Institutional Ownership Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
141,628
shares
|
$834,188
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
131,521
shares
|
$774,658
0.15% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
129,180
shares
|
$760,870
0.01% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
127,956
shares
|
$753,660
0.0% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
117,059
shares
|
$689,477
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
107,273
shares
|
$631,837
0.2% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
86,940
shares
|
$512,076
0.27% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
77,406
shares
|
$455,921
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
67,770
shares
|
$399,165
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
66,466
shares
|
$391,484
0.0% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
66,227
shares
|
$390,077
0.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
62,195
shares
|
$366,328
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
59,040
shares
|
$347,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,114
shares
|
$306,951
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
50,000
shares
|
$294,500
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
48,891
shares
|
$287,967
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
46,924
shares
|
$276,382
0.02% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
46,361
shares
|
$273,066
0.0% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
44,111
shares
|
$259,813
0.17% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40,485
shares
|
$238,456
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
39,311
shares
|
$231,541
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
39,274
shares
|
$231,323
0.09% of portfolio
|
Q3 2024
Added 57.1%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
38,762
shares
|
$228,308
0.14% of portfolio
|
Q1 2022
Added 5.44%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
37,000
shares
|
$217,930
0.04% of portfolio
|
Q2 2019
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
35,568
shares
|
$209,495
0.0% of portfolio
|
Q4 2024
Added 229.12%
|