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 2022
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Dec 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
- 86
- +6 vs. Q3 2022
- Shares held
- 10.1M
- +674.2K (+7.2%) vs. Q3 2022
- Total value
- $58.3M
- +$5.04M (+9.5%) vs. Q3 2022
- New holders
- 17
- 24 more added
- Sold out
- 11
- 22 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,154,734 | $6.67M | 0.41% | −710,131−38.1% | Reduced |
| Morgan Stanley | 909,676 | $5.26M | 0.00% | +370,811+68.8% | Added |
| Guggenheim Capital LLC | 830,117 | $4.80M | 0.04% | −184,412−18.2% | Reduced |
| Advisor Group Holdings, Inc. | 667,313 | $3.86M | 0.01% | +28,083+4.4% | Added |
| Robinson Capital Management, LLC | 604,137 | $3.51M | 1.79% | +524,072+654.6% | Added |
| Woodline Partners LP | 586,845 | $3.39M | 0.05% | +586,845 | New |
| Sit Investment Associates Inc | 479,381 | $2.77M | 0.08% | +27,937+6.2% | Added |
| Logan Stone Capital, LLC | 397,320 | $2.30M | 0.86% | +383,520+2,779.1% | Added |
| Rivernorth Capital Management, LLC | 354,672 | $2.05M | 0.09% | +312,299+737.0% | Added |
| Ameriprise Financial Inc | 309,821 | $1.79M | 0.00% | −653,210−67.8% | Reduced |
| Van Eck Associates Corp | 277,271 | $1.60M | 0.00% | +49,573+21.8% | Added |
| Envestnet Asset Management Inc | 254,359 | $1.47M | 0.00% | +97,537+62.2% | Added |
| Invesco Ltd. | 235,948 | $1.36M | 0.00% | −43,861−15.7% | Reduced |
| Capital Investment Advisors, LLC | 203,723 | $1.18M | 0.04% | −9,925−4.6% | Reduced |
| UBS Group AG | 174,068 | $1.01M | 0.00% | −58,281−25.1% | Reduced |
| Park Avenue Securities LLC | 156,690 | $906.0K | 0.02% | +8,294+5.6% | Added |
| LPL Financial LLC | 153,944 | $889.8K | 0.00% | −221,316−59.0% | Reduced |
| Saba Capital Management, L.P. | 151,223 | $874.1K | 0.01% | +151,223 | New |
| CNH Partners LLC | 126,186 | $729.4K | 0.02% | +90,553+254.1% | Added |
| AE Wealth Management LLC | 118,215 | $683.3K | 0.00% | +6,320+5.6% | Added |
| Ackerman Capital Advisors, LLC | 110,778 | $640.3K | 0.17% | +41,010+58.8% | Added |
| Raymond James & Associates | 105,362 | $609.0K | 0.00% | −89,478−45.9% | Reduced |
| Riverbridge Partners LLC | 103,207 | $597.0K | 0.01% | +7,104+7.4% | Added |
| Janney Montgomery Scott LLC | 93,128 | $538.0K | 0.00% | +5,100+5.8% | Added |
| Bank of America Corp | 86,151 | $498.0K | 0.00% | −6,982−7.5% | Reduced |
| Wells Fargo & Company | 82,558 | $477.2K | 0.00% | −1,943−2.3% | Reduced |
| OTA Financial Group L.P. | 79,794 | $461.0K | 0.46% | +79,794 | New |
| Moors & Cabot, Inc. | 75,000 | $433.5K | 0.03% | +75,000 | New |
| Wolverine Asset Management LLC | 60,914 | $352.1K | 0.01% | +31,398+106.4% | Added |
| Landscape Capital Management, L.L.C. | 51,923 | $300.1K | 0.04% | +30,575+143.2% | Added |
| Cetera Investment Advisers | 48,791 | $282.0K | 0.00% | +48,791 | New |
| Wealthcare Advisory Partners LLC | 46,013 | $266.0K | 0.01% | −10,389−18.4% | Reduced |
| Capital Market Strategies LLC | 45,959 | $265.6K | 0.29% | −10,376−18.4% | Reduced |
| Pacitti Group Inc. | 45,216 | $261.3K | 0.20% | −2,000−4.2% | Reduced |
| ProVise Management Group, LLC | 41,490 | $239.8K | 0.02% | −30,010−42.0% | Reduced |
| Cetera Advisor Networks LLC | 41,390 | $239.2K | 0.00% | +41,390 | New |
| Camelot Portfolios, LLC | 39,733 | $229.7K | 0.17% | +39,733 | New |
| Fortitude Advisory Group L.L.C. | 38,762 | $224.0K | 0.19% | 00.0% | Unchanged |
| Millennium Management LLC | 38,202 | $221.0K | 0.00% | +38,202 | New |
| Private Asset Management Inc | 37,000 | $214.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 33,728 | $205.1K | 0.01% | +150+0.4% | Added |
