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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, Q3 2023

Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Sep 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
90
+3 vs. Q2 2023
Shares held
14.3M
+2.67M (+23.1%) vs. Q2 2023
Total value
$70.9M
+$4.81M (+7.3%) vs. Q2 2023
New holders
12
27 more added
Sold out
9
26 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 90 institutions
Q1 2021: 69 institutionsQ2 2021: 72 institutionsQ3 2021: 76 institutionsQ4 2021: 80 institutionsQ1 2022: 81 institutionsQ2 2022: 84 institutionsQ3 2022: 82 institutionsQ4 2022: 86 institutionsQ1 2023: 80 institutionsQ2 2023: 87 institutionsQ3 2023: 90 institutionsQ4 2023: 95 institutionsQ1 2024: 91 institutionsQ2 2024: 97 institutionsQ3 2024: 98 institutionsQ4 2024: 103 institutionsQ1 2025: 95 institutionsQ2 2025: 92 institutionsQ3 2025: 91 institutionsQ4 2025: 85 institutionsQ1 2026: 88 institutionsQ2 2026: 86 institutions
Value heldQ3 2023: $70.9M
Q1 2021: $65.7MQ2 2021: $69.0MQ3 2021: $63.5MQ4 2021: $70.1MQ1 2022: $63.4MQ2 2022: $58.1MQ3 2022: $53.3MQ4 2022: $58.3MQ1 2023: $62.9MQ2 2023: $66.1MQ3 2023: $70.9MQ4 2023: $88.3MQ1 2024: $93.6MQ2 2024: $107.5MQ3 2024: $115.1MQ4 2024: $122.4MQ1 2025: $126.6MQ2 2025: $131.7MQ3 2025: $140.8MQ4 2025: $151.9MQ1 2026: $153.8MQ2 2026: $159.0M
Institutions holding DSM and their total value by quarter
QuarterHoldersValue
Q2 202686$159.0M
Q1 202688$153.8M
Q4 202585$151.9M
Q3 202591$140.8M
Q2 202592$131.7M
Q1 202595$126.6M
Q4 2024103$122.4M
Q3 202498$115.1M
Q2 202497$107.5M
Q1 202491$93.6M
Q4 202395$88.3M
Q3 202390$70.9M
Q2 202387$66.1M
Q1 202380$62.9M
Q4 202286$58.3M
Q3 202282$53.3M
Q2 202284$58.1M
Q1 202281$63.4M
Q4 202180$70.1M
Q3 202176$63.5M
Q2 202172$69.0M
Q1 202169$65.7M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q2 2023.

Institutions holding DSM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,566,081$7.78M0.00%+335,990+27.3%Added
Advisor Group Holdings, Inc.1,262,532$6.27M0.01%+604,346+91.8%Added
Rivernorth Capital Management, LLC1,221,668$6.07M0.31%+55,508+4.8%Added
Guggenheim Capital LLC1,079,553$5.37M0.05%−36,853−3.3%Reduced
Saba Capital Management, L.P.975,745$4.85M0.15%+734,751+304.9%Added
Robinson Capital Management, LLC901,145$4.47M1.99%+189,214+26.6%Added
Logan Stone Capital, LLC782,736$3.89M1.06%+302,023+62.8%Added
Hennion & Walsh Asset Management, Inc.543,888$2.70M0.17%−69,022−11.3%Reduced
Sit Investment Associates Inc506,177$2.52M0.07%−27,174−5.1%Reduced
CNH Partners LLC477,392$2.37M0.11%+220,560+85.9%Added
Bulldog Investors, LLP416,961$2.07M0.72%+316,272+314.1%Added
UBS Group AG383,584$1.91M0.00%−160,002−29.4%Reduced
LPL Financial LLC349,221$1.74M0.00%+111,141+46.7%Added
Van Eck Associates Corp328,319$1.63M0.00%−11,194−3.3%Reduced
Advisor Partners II, LLC325,171$1.62M0.06%+325,171New
Capital Investment Advisors, LLC286,468$1.42M0.04%+27,000+10.4%Added
Woodline Partners LP224,864$1.12M0.01%−268,082−54.4%Reduced
Envestnet Asset Management Inc214,768$1.07M0.00%−7,916−3.6%Reduced
Park Avenue Securities LLC151,727$754.0K0.01%+8,321+5.8%Added
Ameriprise Financial Inc133,605$664.0K0.00%−36,337−21.4%Reduced
Raymond James & Associates105,092$522.3K0.00%−678−0.6%Reduced
Invesco Ltd.105,085$522.3K0.00%−68,550−39.5%Reduced
Riverbridge Partners LLC102,024$507.1K0.01%+7,586+8.0%Added
Wells Fargo & Company91,039$452.5K0.00%+14,750+19.3%Added
RMB Capital Management, LLC90,296$448.8K0.02%+296+0.3%Added
Moors & Cabot, Inc.90,000$447.3K0.03%+15,000+20.0%Added
Janney Montgomery Scott LLC84,781$421.0K0.00%−3,109−3.5%Reduced
Arete Wealth Advisors, LLC76,427$379.8K0.07%−3,114−3.9%Reduced
Farther Finance Advisors, LLC71,859$357.1K0.06%+41,590+137.4%Added
Rockefeller Capital Management L.P.71,434$355.0K0.00%+511+0.7%Added
Ackerman Capital Advisors, LLC63,664$316.4K0.09%+63,664New
Stifel Financial Corp52,736$262.1K0.00%+5,900+12.6%Added
