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, Q4 2021
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Dec 31, 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
- 80
- +4 vs. Q3 2021
- Shares held
- 8.40M
- +448.1K (+5.6%) vs. Q3 2021
- Total value
- $70.1M
- +$6.62M (+10.4%) vs. Q3 2021
- New holders
- 14
- 21 more added
- Sold out
- 10
- 11 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 2,743,163 | $22.9M | 1.13% | +354,368+14.8% | Added |
| UBS Group AG | 578,850 | $4.83M | 0.00% | +1,325+0.2% | Added |
| Guggenheim Capital LLC | 551,598 | $4.61M | 0.02% | +137,006+33.0% | Added |
| Morgan Stanley | 395,117 | $3.30M | 0.00% | +50,341+14.6% | Added |
| Sit Investment Associates Inc | 320,741 | $2.68M | 0.06% | +9,803+3.2% | Added |
| Ameriprise Financial Inc | 280,141 | $2.34M | 0.00% | −1230.0% | Reduced |
| LPL Financial LLC | 270,350 | $2.26M | 0.00% | +45,357+20.2% | Added |
| Van Eck Associates Corp | 249,666 | $2.08M | 0.00% | −12,815−4.9% | Reduced |
| Rivernorth Capital Management, LLC | 232,953 | $1.95M | 0.08% | +30,378+15.0% | Added |
| Raymond James & Associates | 200,461 | $1.67M | 0.00% | −1,554−0.8% | Reduced |
| Capital Investment Advisors, LLC | 198,350 | $1.66M | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 178,616 | $1.49M | 0.00% | +72,572+68.4% | Added |
| Advisor Group Holdings, Inc. | 169,192 | $1.41M | 0.00% | −2,025−1.2% | Reduced |
| Baird Financial Group, Inc. | 166,550 | $1.39M | 0.00% | +12,495+8.1% | Added |
| Envestnet Asset Management Inc | 131,431 | $1.10M | 0.00% | +12,956+10.9% | Added |
| Arete Wealth Advisors, LLC | 128,860 | $1.08M | 0.09% | +2,635+2.1% | Added |
| Park Avenue Securities LLC | 128,010 | $1.07M | 0.02% | +12,757+11.1% | Added |
| ProVise Management Group, LLC | 91,265 | $762.0K | 0.07% | −1,700−1.8% | Reduced |
| Bank of America Corp | 88,197 | $737.0K | 0.00% | +12,750+16.9% | Added |
| Crown Wealth Group, LLC | 84,432 | $705.0K | 0.65% | +84,432 | New |
| MML Investors Services, LLC | 78,217 | $653.0K | 0.00% | +4,285+5.8% | Added |
| Wells Fargo & Company | 77,952 | $651.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 59,300 | $495.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 59,112 | $494.0K | 0.00% | +5,186+9.6% | Added |
| Capital Market Strategies LLC | 57,475 | $480.0K | 0.40% | +57,475 | New |
| Mercer Global Advisors Inc | 50,474 | $421.0K | 0.00% | +551+1.1% | Added |
| Pacitti Group Inc. | 47,216 | $394.0K | 0.26% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 43,961 | $367.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 43,788 | $366.0K | 0.00% | −107,560−71.1% | Reduced |
| Private Asset Management Inc | 37,000 | $309.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 36,762 | $307.0K | 0.16% | +36,762 | New |
| Hollencrest Capital Management | 30,210 | $252.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 32,838 | $237.0K | 0.02% | −67,056−67.1% | Reduced |
| Ramiah Investment Group | 27,307 | $228.0K | 0.15% | −482−1.7% | Reduced |
| Smith, Moore & Co. | 25,000 | $209.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 24,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 24,385 | $204.0K | 0.00% | −52,768−68.4% | Reduced |
| Integrated Capital Management, Inc. | 23,907 | $199.0K | 0.16% | +1,687+7.6% | Added |
| SeaCrest Wealth Management, LLC | 22,650 | $189.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22,710 | $189.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,149 | $185.0K | 0.00% | +16,065+264.1% | Added |
| GWM Advisors LLC | 21,015 | $175.0K | 0.00% | +21,015 | New |
| Creative Planning | 19,850 | $166.0K | 0.00% | +19,850 | New |
| AE Wealth Management LLC | 18,390 | $154.0K | 0.00% | +18,390 | New |
| Cetera Advisors LLC | 17,946 | $150.0K | 0.00% | +17,946 | New |
| Regions Financial Corp | 17,874 | $149.0K | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 16,121 | $135.0K | 0.00% | −38,671−70.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 15,768 | $132.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,447 | $129.0K | 0.00% | +13+0.1% | Added |
| Telemus Capital, LLC | 15,300 | $128.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 15,000 | $125.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 14,805 | $124.0K | 0.08% | −2,705−15.4% | Reduced |
| XML Financial, LLC | 14,250 | $119.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 13,806 | $115.0K | 0.06% | +13,806 | New |
| North Star Investment Management Corp. | 13,124 | $110.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,506 | $104.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 12,488 | $104.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 12,350 | $103.0K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $102.0K | 0.02% | +89+0.7% | Added |
| Clear Creek Financial Management, LLC | 11,970 | $100.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11,841 | $99.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,063 | $92.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10,000 | $84.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,500 | $63.0K | 0.00% | +7,500 | New |
| The PNC Financial Services Group, Inc. | 5,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5,000 | $42.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $41.8K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 4,038 | $34.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,685 | $31.0K | 0.00% | +3,685 | New |
| Cambridge Trust Co | 3,012 | $25.0K | 0.00% | +3,012 | New |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,246 | $19.0K | 0.00% | +25+1.1% | Added |
| Assetmark, Inc | 1,600 | $13.0K | 0.00% | +1,600 | New |
| Prestige Wealth Management Group LLC | 1,447 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,012 | $8.45K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 750 | $6.00K | 0.00% | +750 | New |
| Spire Wealth Management | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 126 | $1.00K | 0.00% | +126 | New |
| Citigroup Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −141,199−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −93,362−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −44,105−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,423−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,170−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −90−100.0% | Sold out |