Vault-13

BNY MELLON STRATEGIC MUNS IN LEO

COM · Closed-End Fund · CUSIP 05588W108

98 institutional holders +9 vs Q1 2025
25,819,14625.8m shares reported held*
$153.3mreported value*
11 new 30 added 24 reduced 4 sold out net bought ≈ $9.5m (+1.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.94.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 83Q1 23: 81Q2 23: 78Q3 23: 81Q4 23: 90Q1 24: 83Q2 24: 86Q3 24: 90Q4 24: 103Q1 25: 89Q2 25: 9898Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202280
Q4 202283
Q1 202381
Q2 202378
Q3 202381
Q4 202390
Q1 202483
Q2 202486
Q3 202490
Q4 2024103
Q1 202589
Q2 202598

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 35 bought or addedQ3 23: 28 cut or sold outQ4 23: 46 bought or addedQ4 23: 34 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 35 cut or sold outQ2 24: 40 bought or addedQ2 24: 34 cut or sold outQ2 24Q3 24: 38 bought or addedQ3 24: 39 cut or sold outQ4 24: 50 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 46 cut or sold outQ2 25: 41 bought or addedQ2 25: 28 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233528
Q4 20234634
Q1 20243435
Q2 20244034
Q3 20243839
Q4 20245029
Q1 20253546
Q2 20254128

Biggest buyers

Pathstone Holdings, LLC Added +746,743+746.7k
Bulldog Investors, LLP New +613,504+613.5k
Saba Capital Management, L.P. Added +466,783+466.8k
TORONTO DOMINION BANK New +388,398+388.4k
Curi Capital, LLC New +125,000+125.0k
SIT INVESTMENT ASSOCIATES INC Added +115,695+115.7k
Invesco Ltd. New +94,807+94.8k
Almitas Capital LLC Added +50,826+50.8k
MORGAN STANLEY Added +40,801+40.8k
ROYAL BANK OF CANADA Added +38,500+38.5k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -326,667-326.7k
Advisors Asset Management, Inc. Reduced -182,798-182.8k
AQR Arbitrage LLC Reduced -159,226-159.2k
Hennion & Walsh Asset Management, Inc. Reduced -112,382-112.4k
GUGGENHEIM CAPITAL LLC Reduced -96,184-96.2k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -81,032-81.0k
UBS Group AG Reduced -80,979-81.0k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -69,477-69.5k
Ackerman Capital Advisors, LLC Reduced -39,420-39.4k
Avior Wealth Management, LLC Sold out -32,493-32.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Saba Capital Management, L.P. 13D · may seek influence no change · filed 2025-12-31
Stated purposeion to nominate Paul Kazarian as an independent director for election to the Board at the Issuer's 2026 annual meeting of shareholders. Full filing
 9.8% no change 6.1m≈ $39.3m 2025-12-31
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-10-02 5.1% new 3.2m≈ $20.4m 2026-10-02

