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