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 2023
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Mar 31, 2023. 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
- −6 vs. Q4 2022
- Shares held
- 10.5M
- +442.4K (+4.4%) vs. Q4 2022
- Total value
- $62.9M
- +$4.57M (+7.8%) vs. Q4 2022
- New holders
- 9
- 26 more added
- Sold out
- 15
- 20 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,203,782 | $7.23M | 0.00% | +294,106+32.3% | Added |
| Woodline Partners LP | 912,059 | $5.48M | 0.08% | +325,214+55.4% | Added |
| Guggenheim Capital LLC | 872,249 | $5.24M | 0.04% | +42,132+5.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 702,824 | $4.22M | 0.26% | −451,910−39.1% | Reduced |
| Advisor Group Holdings, Inc. | 658,039 | $3.95M | 0.01% | −9,274−1.4% | Reduced |
| Robinson Capital Management, LLC | 610,111 | $3.54M | 1.66% | +5,974+1.0% | Added |
| Sit Investment Associates Inc | 538,920 | $3.24M | 0.09% | +59,539+12.4% | Added |
| Rivernorth Capital Management, LLC | 522,613 | $3.14M | 0.15% | +167,941+47.4% | Added |
| Logan Stone Capital, LLC | 459,633 | $2.76M | 1.09% | +62,313+15.7% | Added |
| UBS Group AG | 382,972 | $2.30M | 0.00% | +208,904+120.0% | Added |
| Van Eck Associates Corp | 359,885 | $2.16M | 0.00% | +82,614+29.8% | Added |
| Envestnet Asset Management Inc | 234,151 | $1.41M | 0.00% | −20,208−7.9% | Reduced |
| Ameriprise Financial Inc | 208,655 | $1.27M | 0.00% | −101,166−32.7% | Reduced |
| LPL Financial LLC | 207,991 | $1.25M | 0.00% | +54,047+35.1% | Added |
| Saba Capital Management, L.P. | 189,587 | $1.14M | 0.03% | +38,364+25.4% | Added |
| CNH Partners LLC | 185,280 | $1.11M | 0.03% | +59,094+46.8% | Added |
| Invesco Ltd. | 181,717 | $1.09M | 0.00% | −54,231−23.0% | Reduced |
| Park Avenue Securities LLC | 149,172 | $897.0K | 0.02% | −7,518−4.8% | Reduced |
| AE Wealth Management LLC | 120,454 | $723.9K | 0.00% | +2,239+1.9% | Added |
| Wells Fargo & Company | 116,710 | $701.4K | 0.00% | +34,152+41.4% | Added |
| Raymond James & Associates | 108,132 | $649.9K | 0.00% | +2,770+2.6% | Added |
| RMB Capital Management, LLC | 106,166 | $638.1K | 0.02% | +106,166 | New |
| Riverbridge Partners LLC | 102,523 | $616.2K | 0.01% | −684−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 80,095 | $481.0K | 0.04% | +80,095 | New |
| Moors & Cabot, Inc. | 75,000 | $450.8K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 69,849 | $419.0K | 0.00% | +69,849 | New |
| Capital Market Strategies LLC | 47,659 | $286.4K | 0.51% | +1,700+3.7% | Added |
| Ackerman Capital Advisors, LLC | 46,664 | $280.5K | 0.07% | −64,114−57.9% | Reduced |
| Cetera Investment Advisers | 45,572 | $273.9K | 0.00% | −3,219−6.6% | Reduced |
| Camelot Portfolios, LLC | 43,951 | $264.1K | 0.18% | +4,218+10.6% | Added |
| Stifel Financial Corp | 43,898 | $263.8K | 0.00% | +8,548+24.2% | Added |
| ProVise Management Group, LLC | 41,490 | $249.4K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 39,875 | $240.0K | 0.00% | +39,875 | New |
| Fortitude Advisory Group L.L.C. | 38,762 | $233.0K | 0.18% | 00.0% | Unchanged |
| Pacitti Group Inc. | 37,416 | $224.9K | 0.16% | −7,800−17.3% | Reduced |
| Private Asset Management Inc | 37,000 | $222.4K | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 34,864 | $209.5K | 0.00% | −6,526−15.8% | Reduced |
| Bank of America Corp | 33,130 | $199.1K | 0.00% | −53,021−61.5% | Reduced |
| Chicago Partners Investment Group LLC | 34,005 | $197.9K | 0.01% | +277+0.8% | Added |
| Palogic Value Management, L.P. | 30,000 | $180.3K | 0.09% | −4,000−11.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,971 | $180.0K | 0.00% | +6,644+28.5% | Added |
| Geneos Wealth Management Inc. | 26,510 | $159.3K | 0.01% | 00.0% | Unchanged |
| Matisse Capital | 26,474 | $159.1K | 0.10% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,847 | $155.3K | 0.00% | −6,377−19.8% | Reduced |
| Karpus Management, Inc. | 25,793 | $155.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 27,137 | $154.7K | 0.00% | +1,505+5.9% | Added |
| Wealth Management Solutions, LLC | 24,989 | $150.2K | 0.09% | −207−0.8% | Reduced |
| M&T Bank Corp | 24,900 | $149.6K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 66,286 | $143.8K | 0.15% | +41,103+163.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,843 | $143.0K | 0.01% | +21,287+832.8% | Added |
| Landscape Capital Management, L.L.C. | 22,900 | $137.6K | 0.02% | −29,023−55.9% | Reduced |
| SeaCrest Wealth Management, LLC | 22,650 | $136.1K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 20,321 | $122.0K | 0.01% | −12,186−37.5% | Reduced |
| Regions Financial Corp | 17,874 | $108.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 16,847 | $101.2K | 0.00% | +50.0% | Added |
| Coastal Investment Advisors, Inc. | 16,476 | $99.0K | 0.02% | +13+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 15,768 | $94.8K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 16,000 | $93.9K | 0.00% | +16,000 | New |
| Virtue Capital Management, LLC | 15,673 | $92.0K | 0.02% | +15,673 | New |
| Wedbush Securities Inc | 13,500 | $81.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,124 | $78.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,506 | $75.2K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $73.4K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,970 | $71.9K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,584 | $69.6K | 0.02% | +48+0.4% | Added |
| Avantax Advisory Services, Inc. | 10,553 | $63.4K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $60.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,457 | $56.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,500 | $45.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $42.1K | 0.00% | +7,007 | New |
| Hollencrest Capital Management | 6,970 | $41.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,766 | $41.0K | 0.00% | −4,284−38.8% | Reduced |
| JPMorgan Chase & Co | 5,915 | $36.0K | 0.00% | −6,599−52.7% | Reduced |
| Accel Wealth Management | 4,038 | $24.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,691 | $9.84K | 0.00% | +1,691 | New |
| Prestige Wealth Management Group LLC | 1,447 | $8.70K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 647 | $4.00K | 0.00% | −580−47.3% | Reduced |
| Mascoma Wealth Management LLC | 565 | $3.31K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 150 | $902 | 0.00% | +150 | New |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −25,429−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −203,723−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −93,128−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −79,794−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −60,914−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −46,013−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −38,202−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |