Vault-13

BNY MELLON STRATEGIC MUNS IN LEO

COM · Closed-End Fund · CUSIP 05588W108

101 institutional holders +5 vs Q1 2026
29,684,21029.7m shares reported held*
$191.7mreported value*
14 new 25 added 25 reduced 9 sold out net bought ≈ $4.3m (+668.1k 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 ≈ $6.46.

Trends to Q2 2026

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: 98Q3 25: 100Q4 25: 102Q1 26: 96Q2 26: 101101Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025100
Q4 2025102
Q1 202696
Q2 2026101

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 39 bought or addedQ3 25: 41 cut or sold outQ4 25: 38 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 40 cut or sold outQ2 26: 39 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243839
Q4 20245029
Q1 20253546
Q2 20254128
Q3 20253941
Q4 20253841
Q1 20263640
Q2 20263934

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +884,861+884.9k
SIT INVESTMENT ASSOCIATES INC Added +376,472+376.5k
WELLS FARGO & COMPANY/MN Added +129,938+129.9k
Fiera Capital Corp Added +76,621+76.6k
READYSTATE ASSET MANAGEMENT LP New +71,181+71.2k
Invesco Ltd. Added +68,781+68.8k
Gridiron Partners, LLC Added +64,209+64.2k
Thomas J. Herzfeld Advisors, Inc. New +58,283+58.3k
GUGGENHEIM CAPITAL LLC Added +56,854+56.9k
JANE STREET GROUP, LLC New +43,403+43.4k

Biggest sellers

WHITEBOX ADVISORS LLC Sold out -305,421-305.4k
Pathstone Holdings, LLC Reduced -256,659-256.7k
RIVERBRIDGE PARTNERS LLC Reduced -220,260-220.3k
Almitas Capital LLC Reduced -115,030-115.0k
Bank of New York Mellon Corp Reduced -89,606-89.6k
Bulldog Investors, LLP Reduced -66,240-66.2k
BANK OF AMERICA CORP /DE/ Reduced -61,906-61.9k
COHEN & STEERS, INC. Reduced -50,000-50.0k
VAN ECK ASSOCIATES CORP Reduced -42,218-42.2k
Ackerman Capital Advisors, LLC Reduced -30,377-30.4k

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 since 1 Apr 2026

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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 1.20% of their portfolio NEW YORK, NY 6,076,8206.1m $39.3m $39.3m 1.20% Unchanged
2 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 3,487,2913.5m $22.5m $22.5m 0.07% Reduced -256.7k -256,659
3 SIT INVESTMENT ASSOCIATES INC 0.28% of their portfolio Minneapolis, MN 2,295,3542.3m $14.8m $14.8m 0.28% Added +376.5k +376,472
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.62% of their portfolio WEST PALM BEACH, FL 2,006,3882.0m $13.0m $13.0m 0.62% Added +21.2k +21,196
5 Hennion & Walsh Asset Management, Inc. 0.31% of their portfolio Parsippany, NJ 1,683,1351.7m $10.9m $10.9m 0.31% Added +884.9k +884,861
6 Bulldog Investors, LLP 2.15% of their portfolio SADDLE BROOK, NJ 1,510,1311.5m $9.8m $9.8m 2.15% Reduced -66.2k -66,240
7 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 1,351,0871.4m $8.7m $8.7m 0.06% Added +56.9k +56,854
8 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 1,155,8201.2m $7.5m $7.5m 0.11% Added +13.0k +12,975
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,132,5811.1m $7.3m $7.3m 0.00% Added +129.9k +129,938
10 ROBINSON CAPITAL MANAGEMENT, LLC 2.50% of their portfolio GROSSE POINTE FARMS, MI 877,072877.1k $5.7m $5.7m 2.50% Unchanged
11 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 537,717537.7k $3.5m $3.5m 0.00% Reduced -42.2k -42,218
12 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 527,746527.7k $3.4m $3.4m 0.01% Unchanged
13 Altium Capital Management LLC 5.97% of their portfolio NEW YORK, NY 438,676438.7k $2.8m $2.8m 5.97% Unchanged
14 Gridiron Partners, LLC 1.37% of their portfolio Wexford, PA 404,971405.0k $2.6m $2.6m 1.37% Added +64.2k +64,209
15 CAPSTONE INVESTMENT ADVISORS, LLC 0.02% of their portfolio NEW YORK, NY 379,865379.9k $2.5m $2.5m 0.02% Unchanged
16 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 370,005370.0k $2.4m $2.4m 0.03% Reduced -9.3k -9,294
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 317,342317.3k $2.1m $2.1m 0.00% Added +68.8k +68,781
18 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.11% of their portfolio London, X0 270,829270.8k $1.7m $1.7m 0.11% Unchanged
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 252,346252.3k $1.6m $1.6m 0.00% Reduced -27.0k -27,043
20 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 248,400248.4k $1.6m $1.6m 0.00% Reduced -50.0k -50,000
21 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 246,842246.8k $1.6m $1.6m 0.01% Added +76.6k +76,621
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 220,675220.7k $1.4m $1.4m 0.00% Reduced -5.2k -5,221
23 Professional Financial Management, Inc. 1.36% of their portfolio APPLETON, WI 207,157207.2k $1.3m $1.3m 1.36% Reduced -12.3k -12,328
24 1607 Capital Partners, LLC 0.12% of their portfolio Richmond, VA 206,145206.1k $1.3m $1.3m 0.12% Unchanged
25 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 188,636188.6k $1.2m $1.2m 0.01% Reduced -4.6k -4,649
26 LORD, ABBETT & CO. LLC 0.00% of their portfolio JERSEY CITY, NJ 183,547183.5k $1.2m $1.2m 0.00% Unchanged
27 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 180,730180.7k $1.2m $1.2m 0.00% Added +23.3k +23,331
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 169,085169.1k $1.1m $1.1m 0.00% Added +16.9k +16,876
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 162,811162.8k $1.1m $1.1m 0.00% Added +1.4k +1,447
30 RIVERBRIDGE PARTNERS LLC 0.02% of their portfolio MINNEAPOLIS, MN 138,053138.1k $891.8k $891.8k 0.02% Reduced -220.3k -220,260
31 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 134,630134.6k $869.7k $869.7k 0.00% Added +13.0k +13,000
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.10% of their portfolio BLUE BELL, PA 120,229120.2k $776.7k $776.7k 0.10% Reduced -6.0k -5,981
33 Traub Capital Management LLC 0.67% of their portfolio NEEDHAM, MA 116,438116.4k $752.2k $752.2k 0.67% Reduced -2.6k -2,600
34 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 114,659114.7k $740.7k $740.7k 0.01% Added +31.6k +31,600
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 106,646106.6k $688.9k $688.9k 0.00% Reduced -89.6k -89,606
36 Closed-End Fund Advisors, Inc. 0.66% of their portfolio RICHMOND, VA 104,718104.7k $676.5k $676.5k 0.66% Unchanged
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 100,716100.7k $650.6k $650.6k 0.00% Reduced -61.9k -61,906
38 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 91,48091.5k $591.0k $591.0k 0.02% Reduced -2.3k -2,325
39 Ackerman Capital Advisors, LLC 0.11% of their portfolio DALLAS, TX 82,96383.0k $535.9k $535.9k 0.11% Reduced -30.4k -30,377
40 Almitas Capital LLC 0.13% of their portfolio SANTA MONICA, CA 82,06682.1k $530.1k $530.1k 0.13% Reduced -115.0k -115,030
41 Petersen Hastings Wealth Advisors Inc. 0.04% of their portfolio KENNEWICK, WA 80,60580.6k $520.7k $520.7k 0.04% Unchanged
42 READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 71,18171.2k $459.8k $459.8k 0.02% New
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 62,49562.5k $403.7k $403.7k 0.00% Added +2.2k +2,243
44 MELFA WEALTH MANAGEMENT, INC. 0.21% of their portfolio WESTBOROUGH, MA 60,33560.3k $389.8k $389.8k 0.21% Added +12 +12
45 Thomas J. Herzfeld Advisors, Inc. 0.12% of their portfolio MIAMI BEACH, FL 58,28358.3k $376.5k $376.5k 0.12% New
46 180 WEALTH ADVISORS, LLC 0.04% of their portfolio FEDERAL WAY, WA 57,18857.2k $369.4k $369.4k 0.04% Reduced -6.0k -5,993
