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 |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 729 | $0 | 0.00% | +729 | New |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 81 | $463 | 0.00% | −2,962−97.3% | Reduced |
| Elequin Capital LP | 194 | $1.11K | 0.00% | +194 | New |
| Northwestern Mutual Wealth Management Co | 365 | $2.08K | 0.00% | +365 | New |
| Mascoma Wealth Management LLC | 565 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 871 | $5.00K | 0.00% | +160+22.5% | Added |
| Prestige Wealth Management Group LLC | 1,447 | $8.26K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,230 | $12.7K | 0.00% | −5,790−72.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,325 | $13.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,763 | $21.0K | 0.00% | +1,870+98.8% | Added |
| Washington Trust Advisors, Inc. | 6,500 | $37.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $39.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $40.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $57.1K | 0.00% | −80,000−88.9% | Reduced |
| Boothbay Fund Management, LLC | 10,576 | $60.4K | 0.00% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 10,789 | $61.6K | 0.06% | +10,789 | New |
| Raymond James Financial Services Advisors, Inc. | 10,979 | $62.7K | 0.00% | +10,979 | New |
| Susquehanna International Group, LLP | 11,011 | $62.9K | 0.00% | −7,328−40.0% | Reduced |
| Park National Corp | 11,019 | $62.9K | 0.00% | +11,019 | New |
| Aviance Capital Partners, LLC | 11,323 | $64.7K | 0.01% | +40.0% | Added |
| Wealthcare Advisory Partners LLC | 11,886 | $67.9K | 0.00% | −3,730−23.9% | Reduced |
| Clear Creek Financial Management, LLC | 11,970 | $68.3K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 12,300 | $71.1K | 0.02% | −3,468−22.0% | Reduced |
| Fairhaven Wealth Management, LLC | 12,488 | $71.3K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $77.0K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 14,200 | $81.1K | 0.01% | +14,200 | New |
| Smith, Moore & Co. | 15,000 | $85.7K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,247 | $87.1K | 0.02% | −1,244−7.5% | Reduced |
| Ironsides Asset Advisors, LLC | 16,194 | $92.5K | 0.04% | +1,931+13.5% | Added |
| Novak & Powell Financial Services, Inc. | 16,609 | $94.8K | 0.06% | +16,609 | New |
| Nomura Holdings Inc | 17,700 | $101.1K | 0.00% | +17,700 | New |
| Advisor OS, LLC | 18,541 | $105.9K | 0.01% | +115+0.6% | Added |
| Mariner, LLC | 19,639 | $112.1K | 0.00% | +19,639 | New |
| GWM Advisors LLC | 20,741 | $117.5K | 0.00% | +4,500+27.7% | Added |
| SeaCrest Wealth Management, LLC | 22,650 | $129.3K | 0.02% | 00.0% | Unchanged |
| Rpo LLC | 23,502 | $134.2K | 0.21% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,843 | $136.0K | 0.00% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 23,953 | $136.8K | 0.03% | +23,953 | New |
| Cetera Investment Advisers | 24,344 | $139.0K | 0.00% | +116+0.5% | Added |
| ProVise Management Group, LLC | 24,370 | $139.2K | 0.01% | −12,070−33.1% | Reduced |
| Karpus Management, Inc. | 25,793 | $147.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26,510 | $151.4K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 27,403 | $156.5K | 0.13% | +607+2.3% | Added |
| Bank of America Corp | 29,026 | $165.7K | 0.00% | +146+0.5% | Added |
| AE Wealth Management LLC | 30,934 | $173.1K | 0.00% | −16,129−34.3% | Reduced |
| Weiss Asset Management LP | 31,445 | $179.6K | 0.01% | +31,445 | New |
| Pacitti Group Inc. | 31,588 | $180.4K | 0.11% | −5,028−13.7% | Reduced |
| Melfa Wealth Management, LLC | 31,879 | $182.0K | 0.17% | +31,879 | New |
| Integrated Wealth Concepts LLC | 35,340 | $201.8K | 0.00% | +21+0.1% | Added |
