Security key
05588W108
BNY MELLON STRATEGIC MUNICIPALS, INC. - Common Shares, $0.001 par value (LEO)
CUSIP: 05588W108
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / Common Shares, $0.001 par value
- Shares outstanding
- 62,262,500
- Total 13F shares
- 15,166,201
- Share change
- +3,324,618
- Total reported value
- $88,875,465
- Price per share
- $5.86
- Number of holders
- 87
- Value change
- +$19,926,659
- Number of buys
- 43
- Number of sells
- 35
Report period
Q4 2023
Institutions
87
Top holders
10
LEO full security history
Newer quarter: Q1 2024
Previous quarter: Q3 2023
BNY MELLON STRATEGIC MUNICIPALS, INC. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 05588W108
Recent filing periods:
Top shareholders of LEO - BNY MELLON STRATEGIC MUNICIPALS, INC. - Common Shares, $0.001 par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3%
|
1,871,414
|
$9,974,630 | — | 30 Sep 2023 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
1,082,992
|
$5,772,347 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
1.6%
|
985,058
|
$5,250,362 | — | 30 Sep 2023 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.3%
|
805,950
|
$4,295,714 | — | 30 Sep 2023 | |
| Logan Stone Capital, LLC |
13F
|
Company |
1.1%
|
697,428
|
$3,717,291 | — | 30 Sep 2023 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.92%
|
574,959
|
$3,055,907 | — | 30 Sep 2023 | |
| AQR Arbitrage LLC |
13F
|
Company |
0.76%
|
471,119
|
$2,511,064 | — | 30 Sep 2023 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.69%
|
428,673
|
$2,284,827 | — | 30 Sep 2023 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.67%
|
416,745
|
$2,221,000 | — | 30 Sep 2023 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.63%
|
393,160
|
$2,095,544 | — | 30 Sep 2023 | |
| UBS Group AG |
13F
|
Company |
0.55%
|
343,112
|
$1,828,787 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.39%
|
244,149
|
$1,301,316 | — | 30 Sep 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.39%
|
239,900
|
$1,278,667 | — | 30 Sep 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.29%
|
179,688
|
$957,332 | — | 30 Sep 2023 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.28%
|
173,925
|
$927,000 | — | 30 Sep 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.27%
|
167,472
|
$892,623 | — | 30 Sep 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.25%
|
155,673
|
$829,736 | — | 30 Sep 2023 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
0.25%
|
153,089
|
$816,000 | — | 30 Sep 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.23%
|
143,830
|
$766,613 | — | 30 Sep 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.18%
|
114,351
|
$609,492 | — | 30 Sep 2023 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.18%
|
112,645
|
$600,400 | — | 30 Sep 2023 | |
| GOODWIN DANIEL L |
13F
|
Company |
0.18%
|
111,127
|
$592,307 | — | 30 Sep 2023 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
0.14%
|
89,323
|
$476,092 | — | 30 Sep 2023 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.13%
|
80,215
|
$427,546 | — | 30 Sep 2023 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.13%
|
78,855
|
$420,297 | — | 30 Sep 2023 | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
13F
|
Company |
0.13%
|
78,550
|
$418,672 | — | 30 Sep 2023 | |
| Woodline Partners LP |
13F
|
Company |
0.12%
|
77,033
|
$410,586 | — | 30 Sep 2023 | |
| 180 WEALTH ADVISORS, LLC |
13F
|
Company |
0.12%
|
76,073
|
$405,470 | — | 30 Sep 2023 | |
| Mariner, LLC |
13F
|
Company |
0.08%
|
51,155
|
$272,656 | — | 30 Sep 2023 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.08%
|
50,776
|
$271,000 | — | 30 Sep 2023 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.08%
|
49,620
|
$264,477 | — | 30 Sep 2023 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.08%
|
49,312
|
$263,767 | — | 30 Sep 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.08%
|
46,981
|
$250,000 | — | 30 Sep 2023 | |
| XML Financial, LLC |
13F
|
Company |
0.07%
|
44,000
|
$234,520 | — | 30 Sep 2023 | |
| Cornerstone Advisory, LLC |
13F
|
Company |
0.06%
|
37,326
|
$198,949 | — | 30 Sep 2023 | |
| Merit Financial Group, LLC |
13F
|
Company |
0.06%
|
36,370
|
$193,850 | — | 30 Sep 2023 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.06%
|
34,965
|
$186,366 | — | 30 Sep 2023 | |
| Capital Market Strategies LLC |
13F
|
Company |
0.05%
|
33,673
|
$177,793 | — | 30 Sep 2023 | |
| Palogic Value Management, L.P. |
13F
|
Company |
0.05%
|
30,000
|
$159,900 | — | 30 Sep 2023 | |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
13F
|
Company |
0.05%
|
30,000
|
$159,900 | — | 30 Sep 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
27,500
|
$147,000 | — | 30 Sep 2023 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.04%
|
27,318
|
$145,607 | — | 30 Sep 2023 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.04%
|
26,876
|
$143,249 | — | 30 Sep 2023 | |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
13F
|
Company |
0.04%
|
26,749
|
$142,572 | — | 30 Sep 2023 | |
| ADVISOR PARTNERS II, LLC |
13F
|
Company |
0.04%
|
26,657
|
$142,082 | — | 30 Sep 2023 | |
| WINTRUST INVESTMENTS LLC |
13F
|
Company |
0.04%
|
24,563
|
$131,000 | — | 30 Sep 2023 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.04%
|
24,375
|
$129,918 | — | 30 Sep 2023 | |
| Almitas Capital LLC |
13F
|
Company |
0.04%
|
23,538
|
$125,458 | — | 30 Sep 2023 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.04%
|
21,950
|
$116,994 | — | 30 Sep 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.03%
|
20,518
|
$110,000 | — | 30 Sep 2023 |
Institutional Holders of BNY MELLON STRATEGIC MUNICIPALS, INC. - Common Shares, $0.001 par value (LEO) as of Q4 2023
As of 31 Dec 2023,
BNY MELLON STRATEGIC MUNICIPALS, INC. - Common Shares, $0.001 par value (LEO) was held by
87 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,166,201 shares.
The largest 10 holders included
RIVERNORTH CAPITAL MANAGEMENT, LLC, WELLS FARGO & COMPANY/MN, Logan Stone Capital, LLC, Hennion & Walsh Asset Management, Inc., MORGAN STANLEY, Saba Capital Management, L.P., GUGGENHEIM CAPITAL LLC, AQR Arbitrage LLC, VAN ECK ASSOCIATES CORP, and Capital Investment Advisors, LLC.
This page lists
88
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
80
Q4 2023 holders
87
Holder diff
7
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.