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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$6.26 +0.02 (+0.24%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$6.26 +0.00 (+0.06%)
As of 08/14/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipals (NYSE:LEO)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$52.88M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.22M
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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
8/12/2026 Evolve Private Wealth LLC43,690$269K0.0%N/A0.070%
8/12/2026 Evolve Private Wealth LLC52,837$341K0.0%N/A0.085%
8/12/2026 Landscape Capital Management L.L.C.24,174$156K0.0%N/A0.039%
8/6/2026 Bank of New York Mellon Corp106,646$689K0.0%-45.7%0.171%
8/5/2026 Advisor OS LLC19,994$123K0.0%N/A0.032%
8/5/2026 Bridgewater Advisors Inc.92,770$538K0.0%N/A0.149%
8/5/2026 Gridiron Partners LLC404,971$2.62M1.4%+18.8%0.650%
7/9/2026 Hennion & Walsh Asset Management Inc.1,683,135$10.87M0.3%+110.8%2.702%
7/8/2026 Integrated Capital Management Inc.34,638$224K0.2%-20.2%0.056%
7/7/2026 180 Wealth Advisors LLC57,188$369K0.0%-9.5%0.092%
5/19/2026Bank of America Corp DE162,622$1.02M0.0%-20.9%0.261%
5/18/2026Rivernorth Capital Management LLC1,985,192$12.49M0.6%-9.6%3.187%
5/8/2026Bulldog Investors LLP1,576,371$9.92M2.2%+6.5%2.531%
5/6/2026 Allspring Global Investments Holdings LLC527,746$3.32M0.0%+8.3%0.847%
5/1/2026 Altium Capital Management LLC438,676$2.76M6.6%+67.4%0.687%
4/18/2026 Riverbridge Partners LLC358,313$2.25M0.1%+11.3%0.561%
4/16/2026 Evolve Private Wealth LLC26,178$165K0.0%+74.2%0.041%
3/17/2026 Rockefeller Capital Management L.P.25,000$159K0.0%-30.6%0.039%
3/9/2026 Corient Private Wealth LLC22,273$142K0.0%-52.0%0.035%
2/25/2026 Sit Investment Associates Inc.1,104,133$7.02M0.1%+35.3%1.730%
2/19/2026Invesco Ltd.188,345$1.20M0.0%+86.8%0.295%
2/19/2026 Corient Private Wealth LLC22,273$142K0.0%-52.0%0.035%
2/18/2026Saba Capital Management L.P.6,076,820$38.65M1.2%+6.6%9.520%
2/18/2026Rivernorth Capital Management LLC2,195,115$13.96M0.7%+5.8%3.439%
2/18/2026 Evolve Private Wealth LLC15,028$96K0.0%N/A0.024%
2/17/2026 Guggenheim Capital LLC1,545,694$9.83M0.1%+60.3%2.422%
2/17/2026Osaic Holdings Inc.30,421$193K0.0%+105.0%0.048%
2/17/2026&PARTNERS144,589$920K0.0%+673.6%0.227%
2/17/2026Royal Bank of Canada26,738$170K0.0%-34.0%0.042%
2/16/2026 WealthTrust Axiom LLC13,000$83K0.0%-13.3%0.020%
2/16/2026Verition Fund Management LLC218,601$1.39M0.0%-67.8%0.342%
2/16/2026Arkos Global Advisors45,627$290K0.0%-4.4%0.071%
2/13/2026Bulldog Investors LLP1,480,512$9.42M2.1%+104.2%2.319%
2/13/2026Van ECK Associates Corp511,653$3.25M0.0%+12.9%0.802%
2/13/2026Wells Fargo & Company MN956,047$6.08M0.0%-2.9%1.498%
2/13/2026Lord Abbett & CO. LLC160,000$1.02M0.0%N/A0.251%
2/13/2026 Summit Financial LLC17,705$113K0.0%N/A0.028%
2/12/2026Advisors Asset Management Inc.986,207$6.27M0.1%+42.0%1.545%
2/12/2026Jane Street Group LLC82,760$526K0.0%+304.9%0.130%
2/11/2026 Gilpin Wealth Management LLC4,500$29K0.0%N/A0.007%
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2/11/2026 Capital Analysts LLC4,121$26K0.0%N/A0.006%
2/11/2026 LPL Financial LLC168,318$1.07M0.0%+3.2%0.264%
2/11/2026 Ackerman Capital Advisors LLC156,917$998K0.2%-30.3%0.246%
2/11/2026 Closed End Fund Advisors Inc.105,651$672K0.4%N/A0.166%
2/11/2026 Petersen Hastings Wealth Advisors Inc.80,605$513K0.0%N/A0.126%
2/10/2026 Novak & Powell Financial Services Inc.26,578$169K0.1%N/A0.042%
