BNY Mellon Strategic MuniLEO
13F holders, Q4 2024 (December 31)102holders +13
13new positions
5sold out
$6.04avg. 13F price*
At the end of Q4 2024, 102 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, up 13 from Q3 2024. 13 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($29.8M), Rivernorth Capital Management, LLC ($14.2M) and Pathstone Holdings, LLC ($9.0M).
- Company
- BNY Mellon Strategic Muni
- CUSIP
- 05588W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.3M |
| Exits | 5 | $345K |
All 13F filers, Q3 2024 → Q4 2024: 2,593,427 shares bought and 555,667 shares sold, net +2,037,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Saba Capital Management, L.P. | 0.75% | Add +11.2% | 4,932,793 | $29.8M |
| Rivernorth Capital Management, LLC | 0.68% | Reduce -2.8% | 2,344,781 | $14.2M |
| Pathstone Holdings, LLC | 0.04% | Add +34.9% | 1,488,106 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 1,465,414 | $8.9M |
| Hennion & Walsh Asset Management, Inc. | 0.40% | Reduce -0.7% | 1,445,288 | $8.7M |
| Logan Stone Capital, LLC | 2.52% | Add +0.6% | 1,244,554 | $7.5M |
| Guggenheim Capital LLC | 0.04% | Add +3.4% | 821,060 | $5.0M |
| Morgan Stanley | 0.00% | Reduce -14.0% | 637,717 | $3.9M |
| Van Eck Associates Corp. | 0.00% | Add +6.0% | 532,276 | $3.2M |
| Capital Investment Advisors, LLC | 0.06% | Add +0.6% | 471,361 | $2.8M |
| Gridiron Partners, LLC | 1.54% | No change | 403,774 | $2.4M |
| AQR Arbitrage LLC | 0.09% | Reduce -25.8% | 348,656 | $2.1M |
| Ackerman Capital Advisors, LLC | 0.50% | Add +28.2% | 317,221 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | Add +13.6% | 313,643 | $1.9M |
| Capstone Investment Advisors, LLC | 0.02% | New | 287,487 | $1.7M |
| Matisse Capital | 0.84% | No change | 273,100 | $1.6M |
| Cohen & Steers, Inc. | 0.00% | Add +60.6% | 263,400 | $1.6M |
| Bank of America Corp. | 0.00% | Add +13.4% | 256,083 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | New | 239,979 | $1.4M |
| City of London Investment Management Co. Ltd. | 0.14% | New | 234,188 | $1.4M |
| 1607 Capital Partners, LLC | 0.10% | Reduce -13.1% | 206,145 | $1.2M |
| Riverbridge Partners LLC | 0.02% | Add +40.8% | 196,515 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 195,697 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 187,425 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +4.9% | 168,143 | $1.0M |
| Thoma Capital Management LLC | 0.67% | — | 162,317 | $980K |
| Raymond James Financial Inc. | 0.00% | — | 152,250 | $920K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Add +45.9% | 136,150 | $822K |
| Nuveen Asset Management, LLC | 0.00% | No change | 129,559 | $783K |
| UBS Group AG | 0.00% | Reduce -9.5% | 115,104 | $695K |
| Centaurus Financial, Inc. | 0.04% | Reduce -17.5% | 113,045 | $683K |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 111,805 | $675K |
| Almitas Capital LLC | 0.14% | Add +86.2% | 106,854 | $645K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.6% | 99,346 | $600K |
| Noble Wealth Management PBC | 0.42% | — | 99,196 | $599K |
| Wolverine Asset Management LLC | 0.04% | Add +89.9% | 96,711 | $584K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 86,065 | $520K |
| HighTower Advisors, LLC | 0.00% | Add +38.2% | 85,250 | $515K |
| &partners | 0.01% | Add +0.8% | 80,256 | $495K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 75,100 | $454K |
| Keybank National Association | 0.00% | No change | 75,000 | $453K |
| Readystate Asset Management LP | 0.03% | New | 73,275 | $443K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -8.1% | 62,743 | $379K |
| Melfa Wealth Management, Inc. | 0.24% | Add +5.2% | 60,298 | $364K |
| Nomura Holdings Inc. | 0.00% | New | 60,000 | $362K |
| Daner Wealth Management, LLC | 0.23% | — | 51,900 | $319K |
| Thomas J. Herzfeld Advisors, Inc. | 0.10% | Add +37.3% | 49,145 | $297K |
| Arkos Global Advisors | 0.04% | Reduce -0.6% | 47,727 | $288K |
| Cornerstone Advisory, LLC | 0.03% | Add +110.5% | 42,312 | $264K |
| Creative Planning | 0.00% | Add +10.1% | 43,165 | $261K |
| Rothschild Investment LLC | 0.02% | No change | 40,000 | $242K |
| Royal Bank of Canada | 0.00% | Add +5.5% | 38,500 | $233K |
| Lee Financial Co | 0.03% | Add +0.1% | 38,070 | $230K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 37,907 | $229K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.5% | 34,860 | $211K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 33,530 | $203K |
| Integrated Capital Management, Inc. | 0.15% | Add +0.1% | 31,952 | $193K |
| Compass Financial Services Inc | 0.10% | — | 29,104 | $176K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 27,876 | $168K |
| NINE MASTS CAPITAL Ltd | 0.03% | Reduce -63.7% | 26,608 | $161K |
| Novak & Powell Financial Services, Inc. | 0.09% | Add +1.1% | 25,608 | $155K |
| Spire Wealth Management | 0.00% | No change | 24,908 | $150K |
| Novus Advisors, LLC | 0.14% | — | 23,900 | $144K |
| Susquehanna International Group, LLP | 0.00% | New | 23,823 | $144K |
| Wedbush Securities Inc. | 0.00% | Add +15.5% | 22,389 | $135K |
| Independent Advisor Alliance | 0.00% | New | 21,023 | $127K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 20,899 | $126K |
| MAI Capital Management | 0.00% | New | 19,444 | $117K |
| WealthTrust Axiom LLC | 0.03% | Reduce -22.2% | 19,000 | $115K |
| Virtu Financial LLC | 0.01% | New | 18,563 | $112K |
| Avior Wealth Management, LLC | 0.00% | Add +16.2% | 18,389 | $111K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.7% | 18,354 | $111K |
| Mariner, LLC | 0.00% | No change | 18,188 | $110K |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 17,754 | $107K |
| Corient Private Wealth LP | 0.00% | Add +8.0% | 15,773 | $95K |
| US Bancorp \de | 0.00% | No change | 15,587 | $94K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 14,728 | $89K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -6.5% | 14,400 | $87K |
| Sanctuary Advisors, LLC | 0.00% | No change | 13,736 | $84K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -28.5% | 13,055 | $79K |
| Prospera Financial Services Inc | 0.00% | Add +0.9% | 12,902 | $78K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 12,412 | $75K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1100.3% | 12,003 | $72K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $72K |
| Verdence Capital Advisors LLC | 0.01% | Add +1.2% | 11,874 | $72K |
| Walleye Capital LLC | 0.00% | New | 11,818 | $71K |
| Capital Market Strategies LLC | 0.04% | Reduce -54.8% | 11,121 | $67K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 11,100 | $67K |
| XML Financial, LLC | 0.01% | Reduce -3.0% | 10,000 | $60K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,000 | $30K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Bessemer Group Inc. | 0.00% | Add +69.0% | 1,921 | $12K |
| First Community Trust NA | 0.01% | No change | 1,700 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $9K |
| Wintrust Investments LLC | 0.01% | Reduce -27.9% | 1,446 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.4% | 870 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 562 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 557 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.0% | 25 | $151 |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.