BNY Mellon Strategic MuniLEO
13F holders, Q1 2024 (March 31)82holders
$6.10avg. 13F price*
At the end of Q1 2024, 82 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings. The largest holders were Rivernorth Capital Management, LLC ($11.6M), Wells Fargo & Company ($10.6M) and Logan Stone Capital, LLC ($9.5M).
- Company
- BNY Mellon Strategic Muni
- CUSIP
- 05588W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $858K |
| Exits | 11 | $3.2M |
Ownership 82 holders
| Rivernorth Capital Management, LLC | 0.56% | No change | 1,895,492 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 1,737,724 | $10.6M |
| Logan Stone Capital, LLC | 2.04% | Reduce -1.5% | 1,558,208 | $9.5M |
| Saba Capital Management, L.P. | 0.21% | Add +123.2% | 1,549,344 | $9.5M |
| Hennion & Walsh Asset Management, Inc. | 0.44% | Add +36.0% | 1,354,845 | $8.3M |
| Guggenheim Capital LLC | 0.04% | Add +26.3% | 859,717 | $5.2M |
| Morgan Stanley | 0.00% | Add +0.5% | 743,307 | $4.5M |
| AQR Arbitrage LLC | 0.18% | No change | 565,044 | $3.4M |
| Van Eck Associates Corp. | 0.01% | Add +14.1% | 543,640 | $3.3M |
| Capital Investment Advisors, LLC | 0.06% | Add +2.2% | 417,123 | $2.5M |
| Gridiron Partners, LLC | 1.57% | Add +0.5% | 403,704 | $2.5M |
| UBS Group AG | 0.00% | Reduce -1.6% | 350,592 | $2.1M |
| Matisse Capital | 0.79% | Add +2.1% | 270,000 | $1.6M |
| Bank of America Corp. | 0.00% | Add +21.7% | 256,925 | $1.6M |
| Ackerman Capital Advisors, LLC | 0.40% | Reduce -0.7% | 239,233 | $1.5M |
| Wolverine Asset Management LLC | 0.12% | Add +37.7% | 227,235 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 221,323 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +2.6% | 188,178 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 181,820 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +1.0% | 166,076 | $1.0M |
| Raymond James & Associates | 0.00% | Add +17.8% | 158,395 | $966K |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.1% | 144,305 | $880K |
| Pathstone Holdings, LLC | 0.00% | Add +9.7% | 138,524 | $845K |
| Truist Financial Corp. | 0.00% | Add +5.5% | 134,656 | $821K |
| LPL Financial LLC | 0.00% | Add +2.4% | 127,335 | $777K |
| Curi Capital, LLC | 0.02% | No change | 125,000 | $763K |
| Nuveen Asset Management, LLC | 0.00% | Add +0.8% | 121,078 | $741K |
| NINE MASTS CAPITAL Ltd | 0.43% | New | 101,459 | $619K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.1% | 97,165 | $593K |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 93,947 | $573K |
| Ameriprise Financial Inc. | 0.00% | Reduce -35.9% | 91,104 | $556K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -6.8% | 83,278 | $508K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.6% | 78,100 | $476K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -14.6% | 64,926 | $396K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.6% | 64,657 | $385K |
| Cohen & Steers, Inc. | 0.00% | No change | 60,000 | $366K |
| Melfa Wealth Management, Inc. | 0.25% | Reduce -5.2% | 57,247 | $349K |
| Mariner, LLC | 0.00% | No change | 55,438 | $338K |
| Sit Investment Associates Inc. | 0.01% | No change | 50,776 | $310K |
| Nomura Holdings Inc. | 0.00% | Reduce -16.1% | 49,500 | $302K |
| Arkos Global Advisors | 0.05% | No change | 48,000 | $293K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.9% | 41,100 | $251K |
| Rothschild Investment LLC | 0.02% | No change | 40,000 | $244K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -21.0% | 39,255 | $240K |
| WealthBridge Capital Management, LLC | 0.07% | Add +2.4% | 34,407 | $210K |
| Royal Bank of Canada | 0.00% | Add +23.1% | 32,635 | $199K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -3.2% | 31,689 | $193K |
| Susquehanna International Group, LLP | 0.00% | Add +65.7% | 30,698 | $187K |
| Integrated Capital Management, Inc. | 0.14% | Add +3.3% | 28,001 | $171K |
| Fortitude Advisory Group L.L.C. | 0.10% | Add +3.7% | 27,876 | $170K |
| Creative Planning | 0.00% | Reduce -26.6% | 27,418 | $168K |
| Novak & Powell Financial Services, Inc. | 0.11% | Add +0.6% | 24,926 | $152K |
| Spire Wealth Management | 0.00% | No change | 24,908 | $152K |
| Capital Market Strategies LLC | 0.12% | Reduce -9.2% | 24,621 | $150K |
| Wintrust Investments LLC | 0.01% | No change | 24,563 | $150K |
| WealthTrust Axiom LLC | 0.05% | Add +0.1% | 24,366 | $149K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.8% | 23,182 | $141K |
| Wedbush Securities Inc. | 0.00% | Reduce -4.9% | 19,389 | $118K |
| Cetera Investment Advisers | 0.00% | New | 19,238 | $117K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.1% | 17,134 | $105K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 17,200 | $105K |
| US Bancorp \de | 0.00% | No change | 15,587 | $95K |
| ProVise Management Group, LLC | 0.01% | No change | 14,925 | $91K |
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 15,400 | $82K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.8% | 12,203 | $74K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $73K |
| Verdence Capital Advisors LLC | 0.01% | No change | 11,550 | $70K |
| Merit Financial Group, LLC | 0.00% | Reduce -65.5% | 11,614 | $70K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 11,100 | $68K |
| Mission Creek Capital Partners, Inc. | 0.02% | No change | 10,415 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,956 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +229.9% | 2,870 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.5% | 2,571 | $16K |
| Avior Wealth Management, LLC | 0.00% | New | 1,823 | $11K |
| First Community Trust NA | 0.01% | No change | 1,700 | $10K |
| Gradient Investments LLC | 0.00% | No change | 1,700 | $10K |
| FNY Investment Advisers, LLC | 0.00% | New | 1,000 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -21.7% | 855 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 557 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 680 | $0 |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.