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 2022
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Sep 30, 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
- 82
- −2 vs. Q2 2022
- Shares held
- 9.41M
- +88.1K (+0.9%) vs. Q2 2022
- Total value
- $53.3M
- −$4.77M (−8.2%) vs. Q2 2022
- New holders
- 7
- 29 more added
- Sold out
- 9
- 16 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10 | $0 | 0.00% | +10 | New |
| Mascoma Wealth Management LLC | 565 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 720 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 750 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 800 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,335 | $13.0K | 0.00% | +32+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,450 | $19.5K | 0.00% | +450+15.0% | Added |
| Royal Bank of Canada | 3,918 | $22.0K | 0.00% | −41,257−91.3% | Reduced |
| Accel Wealth Management | 4,038 | $23.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,064 | $23.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10,000 | $57.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,609 | $60.0K | 0.00% | +5,609+112.2% | Added |
| Avantax Advisory Services, Inc. | 11,063 | $63.0K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,359 | $64.0K | 0.02% | +11,359 | New |
| Clear Creek Financial Management, LLC | 11,970 | $68.0K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $69.0K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,500 | $71.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,506 | $71.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 12,488 | $71.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,124 | $74.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $76.0K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 13,800 | $78.0K | 0.05% | +13,800 | New |
| Wealth Management Solutions, LLC | 13,806 | $78.0K | 0.05% | +13,806 | New |
| Coastal Investment Advisors, Inc. | 15,247 | $86.0K | 0.02% | +15,247 | New |
| Cedar Brook Financial Partners, LLC | 15,768 | $89.2K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 16,120 | $91.0K | 0.00% | +1,273+8.6% | Added |
| IFP Advisors, Inc | 10,868 | $91.0K | 0.00% | −136−1.2% | Reduced |
| Regions Financial Corp | 17,874 | $101.0K | 0.00% | −667−3.6% | Reduced |
| Hollencrest Capital Management | 18,200 | $103.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 20,000 | $113.2K | 0.01% | +20,000 | New |
| Landscape Capital Management, L.L.C. | 21,348 | $121.0K | 0.02% | +1,211+6.0% | Added |
| SeaCrest Wealth Management, LLC | 22,650 | $128.0K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 24,960 | $141.0K | 0.14% | −203−0.8% | Reduced |
| M&T Bank Corp | 24,900 | $141.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,216 | $143.0K | 0.00% | +73+0.3% | Added |
| Worth Asset Management, LLC | 25,429 | $144.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,426 | $144.0K | 0.00% | +203+0.8% | Added |
| Geneos Wealth Management Inc. | 26,510 | $150.0K | 0.01% | +3,800+16.7% | Added |
| Northwestern Mutual Wealth Management Co | 29,059 | $165.0K | 0.00% | −1,725−5.6% | Reduced |
| Ramiah Investment Group | 29,332 | $166.0K | 0.35% | +6,997+31.3% | Added |
| Wolverine Asset Management LLC | 29,516 | $167.0K | 0.00% | +21,391+263.3% | Added |
| Chicago Partners Investment Group LLC | 33,578 | $178.0K | 0.01% | +264+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,329 | $183.0K | 0.00% | +11,677+56.5% | Added |
| M Holdings Securities, Inc. | 32,507 | $184.0K | 0.02% | −1,527−4.5% | Reduced |
| CNH Partners LLC | 35,633 | $202.0K | 0.00% | +5,041+16.5% | Added |
| Private Asset Management Inc | 37,000 | $209.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 38,762 | $219.0K | 0.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 38,627 | $219.0K | 0.00% | +25,208+187.9% | Added |
| Rivernorth Capital Management, LLC | 42,373 | $240.0K | 0.01% | −286,994−87.1% | Reduced |
| Pacitti Group Inc. | 47,216 | $267.0K | 0.22% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 56,335 | $319.0K | 0.36% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 56,402 | $319.0K | 0.02% | +43,152+325.7% | Added |
| Ackerman Capital Advisors, LLC | 69,768 | $395.0K | 0.11% | +43,234+162.9% | Added |
| ProVise Management Group, LLC | 71,500 | $405.0K | 0.05% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 80,065 | $456.0K | 0.36% | −7,782−8.9% | Reduced |
| Wells Fargo & Company | 84,501 | $478.0K | 0.00% | +14,199+20.2% | Added |
| MML Investors Services, LLC | 86,512 | $490.0K | 0.00% | +2,755+3.3% | Added |
| Janney Montgomery Scott LLC | 88,028 | $498.0K | 0.00% | +88,028 | New |
| Bank of America Corp | 93,133 | $527.0K | 0.00% | −1,218−1.3% | Reduced |
| Riverbridge Partners LLC | 96,103 | $544.0K | 0.01% | +846+0.9% | Added |
| AE Wealth Management LLC | 111,895 | $633.0K | 0.01% | +275+0.2% | Added |
| Arete Wealth Advisors, LLC | 143,893 | $814.0K | 0.08% | −5,087−3.4% | Reduced |
| Mariner Investment Group LLC | 147,870 | $837.0K | 0.95% | +127,870+639.4% | Added |
| Park Avenue Securities LLC | 148,396 | $840.0K | 0.02% | −1,766−1.2% | Reduced |
| Envestnet Asset Management Inc | 156,822 | $888.0K | 0.00% | +3,880+2.5% | Added |
| Raymond James & Associates | 194,840 | $1.10M | 0.00% | −2,584−1.3% | Reduced |
| Capital Investment Advisors, LLC | 213,648 | $1.21M | 0.04% | +14,143+7.1% | Added |
| Van Eck Associates Corp | 227,698 | $1.29M | 0.00% | +10,329+4.8% | Added |
| UBS Group AG | 232,349 | $1.31M | 0.00% | −49,333−17.5% | Reduced |
| Invesco Ltd. | 279,809 | $1.58M | 0.00% | +47,649+20.5% | Added |
| LPL Financial LLC | 375,260 | $2.12M | 0.00% | +15,593+4.3% | Added |
| Sit Investment Associates Inc | 451,444 | $2.56M | 0.08% | +200,175+79.7% | Added |
| Morgan Stanley | 538,865 | $3.05M | 0.00% | −123,269−18.6% | Reduced |
| Advisor Group Holdings, Inc. | 639,230 | $3.62M | 0.01% | −43,834−6.4% | Reduced |
| Ameriprise Financial Inc | 963,031 | $5.45M | 0.00% | +234,083+32.1% | Added |
| Guggenheim Capital LLC | 1,014,529 | $5.74M | 0.05% | +44,246+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,864,865 | $10.6M | 0.69% | −176,941−8.7% | Reduced |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −136,841−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −13,434−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −12,077−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −97−100.0% | Sold out |