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BNY Mellon Strategic Municipals (LEO) Institutional Ownership

BNY Mellon Strategic Municipals logo
$6.17 -0.01 (-0.10%)
Closing price 09/12/2025 03:56 PM Eastern
Extended Trading
$6.18 +0.00 (+0.02%)
As of 09/12/2025 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 Polygon.io. 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)
56
Total
Institutional Inflows
(last 12 months)
$35.00M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$7.88M
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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
8/29/2025 Centaurus Financial Inc.111,251$659K0.0%+3.2%0.179%
8/18/2025 Nomura Holdings Inc.20,000$118K0.0%N/A0.032%
8/15/2025 Corient Private Wealth LLC118,305$700K0.0%+5.8%0.190%
8/15/2025 Curi Capital LLC125,000$740K0.0%N/A0.201%
8/15/2025 Bank of America Corp DE204,596$1.21M0.0%+4.5%0.328%
8/15/2025 Ameriprise Financial Inc.67,777$401K0.0%-20.7%0.109%
8/15/2025 AQR Arbitrage LLC42,438$251K0.0%-79.0%0.068%
8/14/2025 Whitebox Advisors LLC305,421$1.81M0.0%+14.3%0.490%
8/14/2025 Raymond James Financial Inc.160,140$948K0.0%-14.2%0.257%
8/14/2025 NewEdge Advisors LLC12,547$74K0.0%-14.9%0.020%
8/14/2025 Daner Wealth Management LLC51,900$307K0.2%N/A0.083%
8/13/2025 Thomas J. Herzfeld Advisors Inc.87,795$520K0.2%+23.2%0.141%
8/13/2025 Guggenheim Capital LLC685,986$4.06M0.0%-12.3%1.101%
8/13/2025 Invesco Ltd.94,807$561K0.0%N/A0.152%
8/13/2025 WealthTrust Axiom LLC17,000$101K0.0%-10.5%0.027%
8/12/2025 Advisors Asset Management Inc.508,074$3.01M0.1%+50.4%0.816%
8/11/2025 Traub Capital Management LLC123,038$728K0.7%N/A0.198%
8/8/2025 Rockefeller Capital Management L.P.36,285$215K0.0%-62.3%0.058%
8/8/2025 City of London Investment Management Co. Ltd.270,829$1.60M0.1%-20.4%0.435%
8/8/2025 Cetera Investment Advisers12,862$76K0.0%-27.5%0.021%
8/8/2025 Compass Financial Services Inc18,096$107K0.1%-38.4%0.029%
8/1/2025 Envestnet Asset Management Inc.222,128$1.32M0.0%+14.7%0.357%
7/30/2025 Cornerstone Advisory LLC48,409$287K0.0%+22.1%0.078%
7/29/2025 Koshinski Asset Management Inc.14,516$86K0.0%N/A0.023%
7/25/2025 Integrated Capital Management Inc.43,305$256K0.2%+18.1%0.070%
7/25/2025 Ackerman Capital Advisors LLC257,302$1.52M0.4%-13.3%0.413%
7/17/2025 Capital Investment Advisors LLC433,867$2.57M0.0%-5.3%0.697%
7/15/2025 Riverbridge Partners LLC222,727$1.32M0.0%+4.2%0.358%
7/14/2025 Park Avenue Securities LLC192,262$1.14M0.0%+13.4%0.309%
5/16/2025AQR Arbitrage LLC201,664$1.23M0.0%-42.2%0.324%
5/16/2025Advisors Asset Management Inc.337,786$2.07M0.0%+40.8%0.542%
5/16/2025Almitas Capital LLC145,014$887K0.3%+35.7%0.233%
5/15/2025Landscape Capital Management L.L.C.24,174$148K0.0%+15.7%0.039%
5/14/2025Thomas J. Herzfeld Advisors Inc.71,290$436K0.1%+45.1%0.114%
5/13/2025Nations Financial Group Inc. IA ADV32,100$196K0.0%-57.3%0.052%
5/13/2025Sit Investment Associates Inc.540,651$3.31M0.1%+72.4%0.868%
5/13/2025HighTower Advisors LLC72,403$443K0.0%-15.1%0.116%
5/12/2025Nuveen LLC51,503$315K0.0%N/A0.083%
5/12/2025Virtu Financial LLC35,267$216K0.0%+90.0%0.057%
5/9/2025City of London Investment Management Co. Ltd.340,306$2.08M0.2%+45.3%0.546%
5/9/2025Ackerman Capital Advisors LLC296,722$1.82M0.5%-6.5%0.476%
5/7/2025Cornerstone Advisory LLC39,633$233K0.0%-6.3%0.064%
4/29/2025Envestnet Asset Management Inc.193,616$1.19M0.0%+3.3%0.311%
4/24/2025Confluence Wealth Services Inc.12,500$72K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.14,302$88K0.0%-22.1%0.000%
4/21/2025Avior Wealth Management LLC32,493$199K0.0%+76.7%0.000%
4/21/2025Riverbridge Partners LLC213,667$1.31M0.0%+8.7%0.000%
4/21/2025Kingswood Wealth Advisors LLC20,000$124K0.0%-40.4%0.000%
4/15/2025Noble Wealth Management PBC95,396$584K0.4%-3.8%0.000%
4/14/2025Farther Finance Advisors LLC6,062$38K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC457,960$2.80M0.1%-2.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.1,433,478$8.77M0.4%-0.8%0.000%
4/9/2025Merit Financial Group LLC26,133$160K0.0%N/A0.000%
4/9/2025Integrated Capital Management Inc.36,675$224K0.2%+14.8%0.000%
4/9/2025180 Wealth Advisors LLC58,458$358K0.1%-6.8%0.000%
4/4/2025Capital Market Strategies LLC13,121$80K0.1%+18.0%0.000%
3/18/2025Thoma Capital Management LLC162,317$980K0.7%N/A0.000%
3/12/2025Centaurus Financial Inc.113,045$683K0.0%-17.5%0.000%
2/18/2025Cornerstone Advisory LLC42,312$264K0.0%+110.5%0.000%
2/17/2025Saba Capital Management L.P.4,932,793$29.79M0.7%+11.2%0.000%
2/17/2025Pathstone Holdings LLC1,488,106$8.99M0.0%+34.8%0.000%
2/17/2025Nomura Holdings Inc.60,000$362K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC1,244,554$7.52M2.5%+0.6%0.000%
2/17/2025Capstone Investment Advisors LLC287,487$1.74M0.0%N/A0.000%
2/17/2025Bank of America Corp DE256,083$1.55M0.0%+13.4%0.000%
2/17/2025Almitas Capital LLC106,854$645K0.1%+86.2%0.000%
2/14/2025AQR Arbitrage LLC348,656$2.11M0.0%-25.8%0.000%
2/13/20251607 Capital Partners LLC206,145$1.25M0.1%-13.0%0.000%
2/13/2025Guggenheim Capital LLC821,060$4.96M0.0%+3.4%0.000%
2/13/2025Walleye Capital LLC11,818$71K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.263,400$1.59M0.0%+60.6%0.000%
2/13/2025WealthTrust Axiom LLC19,000$115K0.0%-22.2%0.000%
2/13/2025Rockefeller Capital Management L.P.99,346$600K0.0%-29.6%0.000%
2/13/2025Raymond James Financial Inc.152,250$920K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.187,425$1.13M0.0%+3.9%0.000%
2/13/2025Wedbush Securities Inc.22,389$135K0.0%+15.5%0.000%
2/13/2025Sit Investment Associates Inc.313,643$1.89M0.0%+13.6%0.000%
2/13/2025Wells Fargo & Company MN1,465,414$8.85M0.0%+4.6%0.000%
2/12/2025Landscape Capital Management L.L.C.20,899$126K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.49,145$297K0.1%+37.3%0.000%
2/11/2025LPL Financial LLC111,805$675K0.0%-1.6%0.000%
2/11/2025Virtu Financial LLC18,563$112K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC34,860$211K0.0%-8.5%0.000%
2/7/2025HighTower Advisors LLC85,250$515K0.0%+38.2%0.000%
2/7/2025Independent Advisor Alliance21,023$127K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.12,003$72K0.0%+1,100.3%0.000%
2/7/2025Novus Advisors LLC23,900$144K0.1%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC136,150$822K0.2%+45.9%0.000%
2/6/2025Raymond James Financial Inc.152,250$920K0.0%N/A0.000%
2/6/2025NINE MASTS CAPITAL Ltd26,608$161K0.0%-63.7%0.000%
2/5/2025Noble Wealth Management PBC99,196$599K0.4%N/A0.000%
2/4/2025Ackerman Capital Advisors LLC317,221$1.92M0.5%+28.2%0.000%
2/4/2025Daner Wealth Management LLC51,900$319K0.2%N/A0.000%
2/3/2025Wolverine Asset Management LLC96,711$584K0.0%+89.9%0.000%
1/29/2025Van ECK Associates Corp532,276$3.22M0.0%+6.0%0.000%
1/28/2025Compass Financial Services Inc29,104$176K0.1%N/A0.000%
1/22/2025Kingswood Wealth Advisors LLC33,530$203K0.0%N/A0.000%
1/17/2025Avior Wealth Management LLC18,389$111K0.0%+16.2%0.000%
1/17/2025Riverbridge Partners LLC196,515$1.19M0.0%+40.8%0.000%
1/17/2025Melfa Wealth Management Inc.60,298$364K0.2%+5.2%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, 91 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipals. The most heavily invested institutionals were Saba Capital Management L.P. ($29.79M), Rivernorth Capital Management LLC ($15.70M), Pathstone Holdings LLC ($8.99M), Wells Fargo & Company MN ($8.85M), Hennion & Walsh Asset Management Inc. ($8.77M), Logan Stone Capital LLC ($7.52M), and Guggenheim Capital LLC ($4.06M).Learn more on BNY Mellon Strategic Municipals' institutional investors.

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

Of the 74 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 ($1.01M), Hennion & Walsh Asset Management Inc. ($898.11K), Rivernorth Capital Management LLC ($852.29K), Saba Capital Management L.P. ($496.85K), Gridiron Partners LLC ($401.77K), Raymond James Financial Inc. ($304.50K), and AQR Arbitrage LLC ($293.63K).

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

Institutional investors have bought a total of 5,675,861 shares in the last 24 months. This purchase volume represents approximately $35.00M in transactions.

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

Of the 31 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: AQR Arbitrage LLC ($427.27K), Wolverine Asset Management LLC ($152.07K), Rockefeller Capital Management L.P. ($101.81K), Guggenheim Capital LLC ($96.18K), City of London Investment Management Co. Ltd. ($69.48K), Ackerman Capital Advisors LLC ($63.59K), and NINE MASTS CAPITAL Ltd ($46.77K).

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

Institutional investors have sold a total of 1,297,080 shares in the last 24 months. This volume of shares sold represents approximately $7.88M in transactions.


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This page (NYSE:LEO) was last updated on 9/13/2025 by MarketBeat.com Staff
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