BNY Mellon Strategic MuniLEO
13F holders, Q4 2025 (December 31)102holders +2
8new positions
10sold out
1famous investor
$6.36avg. 13F price*
At the end of Q4 2025, 102 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, up 2 from Q3 2025. 8 opened new positions and 10 sold out. The largest holders were Saba Capital Management, L.P. ($38.6M), Pathstone Holdings, LLC ($24.1M) and Rivernorth Capital Management, LLC ($14.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $8.5M |
| Exits | 10 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,386,199 shares bought and 4,229,001 shares sold, net +157,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Saba Capital Management, L.P. | 1.31% | Add +6.6% | 6,076,820 | $38.6M |
| Pathstone Holdings, LLC | 0.09% | Reduce -1.4% | 3,786,017 | $24.1M |
| Rivernorth Capital Management, LLC | 0.66% | Add +5.8% | 2,195,115 | $14.0M |
| Guggenheim Capital LLC | 0.07% | Add +60.3% | 1,545,694 | $9.8M |
| Bulldog Investors, LLP | 2.11% | Add +104.2% | 1,480,512 | $9.4M |
| Sit Investment Associates Inc. | 0.14% | Add +35.3% | 1,104,133 | $7.0M |
| Advisors Asset Management, Inc. | 0.11% | Add +42.0% | 986,207 | $6.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 956,047 | $6.1M |
| Robinson Capital Management, LLC | 2.28% | New | 846,916 | $5.4M |
| Morgan Stanley | 0.00% | Add +0.4% | 565,469 | $3.6M |
| Van Eck Associates Corp. | 0.00% | Add +12.9% | 511,653 | $3.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +47.5% | 487,296 | $3.1M |
| Gridiron Partners, LLC | 1.48% | Reduce -79.5% | 409,774 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -49.3% | 393,680 | $2.5M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -4.0% | 389,123 | $2.5M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 379,865 | $2.4M |
| Professional Financial Management, Inc. | 2.57% | — | 356,730 | $2.3M |
| Cohen & Steers, Inc. | 0.00% | No change | 323,400 | $2.1M |
| Riverbridge Partners LLC | 0.04% | Add +40.4% | 321,817 | $2.0M |
| Whitebox Advisors LLC | 0.12% | No change | 305,421 | $1.9M |
| City of London Investment Management Co. Ltd. | 0.13% | No change | 270,829 | $1.7M |
| Altium Capital Management LLC | 6.59% | New | 262,052 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 224,290 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -67.8% | 218,601 | $1.4M |
| 1607 Capital Partners, LLC | 0.09% | No change | 206,145 | $1.3M |
| Bank of America Corp. | 0.00% | Add +7.2% | 205,697 | $1.3M |
| Almitas Capital LLC | 0.28% | No change | 197,096 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 195,697 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.0% | 191,861 | $1.2M |
| Invesco Ltd. | 0.00% | Add +86.8% | 188,345 | $1.2M |
| LPL Financial LLC | 0.00% | Add +3.2% | 168,318 | $1.1M |
| Lord, Abbett & Co. LLC | 0.00% | New | 160,000 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.20% | Reduce -30.3% | 156,917 | $998K |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 153,761 | $978K |
| &partners | 0.00% | Add +673.6% | 144,589 | $920K |
| Blue Bell Private Wealth Management, LLC | 0.12% | Reduce -0.4% | 127,408 | $810K |
| Traub Capital Management LLC | 0.73% | No change | 119,038 | $757K |
| Matisse Capital | 0.34% | Reduce -56.8% | 117,935 | $750K |
| Closed-End Fund Advisors, Inc. | 0.40% | — | 105,651 | $672K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.3% | 94,951 | $604K |
| Thomas J. Herzfeld Advisors, Inc. | 0.20% | Add +0.7% | 94,265 | $600K |
| Jane Street Group, LLC | 0.00% | Add +304.9% | 82,760 | $526K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | — | 80,605 | $513K |
