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