Morgan Stanley
LEO

Morgan Stanley’s BNY Mellon Strategic Municipals LEO Stock Holding History

Morgan Stanley’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
Q1 		$1.76M Sell
279,389
-286,080
-51% -$1.83M ﹤0.01% 4848
2025
Q4 		$3.6M Buy
565,469
+2,362
+0.4% +$14.8K ﹤0.01% 4421
2025
Q3 		$3.52M Buy
563,107
+566
+0.1% +$3.37K ﹤0.01% 4414
2025
Q2 		$3.33M Buy
562,541
+40,801
+8% +$239K ﹤0.01% 4379
2025
Q1 		$3.19M Sell
521,740
-115,977
-18% -$716K ﹤0.01% 4286
2024
Q4 		$3.85M Sell
637,717
-103,799
-14% -$655K ﹤0.01% 4215
2024
Q3 		$4.83M Buy
741,516
+4,196
+0.6% +$26.6K ﹤0.01% 3986
2024
Q2 		$4.51M Sell
737,320
-5,987
-0.8% -$35.9K ﹤0.01% 3970
2024
Q1 		$4.53M Sell
743,307
-735,329
-50% -$4.4M ﹤0.01% 3986
2023
Q4 		$8.66M Buy
1,478,636
+493,578
+50% +$2.71M ﹤0.01% 4028
2023
Q3 		$5.25M Sell
985,058
-439,606
-31% -$2.56M ﹤0.01% 3703
2023
Q2 		$8.86M Buy
1,424,664
+65,712
+5% +$405K ﹤0.01% 3284
2023
Q1 		$8.48M Sell
1,358,952
-45,785
-3% -$289K ﹤0.01% 3287
2022
Q4 		$8.58M Sell
1,404,737
-64,320
-4% -$393K ﹤0.01% 3223
2022
Q3 		$8.93M Sell
1,469,057
-89,330
-6% -$597K ﹤0.01% 3098
2022
Q2 		$10.3M Buy
1,558,387
+349,956
+29% +$2.37M ﹤0.01% 3039
2022
Q1 		$8.69M Sell
1,208,431
-9,024
-0.7% -$69K ﹤0.01% 3073
2021
Q4 		$10.3M Buy
1,217,455
+382,193
+46% +$3.24M ﹤0.01% 2918
2021
Q3 		$7.27M Buy
835,262
+9,108
+1% +$83.3K ﹤0.01% 3290
2021
Q2 		$7.41M Buy
826,154
+26,090
+3% +$230K ﹤0.01% 3349
2021
Q1 		$6.83M Buy
800,064
+133,998
+20% +$1.14M ﹤0.01% 3074
2020
Q4 		$5.66M Buy
666,066
+30,477
+5% +$254K ﹤0.01% 3123
2020
Q3 		$5.26M Buy
635,589
+2,093
+0.3% +$17.3K ﹤0.01% 2669
2020
Q2 		$4.92M Sell
633,496
-8,744
-1% -$65.1K ﹤0.01% 2692
2020
Q1 		$4.79M Buy
642,240
+40,593
+7% +$339K ﹤0.01% 2504
2019
Q4 		$5.12M Buy
601,647
+18,729
+3% +$160K ﹤0.01% 3182
2019
Q3 		$5M Sell
582,918
-13,787
-2% -$117K ﹤0.01% 2875
2019
Q2 		$4.88M Buy
596,705
+23,850
+4% +$193K ﹤0.01% 2937
2019
Q1 		$4.52M Buy
572,855
+142,617
+33% +$1.1M ﹤0.01% 2810
2018
Q4 		$3.09M Buy
430,238
+223,381
+108% +$1.61M ﹤0.01% 3403
2018
Q3 		$1.55M Buy
206,857
+21,357
+12% +$163K ﹤0.01% 4196
2018
Q2 		$1.42M Buy
185,500
+4,501
+2% +$34.4K ﹤0.01% 4374
2018
Q1 		$1.4M Buy
180,999
+22,524
+14% +$181K ﹤0.01% 4310
2017
Q4 		$1.37M Sell
158,475
-4,365
-3% -$38.2K ﹤0.01% 4338
2017
Q3 		$1.43M Sell
162,840
-6,517
-4% -$58.5K ﹤0.01% 4170
2017
Q2 		$1.51M Sell
169,357
-29,875
-15% -$263K ﹤0.01% 4045
2017
Q1 		$1.71M Buy
199,232
+6,993
+4% +$60.2K ﹤0.01% 3943
2016
Q4 		$1.61M Buy
192,239
+3,511
+2% +$30.1K ﹤0.01% 4105
2016
Q3 		$1.76M Sell
188,728
-5,124
-3% -$47.8K ﹤0.01% 3591
2016
Q2 		$1.84M Sell
193,852
-16,289
-8% -$150K ﹤0.01% 3493
2016
Q1 		$1.89M Sell
210,141
-147,487
-41% -$1.29M ﹤0.01% 3401
2015
Q4 		$3.05M Sell
357,628
-73,172
-17% -$610K ﹤0.01% 3127
2015
Q3 		$3.52M Buy
430,800
+7,205
+2% +$58K ﹤0.01% 2960
2015
Q2 		$3.35M Buy
423,595
+129,974
+44% +$1.06M ﹤0.01% 3163
2015
Q1 		$2.46M Buy
293,621
+39,689
+16% +$332K ﹤0.01% 3405
2014
Q4 		$2.08M Buy
253,932
+107,322
+73% +$885K ﹤0.01% 3534
2014
Q3 		$1.23M Buy
146,610
+38,827
+36% +$326K ﹤0.01% 3869
2014
Q2 		$910K Sell
107,783
-4,077
-4% -$33.7K ﹤0.01% 4130
2014
Q1 		$906K Buy
111,860
+35,248
+46% +$281K ﹤0.01% 4073
2013
Q4 		$582K Sell
76,612
-366,104
-83% -$2.82M ﹤0.01% 4332
2013
Q3 		$3.55M Buy
442,716
+119,110
+37% +$935K ﹤0.01% 2754
2013
Q2 		$2.78M Buy
+323,606
New +$2.92M ﹤0.01% 2877

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley's LEO Position: Q1 2026 in Review

Morgan Stanley reduced its BNY Mellon Strategic Municipals (LEO) stake by 51% in Q1 2026, selling an estimated $1.83M and leaving 279,389 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #4848.

Morgan Stanley first reported a position in LEO in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q4 2021. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Morgan Stanley held 279,389 shares of BNY Mellon Strategic Municipals worth $1.76M as of Q1 2026.
  • Morgan Stanley sold 286,080 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $1.83M.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4848 holding.
  • Morgan Stanley first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's BNY Mellon Strategic Municipals position peaked at $10.3M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.