Skip to content
Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

Follow

COM (fund), issuer CIK 818972

100 managers (100 13F filers) reported a position in LEO shares at 2025-09-30, 27,722,641 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
100
13F filers
100
New
10
Added
30
Reduced
32
Sold out
7
Shares held by filers
27,722,641

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.5,698,819$35.6M1.18%+117,26713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,839,659$24M0.09%+723,67613F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,075,153$13M0.74%-137,35713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN984,718$6.15M<0.01%-238,03713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC964,236$6.03M0.04%+278,25013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC815,926$5.1M0.1%+159,58013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.776,740$4.85M0.18%-544,35613F-HRTimeline
Bulldog Investors, LLP725,132$4.53M1.05%+111,62813F-HRTimeline
Logan Stone Capital, LLC712,527$4.45M2.02%-337,11613F-HRTimeline
Advisors Asset Management, Inc.694,270$4.34M0.07%+186,19613F-HR/ATimeline
Verition Fund Management LLC678,407$4.24M0.02%-11,64213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY563,107$3.52M<0.01%+56613F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP453,270$2.83M<0.01%+18,43513F-HRTimelineGroup
Gridiron Partners, LLC1,994,982$2.56M1.46%+1,591,20813F-HRTimeline
Capital Investment Advisors, LLC405,116$2.53M0.04%-28,75113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK394,431$2.47M<0.01%+6,03313F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…379,865$2.37M0.02%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …330,327$2.06M<0.01%new13F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.323,400$2.02M<0.01%013F-HRTimelineGroup
WHITEBOX ADVISORS LLC305,421$1.91M0.04%013F-HRTimeline
Matisse Capital273,100$1.71M0.77%013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…270,829$1.69M0.13%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC229,251$1.43M0.02%+6,52413F-HRTimeline
Ackerman Capital Advisors, LLC225,261$1.41M0.29%-32,04113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC225,241$1.41M<0.01%+3,11313F-HRTimelineGroup
1607 Capital Partners, LLC206,145$1.29M0.1%013F-HRTimeline
Almitas Capital LLC197,096$1.23M0.28%+1,25613F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp196,240$1.23M<0.01%+54313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC193,803$1.21M0.01%+1,54113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,965$1.2M<0.01%-12,63113F-HR/ATimelineGroup
LPL Financial LLC163,089$1.02M<0.01%+48,81013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,445$959K<0.01%-6,69513F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC127,896$799K0.12%-4,38113F-HRTimeline
Curi Capital, LLC125,000$781K0.01%013F-HRTimeline
Traub Capital Management LLC119,038$744K0.74%-4,00013F-HRTimeline
CENTAURUS FINANCIAL, INC.102,426$640K0.03%-8,82513F-HRTimeline
Thoma Capital Management LLC102,071$638K0.37%-17,81113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.100,807$630K<0.01%+6,00013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.93,605$585K0.2%+5,81013F-HRTimeline
180 WEALTH ADVISORS, LLC64,967$406K0.05%+4,90413F-HRTimeline
HighTower Advisors, LLC63,365$396K<0.01%-2,41313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,014$394K<0.01%-4,76313F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.60,298$377K0.22%013F-HRTimeline
Creative Planningin group Creative Planning55,670$348K<0.01%-4,23413F-HRTimelineGroup
Daner Wealth Management, LLC51,900$323K0.21%013F-HRTimeline
Nuveen, LLCin group TIAA51,503$322K<0.01%013F-HRTimelineGroup
Arkos Global Advisors47,727$298K0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,371$290K<0.01%-71,93513F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.43,869$274K0.19%+56413F-HRTimeline
Williams Jones Wealth Management, LLC.43,037$269K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,500$253K<0.01%+2,00013F-HRTimelineGroup
Noble Wealth Management PBC39,776$249K0.13%13F-HRTimeline
Lee Financial Co38,206$240K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,000$225K<0.01%-28513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,805$224K<0.01%+27313F-HRTimeline
WealthBridge Capital Management, LLC35,257$220K0.05%-2,65013F-HRTimeline
Fortitude Advisory Group L.L.C.27,876$174K0.09%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,700$173K0.01%-4,40013F-HRTimeline
Merit Financial Group, LLC26,615$166K<0.01%-1,08013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management24,908$156K0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,174$151K0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC22,389$140K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,439$128K<0.01%new13F-HRTimelineGroup
MAI Capital Management19,444$122K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,440$122K<0.01%+23713F-HRTimelineGroup
&PARTNERS18,691$117K<0.01%-66,55913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,988$112K<0.01%-32313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,439$109K<0.01%+2,46213F-HRTimeline
WealthTrust Axiom LLC15,000$93.8K0.03%-2,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,842$91.3K<0.01%+6,00813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,036$87.7K<0.01%-9,71713F-HRTimelineGroup
Cornerstone Advisory, LLC13,766$86K0.01%-34,64313F-HRTimeline
Cetera Investment Advisers13,555$84.7K<0.01%+69313F-HRTimeline
Prospera Financial Services Inc13,504$84.4K<0.01%+7813F-HRTimeline
NewEdge Advisors, LLC12,554$78.5K<0.01%+713F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD12,500$78.1K<0.01%-7,50013F-HRTimelineGroup
Confluence Wealth Services, Inc.12,500$78.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11,994$75K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,264$70.4K<0.01%+57013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,100$69.4K<0.01%013F-HRTimelineGroup
Fort Point Capital Partners LLC10,885$68.3K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG10,744$67.2K<0.01%-2,29713F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,726$67K<0.01%-3,57613F-HRTimeline
CWM, LLCin group CWM, LLC6,305$39K<0.01%+2,65413F-HRTimelineGroup
Farther Finance Advisors, LLC6,062$37.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,500$34.4K<0.01%-10,08713F-HRTimelineGroup
Global Retirement Partners, LLC5,000$31.2K<0.01%013F-HRTimeline
Blue Trust, Inc.3,569$22.3K<0.01%013F-HRTimeline
EASTERN BANK3,443$21.5K<0.01%013F-HRTimeline
Kilter Group LLC2,044$12.8K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,500$9.38K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,000$6K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC950$5.96K<0.01%013F-HR/ATimeline
Sound Income Strategies, LLC700$4.38K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC557$3.48K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…320$2K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners299$1.87K<0.01%new13F-HRTimeline
Compass Financial Services Inc223$1.39K<0.01%-17,87313F-HRTimeline
Promus Capital, LLC14$88<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3$19<0.01%-1,00013F-HRTimelineGroup

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