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 |
|---|---|---|---|---|---|
| CWM, LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 565 | $3.27K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 720 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,200 | $6.94K | 0.00% | +1,200 | New |
| 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 |
| Prestige Wealth Management Group LLC | 1,447 | $8.36K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,885 | $10.9K | 0.02% | +1,885 | New |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $15.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 4,038 | $23.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $40.3K | 0.00% | −11,230−61.7% | Reduced |
| Washington Trust Advisors, Inc. | 7,500 | $43.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,457 | $54.7K | 0.00% | −1,152−10.9% | 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 |
| Avantax Advisory Services, Inc. | 10,553 | $61.0K | 0.00% | −510−4.6% | Reduced |
| Royal Bank of Canada | 11,050 | $64.0K | 0.00% | +7,132+182.0% | Added |
| Advisor OS, LLC | 11,536 | $66.7K | 0.02% | +177+1.6% | Added |
| Clear Creek Financial Management, LLC | 11,970 | $69.2K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $70.6K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,514 | $72.0K | 0.00% | +12,504+125,040.0% | Added |
| Dynamic Advisor Solutions LLC | 12,506 | $72.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,124 | $75.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,000 | $81.0K | 0.00% | +14,000 | New |
| Cedar Brook Financial Partners, LLC | 15,768 | $91.1K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 16,463 | $95.2K | 0.02% | +1,216+8.0% | Added |
| Truist Financial Corp | 16,842 | $97.3K | 0.00% | +16,842 | New |
| Regions Financial Corp | 17,874 | $103.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 22,650 | $130.9K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,327 | $135.0K | 0.00% | −1,889−7.5% | Reduced |
| M&T Bank Corp | 24,900 | $143.9K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 25,183 | $145.6K | 0.13% | +223+0.9% | Added |
| Wealth Management Solutions, LLC | 25,196 | $146.0K | 0.08% | +11,390+82.5% | Added |
| Worth Asset Management, LLC | 25,429 | $147.0K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,632 | $148.2K | 0.00% | +206+0.8% | Added |
| Karpus Management, Inc. | 25,793 | $149.1K | 0.01% | +25,793 | New |
| Matisse Capital | 26,474 | $153.0K | 0.14% | +26,474 | New |
| Geneos Wealth Management Inc. | 26,510 | $153.2K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 32,224 | $186.3K | 0.00% | −105−0.3% | Reduced |
| M Holdings Securities, Inc. | 32,507 | $188.0K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 34,000 | $196.5K | 0.10% | +34,000 | New |
| Stifel Financial Corp | 35,350 | $204.3K | 0.00% | −3,277−8.5% | Reduced |
| Chicago Partners Investment Group LLC | 33,728 | $205.1K | 0.01% | +150+0.4% | Added |
| Private Asset Management Inc | 37,000 | $214.0K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 38,202 | $221.0K | 0.00% | +38,202 | New |
| Fortitude Advisory Group L.L.C. | 38,762 | $224.0K | 0.19% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 39,733 | $229.7K | 0.17% | +39,733 | New |
| Cetera Advisor Networks LLC | 41,390 | $239.2K | 0.00% | +41,390 | New |
| ProVise Management Group, LLC | 41,490 | $239.8K | 0.02% | −30,010−42.0% | Reduced |
| Pacitti Group Inc. | 45,216 | $261.3K | 0.20% | −2,000−4.2% | Reduced |
| Capital Market Strategies LLC | 45,959 | $265.6K | 0.29% | −10,376−18.4% | Reduced |
| Wealthcare Advisory Partners LLC | 46,013 | $266.0K | 0.01% | −10,389−18.4% | Reduced |
| Cetera Investment Advisers | 48,791 | $282.0K | 0.00% | +48,791 | New |
| Landscape Capital Management, L.L.C. | 51,923 | $300.1K | 0.04% | +30,575+143.2% | Added |
| Wolverine Asset Management LLC | 60,914 | $352.1K | 0.01% | +31,398+106.4% | Added |
| Moors & Cabot, Inc. | 75,000 | $433.5K | 0.03% | +75,000 | New |
| OTA Financial Group L.P. | 79,794 | $461.0K | 0.46% | +79,794 | New |
| Wells Fargo & Company | 82,558 | $477.2K | 0.00% | −1,943−2.3% | Reduced |
| Bank of America Corp | 86,151 | $498.0K | 0.00% | −6,982−7.5% | Reduced |
| Janney Montgomery Scott LLC | 93,128 | $538.0K | 0.00% | +5,100+5.8% | Added |
| Riverbridge Partners LLC | 103,207 | $597.0K | 0.01% | +7,104+7.4% | Added |
| Raymond James & Associates | 105,362 | $609.0K | 0.00% | −89,478−45.9% | Reduced |
| Ackerman Capital Advisors, LLC | 110,778 | $640.3K | 0.17% | +41,010+58.8% | Added |
| AE Wealth Management LLC | 118,215 | $683.3K | 0.00% | +6,320+5.6% | Added |
| CNH Partners LLC | 126,186 | $729.4K | 0.02% | +90,553+254.1% | Added |
| Saba Capital Management, L.P. | 151,223 | $874.1K | 0.01% | +151,223 | New |
| LPL Financial LLC | 153,944 | $889.8K | 0.00% | −221,316−59.0% | Reduced |
| Park Avenue Securities LLC | 156,690 | $906.0K | 0.02% | +8,294+5.6% | Added |
| UBS Group AG | 174,068 | $1.01M | 0.00% | −58,281−25.1% | Reduced |
| Capital Investment Advisors, LLC | 203,723 | $1.18M | 0.04% | −9,925−4.6% | Reduced |
| Invesco Ltd. | 235,948 | $1.36M | 0.00% | −43,861−15.7% | Reduced |
| Envestnet Asset Management Inc | 254,359 | $1.47M | 0.00% | +97,537+62.2% | Added |
| Van Eck Associates Corp | 277,271 | $1.60M | 0.00% | +49,573+21.8% | Added |
| Ameriprise Financial Inc | 309,821 | $1.79M | 0.00% | −653,210−67.8% | Reduced |
| Rivernorth Capital Management, LLC | 354,672 | $2.05M | 0.09% | +312,299+737.0% | Added |
| Logan Stone Capital, LLC | 397,320 | $2.30M | 0.86% | +383,520+2,779.1% | Added |
| Sit Investment Associates Inc | 479,381 | $2.77M | 0.08% | +27,937+6.2% | Added |
| Woodline Partners LP | 586,845 | $3.39M | 0.05% | +586,845 | New |
| Robinson Capital Management, LLC | 604,137 | $3.51M | 1.79% | +524,072+654.6% | Added |
| Advisor Group Holdings, Inc. | 667,313 | $3.86M | 0.01% | +28,083+4.4% | Added |
| Guggenheim Capital LLC | 830,117 | $4.80M | 0.04% | −184,412−18.2% | Reduced |
| Morgan Stanley | 909,676 | $5.26M | 0.00% | +370,811+68.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,154,734 | $6.67M | 0.41% | −710,131−38.1% | Reduced |
| 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 |