BNY Mellon Strategic MuniLEO
13F holders, Q3 2024 (September 30)89holders +4
12new positions
8sold out
1famous investor
$6.50avg. 13F price*
At the end of Q3 2024, 89 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, up 4 from Q2 2024. 12 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($28.9M), Rivernorth Capital Management, LLC ($15.7M) and Hennion & Walsh Asset Management, Inc. ($9.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.2M |
| Exits | 8 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,834,947 shares bought and 1,138,295 shares sold, net +1,696,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Saba Capital Management, L.P. | 0.64% | Add +9.4% | 4,435,947 | $28.9M |
| Rivernorth Capital Management, LLC | 0.76% | Add +25.6% | 2,411,067 | $15.7M |
| Hennion & Walsh Asset Management, Inc. | 0.44% | Reduce -0.7% | 1,455,735 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 1,400,888 | $9.1M |
| Logan Stone Capital, LLC | 2.01% | Add +4.7% | 1,237,424 | $8.1M |
| Pathstone Holdings, LLC | 0.03% | Add +133.1% | 1,103,527 | $7.2M |
| Guggenheim Capital LLC | 0.04% | Reduce -1.6% | 793,843 | $5.2M |
| Morgan Stanley | 0.00% | Add +0.6% | 741,516 | $4.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.9% | 502,204 | $3.2M |
| AQR Arbitrage LLC | 0.13% | Reduce -16.7% | 469,708 | $3.1M |
| Capital Investment Advisors, LLC | 0.06% | Add +14.5% | 468,729 | $3.1M |
| Gridiron Partners, LLC | 1.59% | No change | 403,774 | $2.6M |
| Sit Investment Associates Inc. | 0.04% | Add +1543.6% | 276,130 | $1.8M |
| Matisse Capital | 0.86% | No change | 273,100 | $1.8M |
| Ackerman Capital Advisors, LLC | 0.42% | Reduce -1.5% | 247,502 | $1.6M |
| 1607 Capital Partners, LLC | 0.14% | New | 237,074 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 225,811 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +107.2% | 196,994 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 180,340 | $1.2M |
| Cohen & Steers, Inc. | 0.00% | Add +173.3% | 164,000 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.7% | 160,244 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.4% | 141,159 | $919K |
| Riverbridge Partners LLC | 0.01% | New | 139,588 | $909K |
| Centaurus Financial, Inc. | 0.06% | Reduce -2.8% | 137,020 | $892K |
| Nuveen Asset Management, LLC | 0.00% | Add +0.0% | 129,559 | $846K |
| UBS Group AG | 0.00% | Reduce -66.3% | 127,138 | $828K |
| Raymond James & Associates | 0.00% | Reduce -12.1% | 121,921 | $794K |
| LPL Financial LLC | 0.00% | Add +9.6% | 113,606 | $740K |
| Blue Bell Private Wealth Management, LLC | 0.12% | Add +65.3% | 93,340 | $608K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.0% | 86,016 | $560K |
| &partners | 0.01% | New | 79,646 | $518K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.8% | 75,100 | $489K |
| Keybank National Association | 0.00% | New | 75,000 | $488K |
| NINE MASTS CAPITAL Ltd | 0.24% | Reduce -20.5% | 73,382 | $478K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -10.3% | 68,237 | $444K |
| HighTower Advisors, LLC | 0.00% | Add +9.3% | 61,693 | $398K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.1% | 60,776 | $396K |
| Almitas Capital LLC | 0.13% | No change | 57,374 | $374K |
| Melfa Wealth Management, Inc. | 0.25% | No change | 57,298 | $373K |
| Wolverine Asset Management LLC | 0.03% | Reduce -74.9% | 50,928 | $332K |
| Arkos Global Advisors | 0.05% | No change | 48,000 | $312K |
| Rothschild Investment LLC | 0.02% | No change | 40,000 | $260K |
| Creative Planning | 0.00% | Add +0.5% | 39,214 | $255K |
| Lee Financial Co | 0.04% | New | 38,012 | $248K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 38,100 | $248K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 37,907 | $247K |
| Royal Bank of Canada | 0.00% | Reduce -18.4% | 36,500 | $238K |
| Thomas J. Herzfeld Advisors, Inc. | 0.08% | New | 35,789 | $233K |
| Integrated Capital Management, Inc. | 0.16% | Reduce -2.4% | 31,935 | $208K |
| Fortitude Advisory Group L.L.C. | 0.11% | No change | 27,876 | $181K |
| Novak & Powell Financial Services, Inc. | 0.10% | Add +0.5% | 25,338 | $165K |
| Spire Wealth Management | 0.01% | No change | 24,908 | $162K |
| Capital Market Strategies LLC | 0.10% | No change | 24,621 | $160K |
| WealthTrust Axiom LLC | 0.05% | Add +0.1% | 24,411 | $159K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.4% | 20,102 | $131K |
| Wedbush Securities Inc. | 0.00% | No change | 19,389 | $126K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 18,258 | $119K |
| Mariner, LLC | 0.00% | Reduce -58.5% | 18,188 | $118K |
| Cetera Investment Advisers | 0.00% | Reduce -7.8% | 17,795 | $116K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 17,196 | $112K |
| Avior Wealth Management, LLC | 0.00% | Add +127.0% | 15,830 | $103K |
| WMG Financial Advisors, LLC | 0.05% | No change | 15,700 | $102K |
| US Bancorp \de | 0.00% | Reduce -14.3% | 15,587 | $101K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -24.5% | 15,400 | $101K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 14,817 | $96K |
| Citadel Advisors | 0.00% | Reduce -2.4% | 14,628 | $95K |
| Corient Private Wealth LP | 0.00% | New | 14,607 | $95K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,736 | $85K |
| Prospera Financial Services Inc | 0.00% | Add +0.5% | 12,786 | $83K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $78K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.6% | 11,911 | $78K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.6% | 11,732 | $76K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 11,100 | $72K |
| ProVise Management Group, LLC | 0.01% | Reduce -14.9% | 11,000 | $72K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -27.7% | 10,569 | $70K |
| XML Financial, LLC | 0.01% | New | 10,310 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +258.9% | 8,237 | $54K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,000 | $33K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Wintrust Investments LLC | 0.01% | Reduce -90.0% | 2,006 | $13K |
| First Community Trust NA | 0.01% | No change | 1,700 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $10K |
| Bessemer Group Inc. | 0.00% | Add +38.0% | 1,137 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -48.9% | 1,000 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| FNY Investment Advisers, LLC | 0.00% | New | 1,000 | $6K |
| IFP Advisors, Inc | 0.00% | New | 562 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 557 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $651 |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.