BNY Mellon Strategic MuniLEO
13F holders, Q1 2025 (March 31)88holders −14
8new positions
19sold out
$6.12avg. 13F price*
At the end of Q1 2025, 88 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, down 14 from Q4 2024. 8 opened new positions and 19 sold out. The largest holders were Saba Capital Management, L.P. ($31.3M), Pathstone Holdings, LLC ($14.7M) and Rivernorth Capital Management, LLC ($14.0M).
- Company
- BNY Mellon Strategic Muni
- CUSIP
- 05588W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.2M |
| Exits | 19 | $3.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,389,249 shares bought and 1,432,690 shares sold, net +1,956,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Saba Capital Management, L.P. | 0.87% | Add +3.7% | 5,114,769 | $31.3M |
| Pathstone Holdings, LLC | 0.06% | Add +59.2% | 2,369,240 | $14.7M |
| Rivernorth Capital Management, LLC | 0.75% | Reduce -2.2% | 2,293,542 | $14.0M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 1,549,422 | $9.5M |
| Hennion & Walsh Asset Management, Inc. | 0.39% | Reduce -0.8% | 1,433,478 | $8.8M |
| Logan Stone Capital, LLC | 3.06% | Reduce -13.8% | 1,072,819 | $6.6M |
| Guggenheim Capital LLC | 0.04% | Reduce -4.7% | 782,170 | $4.8M |
| Verition Fund Management LLC | 0.02% | New | 683,735 | $4.2M |
| Advisors Asset Management, Inc. | 0.08% | Add +187.9% | 690,872 | $4.1M |
| Sit Investment Associates Inc. | 0.08% | Add +72.4% | 540,651 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -18.2% | 521,740 | $3.2M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -2.8% | 457,960 | $2.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -19.9% | 426,378 | $2.6M |
| Gridiron Partners, LLC | 1.58% | No change | 403,774 | $2.5M |
| Capstone Investment Advisors, LLC | 0.03% | Add +32.1% | 379,865 | $2.3M |
| City of London Investment Management Co. Ltd. | 0.22% | Add +45.3% | 340,306 | $2.1M |
| Cohen & Steers, Inc. | 0.00% | Add +19.0% | 313,400 | $1.9M |
| Ackerman Capital Advisors, LLC | 0.48% | Reduce -6.5% | 296,722 | $1.8M |
| Matisse Capital | 0.88% | No change | 273,100 | $1.7M |
| Whitebox Advisors LLC | 0.14% | New | 267,300 | $1.6M |
| Riverbridge Partners LLC | 0.02% | Add +8.7% | 213,667 | $1.3M |
| 1607 Capital Partners, LLC | 0.10% | No change | 206,145 | $1.3M |
| AQR Arbitrage LLC | 0.05% | Reduce -42.2% | 201,664 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -23.6% | 195,786 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | No change | 195,697 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 193,616 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +22.6% | 186,697 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +0.8% | 169,551 | $1.0M |
| Almitas Capital LLC | 0.30% | Add +35.7% | 145,014 | $887K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -0.8% | 135,000 | $826K |
| LPL Financial LLC | 0.00% | Add +18.9% | 132,879 | $813K |
| Thoma Capital Management LLC | 0.52% | Reduce -25.1% | 121,617 | $744K |
| Corient Private Wealth LP | 0.00% | Add +608.8% | 111,806 | $684K |
| Centaurus Financial, Inc. | 0.04% | Reduce -4.7% | 107,761 | $659K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.1% | 96,282 | $589K |
| Noble Wealth Management PBC | 0.40% | Reduce -3.8% | 95,396 | $584K |
| UBS Group AG | 0.00% | Reduce -18.3% | 94,020 | $575K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 85,522 | $523K |
| &partners | 0.01% | Add +0.5% | 80,657 | $494K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.1% | 72,403 | $443K |
| Thomas J. Herzfeld Advisors, Inc. | 0.15% | Add +45.1% | 71,290 | $436K |
| Melfa Wealth Management, Inc. | 0.25% | No change | 60,298 | $369K |
| Creative Planning | 0.00% | Add +36.5% | 58,942 | $361K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 58,458 | $358K |
| Nuveen, LLC | 0.00% | — | 51,503 | $315K |
| Arkos Global Advisors | 0.04% | No change | 47,727 | $292K |
| Rothschild Investment LLC | 0.02% | No change | 40,000 | $245K |
| Royal Bank of Canada | 0.00% | No change | 38,500 | $236K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -6.3% | 39,633 | $233K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 37,907 | $232K |
| Integrated Capital Management, Inc. | 0.18% | Add +14.8% | 36,675 | $224K |
| Virtu Financial LLC | 0.01% | Add +90.0% | 35,267 | $216K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 35,174 | $215K |
| Avior Wealth Management, LLC | 0.01% | Add +76.7% | 32,493 | $199K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -57.3% | 32,100 | $196K |
| Compass Financial Services Inc | 0.09% | Add +0.9% | 29,373 | $180K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 27,876 | $161K |
| Merit Financial Group, LLC | 0.00% | New | 26,133 | $160K |
| Spire Wealth Management | 0.00% | No change | 24,908 | $152K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +15.7% | 24,174 | $148K |
| Novus Advisors, LLC | 0.15% | No change | 23,900 | $146K |
| Wedbush Securities Inc. | 0.01% | No change | 22,389 | $137K |
| MAI Capital Management | 0.00% | No change | 19,444 | $119K |
| WealthTrust Axiom LLC | 0.04% | No change | 19,000 | $116K |
| Mariner, LLC | 0.00% | Reduce -0.7% | 18,066 | $111K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 17,738 | $109K |
| US Bancorp \de | 0.00% | No change | 15,587 | $95K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 14,737 | $90K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.1% | 14,302 | $88K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.9% | 13,850 | $85K |
| Capital Market Strategies LLC | 0.05% | Add +18.0% | 13,121 | $80K |
| Prospera Financial Services Inc | 0.00% | Add +0.7% | 12,990 | $80K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $73K |
| Confluence Wealth Services, Inc. | 0.00% | New | 12,500 | $72K |
| MML Investors Services, LLC | 0.00% | New | 11,593 | $71K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 11,100 | $68K |
| Truist Financial Corp. | 0.00% | New | 10,694 | $65K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.2% | 8,414 | $51K |
| Farther Finance Advisors, LLC | 0.00% | New | 6,062 | $38K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Eastern Bank | 0.00% | New | 3,443 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -91.6% | 1,003 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 870 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 562 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 557 | $3K |
| Promus Capital, LLC | 0.00% | No change | 14 | $85 |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.