Skip to content
Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

Follow

COM (fund), issuer CIK 818972

89 managers (89 13F filers) reported a position in LEO shares at 2025-03-31, 24,150,803 shares in all. 8 filers opened a position and 19 filers sold out during the quarter.

Managers
89
13F filers
89
New
8
Added
27
Reduced
27
Sold out
19
Shares held by filers
24,150,803

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.5,114,769$31.3M0.86%+181,97613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,369,240$14.7M0.06%+881,13413F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,293,542$14M0.74%-51,23913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,549,422$9.48M<0.01%+84,00813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,433,478$8.77M0.39%-11,81013F-HRTimeline
Logan Stone Capital, LLC1,072,819$6.57M3.06%-171,73513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC782,170$4.79M0.04%-38,89013F-HRTimelineGroup
Verition Fund Management LLC683,735$4.18M0.02%new13F-HRTimeline
Advisors Asset Management, Inc.690,872$4.1M0.08%+450,89313F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC540,651$3.31M0.08%+227,00813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY521,740$3.19M<0.01%-115,97713F-HRTimelineGroup
Capital Investment Advisors, LLC457,960$2.8M0.05%-13,40113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP426,378$2.61M<0.01%-105,89813F-HRTimelineGroup
Gridiron Partners, LLC403,774$2.47M1.58%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…379,865$2.32M0.02%+92,37813F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…340,306$2.08M0.22%+106,11813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.313,400$1.92M<0.01%+50,00013F-HRTimelineGroup
Ackerman Capital Advisors, LLC296,722$1.82M0.48%-20,49913F-HRTimeline
Matisse Capital273,100$1.67M0.88%013F-HRTimeline
WHITEBOX ADVISORS LLC267,300$1.64M0.05%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC213,667$1.31M0.02%+17,15213F-HRTimeline
1607 Capital Partners, LLC206,145$1.26M0.1%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC201,664$1.23M0.03%-146,99213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,786$1.2M<0.01%-60,29713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,697$1.2M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC193,616$1.18M<0.01%+6,19113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,697$1.14M<0.01%+34,44713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC169,551$1.04M0.01%+1,40813F-HRTimelineGroup
Almitas Capital LLC145,014$887K0.29%+38,16013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC135,000$826K0.16%-1,15013F-HRTimeline
LPL Financial LLC132,879$813K<0.01%+21,07413F-HRTimeline
Thoma Capital Management LLC121,617$744K0.52%-40,70013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP111,806$684K<0.01%+96,03313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.107,761$659K0.04%-5,28413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,282$589K<0.01%-3,06413F-HRTimelineGroup
Noble Wealth Management PBC95,396$584K0.4%-3,80013F-HRTimeline
UBS Group AGin group UBS Group AG94,020$575K<0.01%-21,08413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC85,522$523K<0.01%-54313F-HRTimelineGroup
&PARTNERS80,657$494K0.01%+40113F-HRTimeline
HighTower Advisors, LLC72,403$443K<0.01%-12,84713F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.71,290$436K0.15%+22,14513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.60,298$369K0.25%013F-HRTimeline
Creative Planningin group Creative Planning58,942$361K<0.01%+15,77713F-HRTimelineGroup
180 WEALTH ADVISORS, LLC58,458$358K0.06%-4,28513F-HRTimeline
Nuveen, LLCin group TIAA51,503$315K<0.01%13F-HRTimelineGroup
Arkos Global Advisors47,727$292K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40,000$245K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,500$236K<0.01%013F-HR/ATimelineGroup
Cornerstone Advisory, LLC39,633$233K0.03%-2,67913F-HRTimeline
WealthBridge Capital Management, LLC37,907$232K0.07%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.36,675$224K0.18%+4,72313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC35,267$216K0.01%+16,70413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,174$215K<0.01%+31413F-HRTimeline
Avior Wealth Management, LLC32,493$199K0.01%+14,10413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,100$196K0.01%-43,00013F-HRTimeline
Compass Financial Services Inc29,373$180K0.09%+26913F-HRTimeline
Fortitude Advisory Group L.L.C.27,876$161K0.12%013F-HRTimeline
Merit Financial Group, LLC26,133$160K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,908$152K<0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,174$148K0.01%+3,27513F-HRTimelineGroup
NOVUS ADVISORS, LLC23,900$146K0.15%013F-HRTimeline
WEDBUSH SECURITIES INC22,389$137K0.01%013F-HRTimeline
MAI Capital Management19,444$119K<0.01%013F-HRTimeline
WealthTrust Axiom LLC19,000$116K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,066$111K<0.01%-12213F-HRTimelineGroup
Cetera Investment Advisers17,738$109K<0.01%-1613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,587$95.4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC14,737$90.2K<0.01%+913F-HRTimeline
Cambridge Investment Research Advisors,…14,302$88K<0.01%-4,05213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,850$84.8K<0.01%-9,97313F-HRTimelineGroup
Capital Market Strategies LLC13,121$80.3K0.05%+2,00013F-HRTimeline
Prospera Financial Services Inc12,990$79.5K<0.01%+8813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,994$73.4K<0.01%013F-HRTimeline
Confluence Wealth Services, Inc.12,500$71.8K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,593$71K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,100$67.9K-13,055Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,694$65.4K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,414$51.5K<0.01%-3,99813F-HRTimelineGroup
Farther Finance Advisors, LLC6,062$37.6K<0.01%new13F-HRTimeline
Blue Trust, Inc.3,569$21.8K<0.01%013F-HRTimeline
EASTERN BANK3,443$21.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,500$9.18K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,003$6.14K<0.01%-11,00013F-HRTimelineGroup
Prestige Wealth Management Group LLC950$5.81K<0.01%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…870$5.32K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc562$3.44K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC557$3.41K<0.01%013F-HRTimeline
Promus Capital, LLC14$85<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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