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 0.90% of their portfolio NEW YORK, NY 5,581,5525.6m $33.0m $33.0m 0.90% Added +466.8k +466,783
2 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 3,115,9833.1m $18.4m $18.4m 0.07% Added +746.7k +746,743
3 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.72% of their portfolio WEST PALM BEACH, FL 2,212,5102.2m $13.1m $13.1m 0.72% Reduced -81.0k -81,032
4 Hennion & Walsh Asset Management, Inc. 0.32% of their portfolio Parsippany, NJ 1,321,0961.3m $7.8m $7.8m 0.32% Reduced -112.4k -112,382
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,222,7551.2m $7.2m $7.2m 0.00% Reduced -326.7k -326,667
6 Logan Stone Capital, LLC 2.92% of their portfolio CHICAGO, IL 1,049,6431.0m $6.2m $6.2m 2.92% Reduced -23.2k -23,176
7 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 690,049690.0k $4.1m $4.1m 0.02% Added +6.3k +6,314
8 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 685,986686.0k $4.1m $4.1m 0.03% Reduced -96.2k -96,184
9 SIT INVESTMENT ASSOCIATES INC 0.08% of their portfolio Minneapolis, MN 656,346656.3k $3.9m $3.9m 0.08% Added +115.7k +115,695
10 Bulldog Investors, LLP 0.92% of their portfolio SADDLE BROOK, NJ 613,504613.5k $3.6m $3.6m 0.92% New
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 562,541562.5k $3.3m $3.3m 0.00% Added +40.8k +40,801
12 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 508,074508.1k $3.0m $3.0m 0.05% Reduced -182.8k -182,798
13 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 434,835434.8k $2.6m $2.6m 0.00% Added +8.5k +8,457
14 Capital Investment Advisors, LLC 0.05% of their portfolio ATLANTA, GA 433,867433.9k $3.0m $3.0m 0.05% Reduced -24.1k -24,093
15 Gridiron Partners, LLC 1.48% of their portfolio Wexford, PA 403,774403.8k $2.4m $2.4m 1.48% Unchanged
16 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 388,398388.4k $2.3m $2.3m 0.00% New
17 CAPSTONE INVESTMENT ADVISORS, LLC 0.02% of their portfolio NEW YORK, NY 379,865379.9k $2.2m $2.2m 0.02% Unchanged
18 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 323,400323.4k $1.9m $1.9m 0.00% Added +10.0k +10,000
19 WHITEBOX ADVISORS LLC 0.05% of their portfolio MINNEAPOLIS, MN 305,421305.4k $1.8m $1.8m 0.05% Added +38.1k +38,121
20 Matisse Capital 0.76% of their portfolio PORTLAND, OR 273,100273.1k $1.6m $1.6m 0.76% Unchanged
21 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.15% of their portfolio London, X0 270,829270.8k $1.6m $1.6m 0.15% Reduced -69.5k -69,477
22 Ackerman Capital Advisors, LLC 0.35% of their portfolio DALLAS, TX 257,302257.3k $1.5m $1.5m 0.35% Reduced -39.4k -39,420
23 RIVERBRIDGE PARTNERS LLC 0.02% of their portfolio MINNEAPOLIS, MN 222,727222.7k $1.3m $1.3m 0.02% Added +9.1k +9,060
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 222,128222.1k $1.3m $1.3m 0.00% Added +28.5k +28,512
25 1607 Capital Partners, LLC 0.10% of their portfolio Richmond, VA 206,145206.1k $1.2m $1.2m 0.10% Unchanged
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 204,596204.6k $1.2m $1.2m 0.00% Added +8.8k +8,810
27 Almitas Capital LLC 0.29% of their portfolio SANTA MONICA, CA 195,840195.8k $1.2m $1.2m 0.29% Added +50.8k +50,826
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 195,697195.7k $1.2m $1.2m 0.00% Unchanged
29 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 192,262192.3k $1.1m $1.1m 0.01% Added +22.7k +22,711
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 160,140160.1k $948.0k $948.0k 0.00% Reduced -26.6k -26,557
31 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio BLUE BELL, PA 132,277132.3k $783.1k $783.1k 0.13% Reduced -2.7k -2,723
32 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 125,000125.0k $740.0k $740.0k 0.01% New
33 Traub Capital Management LLC 0.67% of their portfolio NEEDHAM, MA 123,038123.0k $728.4k $728.4k 0.67% First filing
34 Thoma Capital Management LLC 0.45% of their portfolio TOWSON, MD 119,882119.9k $709.7k $709.7k 0.45% Reduced -1.7k -1,735
35 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 118,306118.3k $700.4k $700.4k 0.00% Added +6.5k +6,500
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 114,279114.3k $676.5k $676.5k 0.00% Reduced -18.6k -18,600
37 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 111,251111.3k $659.0k $659.0k 0.04% Added +3.5k +3,490
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 94,80794.8k $561.3k $561.3k 0.00% New
39 Thomas J. Herzfeld Advisors, Inc. 0.19% of their portfolio MIAMI BEACH, FL 87,79587.8k $519.7k $519.7k 0.19% Added +16.5k +16,505
40 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 85,25085.2k $504.7k $504.7k 0.00% Added +4.6k +4,593
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,00077.0k $456.0k $456.0k 0.00% Added +38.5k +38,500
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 72,57072.6k $429.6k $429.6k 0.00% Reduced -23.7k -23,712
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 67,77767.8k $401.2k $401.2k 0.00% Reduced -17.7k -17,745
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 65,77865.8k $389.4k $389.4k 0.00% Reduced -6.6k -6,625
45 MELFA WEALTH MANAGEMENT, INC. 0.23% of their portfolio WESTBOROUGH, MA 60,29860.3k $357.0k $357.0k 0.23% Unchanged
46 180 WEALTH ADVISORS, LLC 0.05% of their portfolio FEDERAL WAY, WA 60,06360.1k $355.6k $355.6k 0.05% Added +1.6k +1,605