| Stifel Financial Corp | 35,350 | $204.3K | 0.00% | −3,277−8.5% | Reduced |
| Palogic Value Management, L.P. | 34,000 | $196.5K | 0.10% | +34,000 | New |
| M Holdings Securities, Inc. | 32,507 | $188.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 32,224 | $186.3K | 0.00% | −105−0.3% | Reduced |
| Geneos Wealth Management Inc. | 26,510 | $153.2K | 0.01% | 00.0% | Unchanged |
| Matisse Capital | 26,474 | $153.0K | 0.14% | +26,474 | New |
| Karpus Management, Inc. | 25,793 | $149.1K | 0.01% | +25,793 | New |
| GWM Advisors LLC | 25,632 | $148.2K | 0.00% | +206+0.8% | Added |
| Worth Asset Management, LLC | 25,429 | $147.0K | 0.10% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 25,196 | $146.0K | 0.08% | +11,390+82.5% | Added |
| Integrated Capital Management, Inc. | 25,183 | $145.6K | 0.13% | +223+0.9% | Added |
| M&T Bank Corp | 24,900 | $143.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,327 | $135.0K | 0.00% | −1,889−7.5% | Reduced |
| SeaCrest Wealth Management, LLC | 22,650 | $130.9K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 17,874 | $103.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 16,842 | $97.3K | 0.00% | +16,842 | New |
| Coastal Investment Advisors, Inc. | 16,463 | $95.2K | 0.02% | +1,216+8.0% | Added |
| Cedar Brook Financial Partners, LLC | 15,768 | $91.1K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,000 | $81.0K | 0.00% | +14,000 | New |
| Wedbush Securities Inc | 13,500 | $78.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,124 | $75.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,506 | $72.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,514 | $72.0K | 0.00% | +12,504+125,040.0% | Added |
| MidWestOne Financial Group, Inc. | 12,214 | $70.6K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,970 | $69.2K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,536 | $66.7K | 0.02% | +177+1.6% | Added |
| Royal Bank of Canada | 11,050 | $64.0K | 0.00% | +7,132+182.0% | Added |
| Avantax Advisory Services, Inc. | 10,553 | $61.0K | 0.00% | −510−4.6% | Reduced |
| Smith, Moore & Co. | 10,000 | $57.8K | 0.01% | −2,500−20.0% | Reduced |
| Investors Asset Management of Georgia Inc | 10,000 | $57.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,457 | $54.7K | 0.00% | −1,152−10.9% | Reduced |
| Washington Trust Advisors, Inc. | 7,500 | $43.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $40.3K | 0.00% | −11,230−61.7% | Reduced |
| Accel Wealth Management | 4,038 | $23.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $15.0K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,885 | $10.9K | 0.02% | +1,885 | New |
| Prestige Wealth Management Group LLC | 1,447 | $8.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 900 | $7.00K | 0.00% | −9,968−91.7% | Reduced |
| Bessemer Group Inc | 1,227 | $7.00K | 0.00% | +1,227 | New |
| Money Concepts Capital Corp | 1,200 | $6.94K | 0.00% | +1,200 | New |
| Hazlett, Burt & Watson, Inc. | 720 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 565 | $3.27K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| CWM, LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −147,870−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −143,893−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −86,512−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −29,332−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −29,059−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −16,120−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | 0 | $0 | 0.00% | −12,488−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,064−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |