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, Q4 2023
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Dec 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
- 95
- +8 vs. Q3 2023
- Shares held
- 15.5M
- +1.59M (+11.5%) vs. Q3 2023
- Total value
- $88.3M
- +$19.3M (+28.0%) vs. Q3 2023
- New holders
- 20
- 34 more added
- Sold out
- 12
- 22 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,518,798 | $14.4M | 0.35% | +1,543,053+158.1% | Added |
| Pathstone Holdings, LLC | 1,387,209 | $7.92M | 0.04% | +1,387,209 | New |
| Rivernorth Capital Management, LLC | 1,316,231 | $7.52M | 0.36% | +94,563+7.7% | Added |
| Logan Stone Capital, LLC | 964,802 | $5.51M | 1.11% | +182,066+23.3% | Added |
| Guggenheim Capital LLC | 954,988 | $5.45M | 0.04% | −124,565−11.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 777,865 | $4.44M | 0.25% | +233,977+43.0% | Added |
| Advisor Group Holdings, Inc. | 669,666 | $3.82M | 0.01% | −592,866−47.0% | Reduced |
| Morgan Stanley | 610,481 | $3.49M | 0.00% | −955,600−61.0% | Reduced |
| CNH Partners LLC | 487,301 | $2.78M | 0.11% | +9,909+2.1% | Added |
| Sit Investment Associates Inc | 483,989 | $2.76M | 0.07% | −22,188−4.4% | Reduced |
| Bulldog Investors, LLP | 468,928 | $2.68M | 0.88% | +51,967+12.5% | Added |
| LPL Financial LLC | 440,385 | $2.51M | 0.00% | +91,164+26.1% | Added |
| UBS Group AG | 421,530 | $2.41M | 0.00% | +37,946+9.9% | Added |
| Van Eck Associates Corp | 376,578 | $2.15M | 0.00% | +48,259+14.7% | Added |
| Capital Investment Advisors, LLC | 303,190 | $1.73M | 0.04% | +16,722+5.8% | Added |
| Envestnet Asset Management Inc | 218,318 | $1.25M | 0.00% | +3,550+1.7% | Added |
| Nuveen Asset Management, LLC | 211,189 | $1.21M | 0.00% | +211,189 | New |
| Wells Fargo & Company | 162,552 | $928.2K | 0.00% | +71,513+78.6% | Added |
| Park Avenue Securities LLC | 161,321 | $921.0K | 0.01% | +9,594+6.3% | Added |
| Landscape Capital Management, L.L.C. | 139,973 | $799.2K | 0.07% | +98,963+241.3% | Added |
| Almitas Capital LLC | 138,197 | $789.1K | 0.27% | +122,173+762.4% | Added |
| Ameriprise Financial Inc | 129,309 | $738.4K | 0.00% | −4,296−3.2% | Reduced |
| Riverbridge Partners LLC | 103,084 | $588.6K | 0.01% | +1,060+1.0% | Added |
| Raymond James & Associates | 101,154 | $577.6K | 0.00% | −3,938−3.7% | Reduced |
| RMB Capital Management, LLC | 90,296 | $515.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 86,894 | $496.2K | 0.04% | +15,035+20.9% | Added |
| PFS Partners, LLC | 83,800 | $478.5K | 0.33% | +83,800 | New |
| Ackerman Capital Advisors, LLC | 80,439 | $459.3K | 0.13% | +16,775+26.3% | Added |
| Janney Montgomery Scott LLC | 78,312 | $447.0K | 0.00% | −6,469−7.6% | Reduced |
| Bridgewater Advisors Inc. | 77,225 | $441.0K | 0.07% | +77,225 | New |
| Rockefeller Capital Management L.P. | 72,432 | $413.6K | 0.00% | +998+1.4% | Added |
| Arete Wealth Advisors, LLC | 55,737 | $318.3K | 0.02% | −20,690−27.1% | Reduced |
| Stifel Financial Corp | 50,707 | $289.5K | 0.00% | −2,029−3.8% | Reduced |
| Gridiron Partners, LLC | 48,891 | $279.2K | 0.20% | +48,891 | New |
| Invesco Ltd. | 48,882 | $279.1K | 0.00% | −56,203−53.5% | Reduced |
| HighTower Advisors, LLC | 49,889 | $277.0K | 0.00% | +5,470+12.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,603 | $272.0K | 0.00% | +6,666+16.3% | Added |
| Camelot Portfolios, LLC | 43,137 | $246.3K | 0.15% | +13,100+43.6% | Added |
| Wolverine Asset Management LLC | 42,556 | $243.0K | 0.00% | +3,622+9.3% | Added |
| Cetera Advisor Networks LLC | 41,332 | $236.0K | 0.00% | −2,625−6.0% | Reduced |
| Rothschild Investment LLC | 40,485 | $231.2K | 0.02% | +40,485 | New |
| Thomas J. Herzfeld Advisors, Inc. | 39,020 | $222.8K | 0.08% | +39,020 | New |
| Fortitude Advisory Group L.L.C. | 38,762 | $221.3K | 0.13% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 38,659 | $220.7K | 0.19% | −5,000−11.5% | Reduced |
