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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$6.14 +0.01 (+0.23%)
As of 01/30/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipals (NYSE:LEO)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$22.07M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$6.42M
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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
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%
12/3/2024Rivernorth Capital Management LLC2,411,067$15.70M0.8%+25.7%0.000%
11/25/2024Sanctuary Advisors LLC13,736$85K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC2,278,868$14.84M0.7%+18.8%0.000%
11/15/2024HighTower Advisors LLC61,693$398K0.0%+9.3%0.000%
11/14/2024Rockefeller Capital Management L.P.141,159$919K0.0%+30.4%0.000%
11/12/2024Centaurus Financial Inc.137,020$892K0.1%-2.8%0.000%
11/8/2024 Avior Wealth Management LLC15,830$103K0.0%+127.0%0.000%
11/7/2024Pathstone Holdings LLC1,103,527$7.19M0.0%+133.1%0.000%
11/5/2024Nations Financial Group Inc. IA ADV75,100$489K0.0%-3.8%0.000%
11/4/2024Wolverine 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%
10/28/2024US Bancorp DE15,587$101K0.0%-14.3%0.000%
10/24/2024Ackerman 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%
9/23/2024Centaurus 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%
8/16/2024Almitas Capital LLC57,374$351K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC1,182,056$7.23M1.9%-24.1%0.000%
8/12/2024ProVise Management Group LLC12,925$79K0.0%-13.4%0.000%
8/12/2024Mercer Global Advisors Inc. ADV14,627$90K0.0%N/A0.000%
8/8/2024NINE MASTS CAPITAL Ltd92,302$565K0.2%-9.0%0.000%
8/5/2024Blue Bell Private Wealth Management LLC56,455$346K0.1%+228.2%0.000%
8/2/2024Wolverine Asset Management LLC202,994$1.24M0.0%-10.7%0.000%
7/31/2024 Van ECK Associates Corp517,157$3.17M0.0%-4.9%0.000%
7/31/2024Commonwealth Equity Services LLC37,881$232K0.0%-7.8%0.000%
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7/31/2024Rothschild Investment LLC40,000$245K0.0%N/A0.000%
7/30/2024 Matisse Capital273,100$1.67M0.8%+1.1%0.000%
7/30/2024WMG Financial Advisors LLC15,700$96K0.1%N/A0.000%
7/26/2024Ackerman Capital Advisors LLC251,177$1.54M0.4%+5.0%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.1,465,468$8.97M0.5%+8.2%0.000%
7/17/2024 180 Wealth Advisors LLC76,034$473K0.1%-8.7%0.000%
7/12/2024 Integrated Capital Management Inc.32,710$200K0.2%+16.8%0.000%
7/12/2024 Capital Investment Advisors LLC409,413$2.51M0.1%-1.8%0.000%
7/9/2024 Kingswood Wealth Advisors LLC25,530$156K0.0%N/A0.000%
5/1/2024 Matisse Capital270,000$1.65M0.8%+2.1%0.000%
4/30/2024 Van ECK Associates Corp543,640$3.32M0.0%+14.1%0.000%
4/24/2024Blue Bell Private Wealth Management LLC17,200$105K0.0%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.1,354,845$8.27M0.4%+36.0%0.000%
4/16/2024 180 Wealth Advisors LLC83,278$508K0.1%-6.8%0.000%
4/5/2024 Capital Market Strategies LLC24,621$150K0.1%-9.2%0.000%
3/27/2024Nomura Holdings Inc.59,000$346K0.0%N/A0.000%
2/26/2024Centaurus Financial Inc.144,500$847K0.1%-16.9%0.000%
2/21/2024Novak & Powell Financial Services Inc.24,787$145K0.1%N/A0.000%
2/14/2024 XML Financial LLC15,000$88K0.0%-65.9%0.000%
2/13/2024Cornerstone Advisory LLC32,733$192K0.0%-12.3%0.000%
2/12/2024 Gridiron Partners LLC401,774$2.35M1.7%N/A0.000%
2/12/2024Weiss Asset Management LP61,227$359K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC14,925$87K0.0%-16.5%0.000%
2/9/2024Wells Fargo & Company MN1,604,747$9.40M0.0%-14.2%0.000%
2/8/2024 Matisse Capital264,388$1.55M0.8%N/A0.000%
2/6/2024 Spire Wealth Management24,908$145K0.0%N/A0.000%
2/6/2024 Merit Financial Group LLC33,636$197K0.0%-7.5%0.000%
2/5/2024WealthTrust Axiom LLC24,351$143K0.0%-10.9%0.000%
2/5/2024 Van ECK Associates Corp476,520$2.79M0.0%+14.3%0.000%
2/2/2024Truist Financial Corp127,671$748K0.0%-11.2%0.000%
