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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$5.84 +0.02 (+0.34%)
As of 03:56 PM Eastern

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 AQR Arbitrage LLC201,664$1.23M0.0%-42.2%0.324%
5/16/2025 Advisors Asset Management Inc.337,786$2.07M0.0%+40.8%0.542%
5/16/2025 Almitas Capital LLC145,014$887K0.3%+35.7%0.233%
5/15/2025 Landscape Capital Management L.L.C.24,174$148K0.0%+15.7%0.039%
5/14/2025 Thomas J. Herzfeld Advisors Inc.71,290$436K0.1%+45.1%0.114%
5/13/2025 Nations Financial Group Inc. IA ADV32,100$196K0.0%-57.3%0.052%
5/13/2025 Sit Investment Associates Inc.540,651$3.31M0.1%+72.4%0.868%
5/13/2025 HighTower Advisors LLC72,403$443K0.0%-15.1%0.116%
5/12/2025 Nuveen LLC51,503$315K0.0%N/A0.083%
5/12/2025 Virtu Financial LLC35,267$216K0.0%+90.0%0.057%
5/9/2025 City of London Investment Management Co. Ltd.340,306$2.08M0.2%+45.3%0.546%
5/9/2025 Ackerman Capital Advisors LLC296,722$1.82M0.5%-6.5%0.476%
5/7/2025 Cornerstone Advisory LLC39,633$233K0.0%-6.3%0.064%
4/29/2025 Envestnet Asset Management Inc.193,616$1.19M0.0%+3.3%0.311%
4/24/2025 Confluence Wealth Services Inc.12,500$72K0.0%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.14,302$88K0.0%-22.1%0.000%
4/21/2025 Avior Wealth Management LLC32,493$199K0.0%+76.7%0.000%
4/21/2025 Riverbridge Partners LLC213,667$1.31M0.0%+8.7%0.000%
4/21/2025 Kingswood Wealth Advisors LLC20,000$124K0.0%-40.4%0.000%
4/15/2025 Noble Wealth Management PBC95,396$584K0.4%-3.8%0.000%
4/14/2025 Farther Finance Advisors LLC6,062$38K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC457,960$2.80M0.1%-2.8%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.1,433,478$8.77M0.4%-0.8%0.000%
4/9/2025 Merit Financial Group LLC26,133$160K0.0%N/A0.000%
4/9/2025 Integrated Capital Management Inc.36,675$224K0.2%+14.8%0.000%
4/9/2025 180 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%
3/12/2025 Centaurus Financial Inc.113,045$683K0.0%-17.5%0.000%
2/18/2025 Cornerstone Advisory LLC42,312$264K0.0%+110.5%0.000%
2/17/2025 Saba Capital Management L.P.4,932,793$29.79M0.7%+11.2%0.000%
2/17/2025 Pathstone Holdings LLC1,488,106$8.99M0.0%+34.8%0.000%
2/17/2025 Nomura Holdings Inc.60,000$362K0.0%N/A0.000%
2/17/2025 Logan Stone Capital LLC1,244,554$7.52M2.5%+0.6%0.000%
2/17/2025 Capstone Investment Advisors LLC287,487$1.74M0.0%N/A0.000%
2/17/2025 Bank of America Corp DE256,083$1.55M0.0%+13.4%0.000%
2/17/2025 Almitas Capital LLC106,854$645K0.1%+86.2%0.000%
2/14/2025 AQR Arbitrage LLC348,656$2.11M0.0%-25.8%0.000%
2/13/2025 1607 Capital Partners LLC206,145$1.25M0.1%-13.0%0.000%
2/13/2025 Guggenheim Capital LLC821,060$4.96M0.0%+3.4%0.000%
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2/13/2025 Walleye Capital LLC11,818$71K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.263,400$1.59M0.0%+60.6%0.000%
2/13/2025 WealthTrust Axiom LLC19,000$115K0.0%-22.2%0.000%
2/13/2025 Rockefeller Capital Management L.P.99,346$600K0.0%-29.6%0.000%
2/13/2025 Raymond James Financial Inc.152,250$920K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.187,425$1.13M0.0%+3.9%0.000%
2/13/2025 Wedbush Securities Inc.22,389$135K0.0%+15.5%0.000%
2/13/2025 Sit Investment Associates Inc.313,643$1.89M0.0%+13.6%0.000%
2/13/2025 Wells Fargo & Company MN1,465,414$8.85M0.0%+4.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.20,899$126K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.49,145$297K0.1%+37.3%0.000%
2/11/2025 LPL Financial LLC111,805$675K0.0%-1.6%0.000%
2/11/2025 Virtu Financial LLC18,563$112K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC34,860$211K0.0%-8.5%0.000%
2/7/2025 HighTower Advisors LLC85,250$515K0.0%+38.2%0.000%
