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Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

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COM (fund), issuer CIK 818972

98 managers (98 13F filers) reported a position in LEO shares at 2025-06-30, 25,744,347 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
98
13F filers
98
New
11
Added
28
Reduced
24
Sold out
4
Shares held by filers
25,744,347

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.5,581,552$33M0.9%+466,78313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,115,983$18.4M0.07%+746,74313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,212,510$13.1M0.72%-81,03213F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,321,096$7.82M0.32%-112,38213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,222,755$7.24M<0.01%-326,66713F-HRTimelineGroup
Logan Stone Capital, LLC1,049,643$6.21M2.92%-23,17613F-HRTimeline
Verition Fund Management LLC690,049$4.09M0.02%+6,31413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC685,986$4.06M0.03%-96,18413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC656,346$3.89M0.08%+115,69513F-HRTimelineGroup
Bulldog Investors, LLP613,504$3.63M0.92%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY562,541$3.33M<0.01%+40,80113F-HRTimelineGroup
Advisors Asset Management, Inc.508,074$3.01M0.05%-182,79813F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP434,835$2.57M<0.01%+8,45713F-HRTimelineGroup
Capital Investment Advisors, LLC433,867$2.57M0.05%-24,09313F-HR/ATimeline
Gridiron Partners, LLC403,774$2.39M1.48%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK388,398$2.3M<0.01%new13F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…379,865$2.25M0.02%013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.323,400$1.92M<0.01%+10,00013F-HRTimelineGroup
WHITEBOX ADVISORS LLC305,421$1.81M0.05%+38,12113F-HRTimeline
Matisse Capital273,100$1.62M0.76%013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…270,829$1.6M0.15%-69,47713F-HRTimeline
Ackerman Capital Advisors, LLC257,302$1.52M0.35%-39,42013F-HRTimeline
RIVERBRIDGE PARTNERS LLC222,727$1.32M0.02%+9,06013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC222,128$1.31M<0.01%+28,51213F-HRTimelineGroup
1607 Capital Partners, LLC206,145$1.22M0.1%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,596$1.21M<0.01%+8,81013F-HRTimelineGroup
Almitas Capital LLC195,840$1.16M0.29%+50,82613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,697$1.16M<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC192,262$1.14M0.01%+22,71113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC160,140$948K<0.01%-26,55713F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC132,277$783K0.13%-2,72313F-HRTimeline
Curi Capital, LLC125,000$740K0.01%new13F-HRTimeline
Traub Capital Management LLC123,038$728K0.67%13F-HRTimeline
Thoma Capital Management LLC119,882$710K0.45%-1,73513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP118,306$700K<0.01%+6,50013F-HR/ATimelineGroup
LPL Financial LLC114,279$677K<0.01%-18,60013F-HRTimeline
CENTAURUS FINANCIAL, INC.111,251$659K0.04%+3,49013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.94,807$561K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.87,795$520K0.19%+16,50513F-HRTimeline
&PARTNERS85,250$505K<0.01%+4,59313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC67,777$401K<0.01%-17,74513F-HRTimelineGroup
HighTower Advisors, LLC65,778$389K<0.01%-6,62513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.60,298$357K0.23%013F-HRTimeline
180 WEALTH ADVISORS, LLC60,063$356K0.05%+1,60513F-HRTimeline
Creative Planningin group Creative Planning59,904$355K<0.01%+96213F-HRTimelineGroup
Daner Wealth Management, LLC51,900$307K0.21%13F-HRTimeline
Nuveen, LLCin group TIAA51,503$305K<0.01%013F-HRTimelineGroup
Cornerstone Advisory, LLC48,409$287K0.03%+8,77613F-HRTimeline
Arkos Global Advisors47,727$283K0.04%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.43,305$256K0.2%+6,63013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC42,438$251K0.01%-159,22613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC40,000$237K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,500$228K<0.01%013F-HR/ATimelineGroup
WealthBridge Capital Management, LLC37,907$224K0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,285$215K<0.01%-59,99713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,532$210K<0.01%+35813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,100$190K0.01%013F-HRTimeline
Fortitude Advisory Group L.L.C.27,876$165K0.09%013F-HRTimeline
Merit Financial Group, LLC27,695$164K<0.01%+1,56213F-HRTimeline
Novak & Powell Financial Services, Inc.26,055$154K0.11%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,908$147K0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,174$143K0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,753$141K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC22,389$133K<0.01%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD20,000$118K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management19,444$115K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,203$114K<0.01%+1,13713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,311$108K<0.01%+4,46113F-HRTimelineGroup
Compass Financial Services Inc18,096$107K0.05%-11,27713F-HRTimeline
WealthTrust Axiom LLC17,000$101K0.03%-2,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,587$92.3K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC14,995$89K<0.01%-20,27213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,977$89K<0.01%+3,38413F-HRTimeline
Koshinski Asset Management, Inc.14,516$85.9K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC14,516$85.9K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,302$85K<0.01%013F-HRTimeline
Prospera Financial Services Inc13,426$79.5K<0.01%+43613F-HRTimeline
UBS Group AGin group UBS Group AG13,041$77.2K<0.01%-80,97913F-HRTimelineGroup
Cetera Investment Advisers12,862$76.1K<0.01%-4,87613F-HRTimeline
NewEdge Advisors, LLC12,547$74.3K<0.01%-2,19013F-HRTimeline
Confluence Wealth Services, Inc.12,500$74K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,994$71K<0.01%013F-HRTimeline
Capital Market Strategies LLC11,701$69.3K0.05%-1,42013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,100$65.7K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,694$63.3K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,834$52.3K<0.01%+42013F-HR/ATimelineGroup
Farther Finance Advisors, LLC6,062$35.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC5,000$29.6K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC3,651$22K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.3,569$21.1K<0.01%013F-HRTimeline
EASTERN BANK3,443$20.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,500$8.88K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,003$5.94K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC950$5.62K<0.01%013F-HR/ATimeline
Mascoma Wealth Management LLC557$3.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP426$2.48K<0.01%new13F-HRTimelineGroup
Promus Capital, LLC14$83<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