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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$6.07 -0.05 (-0.82%)
As of 03:57 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)
44
Total
Institutional Inflows
(last 12 months)
$64.33M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$25.61M
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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
8/27/2026 Corient Private Wealth LP14,607$94K0.0%-34.4%0.023%
8/26/2026 HighTower Advisors LLC22,231$144K0.0%-33.2%0.036%
8/23/2026 Readystate Asset Management LP71,181$460K0.0%N/A0.114%
8/20/2026 Rivernorth Capital Management LLC2,006,388$12.96M0.6%+1.1%3.221%
8/19/2026 Van ECK Associates Corp537,717$3.47M0.0%-7.3%0.863%
8/18/2026 Centaurus Financial Inc.91,480$591K0.0%N/A0.147%
8/17/2026 Capstone Investment Advisors LLC187,555$1.15M0.0%N/A0.301%
8/17/2026 Capstone Investment Advisors LLC379,865$2.45M0.0%N/A0.610%
8/17/2026 Almitas Capital LLC82,066$530K0.1%N/A0.132%
8/17/2026 Almitas Capital LLC757,999$4.66M1.1%N/A1.217%
8/17/2026 Corient Private Wealth LP22,273$144K0.0%N/A0.036%
8/17/2026 Palogic Value Management L.P.72,032$444K0.1%N/A0.116%
8/17/2026 Bank of America Corp DE100,716$651K0.0%N/A0.162%
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%
5/19/2026 Bank of America Corp DE162,622$1.02M0.0%-20.9%0.261%
5/18/2026 Rivernorth Capital Management LLC1,985,192$12.49M0.6%-9.6%3.187%
5/8/2026 Bulldog 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%
2/19/2026 Invesco Ltd.188,345$1.20M0.0%+86.8%0.295%
2/19/2026 Corient Private Wealth LLC22,273$142K0.0%-52.0%0.035%
2/18/2026 Saba Capital Management L.P.6,076,820$38.65M1.2%+6.6%9.520%
2/18/2026 Rivernorth 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%
2/17/2026 Osaic Holdings Inc.30,421$193K0.0%+105.0%0.048%
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2/17/2026 &PARTNERS144,589$920K0.0%+673.6%0.227%
2/17/2026 Royal Bank of Canada26,738$170K0.0%-34.0%0.042%
2/16/2026 WealthTrust Axiom LLC13,000$83K0.0%-13.3%0.020%
2/16/2026 Verition Fund Management LLC218,601$1.39M0.0%-67.8%0.342%
2/16/2026 Arkos Global Advisors45,627$290K0.0%-4.4%0.071%
2/13/2026 Bulldog Investors LLP1,480,512$9.42M2.1%+104.2%2.319%
2/13/2026 Van ECK Associates Corp511,653$3.25M0.0%+12.9%0.802%
2/13/2026 Wells Fargo & Company MN956,047$6.08M0.0%-2.9%1.498%
2/13/2026 Lord Abbett & CO. LLC160,000$1.02M0.0%N/A0.251%
2/13/2026 Summit Financial LLC17,705$113K0.0%N/A0.028%
2/12/2026 Advisors Asset Management Inc.986,207$6.27M0.1%+42.0%1.545%
2/12/2026 Jane Street Group LLC82,760$526K0.0%+304.9%0.130%
2/11/2026 Gilpin Wealth Management LLC4,500$29K0.0%N/A0.007%
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%
11/20/2025 Centaurus 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%
11/17/2025 Verition Fund Management LLC678,407$4.24M0.0%-1.7%1.063%
11/17/2025 Nomura Holdings Inc.12,500$78K0.0%-37.5%0.020%
11/17/2025 Fort Point Capital Partners LLC10,885$68K0.0%N/A0.017%
11/17/2025 Citadel Advisors LLC14,036$88K0.0%-40.9%0.022%
11/17/2025 Bulldog Investors LLP725,132$4.53M1.1%+18.2%1.136%
11/17/2025 Bank of America Corp DE191,965$1.20M0.0%-6.2%0.301%
11/17/2025 Ameriprise Financial Inc.63,014$394K0.0%-7.0%0.099%
11/14/2025 Creative Planning55,670$348K0.0%-7.1%0.087%
11/14/2025 Raymond 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%
11/13/2025 Van 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%
11/6/2025 Advisors 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%
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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%


LEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 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 ($12.96M), 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 84 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 ($993.45K), Bulldog Investors LLP ($962.87K), Almitas Capital LLC ($927.71K), Hennion & Walsh Asset Management Inc. ($884.86K), and Saba Capital Management L.P. ($874.85K).

Institutional investors have bought a total of 10,114,733 shares in the last 24 months. This purchase volume represents approximately $64.33M in transactions.

Of the 34 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 4,040,087 shares in the last 24 months. This volume of shares sold represents approximately $25.61M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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