BNY Mellon Strategic Municipal Bond Fund, Inc.
DSM- Exchange
- NYSE
- SEC CIK
- 0000855887
No open-market purchases or sales by BNY Mellon Strategic Municipal Bond Fund, Inc. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $159.0M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 76
- +4 vs. Q2 2021
- Shares held
- 7.95M
- −421.6K (−5.0%) vs. Q2 2021
- Total value
- $63.5M
- −$5.51M (−8.0%) vs. Q2 2021
- New holders
- 8
- 18 more added
- Sold out
- 4
- 22 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $159.0M |
| Q1 2026 | 88 | $153.8M |
| Q4 2025 | 85 | $151.9M |
| Q3 2025 | 91 | $140.8M |
| Q2 2025 | 92 | $131.7M |
| Q1 2025 | 95 | $126.6M |
| Q4 2024 | 103 | $122.4M |
| Q3 2024 | 98 | $115.1M |
| Q2 2024 | 97 | $107.5M |
| Q1 2024 | 91 | $93.6M |
| Q4 2023 | 95 | $88.3M |
| Q3 2023 | 90 | $70.9M |
| Q2 2023 | 87 | $66.1M |
| Q1 2023 | 80 | $62.9M |
| Q4 2022 | 86 | $58.3M |
| Q3 2022 | 82 | $53.3M |
| Q2 2022 | 84 | $58.1M |
| Q1 2022 | 81 | $63.4M |
| Q4 2021 | 80 | $70.1M |
| Q3 2021 | 76 | $63.5M |
| Q2 2021 | 72 | $69.0M |
| Q1 2021 | 69 | $65.7M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 2,388,795 | $19.1M | 1.00% | −88,520−3.6% | Reduced |
| UBS Group AG | 577,525 | $4.61M | 0.00% | +20,604+3.7% | Added |
| Guggenheim Capital LLC | 414,592 | $3.31M | 0.02% | +129,264+45.3% | Added |
| Morgan Stanley | 344,776 | $2.75M | 0.00% | +3,316+1.0% | Added |
| Sit Investment Associates Inc | 310,938 | $2.48M | 0.06% | +42,467+15.8% | Added |
| Ameriprise Financial Inc | 280,264 | $2.24M | 0.00% | −3,020−1.1% | Reduced |
| Van Eck Associates Corp | 262,481 | $2.10M | 0.01% | +7,703+3.0% | Added |
| LPL Financial LLC | 224,993 | $1.79M | 0.00% | −52,181−18.8% | Reduced |
| Rivernorth Capital Management, LLC | 202,575 | $1.62M | 0.09% | +3,906+2.0% | Added |
| Raymond James & Associates | 202,015 | $1.61M | 0.00% | +37,084+22.5% | Added |
| Capital Investment Advisors, LLC | 198,350 | $1.58M | 0.05% | +981+0.5% | Added |
| Advisor Group Holdings, Inc. | 171,217 | $1.37M | 0.00% | −4,720−2.7% | Reduced |
| Baird Financial Group, Inc. | 154,055 | $1.23M | 0.00% | −2,424−1.5% | Reduced |
| Citadel Advisors LLC | 151,348 | $1.21M | 0.00% | +151,348 | New |
| Robinson Capital Management, LLC | 141,199 | $1.13M | 1.01% | −450,065−76.1% | Reduced |
| Arete Wealth Advisors, LLC | 126,225 | $1.01M | 0.11% | +2,142+1.7% | Added |
| Envestnet Asset Management Inc | 118,475 | $945.0K | 0.00% | −62,031−34.4% | Reduced |
| Park Avenue Securities LLC | 115,253 | $920.0K | 0.02% | +7,596+7.1% | Added |
| Invesco Ltd. | 106,044 | $846.0K | 0.00% | +106,044 | New |
| Chicago Partners Investment Group LLC | 99,894 | $827.0K | 0.06% | −7,055−6.6% | Reduced |
| Kestra Advisory Services, LLC | 93,362 | $745.0K | 0.01% | +93,362 | New |
| ProVise Management Group, LLC | 92,965 | $742.0K | 0.07% | −1,643−1.7% | Reduced |
| Wells Fargo & Company | 77,952 | $622.0K | 0.00% | −20,949−21.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,153 | $616.0K | 0.00% | +73+0.1% | Added |
| Bank of America Corp | 75,447 | $602.0K | 0.00% | −40,341−34.8% | Reduced |
| MML Investors Services, LLC | 73,932 | $590.0K | 0.00% | +8,303+12.7% | Added |
| Wedbush Securities Inc | 59,300 | $473.0K | 0.02% | −9,200−13.4% | Reduced |
| Parametric Portfolio Associates LLC | 54,792 | $437.0K | 0.00% | −238,155−81.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 53,926 | $430.0K | 0.00% | −3,583−6.2% | Reduced |
| Mercer Global Advisors Inc | 49,923 | $398.0K | 0.00% | +536+1.1% | Added |
| Pacitti Group Inc. | 47,216 | $377.0K | 0.24% | 00.0% | Unchanged |
| 6 Meridian | 44,105 | $352.0K | 0.03% | −1,404−3.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 43,961 | $351.0K | 0.06% | −2,068−4.5% | Reduced |
| Private Asset Management Inc | 37,000 | $295.0K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30,210 | $241.0K | 0.02% | 00.0% | Unchanged |
| Ramiah Investment Group | 27,789 | $221.8K | 0.16% | +1,232+4.6% | Added |
| Smith, Moore & Co. | 25,000 | $200.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 24,900 | $199.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22,710 | $181.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 22,650 | $181.0K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 22,220 | $177.0K | 0.14% | +2,453+12.4% | Added |
| Regions Financial Corp | 17,874 | $142.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 17,510 | $140.0K | 0.13% | −71,074−80.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 15,768 | $126.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,434 | $123.0K | 0.00% | −1,024−6.2% | Reduced |
| Telemus Capital, LLC | 15,300 | $122.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 15,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 14,250 | $114.0K | 0.02% | +14,250 | New |
| North Star Investment Management Corp. | 13,124 | $105.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,506 | $100.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 12,488 | $100.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 12,350 | $99.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,300 | $98.0K | 0.01% | −1,000−7.5% | Reduced |
| MidWestOne Financial Group, Inc. | 12,125 | $97.0K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,970 | $96.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11,841 | $94.0K | 0.01% | – | – |
| Virtu Financial LLC | 11,423 | $91.0K | 0.01% | −4,085−26.3% | Reduced |
| Jane Street Group, LLC | 11,170 | $89.0K | 0.00% | +11,170 | New |
| Avantax Advisory Services, Inc. | 11,063 | $88.0K | 0.00% | +510+4.8% | Added |
| Susquehanna International Group, LLP | 10,114 | $81.0K | 0.00% | −1,617−13.8% | Reduced |
| Investors Asset Management of Georgia Inc | 10,000 | $80.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 7,500 | $60.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,084 | $48.0K | 0.00% | +3,331+121.0% | Added |
| The PNC Financial Services Group, Inc. | 5,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5,000 | $40.0K | 0.02% | +5,000 | New |
| American Portfolios Advisors | 5,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 4,038 | $32.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,221 | $18.0K | 0.00% | +23+1.0% | Added |
| Wolverine Asset Management LLC | 2,170 | $17.0K | 0.00% | +2,170 | New |
| Prestige Wealth Management Group LLC | 1,447 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,012 | $8.12K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 90 | $1.00K | 0.00% | +90 | New |
| Citigroup Inc | 1 | $0 | 0.00% | −383−99.7% | Reduced |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −8,390−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |