HighTower Advisors
LEO

HighTower Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

HighTower Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Sell
22,231
-11,059
-33% -$70.5K ﹤0.01% 3603
2026
Q1 		$209K Sell
33,290
-19,361
-37% -$124K ﹤0.01% 3449
2025
Q4 		$335K Sell
52,651
-10,714
-17% -$67.2K ﹤0.01% 2956
2025
Q3 		$396K Sell
63,365
-2,413
-4% -$14.4K ﹤0.01% 2805
2025
Q2 		$389K Sell
65,778
-6,625
-9% -$38.8K ﹤0.01% 2725
2025
Q1 		$443K Sell
72,403
-12,847
-15% -$79.4K ﹤0.01% 2566
2024
Q4 		$515K Buy
85,250
+23,557
+38% +$149K ﹤0.01% 2455
2024
Q3 		$398K Buy
61,693
+5,240
+9% +$33.2K ﹤0.01% 2591
2024
Q2 		$337K Sell
56,453
-8,204
-13% -$49.1K ﹤0.01% 2629
2024
Q1 		$385K Sell
64,657
-11,085
-15% -$66.3K ﹤0.01% 2482
2023
Q4 		$446K Buy
75,742
+55,224
+269% +$304K ﹤0.01% 2408
2023
Q3 		$110K Buy
20,518
+36
+0.2% +$210 ﹤0.01% 3076
2023
Q2 		$127K Buy
20,482
+4,798
+31% +$29.6K ﹤0.01% 3017
2023
Q1 		$97K Buy
15,684
+1,662
+12% +$10.5K ﹤0.01% 2954
2022
Q4 		$85K Hold
14,022
– – ﹤0.01% 2958
2022
Q3 		$84K Sell
14,022
-411
-3% -$2.75K ﹤0.01% 2800
2022
Q2 		$96K Buy
14,433
+411
+3% +$2.79K ﹤0.01% 2793
2022
Q1 		$100K Hold
14,022
– – ﹤0.01% 2989
2021
Q4 		$119K Hold
14,022
– – ﹤0.01% 2891
2021
Q3 		$122K Hold
14,022
– – ﹤0.01% 2828
2021
Q2 		$126K Hold
14,022
– – ﹤0.01% 2766
2021
Q1 		$119K Sell
14,022
-2,824
-17% -$23.9K ﹤0.01% 2726
2020
Q4 		$143K Buy
16,846
+4,252
+34% +$35.4K ﹤0.01% 2285
2020
Q3 		$104K Buy
12,594
+30
+0.2% +$248 ﹤0.01% 2226
2020
Q2 		$97K Buy
12,564
+32
+0.3% +$238 ﹤0.01% 2126
2020
Q1 		$93K Buy
12,532
+29
+0.2% +$242 ﹤0.01% 1947
2019
Q4 		$106K Sell
12,503
-972
-7% -$8.28K ﹤0.01% 2071
2019
Q3 		$115K Buy
13,475
+27
+0.2% +$229 ﹤0.01% 2153
2019
Q2 		$110K Buy
13,448
+402
+3% +$3.25K ﹤0.01% 2150
2019
Q1 		$103K Buy
13,046
+829
+7% +$6.38K ﹤0.01% 2061
2018
Q4 		$88K Sell
12,217
-638
-5% -$4.6K ﹤0.01% 1974
2018
Q3 		$97K Buy
12,855
+1,038
+9% +$7.94K ﹤0.01% 2059
2018
Q2 		$91K Buy
11,817
+37
+0.3% +$283 ﹤0.01% 2015
2018
Q1 		$91K Buy
11,780
+39
+0.3% +$314 ﹤0.01% 1982
2017
Q4 		$102K Buy
11,741
+1,573
+15% +$13.8K ﹤0.01% 2029
2017
Q3 		$91K Buy
10,168
+38
+0.4% +$341 ﹤0.01% 2034
2017
Q2 		$91K Sell
10,130
-66,976
-87% -$589K ﹤0.01% 1978
2017
Q1 		$666K Buy
77,106
+538
+0.7% +$4.63K 0.01% 1207
2016
Q4 		$641K Sell
76,568
-594
-0.8% -$5.09K 0.01% 1158
2016
Q3 		$721K Sell
77,162
-8,050
-9% -$75.1K 0.01% 1060
2016
Q2 		$814K Sell
85,212
-10,244
-11% -$94.2K 0.01% 968
2016
Q1 		$857K Buy
95,456
+13,029
+16% +$114K ﹤0.01% 1114
2015
Q4 		$703K Sell
82,427
-3,690
-4% -$30.8K 0.01% 1146
2015
Q3 		$704K Sell
86,117
-595
-0.7% -$4.79K 0.01% 1059
2015
Q2 		$685K Buy
86,712
+27
+0% +$219 0.01% 909
2015
Q1 		$727K Buy
86,685
+218
+0.3% +$1.82K 0.01% 935
2014
Q4 		$708K Buy
86,467
+9,717
+13% +$80.1K 0.01% 934
2014
Q3 		$643K Hold
76,750
– – 0.01% 937
2014
Q2 		$648K Sell
76,750
-3,700
-5% -$30.6K 0.01% 968
2014
Q1 		$652K Buy
80,450
+700
+0.9% +$5.59K 0.01% 892
2013
Q4 		$606K Buy
79,750
+5,697
+8% +$43.9K 0.01% 890
2013
Q3 		$594K Sell
74,053
-1,137
-2% -$8.93K 0.01% 789
2013
Q2 		$647K Buy
+75,190
New +$679K 0.02% 728

Other funds holding LEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HighTower Advisors's LEO Position: Q2 2026 in Review

HighTower Advisors reduced its BNY Mellon Strategic Municipals (LEO) stake by 33% in Q2 2026, selling an estimated $70.5K and leaving 22,231 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

HighTower Advisors first reported a position in LEO in Q2 2013 and has held it in 53 quarters since. The position peaked at $857K in Q1 2016. 40 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • HighTower Advisors held 22,231 shares of BNY Mellon Strategic Municipals worth $144K as of Q2 2026.
  • HighTower Advisors sold 11,059 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $70.5K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3603 holding.
  • HighTower Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's BNY Mellon Strategic Municipals position peaked at $857K in Q1 2016.
  • 40 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.