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, Q2 2023
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Jun 30, 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
- 87
- +7 vs. Q1 2023
- Shares held
- 11.6M
- +1.07M (+10.2%) vs. Q1 2023
- Total value
- $66.1M
- +$3.23M (+5.1%) vs. Q1 2023
- New holders
- 14
- 23 more added
- Sold out
- 7
- 27 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,230,091 | $7.01M | 0.00% | +26,309+2.2% | Added |
| Rivernorth Capital Management, LLC | 1,166,160 | $6.65M | 0.33% | +643,547+123.1% | Added |
| Guggenheim Capital LLC | 1,116,406 | $6.36M | 0.05% | +244,157+28.0% | Added |
| Robinson Capital Management, LLC | 711,931 | $4.08M | 1.81% | +101,820+16.7% | Added |
| Advisor Group Holdings, Inc. | 658,186 | $3.75M | 0.01% | +1470.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 612,910 | $3.49M | 0.21% | −89,914−12.8% | Reduced |
| UBS Group AG | 543,586 | $3.10M | 0.00% | +160,614+41.9% | Added |
| Sit Investment Associates Inc | 533,351 | $3.04M | 0.08% | −5,569−1.0% | Reduced |
| Woodline Partners LP | 492,946 | $2.81M | 0.03% | −419,113−46.0% | Reduced |
| Logan Stone Capital, LLC | 480,713 | $2.74M | 0.93% | +21,080+4.6% | Added |
| Van Eck Associates Corp | 339,513 | $1.94M | 0.00% | −20,372−5.7% | Reduced |
| Capital Investment Advisors, LLC | 259,468 | $1.48M | 0.05% | +259,468 | New |
| CNH Partners LLC | 256,832 | $1.46M | 0.06% | +71,552+38.6% | Added |
| Saba Capital Management, L.P. | 240,994 | $1.37M | 0.05% | +51,407+27.1% | Added |
| LPL Financial LLC | 238,080 | $1.36M | 0.00% | +30,089+14.5% | Added |
| Envestnet Asset Management Inc | 222,684 | $1.27M | 0.00% | −11,467−4.9% | Reduced |
| Invesco Ltd. | 173,635 | $989.7K | 0.00% | −8,082−4.4% | Reduced |
| Ameriprise Financial Inc | 169,942 | $968.7K | 0.00% | −38,713−18.6% | Reduced |
| Park Avenue Securities LLC | 143,406 | $817.0K | 0.01% | −5,766−3.9% | Reduced |
| Raymond James & Associates | 105,770 | $602.9K | 0.00% | −2,362−2.2% | Reduced |
| Bulldog Investors, LLP | 100,689 | $573.9K | 0.19% | +100,689 | New |
| Riverbridge Partners LLC | 94,438 | $538.3K | 0.01% | −8,085−7.9% | Reduced |
| RMB Capital Management, LLC | 90,000 | $513.0K | 0.02% | −16,166−15.2% | Reduced |
| Janney Montgomery Scott LLC | 87,890 | $501.0K | 0.00% | +87,890 | New |
| Arete Wealth Advisors, LLC | 79,541 | $453.0K | 0.04% | −554−0.7% | Reduced |
| Wells Fargo & Company | 76,289 | $434.9K | 0.00% | −40,421−34.6% | Reduced |
| Moors & Cabot, Inc. | 75,000 | $427.5K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 70,923 | $404.3K | 0.00% | +1,074+1.5% | Added |
| AE Wealth Management LLC | 60,635 | $345.6K | 0.00% | −59,819−49.7% | Reduced |
| Capital Market Strategies LLC | 48,659 | $277.4K | 0.26% | +1,000+2.1% | Added |
| Stifel Financial Corp | 46,836 | $267.0K | 0.00% | +2,938+6.7% | Added |
| Cetera Advisor Networks LLC | 44,126 | $251.5K | 0.00% | +9,262+26.6% | Added |
| Camelot Portfolios, LLC | 42,502 | $242.3K | 0.15% | −1,449−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 41,194 | $235.0K | 0.00% | +11,223+37.4% | Added |
| ProVise Management Group, LLC | 40,270 | $229.5K | 0.02% | −1,220−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 39,897 | $227.4K | 0.00% | +22+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 38,762 | $220.9K | 0.16% | 00.0% | Unchanged |
| Private Asset Management Inc | 37,000 | $210.9K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 36,616 | $208.7K | 0.15% | −800−2.1% | Reduced |
| Cetera Investment Advisers | 36,241 | $206.6K | 0.00% | −9,331−20.5% | Reduced |
| Bank of America Corp | 33,196 | $189.2K | 0.00% | +66+0.2% | Added |
