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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
34,882
shares
|
$205,454
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
34,264
shares
|
$201,814
0.0% of portfolio
|
Q4 2024
Added 2269.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
34,002
shares
|
$200,271
0.03% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
33,804
shares
|
$199,105
0.0% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
32,630
shares
|
$192,190
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
31,679
shares
|
$186,589
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
30,982
shares
|
$182,483
0.15% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
30,507
shares
|
$179,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
29,603
shares
|
$174,361
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
29,000
shares
|
$170,810
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
28,230
shares
|
$166,274
0.01% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
27,134
shares
|
$159,819
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
25,872
shares
|
$152,386
0.15% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
25,793
shares
|
$151,920
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
24,989
shares
|
$147,185
0.09% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,843
shares
|
$140,435
0.0% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
23,593
shares
|
$138,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
23,377
shares
|
$137,690
0.02% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,787
shares
|
$134,215
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
22,100
shares
|
$130,169
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
18,300
shares
|
$107,787
0.0% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17,234
shares
|
$101,508
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
17,231
shares
|
$101,490
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
17,219
shares
|
$101,419
0.06% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,155
shares
|
$95,152
0.0% of portfolio
|
Q4 2024
New holding
|