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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$6.46 -0.01 (-0.08%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$6.47 +0.00 (+0.08%)
As of 07/2/2026 04:10 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)
45
Total
Institutional Inflows
(last 12 months)
$49.50M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$27.57M
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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
5/19/2026Bank 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%
5/6/2026Allspring Global Investments Holdings LLC527,746$3.32M0.0%+8.3%0.847%
5/1/2026Altium Capital Management LLC438,676$2.76M6.6%+67.4%0.687%
4/18/2026Riverbridge Partners LLC358,313$2.25M0.1%+11.3%0.561%
4/16/2026Evolve Private Wealth LLC26,178$165K0.0%+74.2%0.041%
3/17/2026Rockefeller Capital Management L.P.25,000$159K0.0%-30.6%0.039%
3/9/2026Corient Private Wealth LLC22,273$142K0.0%-52.0%0.035%
2/25/2026Sit 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%
2/19/2026Corient 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%
2/18/2026Evolve Private Wealth LLC15,028$96K0.0%N/A0.024%
2/17/2026Guggenheim 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%
2/16/2026WealthTrust 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%
2/13/2026Summit 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%
2/11/2026Gilpin Wealth Management LLC4,500$29K0.0%N/A0.007%
2/11/2026Capital Analysts LLC4,121$26K0.0%N/A0.006%
2/11/2026LPL Financial LLC168,318$1.07M0.0%+3.2%0.264%
2/11/2026Ackerman Capital Advisors LLC156,917$998K0.2%-30.3%0.246%
2/11/2026Closed End Fund Advisors Inc.105,651$672K0.4%N/A0.166%
2/11/2026Petersen Hastings Wealth Advisors Inc.80,605$513K0.0%N/A0.126%
2/10/2026Novak & Powell Financial Services Inc.26,578$169K0.1%N/A0.042%
2/6/2026Altium Capital Management LLC262,052$1.67M6.6%N/A0.411%
2/6/2026HighTower Advisors LLC52,651$335K0.0%-16.9%0.082%
2/3/2026BOKF NA12,295$78K0.0%N/A0.019%
1/29/2026Matisse Capital117,935$750K0.3%-56.8%0.185%
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1/26/2026Nations Financial Group Inc. IA ADV20,200$128K0.0%-27.1%0.032%
1/15/2026Allspring Global Investments Holdings LLC487,296$3.10M0.0%+47.5%0.763%
1/14/2026Hennion & Walsh Asset Management Inc.393,680$2.50M0.1%-49.3%0.617%
1/13/2026Capital Investment Advisors LLC389,123$2.48M0.0%-3.9%0.610%
1/13/2026Riverbridge Partners LLC321,817$2.05M0.0%+40.4%0.504%
1/8/2026Gridiron Partners LLC409,774$2.61M1.5%-79.5%0.642%
1/8/2026Thoma Capital Management LLC22,857$145K0.1%-77.6%0.036%
1/5/2026Park Avenue Securities LLC191,861$1.22M0.0%-1.0%0.301%
11/20/2025Centaurus Financial Inc.102,426$640K0.0%-7.9%0.160%
11/17/2025Williams 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%
11/14/2025Creative Planning55,670$348K0.0%-7.1%0.087%
11/14/2025Raymond James Financial Inc.153,445$959K0.0%-4.2%0.240%
11/13/2025Pathstone 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%
11/12/2025US Bancorp DE5,500$34K0.0%-64.7%0.009%
11/7/2025Cornerstone Advisory LLC13,766$86K0.0%-71.6%0.022%
11/7/2025WealthBridge 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%
11/5/2025Envestnet Asset Management Inc.225,241$1.41M0.0%+1.4%0.353%
11/4/2025Lee Financial Co38,206$240K0.0%N/A0.060%
10/30/2025Traub Capital Management LLC119,038$744K0.7%-3.3%0.186%
10/28/2025Nations Financial Group Inc. IA ADV27,700$173K0.0%-13.7%0.043%
10/23/2025Capital Investment Advisors LLC405,116$2.53M0.0%-6.6%0.635%
10/22/2025Ackerman Capital Advisors LLC225,261$1.41M0.3%-12.5%0.353%
10/22/2025Hennion & Walsh Asset Management Inc.776,740$4.86M0.2%-41.2%1.217%
10/22/2025Blue Bell Private Wealth Management LLC127,896$799K0.1%-3.3%0.200%
10/21/2025Thoma Capital Management LLC102,071$638K0.4%-14.9%0.160%
10/20/2025Allspring Global Investments Holdings LLC330,327$2.07M0.0%N/A0.518%
10/16/2025180 Wealth Advisors LLC64,967$406K0.0%+8.2%0.102%
10/15/2025CWM LLC6,305$39K0.0%+72.7%0.010%
10/14/2025Gridiron Partners LLC1,994,982$125K0.0%+394.1%3.125%
10/14/2025Riverbridge Partners LLC229,251$1.43M0.0%+2.9%0.359%
9/26/2025Corient Private Wealth LLC118,306$700K0.0%+5.8%0.190%
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%
8/15/2025Corient 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%
8/14/2025NewEdge Advisors LLC12,547$74K0.0%-14.9%0.020%
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8/14/2025Daner Wealth Management LLC51,900$307K0.2%N/A0.083%
8/13/2025Thomas J. Herzfeld Advisors Inc.87,795$520K0.2%+23.2%0.141%
8/13/2025Guggenheim Capital LLC685,986$4.06M0.0%-12.3%1.101%
8/13/2025Invesco Ltd.94,807$561K0.0%N/A0.152%
8/13/2025WealthTrust Axiom LLC17,000$101K0.0%-10.5%0.027%
8/12/2025Advisors Asset Management Inc.508,074$3.01M0.1%+50.4%0.816%
8/11/2025Traub Capital Management LLC123,038$728K0.7%N/A0.198%
8/8/2025Rockefeller Capital Management L.P.36,285$215K0.0%-62.3%0.058%
8/8/2025City of London Investment Management Co. Ltd.270,829$1.60M0.1%-20.4%0.435%
8/8/2025Cetera Investment Advisers12,862$76K0.0%-27.5%0.021%


LEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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), Bulldog Investors LLP ($9.92M), Guggenheim Capital LLC ($9.83M), Logan Stone Capital LLC ($7.52M), and Sit Investment Associates Inc. ($7.02M).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 ($1.59M), Rivernorth Capital Management LLC ($972.25K), Bulldog Investors LLP ($962.87K), Saba Capital Management L.P. ($874.85K), Advisors Asset Management Inc. ($746.23K), and Guggenheim Capital LLC ($608.68K).

Institutional investors have bought a total of 7,894,498 shares in the last 24 months. This purchase volume represents approximately $49.50M in transactions.

Of the 35 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), AQR Arbitrage LLC ($159.23K), Matisse Capital ($155.17K), and Ackerman Capital Advisors LLC ($139.81K).

Institutional investors have sold a total of 4,387,842 shares in the last 24 months. This volume of shares sold represents approximately $27.57M in transactions.


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This page (NYSE:LEO) was last updated on 7/6/2026 by MarketBeat.com Staff.
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