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