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 |
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
17,389
shares
|
$98,769
0.06% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,234
shares
|
$97,889
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
15,247
shares
|
$86,602
0.04% of portfolio
|
Q4 2023
Reduced 7.54%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
14,922
shares
|
$84,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,534
shares
|
$82,553
0.0% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
14,040
shares
|
$79,747
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,699
shares
|
$77,810
0.0% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
12,214
shares
|
$69,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
11,752
shares
|
$66,751
0.01% of portfolio
|
Q1 2025
Reduced 65.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,434
shares
|
$64,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,330
shares
|
$58,674
0.0% of portfolio
|
Q2 2024
Reduced 47.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,131
shares
|
$57,544
0.0% of portfolio
|
Q1 2024
Reduced 14.77%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,000
shares
|
$56,800
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
10,000
shares
|
$56,800
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$56,800
0.0% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,007
shares
|
$39,799
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,000
shares
|
$39,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,970
shares
|
$39,589
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
6,460
shares
|
$36,692
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,023
shares
|
$34,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,897
shares
|
$27,814
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,450
shares
|
$19,596
0.0% of portfolio
|
Q1 2020
Added 44.93%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,441
shares
|
$19,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$12,422
0.0% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,500
shares
|
$8,520
0.0% of portfolio
|
Q3 2024
New holding
|