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