| Landscape Capital Management, L.L.C. | 32,322 | $184.2K | 0.02% | +9,422+41.1% | Added |
| Farther Finance Advisors, LLC | 30,269 | $172.5K | 0.04% | +30,269 | New |
| Wolverine Asset Management LLC | 28,128 | $160.3K | 0.00% | +28,128 | New |
| Ieq Capital, LLC | 26,754 | $152.5K | 0.00% | +26,754 | New |
| Geneos Wealth Management Inc. | 26,510 | $151.1K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,477 | $150.9K | 0.00% | +26,477 | New |
| Integrated Capital Management, Inc. | 25,976 | $148.1K | 0.13% | −40,310−60.8% | Reduced |
| Karpus Management, Inc. | 25,793 | $147.0K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 25,000 | $142.5K | 0.07% | −5,000−16.7% | Reduced |
| Wealth Management Solutions, LLC | 24,989 | $142.4K | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 24,900 | $141.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,843 | $136.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 22,650 | $129.1K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,140 | $120.5K | 0.00% | −5,997−22.1% | Reduced |
| Bank of New York Mellon Corp | 20,805 | $118.6K | 0.00% | +20,805 | New |
| Wealthcare Advisory Partners LLC | 19,058 | $108.6K | 0.00% | +19,058 | New |
| Coastal Investment Advisors, Inc. | 16,491 | $94.0K | 0.02% | +15+0.1% | Added |
| Brookstone Capital Management | 16,000 | $91.9K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 16,000 | $91.2K | 0.01% | +6,000+60.0% | Added |
| Cedar Brook Financial Partners, LLC | 15,768 | $89.9K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 14,827 | $85.0K | 0.01% | −846−5.4% | Reduced |
| Chicago Partners Investment Group LLC | 13,853 | $78.0K | 0.00% | −20,152−59.3% | Reduced |
| Wedbush Securities Inc | 13,500 | $77.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,506 | $71.3K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 12,488 | $71.2K | 0.03% | +12,488 | New |
| MidWestOne Financial Group, Inc. | 12,214 | $69.6K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 12,052 | $68.7K | 0.00% | −4,795−28.5% | Reduced |
| Clear Creek Financial Management, LLC | 11,970 | $68.2K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,763 | $67.0K | 0.01% | +179+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,085 | $63.2K | 0.00% | −14,762−57.1% | Reduced |
| Ironsides Asset Advisors, LLC | 10,645 | $60.4K | 0.03% | +10,645 | New |
| Avantax Advisory Services, Inc. | 10,553 | $60.2K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,483 | $60.0K | 0.01% | −9,838−48.4% | Reduced |
| Aviance Capital Partners, LLC | 10,252 | $58.4K | 0.01% | +10,252 | New |
| The PNC Financial Services Group, Inc. | 9,457 | $53.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,173 | $47.0K | 0.00% | +1,407+20.8% | Added |
| US Bancorp | 7,007 | $39.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $39.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,500 | $37.0K | 0.00% | −1,000−13.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,750 | $9.97K | 0.00% | +1,750 | New |
| Prestige Wealth Management Group LLC | 1,447 | $8.25K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 676 | $4.00K | 0.00% | +29+4.5% | Added |
| Mascoma Wealth Management LLC | 565 | $3.11K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 200 | $1.14K | 0.00% | +200 | New |
| Webster Bank, N. A. | 150 | $855 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −13,124−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −46,664−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −26,474−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −17,874−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |