BNY MELLON STRATEGIC MUNS IN (LEO)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
94
Reporting holders
$172.4M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $39.3M | 6,076,820 | 1.01% | 11q | HELD |
| Pathstone Holdings, LLC | $22.5M | 3,487,291 | 0.07% | 11q | -6.9%-$1.7M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $13.0M | 2,006,388 | 0.62% | 12q | +1.1%+$136.9K |
| Hennion & Walsh Asset Management, Inc. | $10.9M | 1,683,135 | 0.31% | 12q | +110.8%+$5.7M |
| Bulldog Investors, LLP | $9.8M | 1,510,131 | 2.15% | 5q | -4.2%-$427.9K |
| GUGGENHEIM CAPITAL LLC | $8.7M | 1,351,087 | 0.05% | 29q | +4.4%+$367.3K |
| Advisors Asset Management, Inc. | $7.5M | 1,155,820 | 0.11% | 7q | +1.1%+$83.8K |
| WELLS FARGO & COMPANY/MN | $7.3M | 1,132,581 | 0.00% | 29q | -43.5%-$5.6M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $5.7M | 877,072 | 2.50% | 3q | HELD |
| VAN ECK ASSOCIATES CORP | $3.5M | 537,717 | 0.00% | 29q | -7.3%-$272.7K |
| Allspring Global Investments Holdings, LLC | $3.4M | 527,746 | 0.01% | 4q | HELD |
| Altium Capital Management LLC | $2.8M | 438,676 | 5.97% | 3q | HELD |
| Gridiron Partners, LLC | $2.6M | 404,971 | 1.37% | 11q | +18.8%+$414.8K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $2.5M | 379,865 | 0.00% | 7q | HELD |
| Capital Investment Advisors, LLC | $2.4M | 370,005 | 0.03% | 25q | -2.5%-$60.0K |
| Invesco Ltd. | $2.1M | 317,342 | 0.00% | 5q | +27.7%+$444.3K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.7M | 270,829 | 0.11% | 7q | HELD |
| MORGAN STANLEY | $1.6M | 252,346 | 0.00% | 29q | -9.7%-$174.7K |
| Fiera Capital Corp | $1.6M | 246,842 | 0.01% | 2q | +45.0%+$495.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 220,675 | 0.00% | 18q | -2.3%-$33.7K |
| Professional Financial Management, Inc. | $1.3M | 207,157 | 1.36% | 3q | -5.6%-$79.6K |
| 1607 Capital Partners, LLC | $1.3M | 206,145 | 0.12% | 8q | HELD |
| &PARTNERS | $1.2M | 180,730 | 0.00% | 8q | +14.8%+$150.7K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 169,085 | 0.00% | 7q | +11.1%+$109.0K |
| LPL Financial LLC | $1.1M | 162,811 | 0.00% | 29q | +0.9%+$9.3K |
| RIVERBRIDGE PARTNERS LLC | $891.8K | 138,053 | 0.02% | 8q | -61.5%-$1.4M |
| TORONTO DOMINION BANK | $869.7K | 134,630 | 0.00% | 2q | +10.7%+$84.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $776.7K | 120,229 | 0.10% | 10q | -4.7%-$38.6K |
| Traub Capital Management LLC | $752.2K | 116,438 | 0.67% | 5q | -2.2%-$16.8K |
| Summit Trail Advisors, LLC | $740.7K | 114,659 | 0.01% | 2q | +38.0%+$204.1K |
| Bank of New York Mellon Corp | $688.9K | 106,646 | 0.00% | 11q | -45.7%-$578.9K |
| Closed-End Fund Advisors, Inc. | $676.5K | 104,718 | 0.66% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $650.6K | 100,716 | 0.00% | 29q | -38.1%-$399.9K |
| Ackerman Capital Advisors, LLC | $535.9K | 82,963 | 0.11% | 13q | -26.8%-$196.2K |
| Almitas Capital LLC | $530.1K | 82,066 | 0.13% | 9q | -58.4%-$743.1K |
| Petersen Hastings Wealth Advisors Inc. | $520.7K | 80,605 | 0.04% | 3q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $459.8K | 71,181 | 0.02% | new | NEW |
| AMERIPRISE FINANCIAL INC | $403.7K | 62,495 | 0.00% | 29q | -48.1%-$374.7K |
| Merit Financial Group, LLC | $401.3K | 62,114 | 0.00% | 6q | +110.4%+$210.5K |
| MELFA WEALTH MANAGEMENT, INC. | $389.8K | 60,335 | 0.21% | 15q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $376.5K | 58,283 | 0.12% | new | NEW |
| 180 WEALTH ADVISORS, LLC | $369.4K | 57,188 | 0.04% | 24q | -9.5%-$38.7K |
| Creative Planning | $364.2K | 56,379 | 0.00% | 11q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $341.3K | 52,837 | 0.02% | 3q | +101.8%+$172.2K |
| Nuveen, LLC | $332.7K | 51,503 | 0.00% | 6q | HELD |
| Daner Wealth Management, LLC | $323.9K | 51,900 | 0.18% | 6q | HELD |
| Corient Private Wealth LP | $287.8K | 44,546 | 0.00% | 8q | +100.0%+$143.9K |
| JANE STREET GROUP, LLC | $280.4K | 43,403 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $232.9K | 36,047 | 0.00% | 29q | HELD |
| WealthBridge Capital Management, LLC | $227.8K | 35,257 | 0.05% | 11q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $223.8K | 34,638 | 0.16% | 18q | -20.2%-$56.5K |
| OSAIC HOLDINGS, INC. | $211.2K | 32,690 | 0.00% | 26q | +12.6%+$23.6K |
| Fortitude Advisory Group L.L.C. | $180.1K | 27,876 | 0.07% | 19q | HELD |
| Novak & Powell Financial Services, Inc. | $175.5K | 27,163 | 0.08% | 3q | +1.1%+$2.0K |
| Rockefeller Capital Management L.P. | $161.5K | 25,000 | 0.00% | 28q | HELD |
| Spire Wealth Management | $160.9K | 24,908 | 0.00% | 11q | HELD |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $156.2K | 24,174 | 0.01% | 7q | HELD |
| Noble Wealth Management PBC | $148.3K | 22,956 | 0.07% | 6q | HELD |
| HighTower Advisors, LLC | $143.6K | 22,231 | 0.00% | 29q | -33.2%-$71.4K |
| StoneX Group Inc. | $138.8K | 21,642 | 0.01% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $130.5K | 20,200 | 0.01% | 16q | HELD |
| MAI Capital Management | $125.6K | 19,444 | 0.00% | 7q | HELD |
| Mariner, LLC | $122.4K | 18,954 | 0.00% | 20q | +0.6% |
| Summit Financial, LLC | $118.4K | 18,332 | 0.00% | 3q | +2.8%+$3.2K |
| Curi Capital, LLC | $116.3K | 18,000 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $115.0K | 17,795 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $112.0K | 17,334 | 0.00% | 6q | +20.2%+$18.8K |
| Cetera Investment Advisers | $94.2K | 14,576 | 0.00% | 10q | -0.7% |
| Clear Street Group Inc. | $91.3K | 14,126 | 0.00% | new | NEW |
| WealthTrust Axiom LLC | $84.0K | 13,000 | 0.02% | 29q | HELD |
| NewEdge Advisors, LLC | $81.2K | 12,572 | 0.00% | 19q | HELD |
| Confluence Wealth Services, Inc. | $80.8K | 12,500 | 0.00% | 6q | HELD |
| BOKF, NA | $79.4K | 12,295 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $78.7K | 12,184 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $77.5K | 11,994 | 0.01% | 29q | HELD |
| Kestra Advisory Services, LLC | $76.5K | 11,842 | 0.00% | new | NEW |
| XTX Topco Ltd | $75.5K | 11,684 | 0.00% | new | NEW |
| Fort Point Capital Partners LLC | $70.3K | 10,885 | 0.00% | 4q | HELD |
| Thoma Capital Management LLC | $70.1K | 10,848 | 0.04% | 7q | -52.8%-$78.3K |
| TRUIST FINANCIAL CORP | $69.8K | 10,797 | 0.00% | 6q | HELD |
| Farther Finance Advisors, LLC | $39.1K | 6,060 | 0.00% | 6q | HELD |
| US BANCORP \DE\ | $35.5K | 5,500 | 0.00% | 29q | HELD |
| Global Retirement Partners, LLC | $32.3K | 5,000 | 0.00% | 7q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $29.1K | 4,500 | 0.02% | 3q | HELD |
| JPMORGAN CHASE & CO | $26.6K | 4,091 | 0.00% | new | NEW |
| Blue Trust, Inc. | $23.1K | 3,569 | 0.00% | 17q | HELD |
| EASTERN BANK | $22.2K | 3,443 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $21.5K | 3,321 | 0.00% | 2q | -67.3%-$44.1K |
| UBS Group AG | $19.4K | 3,008 | 0.00% | 29q | HELD |
| CoreCap Advisors, LLC | $16.1K | 2,500 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $14.8K | 2,295,354 | 0.28% | 29q | +19.6%+$2.4K |
| Prestige Wealth Management Group LLC | $6.1K | 950 | 0.00% | 28q | HELD |
| Steward Partners Investment Advisory, LLC | $4.8K | 750 | 0.00% | 29q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.2K | 345 | 0.00% | new | NEW |
| Arax Advisory Partners | $1.9K | 299 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $1.6K | 248,400 | 0.00% | 11q | -16.8% |
| PARK AVENUE SECURITIES LLC | $1.2K | 188,636 | 0.01% | 18q | -2.4% |
| LORD, ABBETT & CO. LLC | $1.2K | 183,547 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $591 | 91,480 | 0.02% | 26q | -2.5% |
| WEDBUSH SECURITIES INC | $145 | 22,389 | 0.00% | 15q | HELD |
Showing the largest 100 of 102 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 94 | $172.4M | 26,694,434 | 13 | 20 | 22 | 0.0% |
| Q1 2026 | 87 | $168.4M | 26,777,645 | 7 | 17 | 26 | 0.0% |
| Q4 2025 | 92 | $171.7M | 26,990,030 | 6 | 24 | 24 | 0.0% |
| Q3 2025 | 89 | $152.0M | 25,906,960 | 9 | 21 | 33 | 0.0% |
| Q2 2025 | 85 | $142.2M | 23,947,479 | 10 | 24 | 22 | 0.0% |
| Q1 2025 | 77 | $135.3M | 22,073,524 | 7 | 19 | 24 | 0.0% |
| Q4 2024 | 90 | $127.1M | 21,034,858 | 12 | 27 | 19 | 0.0% |
| Q3 2024 | 77 | $121.0M | 18,590,476 | 11 | 16 | 27 | 0.0% |
| Q2 2024 | 72 | $105.3M | 17,204,065 | 8 | 25 | 20 | 0.0% |
| Q1 2024 | 69 | $102.1M | 16,733,141 | 4 | 24 | 19 | 0.0% |
| Q4 2023 | 75 | $86.9M | 14,820,549 | 16 | 20 | 20 | 0.0% |
| Q3 2023 | 69 | $55.8M | 10,477,537 | 10 | 18 | 15 | 0.0% |
| Q2 2023 | 64 | $53.2M | 8,539,709 | 8 | 20 | 10 | 0.0% |
| Q1 2023 | 65 | $47.4M | 7,596,277 | 7 | 15 | 19 | 0.0% |
| Q4 2022 | 67 | $47.0M | 7,677,642 | 11 | 13 | 20 | 0.0% |
| Q3 2022 | 80 | $50.9M | 8,358,147 | 7 | 18 | 22 | 0.0% |
| Q2 2022 | 83 | $58.8M | 8,931,540 | 8 | 24 | 25 | 0.0% |
| Q1 2022 | 84 | $70.1M | 9,748,920 | 11 | 25 | 19 | 0.0% |
| Q4 2021 | 78 | $70.8M | 8,360,591 | 11 | 19 | 17 | 0.0% |
| Q3 2021 | 69 | $63.0M | 7,246,948 | 4 | 18 | 13 | 0.0% |
| Q2 2021 | 69 | $63.2M | 7,049,055 | 3 | 19 | 14 | 0.0% |
| Q1 2021 | 72 | $62.0M | 7,254,683 | 7 | 26 | 16 | 0.0% |
| Q4 2020 | 74 | $55.1M | 6,496,769 | 7 | 18 | 14 | 0.0% |
| Q3 2020 | 67 | $54.1M | 6,536,318 | 10 | 11 | 18 | 0.0% |
| Q2 2020 | 60 | $55.8M | 7,189,426 | 7 | 18 | 10 | 0.0% |
| Q1 2020 | 63 | $50.2M | 6,742,347 | 8 | 18 | 13 | 0.0% |
| Q4 2019 | 62 | $57.4M | 6,740,463 | 2 | 16 | 14 | 0.0% |
| Q3 2019 | 61 | $58.9M | 6,859,650 | 11 | 14 | 12 | 0.0% |
| Q2 2019 | 53 | $58.3M | 7,112,615 | 52 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $4.0K | 540 | 0 | 0 | 0 | 0.0% |