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Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

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COM (fund), issuer CIK 818972

102 managers (102 13F filers) reported a position in LEO shares at 2025-12-31, 28,442,339 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
102
13F filers
102
New
8
Added
30
Reduced
30
Sold out
10
Shares held by filers
28,442,339

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.6,076,820$38.6M1.3%+378,00113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,786,017$24.1M0.09%-53,64213F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,195,115$14M0.66%+119,96213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,545,694$9.83M0.07%+581,45813F-HRTimelineGroup
Bulldog Investors, LLP1,480,512$9.42M2.1%+755,38013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,104,133$7.02M0.14%+288,20713F-HRTimelineGroup
Advisors Asset Management, Inc.986,207$6.27M0.11%+291,93713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN956,047$6.08M<0.01%-28,67113F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC846,916$5.39M2.26%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY565,469$3.6M<0.01%+2,36213F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP511,653$3.25M<0.01%+58,38313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …487,296$3.1M0.01%+156,96913F-HRTimelineGroup
Gridiron Partners, LLC409,774$2.61M1.48%-1,585,20813F-HRTimeline
Hennion & Walsh Asset Management, Inc.393,680$2.5M0.09%-383,06013F-HRTimeline
Capital Investment Advisors, LLC389,123$2.47M0.04%-15,99313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…379,865$2.42M0.02%013F-HRTimelineGroup
Professional Financial Management, Inc.356,730$2.27M2.57%13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.323,400$2.06M<0.01%013F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC321,817$2.05M0.04%+92,56613F-HRTimeline
WHITEBOX ADVISORS LLC305,421$1.94M0.03%013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…270,829$1.72M0.13%013F-HRTimeline
Altium Capital Management LLC262,052$1.67M6.59%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC224,290$1.43M<0.01%-95113F-HRTimelineGroup
Verition Fund Management LLC218,601$1.39M0.01%-459,80613F-HRTimeline
1607 Capital Partners, LLC206,145$1.31M0.09%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,697$1.31M<0.01%+13,73213F-HRTimelineGroup
Almitas Capital LLC197,096$1.25M0.28%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,697$1.24M<0.01%-54313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC191,861$1.22M0.01%-1,94213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.188,345$1.2M<0.01%+87,53813F-HRTimelineGroup
LPL Financial LLC168,318$1.07M<0.01%+5,22913F-HRTimeline
LORD, ABBETT & CO. LLC160,000$1.02M<0.01%new13F-HRTimeline
Ackerman Capital Advisors, LLC156,917$998K0.2%-68,34413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,761$978K<0.01%+31613F-HRTimelineGroup
&PARTNERS144,589$920K<0.01%+125,89813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC127,408$810K0.12%-48813F-HRTimeline
Traub Capital Management LLC119,038$757K0.73%013F-HRTimeline
Matisse Capital117,935$750K0.34%-155,16513F-HRTimeline
Closed-End Fund Advisors, Inc.105,651$672K0.4%13F-HRTimeline
CENTAURUS FINANCIAL, INC.94,951$604K0.03%-7,47513F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.94,265$600K0.2%+66013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,760$526K<0.01%+62,32113F-HRTimelineGroup
Petersen Hastings Wealth Advisors Inc.80,605$513K0.05%13F-HRTimeline
Logan Stone Capital, LLC66,020$420K0.1%-646,50713F-HRTimeline
180 WEALTH ADVISORS, LLC63,875$406K0.05%-1,09213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.60,298$383K0.22%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,152$363K<0.01%-5,86213F-HRTimelineGroup
Creative Planningin group Creative Planning56,188$357K<0.01%+51813F-HRTimelineGroup
Daner Wealth Management, LLC51,900$337K0.21%013F-HRTimeline
HighTower Advisors, LLC52,651$335K<0.01%-10,71413F-HRTimeline
Nuveen, LLCin group TIAA51,503$328K<0.01%013F-HRTimelineGroup
Arkos Global Advisors45,627$290K0.04%-2,10013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.45,145$287K0.19%+1,27613F-HRTimeline
Noble Wealth Management PBC38,696$246K0.12%-1,08013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,933$229K<0.01%+12813F-HRTimeline
WealthBridge Capital Management, LLC35,257$224K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,421$193K<0.01%+15,57913F-HRTimelineGroup
Fortitude Advisory Group L.L.C.27,876$177K0.08%013F-HRTimeline
Merit Financial Group, LLC27,009$172K<0.01%+39413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,738$170K<0.01%-13,76213F-HRTimelineGroup
Novak & Powell Financial Services, Inc.26,578$169K0.09%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,000$159K<0.01%-11,00013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management24,908$158K0.01%013F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD24,375$155K<0.01%+11,87513F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,174$154K0.01%013F-HRTimelineGroup
Thoma Capital Management LLC22,857$145K0.08%-79,21413F-HRTimeline
WEDBUSH SECURITIES INC22,389$142K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,273$142K<0.01%-24,09813F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,200$128K0.01%-7,50013F-HRTimeline
MAI Capital Management19,444$124K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,983$121K<0.01%-45713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,195$116K<0.01%+20713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,150$115K<0.01%+71113F-HRTimeline
Summit Financial, LLC17,705$113K<0.01%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC15,028$95.6K0.01%13F-HRTimeline
Cetera Investment Advisers13,853$88.1K<0.01%+29813F-HRTimeline
WealthTrust Axiom LLC13,000$82.7K0.02%-2,00013F-HRTimeline
NewEdge Advisors, LLC12,568$79.9K<0.01%+1413F-HRTimeline
Confluence Wealth Services, Inc.12,500$79.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA12,295$78.2K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,192$77.5K<0.01%-1,84413F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT11,994$76.3K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,264$71.6K<0.01%013F-HRTimelineGroup
Fort Point Capital Partners LLC10,885$70.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC6,062$38.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,989$38.1K<0.01%-4,75513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,500$35K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC5,000$31.8K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,500$28.6K0.02%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,121$26K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding3,700$23.5K-7,400Timeline
Blue Trust, Inc.3,569$22.7K<0.01%013F-HRTimeline
EASTERN BANK3,443$21.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,654$17K<0.01%-3,65113F-HRTimelineGroup
Kilter Group LLC2,074$13.2K0.01%+3013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,200$7.63K<0.01%+88013F-HR/ATimelineGroup
Prestige Wealth Management Group LLC950$6.04K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…750$4.77K<0.01%-75013F-HRTimeline
Sound Income Strategies, LLC700$4.51K<0.01%013F-HRTimeline
Arax Advisory Partners299$1.9K<0.01%013F-HRTimeline
Compass Financial Services Inc226$1.44K<0.01%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3$19<0.01%013F-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