| Archetype Wealth Partners | 36,000 | $206.0K | 0.04% | +18,000+100.0% | Added |
| Integrated Wealth Concepts LLC | 35,340 | $201.8K | 0.00% | +21+0.1% | Added |
| Melfa Wealth Management, LLC | 31,879 | $182.0K | 0.17% | +31,879 | New |
| Pacitti Group Inc. | 31,588 | $180.4K | 0.11% | −5,028−13.7% | Reduced |
| Weiss Asset Management LP | 31,445 | $179.6K | 0.01% | +31,445 | New |
| AE Wealth Management LLC | 30,934 | $173.1K | 0.00% | −16,129−34.3% | Reduced |
| Bank of America Corp | 29,026 | $165.7K | 0.00% | +146+0.5% | Added |
| Integrated Capital Management, Inc. | 27,403 | $156.5K | 0.13% | +607+2.3% | Added |
| Geneos Wealth Management Inc. | 26,510 | $151.4K | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 25,793 | $147.3K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 24,370 | $139.2K | 0.01% | −12,070−33.1% | Reduced |
| Cetera Investment Advisers | 24,344 | $139.0K | 0.00% | +116+0.5% | Added |
| Relyea Zuckerberg Hanson LLC | 23,953 | $136.8K | 0.03% | +23,953 | New |
| Benjamin F. Edwards & Company, Inc. | 23,843 | $136.0K | 0.00% | 00.0% | Unchanged |
| Rpo LLC | 23,502 | $134.2K | 0.21% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 22,650 | $129.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,741 | $117.5K | 0.00% | +4,500+27.7% | Added |
| Mariner, LLC | 19,639 | $112.1K | 0.00% | +19,639 | New |
| Advisor OS, LLC | 18,541 | $105.9K | 0.01% | +115+0.6% | Added |
| Nomura Holdings Inc | 17,700 | $101.1K | 0.00% | +17,700 | New |
| Novak & Powell Financial Services, Inc. | 16,609 | $94.8K | 0.06% | +16,609 | New |
| Ironsides Asset Advisors, LLC | 16,194 | $92.5K | 0.04% | +1,931+13.5% | Added |
| Coastal Investment Advisors, Inc. | 15,247 | $87.1K | 0.02% | −1,244−7.5% | Reduced |
| Smith, Moore & Co. | 15,000 | $85.7K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 14,200 | $81.1K | 0.01% | +14,200 | New |
| Wedbush Securities Inc | 13,500 | $77.0K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 12,488 | $71.3K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 12,300 | $71.1K | 0.02% | −3,468−22.0% | Reduced |
| Clear Creek Financial Management, LLC | 11,970 | $68.3K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,886 | $67.9K | 0.00% | −3,730−23.9% | Reduced |
| Aviance Capital Partners, LLC | 11,323 | $64.7K | 0.01% | +40.0% | Added |
| Park National Corp | 11,019 | $62.9K | 0.00% | +11,019 | New |
| Susquehanna International Group, LLP | 11,011 | $62.9K | 0.00% | −7,328−40.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,979 | $62.7K | 0.00% | +10,979 | New |
| Indie Asset Partners, LLC | 10,789 | $61.6K | 0.06% | +10,789 | New |
| Boothbay Fund Management, LLC | 10,576 | $60.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $57.1K | 0.00% | −80,000−88.9% | Reduced |
| US Bancorp | 7,007 | $40.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $39.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,500 | $37.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,763 | $21.0K | 0.00% | +1,870+98.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,325 | $13.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,230 | $12.7K | 0.00% | −5,790−72.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,447 | $8.26K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 871 | $5.00K | 0.00% | +160+22.5% | Added |
| Mascoma Wealth Management LLC | 565 | $3.23K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 365 | $2.08K | 0.00% | +365 | New |
| Elequin Capital LP | 194 | $1.11K | 0.00% | +194 | New |
| JPMorgan Chase & Co | 81 | $463 | 0.00% | −2,962−97.3% | Reduced |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 729 | $0 | 0.00% | +729 | New |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −901,145−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −224,864−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −26,947−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −24,900−100.0% | Sold out |