| Logan Stone Capital, LLC | 0.10% | Reduce -90.7% | 66,020 | $420K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -1.7% | 63,875 | $406K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 60,298 | $383K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 57,152 | $363K |
| Creative Planning | 0.00% | Add +0.9% | 56,188 | $357K |
| Daner Wealth Management, LLC | 0.21% | No change | 51,900 | $337K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.9% | 52,651 | $335K |
| Nuveen, LLC | 0.00% | No change | 51,503 | $328K |
| Arkos Global Advisors | 0.04% | Reduce -4.4% | 45,627 | $290K |
| Integrated Capital Management, Inc. | 0.19% | Add +2.9% | 45,145 | $287K |
| Noble Wealth Management PBC | 0.12% | Reduce -2.7% | 38,696 | $246K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 35,933 | $229K |
| WealthBridge Capital Management, LLC | 0.05% | No change | 35,257 | $224K |
| Osaic Holdings, Inc. | 0.00% | Add +105.0% | 30,421 | $193K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 27,876 | $177K |
| Merit Financial Group, LLC | 0.00% | Add +1.5% | 27,009 | $172K |
| Royal Bank of Canada | 0.00% | Reduce -34.0% | 26,738 | $170K |
| Novak & Powell Financial Services, Inc. | 0.09% | New | 26,578 | $169K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.6% | 25,000 | $159K |
| Spire Wealth Management | 0.01% | No change | 24,908 | $158K |
| Nomura Holdings Inc. | 0.00% | Add +95.0% | 24,375 | $155K |
| Landscape Capital Management, L.L.C. | 0.01% | No change | 24,174 | $154K |
| Thoma Capital Management LLC | 0.08% | Reduce -77.6% | 22,857 | $145K |
| Wedbush Securities Inc. | 0.00% | No change | 22,389 | $142K |
| Corient Private Wealth LP | 0.00% | Reduce -52.0% | 22,273 | $142K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -27.1% | 20,200 | $128K |
| MAI Capital Management | 0.00% | No change | 19,444 | $124K |
| Mariner, LLC | 0.00% | Reduce -2.4% | 18,983 | $121K |
| Susquehanna International Group, LLP | 0.00% | Add +1.1% | 18,195 | $116K |
| MML Investors Services, LLC | 0.00% | Add +4.1% | 18,150 | $115K |
| Summit Financial, LLC | 0.00% | New | 17,705 | $113K |
| Evolve Private Wealth, LLC | 0.01% | — | 15,028 | $96K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 13,853 | $88K |
| WealthTrust Axiom LLC | 0.02% | Reduce -13.3% | 13,000 | $83K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 12,568 | $80K |
| Confluence Wealth Services, Inc. | 0.00% | No change | 12,500 | $80K |
| Bokf, NA | 0.00% | New | 12,295 | $78K |
| Citadel Advisors | 0.00% | Reduce -13.1% | 12,192 | $78K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $76K |
| Truist Financial Corp. | 0.00% | No change | 11,264 | $72K |
| Fort Point Capital Partners LLC | 0.01% | No change | 10,885 | $70K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,062 | $39K |
| UBS Group AG | 0.00% | Reduce -44.3% | 5,989 | $38K |
| US Bancorp \de | 0.00% | No change | 5,500 | $35K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,000 | $32K |
| Gilpin Wealth Management, LLC | 0.02% | — | 4,500 | $29K |
| Capital Analysts, LLC | 0.00% | New | 4,121 | $26K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,700 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $23K |
| Eastern Bank | 0.00% | No change | 3,443 | $22K |
| Cwm, LLC | 0.00% | Reduce -57.9% | 2,654 | $17K |
| Kilter Group LLC | 0.01% | Add +1.5% | 2,074 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +275.0% | 1,200 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -50.0% | 750 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 700 | $5K |
| Arax Advisory Partners | 0.00% | No change | 299 | $2K |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.