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 59,90459.9k $354.6k $354.6k 0.00% Added +962 +962
48 Daner Wealth Management, LLC 0.21% of their portfolio ALPHARETTA, GA 51,90051.9k $306.7k $306.7k 0.21% First filing
49 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 51,50351.5k $304.9k $304.9k 0.00% Unchanged
50 Cornerstone Advisory, LLC 0.03% of their portfolio HUNT VALLEY, MD 48,40948.4k $286.6k $286.6k 0.03% Added +8.8k +8,776
51 Arkos Global Advisors 0.04% of their portfolio HOUSTON, TX 47,72747.7k $283.0k $283.0k 0.04% Unchanged
52 INTEGRATED CAPITAL MANAGEMENT, INC. 0.20% of their portfolio JESSUP, PA 43,30543.3k $256.4k $256.4k 0.20% Added +6.6k +6,630
53 AQR Arbitrage LLC 0.01% of their portfolio Greenwich, CT 42,43842.4k $251.2k $251.2k 0.01% Reduced -159.2k -159,226
54 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 40,00040.0k $236.8k $236.8k 0.01% Unchanged
55 WealthBridge Capital Management, LLC 0.06% of their portfolio WESTERVILLE, OH 37,90737.9k $224.4k $224.4k 0.06% Unchanged
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,53235.5k $210.0k $210.0k 0.00% Added +358 +358
57 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 32,10032.1k $190.0k $190.0k 0.01% Unchanged
58 Fortitude Advisory Group L.L.C. 0.09% of their portfolio GIG HARBOR, WA 27,87627.9k $165.0k $165.0k 0.09% Unchanged
59 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 27,69527.7k $164.0k $164.0k 0.00% Added +1.6k +1,562
60 Novak & Powell Financial Services, Inc. 0.11% of their portfolio ST. PETERSBURG, FL 26,05526.1k $154.2k $154.2k 0.11% New
61 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 24,90824.9k $147.5k $147.5k 0.01% Unchanged
62 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 24,17424.2k $143.1k $143.1k 0.01% Unchanged
63 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,75323.8k $140.6k $140.6k 0.00% New
64 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 22,38922.4k $133.0k $133.0k 0.00% Unchanged
65 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 20,00020.0k $118.4k $118.4k 0.00% New
66 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 19,44419.4k $115.1k $115.1k 0.00% Unchanged
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,20319.2k $113.7k $113.7k 0.00% Added +1.1k +1,137
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,31118.3k $108.4k $108.4k 0.00% Added +4.5k +4,461
69 Compass Financial Services Inc 0.05% of their portfolio WEST DES MOINES, IA 18,09618.1k $107.1k $107.1k 0.05% Reduced -11.3k -11,277
70 WealthTrust Axiom LLC 0.03% of their portfolio WAYNE, PA 17,00017.0k $100.6k $100.6k 0.03% Reduced -2.0k -2,000
71 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 15,58715.6k $92.3k $92.3k 0.00% Unchanged
72 Virtu Financial LLC 0.00% of their portfolio New York, NY 14,99515.0k $89.0k $89.0k 0.00% Reduced -20.3k -20,272
73 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,97715.0k $89.0k $89.0k 0.00% Added +3.4k +3,384
74 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 14,51614.5k $85.9k $85.9k 0.01% New
75 Advisor OS, LLC 0.01% of their portfolio CHICAGO, IL 14,51614.5k $85.9k $85.9k 0.01% New
76 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,30214.3k $85.0k $85.0k 0.00% Unchanged
77 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 13,42613.4k $79.5k $79.5k 0.00% Added +436 +436
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,04113.0k $77.2k $77.2k 0.00% Reduced -81.0k -80,979
79 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,86212.9k $76.1k $76.1k 0.00% Reduced -4.9k -4,876
80 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,54712.5k $74.3k $74.3k 0.00% Reduced -2.2k -2,190
81 Confluence Wealth Services, Inc. 0.00% of their portfolio MCMURRAY, PA 12,50012.5k $74.0k $74.0k 0.00% Unchanged
82 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 11,99412.0k $71.0k $71.0k 0.00% Unchanged
83 Capital Market Strategies LLC 0.05% of their portfolio PALM BEACH GARDENS, FL 11,70111.7k $69.3k $69.3k 0.05% Reduced -1.4k -1,420
84 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 11,10011.1k $65.7k $65.7k 0.00% Unchanged
85 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,69410.7k $63.3k $63.3k 0.00% Unchanged
86 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,8348.8k $52.3k $52.3k 0.00% Added +420 +420
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,0626.1k $35.9k $35.9k 0.00% Unchanged
88 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5,0005.0k $29.6k $29.6k 0.00% First filing
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,6513.7k $22.0k $22.0k 0.00% New
90 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 3,5693.6k $21.1k $21.1k 0.00% Unchanged
91 EASTERN BANK 0.00% of their portfolio BOSTON, MA 3,4433.4k $20.4k $20.4k 0.00% Unchanged
92 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5001.5k $8.9k $8.9k 0.00% Unchanged
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0031.0k $5.9k $5.9k 0.00% Unchanged
94 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 950950 $5.6k $5.6k 0.00% Unchanged
95 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 557557 $3.3k $3.3k 0.00% Unchanged
96 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 426426 $2.5k $2.5k 0.00% New
97 Promus Capital, LLC 0.00% of their portfolio CHICAGO, IL 2828 $166 $166 0.00% Added +14 +14
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged