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Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

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COM (fund), issuer CIK 818972

96 managers (96 13F filers) reported a position in LEO shares at 2026-03-31, 29,013,716 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
96
13F filers
96
New
8
Added
28
Reduced
26
Sold out
13
Shares held by filers
29,013,716

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.6,076,820$38.2M1.22%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,743,950$23.5M0.09%-42,06713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,985,192$12.5M0.63%-209,92313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,918,882$12.1M0.25%+814,74913F-HRTimelineGroup
Bulldog Investors, LLP1,576,371$9.92M2.23%+95,85913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,294,233$8.14M0.06%-251,46113F-HRTimelineGroup
Advisors Asset Management, Inc.1,142,845$7.19M0.12%+156,63813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,002,643$6.31M<0.01%+46,59613F-HR/ATimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC877,072$5.54M2.48%+30,15613F-HRTimeline
Hennion & Walsh Asset Management, Inc.798,274$5.02M0.17%+404,59413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP579,935$3.65M<0.01%+68,28213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …527,746$3.32M0.01%+40,45013F-HRTimelineGroup
Altium Capital Management LLC438,676$2.76M6.57%+176,62413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…379,865$2.39M0.02%013F-HRTimelineGroup
Capital Investment Advisors, LLC379,299$2.39M0.03%-9,82413F-HR/ATimeline
RIVERBRIDGE PARTNERS LLC358,313$2.25M0.06%+36,49613F-HRTimeline
Gridiron Partners, LLC340,762$2.14M1.31%-69,01213F-HRTimeline
WHITEBOX ADVISORS LLC305,421$1.92M0.03%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.298,400$1.88M<0.01%-25,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY279,389$1.76M<0.01%-286,08013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…270,829$1.7M0.12%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.248,561$1.56M<0.01%+60,21613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC225,896$1.42M<0.01%+1,60613F-HRTimelineGroup
Professional Financial Management, Inc.219,485$1.38M1.44%-137,24513F-HRTimeline
1607 Capital Partners, LLC206,145$1.3M0.09%013F-HRTimeline
Almitas Capital LLC197,096$1.24M0.28%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp196,252$1.23M<0.01%+55513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC193,285$1.22M0.01%+1,42413F-HRTimelineGroup
LORD, ABBETT & CO. LLC183,547$1.16M<0.01%+23,54713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp170,221$1.07M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/162,622$1.02M<0.01%-43,07513F-HRTimelineGroup
LPL Financial LLC161,364$1.01M<0.01%-6,95413F-HRTimeline
&PARTNERS157,399$990K<0.01%+12,81013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC152,209$957K<0.01%-1,55213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC126,210$794K0.11%-1,19813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK121,630$765K<0.01%new13F-HRTimelineGroup
Traub Capital Management LLC119,038$749K0.74%013F-HRTimeline
Ackerman Capital Advisors, LLC113,340$713K0.15%-43,57713F-HRTimeline
Closed-End Fund Advisors, Inc.104,718$659K0.67%-93313F-HRTimeline
CENTAURUS FINANCIAL, INC.93,805$590K0.03%-1,14613F-HRTimeline
Clear Point Advisors Inc.4,571$571K0.44%new13F-HRTimeline
Summit Trail Advisors, LLC83,059$522K0.01%new13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.80,605$507K0.05%013F-HRTimeline
180 WEALTH ADVISORS, LLC63,181$397K0.05%-69413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.60,323$379K0.22%+2513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,252$379K<0.01%+3,10013F-HR/ATimelineGroup
Creative Planningin group Creative Planning56,233$354K<0.01%+4513F-HRTimelineGroup
Daner Wealth Management, LLC51,900$332K0.2%013F-HRTimeline
Nuveen, LLCin group TIAA51,503$324K<0.01%013F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.43,383$273K0.18%-1,76213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,959$226K<0.01%+2613F-HRTimeline
WealthBridge Capital Management, LLC35,257$222K0.05%013F-HRTimeline
HighTower Advisors, LLC33,290$209K<0.01%-19,36113F-HRTimeline
Merit Financial Group, LLC29,526$186K<0.01%+2,51713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,038$183K<0.01%-1,38313F-HRTimelineGroup
Fortitude Advisory Group L.L.C.27,876$175K0.08%013F-HRTimeline
Novak & Powell Financial Services, Inc.26,857$169K0.09%+27913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC26,178$165K0.01%+11,15013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,000$157K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management24,908$157K0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,174$152K0.01%013F-HRTimelineGroup
Thoma Capital Management LLC22,973$145K0.09%+11613F-HRTimeline
Noble Wealth Management PBC22,956$144K0.07%-15,74013F-HRTimeline
WEDBUSH SECURITIES INC22,389$141K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,273$140K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance20,674$130K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,200$127K0.01%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD20,000$126K<0.01%-4,37513F-HRTimelineGroup
MAI Capital Management19,444$122K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,849$119K<0.01%-13413F-HRTimelineGroup
Curi Capital, LLC18,000$113K<0.01%new13F-HRTimeline
Summit Financial, LLC17,839$112K<0.01%+13413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,788$112K<0.01%-40713F-HRTimelineGroup
Cetera Investment Advisers14,684$92.4K<0.01%+83113F-HRTimeline
MML INVESTORS SERVICES, LLC14,419$90.7K<0.01%-3,73113F-HRTimeline
WealthTrust Axiom LLC13,000$81.8K0.02%013F-HRTimeline
NewEdge Advisors, LLC12,572$79.1K<0.01%+413F-HR/ATimeline
Confluence Wealth Services, Inc.12,500$78.6K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA12,295$77.3K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT11,994$75.4K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC10,931$68.8K<0.01%new13F-HRTimelineGroup
Fort Point Capital Partners LLC10,885$68.5K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,797$67.9K<0.01%-46713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,150$63.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6,062$38.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,500$34.6K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC4,500$28.3K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,152$26K<0.01%+3113F-HRTimelineGroup
Blue Trust, Inc.3,569$22.4K<0.01%013F-HRTimeline
EASTERN BANK3,443$21.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG3,008$18.9K<0.01%-2,98113F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,654$16.7K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC950$5.98K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…750$4.72K<0.01%013F-HRTimeline
Sound Income Strategies, LLC700$4.43K<0.01%013F-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