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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $0 | 0.00% | −383−99.7% | Reduced |
| Tower Research Capital LLC (TRC) | 90 | $1.00K | 0.00% | +90 | New |
| Spire Wealth Management | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,012 | $8.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,170 | $17.0K | 0.00% | +2,170 | New |
| Sandy Spring Bank | 2,221 | $18.0K | 0.00% | +23+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $20.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 4,038 | $32.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 6,084 | $48.0K | 0.00% | +3,331+121.0% | Added |
| Washington Trust Co | 7,500 | $60.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10,000 | $80.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,114 | $81.0K | 0.00% | −1,617−13.8% | Reduced |
| Avantax Advisory Services, Inc. | 11,063 | $88.0K | 0.00% | +510+4.8% | Added |
| Jane Street Group, LLC | 11,170 | $89.0K | 0.00% | +11,170 | New |
| Virtu Financial LLC | 11,423 | $91.0K | 0.01% | −4,085−26.3% | Reduced |
| BDO Wealth Advisors, LLC | 11,841 | $94.0K | 0.01% | – | – |
| Clear Creek Financial Management, LLC | 11,970 | $96.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,125 | $97.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,300 | $98.0K | 0.01% | −1,000−7.5% | Reduced |
| Centaurus Financial, Inc. | 12,350 | $99.0K | 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 |
| North Star Investment Management Corp. | 13,124 | $105.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 14,250 | $114.0K | 0.02% | +14,250 | New |
| Greenleaf Trust | 15,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 15,300 | $122.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,434 | $123.0K | 0.00% | −1,024−6.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 15,768 | $126.0K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 17,510 | $140.0K | 0.13% | −71,074−80.2% | Reduced |
| Regions Financial Corp | 17,874 | $142.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 22,220 | $177.0K | 0.14% | +2,453+12.4% | Added |
| 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 |
| M&T Bank Corp | 24,900 | $199.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 25,000 | $200.0K | 0.03% | 00.0% | Unchanged |
| Ramiah Investment Group | 27,789 | $221.8K | 0.16% | +1,232+4.6% | Added |
| Hollencrest Capital Management | 30,210 | $241.0K | 0.02% | 00.0% | Unchanged |
| Private Asset Management Inc | 37,000 | $295.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 43,961 | $351.0K | 0.06% | −2,068−4.5% | Reduced |
| 6 Meridian | 44,105 | $352.0K | 0.03% | −1,404−3.1% | Reduced |
| Pacitti Group Inc. | 47,216 | $377.0K | 0.24% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 49,923 | $398.0K | 0.00% | +536+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 53,926 | $430.0K | 0.00% | −3,583−6.2% | Reduced |
| Parametric Portfolio Associates LLC | 54,792 | $437.0K | 0.00% | −238,155−81.3% | Reduced |
| Wedbush Securities Inc | 59,300 | $473.0K | 0.02% | −9,200−13.4% | Reduced |
| MML Investors Services, LLC | 73,932 | $590.0K | 0.00% | +8,303+12.7% | Added |
| Bank of America Corp | 75,447 | $602.0K | 0.00% | −40,341−34.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,153 | $616.0K | 0.00% | +73+0.1% | Added |
| Wells Fargo & Company | 77,952 | $622.0K | 0.00% | −20,949−21.2% | Reduced |
| ProVise Management Group, LLC | 92,965 | $742.0K | 0.07% | −1,643−1.7% | Reduced |
| Kestra Advisory Services, LLC | 93,362 | $745.0K | 0.01% | +93,362 | New |
| Chicago Partners Investment Group LLC | 99,894 | $827.0K | 0.06% | −7,055−6.6% | Reduced |
| Invesco Ltd. | 106,044 | $846.0K | 0.00% | +106,044 | New |
| Park Avenue Securities LLC | 115,253 | $920.0K | 0.02% | +7,596+7.1% | Added |
| Envestnet Asset Management Inc | 118,475 | $945.0K | 0.00% | −62,031−34.4% | Reduced |
| Arete Wealth Advisors, LLC | 126,225 | $1.01M | 0.11% | +2,142+1.7% | Added |
| Robinson Capital Management, LLC | 141,199 | $1.13M | 1.01% | −450,065−76.1% | Reduced |
| Citadel Advisors LLC | 151,348 | $1.21M | 0.00% | +151,348 | New |
| Baird Financial Group, Inc. | 154,055 | $1.23M | 0.00% | −2,424−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 171,217 | $1.37M | 0.00% | −4,720−2.7% | Reduced |
| Capital Investment Advisors, LLC | 198,350 | $1.58M | 0.05% | +981+0.5% | Added |
| Raymond James & Associates | 202,015 | $1.61M | 0.00% | +37,084+22.5% | Added |
| Rivernorth Capital Management, LLC | 202,575 | $1.62M | 0.09% | +3,906+2.0% | Added |
| LPL Financial LLC | 224,993 | $1.79M | 0.00% | −52,181−18.8% | Reduced |
| Van Eck Associates Corp | 262,481 | $2.10M | 0.01% | +7,703+3.0% | Added |
| Ameriprise Financial Inc | 280,264 | $2.24M | 0.00% | −3,020−1.1% | Reduced |
| Sit Investment Associates Inc | 310,938 | $2.48M | 0.06% | +42,467+15.8% | Added |
| Morgan Stanley | 344,776 | $2.75M | 0.00% | +3,316+1.0% | Added |
| Guggenheim Capital LLC | 414,592 | $3.31M | 0.02% | +129,264+45.3% | Added |
| UBS Group AG | 577,525 | $4.61M | 0.00% | +20,604+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,388,795 | $19.1M | 1.00% | −88,520−3.6% | 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 |