7/2025Cornerstone Advisory LLC39,633$233K0.0%-6.3%0.064%
4/29/2025Envestnet Asset Management Inc.193,616$1.19M0.0%+3.3%0.311%
4/24/2025Confluence Wealth Services Inc.12,500$72K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.14,302$88K0.0%-22.1%0.000%
4/21/2025Avior Wealth Management LLC32,493$199K0.0%+76.7%0.000%
4/21/2025Riverbridge Partners LLC213,667$1.31M0.0%+8.7%0.000%
4/21/2025Kingswood Wealth Advisors LLC20,000$124K0.0%-40.4%0.000%
4/15/2025Noble Wealth Management PBC95,396$584K0.4%-3.8%0.000%
4/14/2025Farther Finance Advisors LLC6,062$38K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC457,960$2.80M0.1%-2.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.1,433,478$8.77M0.4%-0.8%0.000%
4/9/2025Merit Financial Group LLC26,133$160K0.0%N/A0.000%
4/9/2025Integrated Capital Management Inc.36,675$224K0.2%+14.8%0.000%
4/9/2025180 Wealth Advisors LLC58,458$358K0.1%-6.8%0.000%
4/4/2025 Capital Market Strategies LLC13,121$80K0.1%+18.0%0.000%
3/18/2025Thoma Capital Management LLC162,317$980K0.7%N/A0.000%
3/12/2025Centaurus Financial Inc.113,045$683K0.0%-17.5%0.000%
2/18/2025Cornerstone Advisory LLC42,312$264K0.0%+110.5%0.000%
2/17/2025Saba Capital Management L.P.4,932,793$29.79M0.7%+11.2%0.000%
2/17/2025Pathstone Holdings LLC1,488,106$8.99M0.0%+34.8%0.000%
2/17/2025Nomura Holdings Inc.60,000$362K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC1,244,554$7.52M2.5%+0.6%0.000%
2/17/2025Capstone Investment Advisors LLC287,487$1.74M0.0%N/A0.000%
2/17/2025Bank of America Corp DE256,083$1.55M0.0%+13.4%0.000%
2/17/2025Almitas Capital LLC106,854$645K0.1%+86.2%0.000%
2/14/2025AQR Arbitrage LLC348,656$2.11M0.0%-25.8%0.000%
2/13/20251607 Capital Partners LLC206,145$1.25M0.1%-13.0%0.000%
2/13/2025Guggenheim Capital LLC821,060$4.96M0.0%+3.4%0.000%
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2/13/2025Walleye Capital LLC11,818$71K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.263,400$1.59M0.0%+60.6%0.000%
2/13/2025WealthTrust Axiom LLC19,000$115K0.0%-22.2%0.000%
2/13/2025Rockefeller Capital Management L.P.99,346$600K0.0%-29.6%0.000%
2/13/2025Raymond James Financial Inc.152,250$920K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.187,425$1.13M0.0%+3.9%0.000%
2/13/2025Wedbush Securities Inc.22,389$135K0.0%+15.5%0.000%
2/13/2025Sit Investment Associates Inc.313,643$1.89M0.0%+13.6%0.000%
2/13/2025Wells Fargo & Company MN1,465,414$8.85M0.0%+4.6%0.000%
2/12/2025Landscape Capital Management L.L.C.20,899$126K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.49,145$297K0.1%+37.3%0.000%
2/11/2025LPL Financial LLC111,805$675K0.0%-1.6%0.000%
2/11/2025Virtu Financial LLC18,563$112K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC34,860$211K0.0%-8.5%0.000%
2/7/2025HighTower Advisors LLC85,250$515K0.0%+38.2%0.000%
2/7/2025Independent Advisor Alliance21,023$127K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.12,003$72K0.0%+1,100.3%0.000%
2/7/2025Novus Advisors LLC23,900$144K0.1%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC136,150$822K0.2%+45.9%0.000%
2/6/2025Raymond James Financial Inc.152,250$920K0.0%N/A0.000%
2/6/2025NINE MASTS CAPITAL Ltd26,608$161K0.0%-63.7%0.000%
2/5/2025Noble Wealth Management PBC99,196$599K0.4%N/A0.000%
2/4/2025Ackerman Capital Advisors LLC317,221$1.92M0.5%+28.2%0.000%
2/4/2025Daner Wealth Management LLC51,900$319K0.2%N/A0.000%
2/3/2025Wolverine Asset Management LLC96,711$584K0.0%+89.9%0.000%
1/29/2025Van ECK Associates Corp532,276$3.22M0.0%+6.0%0.000%
1/28/2025Compass Financial Services Inc29,104$176K0.1%N/A0.000%
1/22/2025Kingswood Wealth Advisors LLC33,530$203K0.0%N/A0.000%
1/17/2025Avior Wealth Management LLC18,389$111K0.0%+16.2%0.000%
1/17/2025Riverbridge Partners LLC196,515$1.19M0.0%+40.8%0.000%
1/17/2025Melfa Wealth Management Inc.60,298$364K0.2%+5.2%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.1,445,288$8.73M0.4%-0.7%0.000%
1/14/2025Park Avenue Securities LLC168,143$1.02M0.0%+4.9%0.000%
1/14/2025180 Wealth Advisors LLC62,743$379K0.1%-8.1%0.000%
1/13/2025Capital Investment Advisors LLC471,361$2.85M0.1%+0.6%0.000%
1/6/2025 Capital Market Strategies LLC11,121$67K0.0%-54.8%0.000%
12/13/2024B. Riley Wealth Advisors Inc.15,400$101K0.0%-24.5%0.000%
12/3/2024Rivernorth Capital Management LLC2,411,067$15.70M0.8%+25.7%0.000%
11/25/2024Sanctuary Advisors LLC13,736$85K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC2,278,868$14.84M0.7%+18.8%0.000%
11/15/2024HighTower Advisors LLC61,693$398K0.0%+9.3%0.000%
11/14/2024Rockefeller Capital Management L.P.141,159$919K0.0%+30.4%0.000%
11/12/2024Centaurus Financial Inc.137,020$892K0.1%-2.8%0.000%
11/8/2024Avior Wealth Management LLC15,830$103K0.0%+127.0%0.000%
11/7/2024Pathstone Holdings LLC1,103,527$7.19M0.0%+133.1%0.000%
11/5/2024Nations Financial Group Inc. IA ADV75,100$489K0.0%-3.8%0.000%
11/4/2024Wolverine Asset Management LLC50,928$332K0.0%-74.9%0.000%
11/2/2024XML Financial LLC10,310$67K0.0%N/A0.000%
10/29/2024Van ECK Associates Corp502,204$3.16M0.0%-2.9%0.000%
10/28/2024US Bancorp DE15,587$101K0.0%-14.3%0.000%
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10/24/2024Ackerman Capital Advisors LLC247,502$1.61M0.4%-1.5%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.1,455,735$9.48M0.4%-0.7%0.000%
10/18/2024Capital Investment Advisors LLC468,729$3.05M0.1%+14.5%0.000%
10/3/2024Park Avenue Securities LLC160,244$1.04M0.0%-2.7%0.000%
9/23/2024Centaurus Financial Inc.140,945$863K0.1%-2.3%0.000%
8/19/2024B. Riley Wealth Advisors Inc.20,400$125K0.0%+32.5%0.000%
8/16/2024Almitas Capital LLC57,374$351K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC1,182,056$7.23M1.9%-24.1%0.000%
8/12/2024ProVise Management Group LLC12,925$79K0.0%-13.4%0.000%
8/12/2024Mercer Global Advisors Inc. ADV14,627$90K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

LEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LEO shares?

During the previous two years, 87 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals. The most heavily invested institutionals were Saba Capital Management L.P. ($29.79M), Rivernorth Capital Management LLC ($15.70M), Pathstone Holdings LLC ($8.99M), Wells Fargo & Company MN ($8.85M), Hennion & Walsh Asset Management Inc. ($8.77M), Logan Stone Capital LLC ($7.52M), and Guggenheim Capital LLC ($4.96M).Learn more on BNY Mellon Strategic Municipals' institutional investors.

Which institutional investors have been buying BNY Mellon Strategic Municipals' stock?

Of the 75 institutional investors that purchased BNY Mellon Strategic Municipals' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathstone Holdings LLC ($1.01M), Hennion & Walsh Asset Management Inc. ($898.11K), Rivernorth Capital Management LLC ($852.29K), Saba Capital Management L.P. ($496.85K), Gridiron Partners LLC ($401.77K), Ackerman Capital Advisors LLC ($322.50K), and Raymond James Financial Inc. ($304.50K).

How much institutional buying is happening at BNY Mellon Strategic Municipals?

Institutional investors have bought a total of 5,255,060 shares in the last 24 months. This purchase volume represents approximately $32.58M in transactions.

Which of BNY Mellon Strategic Municipals' major shareholders have been selling company stock?

Of the 26 institutional investors that sold BNY Mellon Strategic Municipals' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($376.15K), AQR Arbitrage LLC ($268.04K), Wolverine Asset Management LLC ($176.31K), NINE MASTS CAPITAL Ltd ($55.93K), Nations Financial Group Inc. IA ADV ($46K), Rockefeller Capital Management L.P. ($41.81K), and Van ECK Associates Corp ($41.44K).

How much institutional selling is happening at BNY Mellon Strategic Municipals?

Institutional investors have sold a total of 1,240,244 shares in the last 24 months. This volume of shares sold represents approximately $7.64M in transactions.


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This page (NYSE:LEO) was last updated on 7/5/2025 by MarketBeat.com Staff
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