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 22 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
149,590
shares
|
$849,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
135,978
shares
|
$772,355
0.69% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
127,724
shares
|
$725,472
0.25% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
126,235
shares
|
$717,014
0.14% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
118,599
shares
|
$673,642
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
112,005
shares
|
$636,188
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
92,770
shares
|
$526,933
0.05% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
87,739
shares
|
$498,357
0.27% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
86,523
shares
|
$491,450
0.05% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
67,077
shares
|
$380,997
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
62,901
shares
|
$357,277
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
60,730
shares
|
$344,946
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,114
shares
|
$296,007
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
50,000
shares
|
$284,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
48,891
shares
|
$277,700
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
48,475
shares
|
$275,338
0.12% of portfolio
|
Q1 2025
Added 23.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
47,515
shares
|
$269,885
0.0% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
46,924
shares
|
$266,528
0.02% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
46,581
shares
|
$264,580
0.01% of portfolio
|
Q1 2025
Added 33.54%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
44,111
shares
|
$250,550
0.17% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
42,860
shares
|
$243,444
0.01% of portfolio
|
Q1 2025
Added 51.82%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
41,405
shares
|
$235,180
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40,485
shares
|
$229,954
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
38,960
shares
|
$221,292
0.14% of portfolio
|
Q1 2025
Added 50.59%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
38,762
shares
|
$220,168
0.15% of portfolio
|
Q1 2022
Added 5.44%
|