AE Wealth Management LLC47,063$233.9K0.00%−13,572−22.4%Reduced
Cetera Advisor Networks LLC43,957$218.5K0.00%−169−0.4%Reduced
Capital Market Strategies LLC43,659$217.0K0.22%−5,000−10.3%Reduced
HighTower Advisors, LLC44,419$212.0K0.00%+44,419New
Landscape Capital Management, L.L.C.41,010$203.8K0.03%+8,688+26.9%Added
Cambridge Investment Research Advisors, Inc.40,937$203.0K0.00%−257−0.6%Reduced
Wolverine Asset Management LLC38,934$193.5K0.00%+10,806+38.4%Added
Fortitude Advisory Group L.L.C.38,762$192.6K0.13%00.0%Unchanged
Private Asset Management Inc37,000$183.9K0.04%00.0%Unchanged
ProVise Management Group, LLC36,440$182.3K0.02%−3,830−9.5%Reduced
Pacitti Group Inc.36,616$182.0K0.13%00.0%Unchanged
Integrated Wealth Concepts LLC35,319$175.5K0.00%−4,578−11.5%Reduced
Camelot Portfolios, LLC30,037$149.3K0.14%−12,465−29.3%Reduced
Bank of America Corp28,880$143.5K0.00%−4,316−13.0%Reduced
Ieq Capital, LLC26,947$133.9K0.00%+193+0.7%Added
Integrated Capital Management, Inc.26,796$133.2K0.12%+820+3.2%Added
Geneos Wealth Management Inc.26,510$131.8K0.01%00.0%Unchanged
Karpus Management, Inc.25,793$128.2K0.00%00.0%Unchanged
Palogic Value Management, L.P.25,000$124.3K0.06%00.0%Unchanged
Wealth Management Solutions, LLC24,989$124.2K0.09%00.0%Unchanged
M&T Bank Corp24,900$123.8K0.00%00.0%Unchanged
Cetera Investment Advisers24,228$120.4K0.00%−12,013−33.1%Reduced
Benjamin F. Edwards & Company, Inc.23,843$118.0K0.00%00.0%Unchanged
Rpo LLC23,502$116.8K0.20%+23,502New
SeaCrest Wealth Management, LLC22,650$112.6K0.01%00.0%Unchanged
Coastal Investment Advisors, Inc.16,491$94.0K0.02%00.0%Unchanged
Advisor OS, LLC18,426$91.6K0.01%+6,663+56.6%Added
Susquehanna International Group, LLP18,339$91.1K0.00%−8,138−30.7%Reduced
Archetype Wealth Partners18,000$89.0K0.02%+18,000New
Virtue Capital Management, LLC14,827$85.0K0.01%00.0%Unchanged
GWM Advisors LLC16,241$80.7K0.00%−4,899−23.2%Reduced
Almitas Capital LLC16,024$79.6K0.04%+16,024New
Cedar Brook Financial Partners, LLC15,768$78.4K0.02%00.0%Unchanged
Wealthcare Advisory Partners LLC15,616$77.6K0.00%−3,442−18.1%Reduced
Smith, Moore & Co.15,000$74.5K0.01%−1,000−6.3%Reduced
Ironsides Asset Advisors, LLC14,263$70.9K0.03%+3,618+34.0%Added
Wedbush Securities Inc13,500$67.0K0.00%00.0%Unchanged
Dynamic Advisor Solutions LLC12,506$62.2K0.00%00.0%Unchanged
Fairhaven Wealth Management, LLC12,488$62.1K0.02%00.0%Unchanged
Truist Financial Corp12,055$59.9K0.00%+30.0%Added
Clear Creek Financial Management, LLC11,970$59.5K0.01%00.0%Unchanged
Aviance Capital Partners, LLC11,319$56.3K0.01%+1,067+10.4%Added
Boothbay Fund Management, LLC10,576$52.6K0.00%+10,576New
Avantax Advisory Services, Inc.10,553$52.4K0.00%00.0%Unchanged
Comerica Bank8,020$39.9K0.00%+8,020New
US Bancorp7,007$34.8K0.00%00.0%Unchanged
Hollencrest Capital Management6,970$34.6K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.6,500$32.3K0.00%00.0%Unchanged
JPMorgan Chase & Co3,043$15.1K0.00%+3,043New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,325$11.6K0.00%+2,325New
Royal Bank of Canada1,893$9.00K0.00%−6,280−76.8%Reduced
Steward Partners Investment Advisory, LLC1,750$8.70K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,447$7.22K0.00%00.0%Unchanged
LGT Financial Advisors LLC1,391$6.91K0.01%+1,391New
Bessemer Group Inc711$4.00K0.00%+35+5.2%Added
Briaud Financial Planning, Inc874$4.00K0.00%+874New
Mascoma Wealth Management LLC565$2.81K0.00%00.0%Unchanged
Citigroup Inc1$50.00%00.0%Unchanged
Bank of New York Mellon Corp0$00.00%−20,805−100.0%Sold out
Brookstone Capital Management0$00.00%−16,000−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−13,853−100.0%Sold out
MidWestOne Financial Group, Inc.0$00.00%−12,214−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−11,085−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−10,483−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−9,457−100.0%Sold out
Elequin Capital LP0$00.00%−200−100.0%Sold out
Webster Bank, N. A.0$00.00%−150−100.0%Sold out