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Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

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COM (fund), issuer CIK 818972

102 managers (103 13F filers) reported a position in LEO shares at 2024-12-31, 22,330,646 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
102
13F filers
103
New
13
Added
37
Reduced
24
Sold out
5
Shares held by filers
22,330,646

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.4,932,793$29.8M0.75%+496,84613F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,344,781$14.2M0.68%-66,28613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,488,106$8.99M0.04%+384,57913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,465,414$8.85M<0.01%+64,52613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,445,288$8.73M0.4%-10,44713F-HRTimeline
Logan Stone Capital, LLC1,244,554$7.52M2.52%+7,13013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC821,060$4.96M0.04%+27,21713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY637,717$3.85M<0.01%-103,79913F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP532,276$3.21M<0.01%+30,07213F-HRTimelineGroup
Capital Investment Advisors, LLC471,361$2.85M0.06%+2,63213F-HRTimeline
Gridiron Partners, LLC403,774$2.44M1.54%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC348,656$2.11M0.05%-121,05213F-HRTimelineGroup
Ackerman Capital Advisors, LLC317,221$1.92M0.5%+69,71913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC313,643$1.89M0.04%+37,51313F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…287,487$1.74M0.02%new13F-HRTimelineGroup
Matisse Capital273,100$1.65M0.84%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.263,400$1.59M<0.01%+99,40013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/256,083$1.55M<0.01%+30,27213F-HRTimelineGroup
Advisors Asset Management, Inc.239,979$1.45M0.03%new13F-HR/ATimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…234,188$1.41M0.14%new13F-HRTimeline
1607 Capital Partners, LLC206,145$1.25M0.1%-30,92913F-HRTimeline
RIVERBRIDGE PARTNERS LLC196,515$1.19M0.02%+56,92713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,697$1.18M<0.01%-1,29713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,425$1.13M<0.01%+7,08513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC168,143$1.02M0.01%+7,89913F-HRTimelineGroup
Thoma Capital Management LLC162,317$980K0.67%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC152,250$920K<0.01%13F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC136,150$822K0.16%+42,81013F-HRTimeline
Nuveen Asset Management, LLCin group TIAA129,559$783K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG115,104$695K<0.01%-12,03413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.113,045$683K0.04%-23,97513F-HRTimeline
LPL Financial LLC111,805$675K<0.01%-1,80113F-HRTimeline
Almitas Capital LLC106,854$645K0.14%+49,48013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,346$600K<0.01%-41,81313F-HRTimelineGroup
Noble Wealth Management PBC99,196$599K0.42%13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC96,711$584K0.01%+45,78313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC86,065$520K<0.01%+4913F-HRTimelineGroup
HighTower Advisors, LLC85,250$515K<0.01%+23,55713F-HRTimeline
&PARTNERS80,256$495K0.01%+61013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV75,100$454K0.03%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…75,000$453K<0.01%013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP73,275$443K0.02%new13F-HRTimeline
180 WEALTH ADVISORS, LLC62,743$379K0.06%-5,49413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.60,298$364K0.24%+3,00013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD60,000$362K<0.01%new13F-HRTimelineGroup
Daner Wealth Management, LLC51,900$319K0.23%13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.49,145$297K0.1%+13,35613F-HRTimeline
Arkos Global Advisors47,727$288K0.04%-27313F-HRTimeline
Cornerstone Advisory, LLC42,312$264K0.03%+22,21013F-HRTimeline
Creative Planningin group Creative Planning43,165$261K<0.01%+3,95113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC40,000$242K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,500$233K<0.01%+2,00013F-HRTimelineGroup
Lee Financial Co38,070$230K0.03%+5813F-HRTimeline
WealthBridge Capital Management, LLC37,907$229K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,860$211K<0.01%-3,24013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,530$203K0.02%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.31,952$193K0.15%+1713F-HRTimeline
Compass Financial Services Inc29,104$176K0.1%13F-HRTimeline
Fortitude Advisory Group L.L.C.27,876$168K0.1%013F-HRTimeline
NINE MASTS CAPITAL Ltd26,608$161K0.03%-46,77413F-HRTimeline
Novak & Powell Financial Services, Inc.25,608$155K0.09%+27013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,908$150K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding24,155$146K-5,203Timeline
NOVUS ADVISORS, LLC23,900$144K0.14%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,823$144K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC22,389$135K<0.01%+3,00013F-HRTimeline
Independent Advisor Alliance21,023$127K<0.01%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…20,899$126K0.01%new13F-HRTimelineGroup
MAI Capital Management19,444$117K<0.01%new13F-HRTimeline
WealthTrust Axiom LLC19,000$115K0.03%-5,41113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,563$112K0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC18,389$111K<0.01%+2,55913F-HRTimeline
Cambridge Investment Research Advisors,…18,354$111K<0.01%+1,15813F-HRTimeline
Mariner, LLCin group Mariner, LLC18,188$110K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers17,754$107K<0.01%-4113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,773$95.3K<0.01%+1,16613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\15,587$94.1K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC14,728$89K<0.01%-8913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,400$87K<0.01%-1,00013F-HRTimeline
Sanctuary Advisors, LLC13,736$84.5K<0.01%013F-HRTimeline
Prospera Financial Services Inc12,902$77.9K<0.01%+11613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,412$75K<0.01%+50113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,003$72.5K<0.01%+11,00313F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT11,994$72.4K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC11,874$71.7K0.01%+14213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC11,818$71.4K<0.01%new13F-HRTimelineGroup
Capital Market Strategies LLC11,121$67.2K0.04%-13,50013F-HRTimeline
XML Financial, LLC10,000$60.4K0.01%-31013F-HRTimeline
Global Retirement Partners, LLC5,000$30.2K<0.01%013F-HRTimeline
Blue Trust, Inc.3,569$21.6K<0.01%013F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,921$12K<0.01%+78413F-HRTimelineGroup
FIRST COMMUNITY TRUST NA1,700$10.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,500$9.06K<0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,446$8K0.01%-56013F-HRTimeline
Prestige Wealth Management Group LLC950$5.74K<0.01%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…870$5.25K<0.01%-7,36713F-HRTimelineGroup
IFP Advisors, Inc562$3.39K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC557$3.36K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25$151<0.01%-7513F-HRTimelineGroup
Promus Capital, LLC14$83<0.01%13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.1$5<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 3,165,541 LEO shares, 5.1% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000043

    Accepted , ingested