| Archetype Wealth Partners | 36,000 | $206.0K | 0.04% | +18,000+100.0% | Added |
| Capital Market Strategies LLC | 38,659 | $220.7K | 0.19% | −5,000−11.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $221.3K | 0.13% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 39,020 | $222.8K | 0.08% | +39,020 | New |
| Rothschild Investment LLC | 40,485 | $231.2K | 0.02% | +40,485 | New |
| Cetera Advisor Networks LLC | 41,332 | $236.0K | 0.00% | −2,625−6.0% | Reduced |
| Wolverine Asset Management LLC | 42,556 | $243.0K | 0.00% | +3,622+9.3% | Added |
| Camelot Portfolios, LLC | 43,137 | $246.3K | 0.15% | +13,100+43.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,603 | $272.0K | 0.00% | +6,666+16.3% | Added |
| HighTower Advisors, LLC | 49,889 | $277.0K | 0.00% | +5,470+12.3% | Added |
| Invesco Ltd. | 48,882 | $279.1K | 0.00% | −56,203−53.5% | Reduced |
| Gridiron Partners, LLC | 48,891 | $279.2K | 0.20% | +48,891 | New |
| Stifel Financial Corp | 50,707 | $289.5K | 0.00% | −2,029−3.8% | Reduced |
| Arete Wealth Advisors, LLC | 55,737 | $318.3K | 0.02% | −20,690−27.1% | Reduced |
| Rockefeller Capital Management L.P. | 72,432 | $413.6K | 0.00% | +998+1.4% | Added |
| Bridgewater Advisors Inc. | 77,225 | $441.0K | 0.07% | +77,225 | New |
| Janney Montgomery Scott LLC | 78,312 | $447.0K | 0.00% | −6,469−7.6% | Reduced |
| Ackerman Capital Advisors, LLC | 80,439 | $459.3K | 0.13% | +16,775+26.3% | Added |
| PFS Partners, LLC | 83,800 | $478.5K | 0.33% | +83,800 | New |
| Farther Finance Advisors, LLC | 86,894 | $496.2K | 0.04% | +15,035+20.9% | Added |
| RMB Capital Management, LLC | 90,296 | $515.6K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 101,154 | $577.6K | 0.00% | −3,938−3.7% | Reduced |
| Riverbridge Partners LLC | 103,084 | $588.6K | 0.01% | +1,060+1.0% | Added |
| Ameriprise Financial Inc | 129,309 | $738.4K | 0.00% | −4,296−3.2% | Reduced |
| Almitas Capital LLC | 138,197 | $789.1K | 0.27% | +122,173+762.4% | Added |
| Landscape Capital Management, L.L.C. | 139,973 | $799.2K | 0.07% | +98,963+241.3% | Added |
| Park Avenue Securities LLC | 161,321 | $921.0K | 0.01% | +9,594+6.3% | Added |
| Wells Fargo & Company | 162,552 | $928.2K | 0.00% | +71,513+78.6% | Added |
| Nuveen Asset Management, LLC | 211,189 | $1.21M | 0.00% | +211,189 | New |
| Envestnet Asset Management Inc | 218,318 | $1.25M | 0.00% | +3,550+1.7% | Added |
| Capital Investment Advisors, LLC | 303,190 | $1.73M | 0.04% | +16,722+5.8% | Added |
| Van Eck Associates Corp | 376,578 | $2.15M | 0.00% | +48,259+14.7% | Added |
| UBS Group AG | 421,530 | $2.41M | 0.00% | +37,946+9.9% | Added |
| LPL Financial LLC | 440,385 | $2.51M | 0.00% | +91,164+26.1% | Added |
| Bulldog Investors, LLP | 468,928 | $2.68M | 0.88% | +51,967+12.5% | Added |
| Sit Investment Associates Inc | 483,989 | $2.76M | 0.07% | −22,188−4.4% | Reduced |
| CNH Partners LLC | 487,301 | $2.78M | 0.11% | +9,909+2.1% | Added |
| Morgan Stanley | 610,481 | $3.49M | 0.00% | −955,600−61.0% | Reduced |
| Advisor Group Holdings, Inc. | 669,666 | $3.82M | 0.01% | −592,866−47.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 777,865 | $4.44M | 0.25% | +233,977+43.0% | Added |
| Guggenheim Capital LLC | 954,988 | $5.45M | 0.04% | −124,565−11.5% | Reduced |
| Logan Stone Capital, LLC | 964,802 | $5.51M | 1.11% | +182,066+23.3% | Added |
| Rivernorth Capital Management, LLC | 1,316,231 | $7.52M | 0.36% | +94,563+7.7% | Added |
| Pathstone Holdings, LLC | 1,387,209 | $7.92M | 0.04% | +1,387,209 | New |
| Saba Capital Management, L.P. | 2,518,798 | $14.4M | 0.35% | +1,543,053+158.1% | Added |
| 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 |