2/6/2026 Altium Capital Management LLC262,052$1.67M6.6%N/A0.411%
2/6/2026 HighTower Advisors LLC52,651$335K0.0%-16.9%0.082%
2/3/2026 BOKF NA12,295$78K0.0%N/A0.019%
1/29/2026 Matisse Capital117,935$750K0.3%-56.8%0.185%
1/26/2026 Nations Financial Group Inc. IA ADV20,200$128K0.0%-27.1%0.032%
1/15/2026 Allspring Global Investments Holdings LLC487,296$3.10M0.0%+47.5%0.763%
1/14/2026 Hennion & Walsh Asset Management Inc.393,680$2.50M0.1%-49.3%0.617%
1/13/2026 Capital Investment Advisors LLC389,123$2.48M0.0%-3.9%0.610%
1/13/2026 Riverbridge Partners LLC321,817$2.05M0.0%+40.4%0.504%
1/8/2026 Gridiron Partners LLC409,774$2.61M1.5%-79.5%0.642%
1/8/2026 Thoma Capital Management LLC22,857$145K0.1%-77.6%0.036%
1/5/2026 Park Avenue Securities LLC191,861$1.22M0.0%-1.0%0.301%
11/20/2025Centaurus Financial Inc.102,426$640K0.0%-7.9%0.160%
11/17/2025 Williams Jones Wealth Management LLC.43,037$269K0.0%N/A0.067%
11/17/2025Verition Fund Management LLC678,407$4.24M0.0%-1.7%1.063%
11/17/2025Nomura Holdings Inc.12,500$78K0.0%-37.5%0.020%
11/17/2025Fort Point Capital Partners LLC10,885$68K0.0%N/A0.017%
11/17/2025Citadel Advisors LLC14,036$88K0.0%-40.9%0.022%
11/17/2025Bulldog Investors LLP725,132$4.53M1.1%+18.2%1.136%
11/17/2025Bank of America Corp DE191,965$1.20M0.0%-6.2%0.301%
11/17/2025Ameriprise Financial Inc.63,014$394K0.0%-7.0%0.099%
11/14/2025 Creative Planning55,670$348K0.0%-7.1%0.087%
11/14/2025Raymond James Financial Inc.153,445$959K0.0%-4.2%0.240%
11/13/2025 Pathstone Holdings LLC3,839,659$24.00M0.1%+23.2%6.015%
11/13/2025Van ECK Associates Corp453,270$2.83M0.0%+4.2%0.710%
11/12/2025 US Bancorp DE5,500$34K0.0%-64.7%0.009%
11/7/2025 Cornerstone Advisory LLC13,766$86K0.0%-71.6%0.022%
11/7/2025 WealthBridge Capital Management LLC35,257$220K0.1%-7.0%0.055%
11/6/2025Advisors Asset Management Inc.694,270$4.34M0.1%+36.6%1.088%
11/5/2025 Envestnet Asset Management Inc.225,241$1.41M0.0%+1.4%0.353%
11/4/2025 Lee Financial Co38,206$240K0.0%N/A0.060%
10/30/2025 Traub Capital Management LLC119,038$744K0.7%-3.3%0.186%
10/28/2025 Nations Financial Group Inc. IA ADV27,700$173K0.0%-13.7%0.043%
10/23/2025 Capital Investment Advisors LLC405,116$2.53M0.0%-6.6%0.635%
10/22/2025 Ackerman Capital Advisors LLC225,261$1.41M0.3%-12.5%0.353%
10/22/2025 Hennion & Walsh Asset Management Inc.776,740$4.86M0.2%-41.2%1.217%
10/22/2025 Blue Bell Private Wealth Management LLC127,896$799K0.1%-3.3%0.200%
10/21/2025 Thoma Capital Management LLC102,071$638K0.4%-14.9%0.160%
10/20/2025 Allspring Global Investments Holdings LLC330,327$2.07M0.0%N/A0.518%
10/16/2025 180 Wealth Advisors LLC64,967$406K0.0%+8.2%0.102%
10/15/2025CWM LLC6,305$39K0.0%+72.7%0.010%
10/14/2025 Gridiron Partners LLC1,994,982$125K0.0%+394.1%3.125%
10/14/2025 Riverbridge Partners LLC229,251$1.43M0.0%+2.9%0.359%
9/26/2025 Corient Private Wealth LLC118,306$700K0.0%+5.8%0.190%
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8/29/2025Centaurus Financial Inc.111,251$659K0.0%+3.2%0.179%
8/18/2025Nomura Holdings Inc.20,000$118K0.0%N/A0.032%
8/15/2025 Corient Private Wealth LLC118,305$700K0.0%+5.8%0.190%
8/15/2025Curi Capital LLC125,000$740K0.0%N/A0.201%
8/15/2025Bank of America Corp DE204,596$1.21M0.0%+4.5%0.328%
8/15/2025Ameriprise Financial Inc.67,777$401K0.0%-20.7%0.109%
8/15/2025AQR Arbitrage LLC42,438$251K0.0%-79.0%0.068%
8/14/2025Whitebox Advisors LLC305,421$1.81M0.0%+14.3%0.490%
8/14/2025Raymond James Financial Inc.160,140$948K0.0%-14.2%0.257%
8/14/2025 NewEdge Advisors LLC12,547$74K0.0%-14.9%0.020%


LEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals. The most heavily invested institutionals were Saba Capital Management L.P. ($38.65M), Pathstone Holdings LLC ($24.00M), Rivernorth Capital Management LLC ($12.49M), Hennion & Walsh Asset Management Inc. ($10.87M), Bulldog Investors LLP ($9.92M), Guggenheim Capital LLC ($9.83M), and Logan Stone Capital LLC ($7.52M).Learn more on BNY Mellon Strategic Municipals' institutional investors.

Of the 82 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 ($1.74M), Gridiron Partners LLC ($1.66M), Rivernorth Capital Management LLC ($972.25K), Bulldog Investors LLP ($962.87K), Hennion & Walsh Asset Management Inc. ($884.86K), Saba Capital Management L.P. ($874.85K), and Advisors Asset Management Inc. ($746.23K).

Institutional investors have bought a total of 8,351,860 shares in the last 24 months. This purchase volume represents approximately $52.88M in transactions.

Of the 32 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: Gridiron Partners LLC ($1.59M), Hennion & Walsh Asset Management Inc. ($927.42K), Verition Fund Management LLC ($471.45K), Rivernorth Capital Management LLC ($209.92K), Matisse Capital ($155.17K), Ackerman Capital Advisors LLC ($100.39K), and Thoma Capital Management LLC ($97.03K).

Institutional investors have sold a total of 3,979,144 shares in the last 24 months. This volume of shares sold represents approximately $25.22M in transactions.


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Institutional ownership data for NYSE:LEO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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