BNY Mellon Strategic MuniLEO
13F holders, Q2 2024 (June 30)85holders +3
9new positions
6sold out
1famous investor
$6.12avg. 13F price*
At the end of Q2 2024, 85 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, up 3 from Q1 2024. 9 opened new positions and 6 sold out. The largest holders were Saba Capital Management, L.P. ($24.8M), Rivernorth Capital Management, LLC ($11.7M) and Wells Fargo & Company ($9.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BNY Mellon Strategic Muni
- CUSIP
- 05588W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.1M |
| Exits | 6 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 3,352,752 shares bought and 1,456,547 shares sold, net +1,896,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Saba Capital Management, L.P. | 0.55% | Add +161.7% | 4,053,860 | $24.8M |
| Rivernorth Capital Management, LLC | 0.56% | Add +1.2% | 1,918,823 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -15.4% | 1,470,621 | $9.0M |
| Hennion & Walsh Asset Management, Inc. | 0.46% | Add +8.2% | 1,465,468 | $9.0M |
| Logan Stone Capital, LLC | 1.87% | Reduce -24.1% | 1,182,056 | $7.2M |
| Guggenheim Capital LLC | 0.04% | Reduce -6.2% | 806,695 | $4.9M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 737,320 | $4.5M |
| AQR Arbitrage LLC | 0.16% | Reduce -0.2% | 564,125 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -4.9% | 517,157 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +241.7% | 473,390 | $2.9M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -1.9% | 409,413 | $2.5M |
| Gridiron Partners, LLC | 1.57% | Add +0.0% | 403,774 | $2.5M |
| UBS Group AG | 0.00% | Add +7.6% | 377,366 | $2.3M |
| Matisse Capital | 0.83% | Add +1.1% | 273,100 | $1.7M |
| Ackerman Capital Advisors, LLC | 0.41% | Add +5.0% | 251,177 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 250,572 | $1.5M |
| Wolverine Asset Management LLC | 0.12% | Reduce -10.7% | 202,994 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 182,513 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -11.1% | 167,236 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.9% | 164,638 | $1.0M |
| Centaurus Financial, Inc. | 0.06% | Reduce -2.3% | 140,945 | $863K |
| Raymond James & Associates | 0.00% | Reduce -12.4% | 138,714 | $849K |
| Nuveen Asset Management, LLC | 0.00% | Add +7.0% | 129,531 | $793K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.4% | 108,243 | $662K |
| LPL Financial LLC | 0.00% | Reduce -18.6% | 103,652 | $634K |
| Ameriprise Financial Inc. | 0.00% | Add +11.1% | 101,209 | $619K |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 95,092 | $582K |
| NINE MASTS CAPITAL Ltd | 0.25% | Reduce -9.0% | 92,302 | $565K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 78,100 | $478K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -8.7% | 76,034 | $473K |
| Fort Point Capital Partners LLC | 0.05% | Add +1.6% | 65,976 | $404K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +167.7% | 62,052 | $380K |
| Cohen & Steers, Inc. | 0.00% | No change | 60,000 | $367K |
| Almitas Capital LLC | 0.15% | New | 57,374 | $351K |
| Melfa Wealth Management, Inc. | 0.25% | Add +0.1% | 57,298 | $351K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +228.2% | 56,455 | $346K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.7% | 56,453 | $337K |
| Nomura Holdings Inc. | 0.00% | No change | 49,500 | $303K |
| Arkos Global Advisors | 0.05% | No change | 48,000 | $294K |
| Royal Bank of Canada | 0.00% | Add +37.0% | 44,724 | $274K |
| Mariner, LLC | 0.00% | Reduce -21.0% | 43,788 | $268K |
| Rothschild Investment LLC | 0.02% | No change | 40,000 | $245K |
| Creative Planning | 0.00% | Add +42.3% | 39,008 | $239K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 37,881 | $232K |
| WealthBridge Capital Management, LLC | 0.08% | Add +10.2% | 37,907 | $232K |
| Integrated Capital Management, Inc. | 0.16% | Add +16.8% | 32,710 | $200K |
| Susquehanna International Group, LLP | 0.00% | Add +1.1% | 31,030 | $190K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 27,876 | $171K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 25,530 | $156K |
| Novak & Powell Financial Services, Inc. | 0.10% | Add +1.1% | 25,204 | $154K |
| Spire Wealth Management | 0.01% | No change | 24,908 | $152K |
| Capital Market Strategies LLC | 0.10% | No change | 24,621 | $151K |
| WealthTrust Axiom LLC | 0.05% | Add +0.1% | 24,396 | $149K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +32.5% | 20,400 | $125K |
| Kestra Advisory Services, LLC | 0.00% | New | 20,152 | $123K |
| Wintrust Investments LLC | 0.01% | Reduce -18.3% | 20,063 | $123K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -36.8% | 20,023 | $123K |
| Wedbush Securities Inc. | 0.00% | No change | 19,389 | $119K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 19,292 | $118K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.4% | 19,083 | $117K |
| US Bancorp \de | 0.00% | Add +16.7% | 18,188 | $111K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 17,176 | $105K |
| Sit Investment Associates Inc. | 0.00% | Reduce -66.9% | 16,800 | $103K |
| WMG Financial Advisors, LLC | 0.05% | New | 15,700 | $96K |
| Citadel Advisors | 0.00% | New | 14,991 | $92K |
| NewEdge Advisors, LLC | 0.00% | Add +21.4% | 14,811 | $91K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,627 | $90K |
| ProVise Management Group, LLC | 0.01% | Reduce -13.4% | 12,925 | $79K |
| Prospera Financial Services Inc | 0.00% | New | 12,728 | $78K |
| HRT Financial LP | 0.00% | New | 12,632 | $77K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $73K |
| Verdence Capital Advisors LLC | 0.01% | Add +1.0% | 11,661 | $71K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 11,100 | $68K |
| Avior Wealth Management, LLC | 0.00% | Add +282.5% | 6,973 | $43K |
| Global Retirement Partners, LLC | 0.00% | New | 5,000 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.0% | 2,295 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.6% | 1,956 | $12K |
| First Community Trust NA | 0.01% | No change | 1,700 | $10K |
| Gradient Investments LLC | 0.00% | No change | 1,700 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -41.7% | 1,500 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -3.6% | 824 | $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.