BNY Mellon Strategic MuniLEO
13F holders, Q3 2025 (September 30)100holders +3
10new positions
7sold out
1famous investor
$5.89avg. 13F price*
At the end of Q3 2025, 100 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($35.6M), Pathstone Holdings, LLC ($24.0M) and Rivernorth Capital Management, LLC ($13.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 7 | $906K |
All 13F filers, Q2 2025 → Q3 2025: 3,734,143 shares bought and 1,783,924 shares sold, net +1,950,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Saba Capital Management, L.P. | 1.19% | Add +2.1% | 5,698,819 | $35.6M |
| Pathstone Holdings, LLC | 0.09% | Add +23.2% | 3,839,659 | $24.0M |
| Rivernorth Capital Management, LLC | 0.74% | Reduce -6.2% | 2,075,153 | $13.0M |
| Wells Fargo & Company | 0.00% | Reduce -19.5% | 984,718 | $6.2M |
| Guggenheim Capital LLC | 0.04% | Add +40.6% | 964,236 | $6.0M |
| Sit Investment Associates Inc. | 0.10% | Add +24.3% | 815,926 | $5.1M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -41.2% | 776,740 | $4.9M |
| Bulldog Investors, LLP | 1.05% | Add +18.2% | 725,132 | $4.5M |
| Logan Stone Capital, LLC | 2.02% | Reduce -32.1% | 712,527 | $4.5M |
| Advisors Asset Management, Inc. | 0.07% | Add +36.6% | 694,270 | $4.3M |
| Verition Fund Management LLC | 0.03% | Reduce -1.7% | 678,407 | $4.2M |
| Morgan Stanley | 0.00% | Add +0.1% | 563,107 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 453,270 | $2.8M |
| Gridiron Partners, LLC | 1.46% | Add +394.1% | 1,994,982 | $2.6M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -6.6% | 405,116 | $2.5M |
| Toronto Dominion Bank | 0.00% | Add +1.6% | 394,431 | $2.5M |
| Capstone Investment Advisors, LLC | 0.03% | No change | 379,865 | $2.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 330,327 | $2.1M |
| Cohen & Steers, Inc. | 0.00% | No change | 323,400 | $2.0M |
| Whitebox Advisors LLC | 0.12% | No change | 305,421 | $1.9M |
| Matisse Capital | 0.77% | No change | 273,100 | $1.7M |
| City of London Investment Management Co. Ltd. | 0.13% | No change | 270,829 | $1.7M |
| Riverbridge Partners LLC | 0.02% | Add +2.9% | 229,251 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.29% | Reduce -12.4% | 225,261 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 225,241 | $1.4M |
| 1607 Capital Partners, LLC | 0.10% | No change | 206,145 | $1.3M |
| Almitas Capital LLC | 0.28% | Add +0.6% | 197,096 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 196,240 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +0.8% | 193,803 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 191,965 | $1.2M |
| LPL Financial LLC | 0.00% | Add +42.7% | 163,089 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 153,445 | $959K |
| Blue Bell Private Wealth Management, LLC | 0.12% | Reduce -3.3% | 127,896 | $799K |
| Curi Capital, LLC | 0.01% | No change | 125,000 | $781K |
| Traub Capital Management LLC | 0.74% | Reduce -3.3% | 119,038 | $744K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.9% | 102,426 | $640K |
| Thoma Capital Management LLC | 0.37% | Reduce -14.9% | 102,071 | $638K |
| Invesco Ltd. | 0.00% | Add +6.3% | 100,807 | $630K |
| Thomas J. Herzfeld Advisors, Inc. | 0.20% | Add +6.6% | 93,605 | $585K |
| 180 Wealth Advisors, LLC | 0.05% | Add +8.2% | 64,967 | $406K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 63,365 | $396K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 63,014 | $394K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 60,298 | $377K |
| Creative Planning | 0.00% | Reduce -7.1% | 55,670 | $348K |
| Daner Wealth Management, LLC | 0.21% | No change | 51,900 | $323K |
| Nuveen, LLC | 0.00% | No change | 51,503 | $322K |
| Arkos Global Advisors | 0.04% | No change | 47,727 | $298K |
| Corient Private Wealth LP | 0.00% | Reduce -60.8% | 46,371 | $290K |
| Integrated Capital Management, Inc. | 0.19% | Add +1.3% | 43,869 | $274K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 43,037 | $269K |
| Royal Bank of Canada | 0.00% | Add +5.2% | 40,500 | $253K |
| Noble Wealth Management PBC | 0.13% | — | 39,776 | $249K |
| Lee Financial Co | 0.03% | New | 38,206 | $240K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 36,000 | $225K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 35,805 | $224K |
| WealthBridge Capital Management, LLC | 0.05% | Reduce -7.0% | 35,257 | $220K |
| Fortitude Advisory Group L.L.C. | 0.09% | No change | 27,876 | $174K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -13.7% | 27,700 | $173K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.9% | 26,615 | $166K |
| Spire Wealth Management | 0.01% | No change | 24,908 | $156K |
| Landscape Capital Management, L.L.C. | 0.01% | No change | 24,174 | $151K |
| Wedbush Securities Inc. | 0.00% | No change | 22,389 | $140K |
| Jane Street Group, LLC | 0.00% | New | 20,439 | $128K |
| MAI Capital Management | 0.00% | No change | 19,444 | $122K |
| Mariner, LLC | 0.00% | Add +1.2% | 19,440 | $122K |
| &partners | 0.00% | Reduce -78.1% | 18,691 | $117K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.8% | 17,988 | $112K |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 17,439 | $109K |
| WealthTrust Axiom LLC | 0.03% | Reduce -11.8% | 15,000 | $94K |
| Osaic Holdings, Inc. | 0.00% | Add +68.0% | 14,842 | $91K |
| Citadel Advisors | 0.00% | Reduce -40.9% | 14,036 | $88K |
| Cornerstone Advisory, LLC | 0.01% | Reduce -71.6% | 13,766 | $86K |
| Cetera Investment Advisers | 0.00% | Add +5.4% | 13,555 | $85K |
| Prospera Financial Services Inc | 0.00% | Add +0.6% | 13,504 | $84K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 12,554 | $78K |
| Confluence Wealth Services, Inc. | 0.00% | No change | 12,500 | $78K |
| Nomura Holdings Inc. | 0.00% | Reduce -37.5% | 12,500 | $78K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $75K |
| Truist Financial Corp. | 0.00% | Add +5.3% | 11,264 | $70K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 11,100 | $69K |
| Fort Point Capital Partners LLC | 0.01% | New | 10,885 | $68K |
| UBS Group AG | 0.00% | Reduce -17.6% | 10,744 | $67K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -25.0% | 10,726 | $67K |
| Cwm, LLC | 0.00% | Add +72.7% | 6,305 | $39K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,062 | $38K |
| US Bancorp \de | 0.00% | Reduce -64.7% | 5,500 | $34K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,000 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Eastern Bank | 0.00% | No change | 3,443 | $22K |
| Kilter Group LLC | 0.01% | New | 2,044 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $9K |
| FNY Investment Advisers, LLC | 0.00% | New | 1,000 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 700 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 557 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 320 | $2K |
| Arax Advisory Partners | 0.00% | New | 299 | $2K |
| Compass Financial Services Inc | 0.00% | Reduce -98.8% | 223 | $1K |
| Promus Capital, LLC | 0.00% | No change | 14 | $88 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -99.7% | 3 | $19 |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.