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 56,37956.4k $364.2k $364.2k 0.00% Added +146 +146
48 EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio LOS ANGELES, CA 52,83752.8k $341.3k $341.3k 0.02% Added +26.7k +26,659
49 Daner Wealth Management, LLC 0.18% of their portfolio ALPHARETTA, GA 51,90051.9k $323.9k $323.9k 0.18% Unchanged
50 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 51,50351.5k $332.7k $332.7k 0.00% Unchanged
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 43,40343.4k $280.4k $280.4k 0.00% New
52 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 36,04736.0k $232.9k $232.9k 0.00% Added +88 +88
53 WealthBridge Capital Management, LLC 0.05% of their portfolio WESTERVILLE, OH 35,25735.3k $227.8k $227.8k 0.05% Unchanged
54 INTEGRATED CAPITAL MANAGEMENT, INC. 0.16% of their portfolio JESSUP, PA 34,63834.6k $223.8k $223.8k 0.16% Reduced -8.7k -8,745
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,69032.7k $211.2k $211.2k 0.00% Added +3.7k +3,652
56 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 31,05731.1k $200.6k $200.6k 0.00% Added +1.5k +1,531
57 Fortitude Advisory Group L.L.C. 0.07% of their portfolio GIG HARBOR, WA 27,87627.9k $180.1k $180.1k 0.07% Unchanged
58 Novak & Powell Financial Services, Inc. 0.08% of their portfolio ST. PETERSBURG, FL 27,16327.2k $175.5k $175.5k 0.08% Added +306 +306
59 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,00025.0k $161.5k $161.5k 0.00% Unchanged
60 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 24,90824.9k $160.9k $160.9k 0.00% Unchanged
61 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 24,17424.2k $156.2k $156.2k 0.01% Unchanged
62 Noble Wealth Management PBC 0.07% of their portfolio GREENWOOD VILLAGE, CO 22,95623.0k $148.3k $148.3k 0.07% Unchanged
63 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 22,38922.4k $145.0k $145.0k 0.00% Unchanged
64 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,23122.2k $143.6k $143.6k 0.00% Reduced -11.1k -11,059
65 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 21,64221.6k $138.8k $138.8k 0.01% New
66 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 20,20020.2k $130.5k $130.5k 0.01% Unchanged
67 Virtu Financial LLC 0.00% of their portfolio New York, NY 20,19620.2k $130.0k $130.0k 0.00% New
68 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 19,44419.4k $125.6k $125.6k 0.00% Unchanged
69 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,95419.0k $122.4k $122.4k 0.00% Added +105 +105
70 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 18,33218.3k $118.4k $118.4k 0.00% Added +493 +493
71 Curi Capital, LLC 0.00% of their portfolio CHICAGO, IL 18,00018.0k $116.3k $116.3k 0.00% Unchanged
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,79517.8k $115.0k $115.0k 0.00% New
73 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,33417.3k $112.0k $112.0k 0.00% Added +2.9k +2,915
74 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 14,60714.6k $94.4k $94.4k 0.00% Reduced -7.7k -7,666
75 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,57614.6k $94.2k $94.2k 0.00% Reduced -108 -108
76 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 14,12614.1k $91.3k $91.3k 0.00% New
77 WealthTrust Axiom LLC 0.02% of their portfolio WAYNE, PA 13,00013.0k $84.0k $84.0k 0.02% Unchanged
78 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,57212.6k $81.2k $81.2k 0.00% Unchanged
79 Confluence Wealth Services, Inc. 0.00% of their portfolio MCMURRAY, PA 12,50012.5k $80.8k $80.8k 0.00% Unchanged
80 BOKF, NA 0.00% of their portfolio TULSA, OK 12,29512.3k $79.4k $79.4k 0.00% Unchanged
81 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,18412.2k $78.7k $78.7k 0.00% New
82 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 11,99412.0k $77.5k $77.5k 0.01% Unchanged
83 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,84211.8k $76.5k $76.5k 0.00% New
84 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,68411.7k $75.5k $75.5k 0.00% New
85 Fort Point Capital Partners LLC 0.01% of their portfolio San Francisco, CA 10,88510.9k $70.3k $70.3k 0.01% Unchanged
86 Thoma Capital Management LLC 0.04% of their portfolio TOWSON, MD 10,84810.8k $70.1k $70.1k 0.04% Reduced -12.1k -12,125
87 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,79710.8k $69.8k $69.8k 0.00% Unchanged
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,0606.1k $39.1k $39.1k 0.00% Reduced -2 -2
89 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,5005.5k $35.5k $35.5k 0.00% Unchanged
90 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5,0005.0k $32.3k $32.3k 0.00% First filing
91 GILPIN WEALTH MANAGEMENT, LLC 0.02% of their portfolio DENVER, CO 4,5004.5k $29.1k $29.1k 0.02% Unchanged
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,0914.1k $26.6k $26.6k 0.00% New
93 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 4,0914.1k $26.0k $26.0k 0.00% Reduced -61 -61
94 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 3,5693.6k $23.1k $23.1k 0.00% Unchanged
95 EASTERN BANK 0.00% of their portfolio BOSTON, MA 3,4433.4k $22.2k $22.2k 0.00% Unchanged
96 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,0083.0k $19.4k $19.4k 0.00% Unchanged
97 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,5002.5k $16.1k $16.1k 0.00% New
98 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 950950 $6.1k $6.1k 0.00% Unchanged
99 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 750750 $4.8k $4.8k 0.00% Unchanged
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 345345 $2.2k $2.2k 0.00% New