2/1/2024Wolverine Asset Management LLC165,029$967K0.0%+109.3%0.000%
2/1/2024Verdence Capital Advisors LLC11,550$68K0.0%N/A0.000%
1/25/2024 180 Wealth Advisors LLC89,375$526K0.1%+17.5%0.000%
1/22/2024 Melfa Wealth Management LLC60,371$354K0.3%+21.7%0.000%
1/19/2024Ackerman Capital Advisors LLC240,837$1.41M0.4%+169.6%0.000%
1/16/2024 Kingswood Wealth Advisors LLC25,530$150K0.0%+112.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.25,144$147K0.0%-28.1%0.000%
1/16/2024Raymond James & Associates134,508$788K0.0%-13.6%0.000%
1/8/2024 Capital Market Strategies LLC27,121$159K0.1%-19.5%0.000%
1/5/2024 Capital Investment Advisors LLC408,076$2.39M0.1%+3.8%0.000%
11/21/2023Almitas Capital LLC23,538$125K0.1%N/A0.000%
11/14/2023AQR Arbitrage LLC471,119$2.51M0.1%+165.4%0.000%
11/14/2023Robinson Capital Management LLC574,959$3.06M1.4%-11.1%0.000%
11/13/2023Wolverine Asset Management LLC78,855$420K0.0%N/A0.000%
11/9/2023Phillips Financial Management LLC16,500$88K0.0%N/A0.000%
11/8/2023 Van ECK Associates Corp416,745$2.22M0.0%+23.2%0.000%
11/8/2023ProVise Management Group LLC17,875$95K0.0%-13.4%0.000%
11/8/2023 Janney Montgomery Scott LLC12,549$67K0.0%-37.4%0.000%
11/8/2023Landscape Capital Management L.L.C.80,215$428K0.1%+220.6%0.000%
11/6/2023 XML Financial LLC44,000$235K0.0%-36.8%0.000%
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11/3/2023WealthTrust Axiom LLC27,318$146K0.1%-12.7%0.000%
11/1/2023 180 Wealth Advisors LLC76,073$405K0.1%+61.5%0.000%
10/30/2023 Melfa Wealth Management LLC49,620$264K0.3%-4.0%0.000%
10/30/2023Ackerman Capital Advisors LLC89,323$476K0.1%+82.9%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.428,673$2.29M0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC153,089$816K0.0%+5.2%0.000%
10/26/2023Advisor Partners II LLC26,657$142K0.0%N/A0.000%
10/24/2023Goodwin Daniel L111,127$592K0.3%+1.8%0.000%
10/24/2023Raymond James & Associates155,673$830K0.0%-4.8%0.000%
10/23/2023Commonwealth Equity Services LLC46,981$250K0.0%-9.6%0.000%
(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, 75 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals. The most heavily invested institutionals were Rivernorth Capital Management LLC ($15.70M), Wells Fargo & Company MN ($9.40M), Hennion & Walsh Asset Management Inc. ($8.73M), Logan Stone Capital LLC ($7.23M), Pathstone Holdings LLC ($7.19M), Guggenheim Capital LLC ($5.69M), and Van ECK Associates Corp ($3.22M).Learn more on LEO's institutional investors.

Which institutional investors have been buying BNY Mellon Strategic Municipals stock?

Of the 59 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: Hennion & Walsh Asset Management Inc. ($898.11K), Rivernorth Capital Management LLC ($852.29K), Pathstone Holdings LLC ($630.14K), Gridiron Partners LLC ($401.77K), Van ECK Associates Corp ($349.74K), AQR Arbitrage LLC ($293.63K), and Matisse Capital ($273.10K).

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

Institutional investors have bought a total of 5,983,993 shares in the last 24 months. This purchase volume represents approximately $36.11M in transactions.

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

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: Guggenheim Capital LLC ($401.80K), Logan Stone Capital LLC ($376.15K), Wells Fargo & Company MN ($266.67K), Wolverine Asset Management LLC ($176.31K), Raymond James Financial Services Advisors Inc. ($129.04K), Van ECK Associates Corp ($103.60K), and Robinson Capital Management LLC ($71.92K).

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

Institutional investors have sold a total of 2,019,482 shares in the last 24 months. This volume of shares sold represents approximately $12.30M in transactions.



This page (NYSE:LEO) was last updated on 1/31/2025 by MarketBeat.com Staff
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