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, Q1 2022
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Mar 31, 2022. 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
- 81
- +2 vs. Q4 2021
- Shares held
- 8.97M
- +571.9K (+6.8%) vs. Q4 2021
- Total value
- $63.4M
- −$6.70M (−9.6%) vs. Q4 2021
- New holders
- 11
- 21 more added
- Sold out
- 9
- 19 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 2,605,200 | $18.4M | 0.98% | −137,963−5.0% | Reduced |
| Guggenheim Capital LLC | 734,074 | $5.19M | 0.03% | +182,476+33.1% | Added |
| UBS Group AG | 484,402 | $3.42M | 0.00% | −94,448−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 371,657 | $2.63M | 0.01% | +202,465+119.7% | Added |
| Morgan Stanley | 366,494 | $2.59M | 0.00% | −28,623−7.2% | Reduced |
| Rivernorth Capital Management, LLC | 329,367 | $2.33M | 0.09% | +96,414+41.4% | Added |
| LPL Financial LLC | 307,014 | $2.17M | 0.00% | +36,664+13.6% | Added |
| Sit Investment Associates Inc | 305,241 | $2.16M | 0.06% | −15,500−4.8% | Reduced |
| Ameriprise Financial Inc | 284,092 | $2.01M | 0.00% | +3,951+1.4% | Added |
| Van Eck Associates Corp | 264,180 | $1.87M | 0.00% | +14,514+5.8% | Added |
| Raymond James & Associates | 198,451 | $1.40M | 0.00% | −2,010−1.0% | Reduced |
| Capital Investment Advisors, LLC | 193,605 | $1.37M | 0.04% | −4,745−2.4% | Reduced |
| Invesco Ltd. | 180,775 | $1.28M | 0.00% | +2,159+1.2% | Added |
| Robinson Capital Management, LLC | 179,522 | $1.26M | 0.87% | +179,522 | New |
| Baird Financial Group, Inc. | 166,550 | $1.18M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 142,513 | $1.01M | 0.00% | +11,082+8.4% | Added |
| Park Avenue Securities LLC | 138,641 | $980.0K | 0.02% | +10,631+8.3% | Added |
| Bank of America Corp | 133,696 | $946.0K | 0.00% | +45,499+51.6% | Added |
| Arete Wealth Advisors, LLC | 133,605 | $945.0K | 0.08% | +4,745+3.7% | Added |
| AE Wealth Management LLC | 111,092 | $785.0K | 0.01% | +92,702+504.1% | Added |
| Parametric Portfolio Associates LLC | 82,328 | $582.0K | 0.00% | +66,207+410.7% | Added |
| MML Investors Services, LLC | 78,543 | $555.0K | 0.00% | +326+0.4% | Added |
| ProVise Management Group, LLC | 76,145 | $538.0K | 0.05% | −15,120−16.6% | Reduced |
| Wells Fargo & Company | 67,752 | $479.0K | 0.00% | −10,200−13.1% | Reduced |
| Capital Market Strategies LLC | 57,275 | $405.0K | 0.35% | −200−0.3% | Reduced |
| Logan Stone Capital, LLC | 53,872 | $381.0K | 0.27% | +53,872 | New |
| Northwestern Mutual Wealth Management Co | 50,018 | $353.0K | 0.00% | −9,094−15.4% | Reduced |
| Pacitti Group Inc. | 47,216 | $334.0K | 0.22% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 46,299 | $327.0K | 0.02% | +46,299 | New |
| Royal Bank of Canada | 44,533 | $315.0K | 0.00% | +22,384+101.1% | Added |
| Crown Wealth Group, LLC | 38,708 | $274.0K | 0.19% | −45,724−54.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $274.0K | 0.15% | +2,000+5.4% | Added |
| Worth Asset Management, LLC | 41,496 | $265.0K | 0.17% | +41,496 | New |
| Private Asset Management Inc | 37,000 | $262.0K | 0.04% | 00.0% | Unchanged |
| Ramiah Investment Group | 34,610 | $244.7K | 0.17% | +7,303+26.7% | Added |
| Laurel Wealth Advisors, Inc. | 32,661 | $231.0K | 0.02% | −11,300−25.7% | Reduced |
| Hollencrest Capital Management | 30,210 | $214.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,333 | $179.0K | 0.00% | +948+3.9% | Added |
| Smith, Moore & Co. | 25,000 | $177.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 24,900 | $176.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 23,548 | $166.0K | 0.14% | −359−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 22,650 | $160.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22,710 | $160.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,719 | $146.0K | 0.00% | −296−1.4% | Reduced |
| Cetera Advisors LLC | 17,946 | $127.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 17,874 | $126.0K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 15,768 | $111.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,906 | $105.0K | 0.00% | −541−3.5% | Reduced |
| Opal Wealth Advisors, LLC | 14,506 | $103.0K | 0.09% | −299−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 14,506 | $103.0K | 0.01% | +2,000+16.0% | Added |
| Mercer Global Advisors Inc | 14,297 | $101.0K | 0.00% | −36,177−71.7% | Reduced |
| XML Financial, LLC | 14,250 | $101.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 13,806 | $98.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $95.0K | 0.00% | −45,800−77.2% | Reduced |
| CNH Partners LLC | 13,485 | $95.0K | 0.00% | +13,485 | New |
| North Star Investment Management Corp. | 13,124 | $93.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,213 | $93.0K | 0.01% | +13,213 | New |
| IFP Advisors, Inc | 11,004 | $91.0K | 0.00% | +11,004 | New |
| Fairhaven Wealth Management, LLC | 12,488 | $88.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 12,350 | $87.0K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $86.0K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,970 | $85.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,063 | $79.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,546 | $73.0K | 0.00% | +10,546 | New |
| Investors Asset Management of Georgia Inc | 10,000 | $71.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,500 | $53.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $35.4K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,064 | $29.0K | 0.00% | −7,777−65.7% | Reduced |
| Accel Wealth Management | 4,038 | $28.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,272 | $16.0K | 0.00% | +26+1.2% | Added |
| Assetmark, Inc | 1,600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $10.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,200 | $8.00K | 0.00% | +1,200 | New |
| Tucker Asset Management LLC | 1,012 | $7.16K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 801 | $6.00K | 0.00% | +800+80,000.0% | Added |
| Hazlett, Burt & Watson, Inc. | 720 | $5.00K | 0.00% | +720 | New |
| Spire Wealth Management | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −43,788−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −32,838−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −19,850−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |