BNY MELLON STRATEGIC MUNI (LEO) Institutional Ownership Changes & 13F Activity

BNY MELLON STRATEGIC MUNI (LEO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Invesco Ltd., Wells Fargo & Company/Mn, Almitas Capital Llc, and Readystate Asset Management Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-5,221-2.3%220,675$1.43MQ2 2026Sep 23, 2026
Corient Private Wealth LlcSell-7,666-34.4%14,607$94.36KQ2 2026Aug 27, 2026
Almitas Capital LlcSell-115,030-58.4%82,066$530.15KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-2,325-2.5%91,480$591.00KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+317,342—317,342$2.05MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+129,938+13.0%1,132,581$7.32MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+71,181—71,181$459.83KQ2 2026Aug 14, 2026
Bulldog Investors, LlpSell-66,240-4.2%1,510,131$9.76MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+62,495—62,495$403.71KQ2 2026Aug 14, 2026
Bank Of America CorpSell-61,906-38.1%100,716$650.63KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Sell-50,000-16.8%248,400$1.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+43,403—43,403$280.38KQ2 2026Aug 14, 2026
Van Eck Associates CorpSell-42,218-7.3%537,717$3.47MQ2 2026Aug 14, 2026
&PartnersBuy+23,331+14.8%180,730$1.17MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+21,196+1.1%2,006,388$12.96MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+17,795—17,795$115.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+16,876+11.1%169,085$1.09MQ2 2026Aug 14, 2026
Toronto Dominion BankBuy+13,000+10.7%134,630$869.71KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+12,975+1.1%1,155,820$7.47MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+11,684—11,684$75.48KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,652+12.6%32,690$211.18KQ2 2026Aug 14, 2026
Morgan StanleySell-27,043-9.7%252,346$1.63MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+20,196—20,196$130.00KQ2 2026Aug 13, 2026
Mariner, LlcBuy+105+0.6%18,954$122.44KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+376,472+19.6%2,295,354$14.83MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+56,854+4.4%1,351,087$8.73MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcBuy+26,659+101.8%52,837$341.33KQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+21,642—21,642$138.84KQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+14,126—14,126$91.25KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+12,184—12,184$78.71KQ2 2026Aug 12, 2026
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Frequently asked questions about LEO activity

  • Which institutional owners are buying LEO?

    Institutional owners buying LEO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LEO activity?

    "Buy" means an investor increased their reported position in LEO compared to the prior reporting period. This reflects growing exposure to BNY MELLON STRATEGIC MUNI (LEO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LEO increasing?

    Institutional interest in LEO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.