2/7/2025 Independent Advisor Alliance21,023$127K0.0%N/A0.000%
2/7/2025 PNC Financial Services Group Inc.12,003$72K0.0%+1,100.3%0.000%
2/7/2025 Novus Advisors LLC23,900$144K0.1%N/A0.000%
2/7/2025 Blue Bell Private Wealth Management LLC136,150$822K0.2%+45.9%0.000%
2/6/2025 Raymond James Financial Inc.152,250$920K0.0%N/A0.000%
2/6/2025 NINE MASTS CAPITAL Ltd26,608$161K0.0%-63.7%0.000%
2/5/2025 Noble Wealth Management PBC99,196$599K0.4%N/A0.000%
2/4/2025 Ackerman Capital Advisors LLC317,221$1.92M0.5%+28.2%0.000%
2/4/2025Daner Wealth Management LLC51,900$319K0.2%N/A0.000%
2/3/2025 Wolverine Asset Management LLC96,711$584K0.0%+89.9%0.000%
1/29/2025 Van ECK Associates Corp532,276$3.22M0.0%+6.0%0.000%
1/28/2025 Compass Financial Services Inc29,104$176K0.1%N/A0.000%
1/22/2025 Kingswood Wealth Advisors LLC33,530$203K0.0%N/A0.000%
1/17/2025 Avior Wealth Management LLC18,389$111K0.0%+16.2%0.000%
1/17/2025 Riverbridge Partners LLC196,515$1.19M0.0%+40.8%0.000%
1/17/2025 Melfa Wealth Management Inc.60,298$364K0.2%+5.2%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.1,445,288$8.73M0.4%-0.7%0.000%
1/14/2025 Park Avenue Securities LLC168,143$1.02M0.0%+4.9%0.000%
1/14/2025 180 Wealth Advisors LLC62,743$379K0.1%-8.1%0.000%
1/13/2025 Capital 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%
12/3/2024 Rivernorth Capital Management LLC2,411,067$15.70M0.8%+25.7%0.000%
11/25/2024Sanctuary Advisors LLC13,736$85K0.0%N/A0.000%
11/15/2024 Rivernorth Capital Management LLC2,278,868$14.84M0.7%+18.8%0.000%
11/15/2024 HighTower Advisors LLC61,693$398K0.0%+9.3%0.000%
11/14/2024 Rockefeller Capital Management L.P.141,159$919K0.0%+30.4%0.000%
11/12/2024 Centaurus Financial Inc.137,020$892K0.1%-2.8%0.000%
11/8/2024 Avior Wealth Management LLC15,830$103K0.0%+127.0%0.000%
11/7/2024 Pathstone Holdings LLC1,103,527$7.19M0.0%+133.1%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV75,100$489K0.0%-3.8%0.000%
11/4/2024 Wolverine Asset Management LLC50,928$332K0.0%-74.9%0.000%
11/2/2024 XML Financial LLC10,310$67K0.0%N/A0.000%
10/29/2024 Van ECK Associates Corp502,204$3.16M0.0%-2.9%0.000%
10/28/2024 US Bancorp DE15,587$101K0.0%-14.3%0.000%
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10/24/2024 Ackerman Capital Advisors LLC247,502$1.61M0.4%-1.5%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.1,455,735$9.48M0.4%-0.7%0.000%
10/18/2024 Capital Investment Advisors LLC468,729$3.05M0.1%+14.5%0.000%
10/3/2024 Park Avenue Securities LLC160,244$1.04M0.0%-2.7%0.000%
9/23/2024 Centaurus 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%
8/16/2024 Almitas Capital LLC57,374$351K0.1%N/A0.000%
8/15/2024 Logan Stone Capital LLC1,182,056$7.23M1.9%-24.1%0.000%
8/12/2024 ProVise Management Group LLC12,925$79K0.0%-13.4%0.000%
8/12/2024 Mercer 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 LEO's 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 8,600,892 shares in the last 24 months. This purchase volume represents approximately $51.89M in transactions.

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

Of the 37 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), Wells Fargo & Company MN ($266.67K), Wolverine Asset Management LLC ($176.31K), Van ECK Associates Corp ($96.89K), Robinson Capital Management LLC ($71.92K), and Centaurus Financial Inc. ($60.69K).

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

Institutional investors have sold a total of 1,885,473 shares in the last 24 months. This volume of shares sold represents approximately $11.40M in transactions.



This page (NYSE:LEO) was last updated on 6/12/2025 by MarketBeat.com Staff
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