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, Q1 2024
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Mar 31, 2024. 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
- 91
- −4 vs. Q4 2023
- Shares held
- 16.0M
- +503.6K (+3.3%) vs. Q4 2023
- Total value
- $93.6M
- +$5.25M (+5.9%) vs. Q4 2023
- New holders
- 10
- 35 more added
- Sold out
- 14
- 23 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,081,229 | $18.1M | 0.40% | +562,431+22.3% | Added |
| Rivernorth Capital Management, LLC | 1,487,683 | $8.72M | 0.42% | +171,452+13.0% | Added |
| Pathstone Holdings, LLC | 1,380,600 | $8.09M | 0.04% | −6,609−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,048,473 | $6.14M | 0.33% | +270,608+34.8% | Added |
| Logan Stone Capital, LLC | 931,510 | $5.46M | 1.17% | −33,292−3.5% | Reduced |
| Guggenheim Capital LLC | 855,104 | $5.01M | 0.04% | −99,884−10.5% | Reduced |
| Morgan Stanley | 614,797 | $3.60M | 0.00% | +4,316+0.7% | Added |
| Sit Investment Associates Inc | 527,262 | $3.09M | 0.07% | +43,273+8.9% | Added |
| Bulldog Investors, LLP | 474,121 | $2.78M | 0.92% | +5,193+1.1% | Added |
| CNH Partners LLC | 468,415 | $2.74M | 0.10% | −18,886−3.9% | Reduced |
| Van Eck Associates Corp | 428,946 | $2.51M | 0.00% | +52,368+13.9% | Added |
| UBS Group AG | 417,298 | $2.45M | 0.00% | −4,232−1.0% | Reduced |
| LPL Financial LLC | 412,613 | $2.42M | 0.00% | −27,772−6.3% | Reduced |
| Capital Investment Advisors, LLC | 314,790 | $1.84M | 0.04% | +11,600+3.8% | Added |
| Almitas Capital LLC | 229,209 | $1.34M | 0.55% | +91,012+65.9% | Added |
| Envestnet Asset Management Inc | 217,138 | $1.27M | 0.00% | −1,180−0.5% | Reduced |
| Nuveen Asset Management, LLC | 211,189 | $1.24M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 173,280 | $1.02M | 0.00% | +10,728+6.6% | Added |
| Park Avenue Securities LLC | 161,424 | $946.0K | 0.01% | +103+0.1% | Added |
| Robinson Capital Management, LLC | 164,148 | $929.9K | 0.34% | +164,148 | New |
| Advisor Group Holdings, Inc. | 134,373 | $787.4K | 0.00% | −535,293−79.9% | Reduced |
| Landscape Capital Management, L.L.C. | 111,279 | $652.1K | 0.06% | −28,694−20.5% | Reduced |
| Riverbridge Partners LLC | 101,106 | $592.5K | 0.01% | −1,978−1.9% | Reduced |
| Raymond James & Associates | 99,569 | $583.5K | 0.00% | −1,585−1.6% | Reduced |
| RMB Capital Management, LLC | 90,296 | $529.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 86,964 | $505.3K | 0.03% | +70+0.1% | Added |
| Janney Montgomery Scott LLC | 85,842 | $503.0K | 0.00% | +7,530+9.6% | Added |
| PFS Partners, LLC | 84,593 | $495.7K | 0.34% | +793+0.9% | Added |
| Ackerman Capital Advisors, LLC | 78,642 | $460.8K | 0.13% | −1,797−2.2% | Reduced |
| Bridgewater Advisors Inc. | 77,225 | $452.5K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 77,110 | $451.9K | 0.00% | −52,199−40.4% | Reduced |
| Rockefeller Capital Management L.P. | 72,893 | $427.2K | 0.00% | +461+0.6% | Added |
| Arete Wealth Advisors, LLC | 68,950 | $404.0K | 0.04% | +13,213+23.7% | Added |
| Cetera Investment Advisers | 65,221 | $382.2K | 0.00% | +40,877+167.9% | Added |
| Stifel Financial Corp | 58,142 | $340.7K | 0.00% | +7,435+14.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 56,737 | $332.5K | 0.12% | +17,717+45.4% | Added |
| Gridiron Partners, LLC | 48,891 | $286.5K | 0.18% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40,485 | $237.2K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 39,274 | $230.1K | 0.10% | +39,274 | New |
| Fortitude Advisory Group L.L.C. | 38,762 | $227.1K | 0.13% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 38,659 | $226.5K | 0.17% | 00.0% | Unchanged |
| Nomura Holdings Inc | 38,200 | $223.9K | 0.00% | +20,500+115.8% | Added |
| Archetype Wealth Partners | 36,000 | $211.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 35,359 | $207.2K | 0.00% | +19+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,960 | $193.0K | 0.00% | −14,643−30.8% | Reduced |
| Matisse Capital | 32,630 | $191.2K | 0.09% | +32,630 | New |
| Bank of America Corp | 32,247 | $189.0K | 0.00% | +3,221+11.1% | Added |
| Pacitti Group Inc. | 31,588 | $185.1K | 0.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 31,000 | $181.7K | 0.02% | +16,800+118.3% | Added |
| Geneos Wealth Management Inc. | 28,230 | $165.4K | 0.01% | +1,720+6.5% | Added |
| Integrated Capital Management, Inc. | 27,571 | $161.6K | 0.13% | +168+0.6% | Added |
| Camelot Portfolios, LLC | 26,749 | $156.7K | 0.15% | −16,388−38.0% | Reduced |
| ProVise Management Group, LLC | 25,870 | $151.4K | 0.01% | +1,500+6.2% | Added |
| Karpus Management, Inc. | 25,793 | $151.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24,014 | $141.0K | 0.00% | +171+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 23,953 | $140.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,905 | $140.1K | 0.01% | +21,580+928.2% | Added |
| Melfa Wealth Management, LLC | 21,861 | $128.1K | 0.09% | −10,018−31.4% | Reduced |
| Aviance Capital Partners, LLC | 20,246 | $118.6K | 0.02% | +8,923+78.8% | Added |
| Mariner, LLC | 19,785 | $115.9K | 0.00% | +146+0.7% | Added |
| Advisor OS, LLC | 19,011 | $111.4K | 0.01% | +470+2.5% | Added |
| LexAurum Advisors, LLC | 17,234 | $101.0K | 0.03% | +17,234 | New |
| Ironsides Asset Advisors, LLC | 16,889 | $99.0K | 0.03% | +695+4.3% | Added |
| Novak & Powell Financial Services, Inc. | 16,714 | $97.9K | 0.07% | +105+0.6% | Added |
| GWM Advisors LLC | 15,802 | $92.6K | 0.00% | −4,939−23.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 15,768 | $92.4K | 0.02% | +3,468+28.2% | Added |
| AE Wealth Management LLC | 15,750 | $92.3K | 0.00% | −15,184−49.1% | Reduced |
| Coastal Investment Advisors, Inc. | 15,247 | $89.3K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 15,000 | $87.9K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,899 | $81.4K | 0.02% | +13,899 | New |
| Wedbush Securities Inc | 13,500 | $79.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,217 | $77.5K | 0.00% | +2,238+20.4% | Added |
| Fort Point Capital Partners LLC | 12,758 | $74.8K | 0.01% | +12,758 | New |
| MidWestOne Financial Group, Inc. | 12,214 | $71.6K | 0.01% | +12,214 | New |
| Clear Creek Financial Management, LLC | 11,910 | $69.8K | 0.01% | −60−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 10,131 | $59.4K | 0.00% | −1,755−14.8% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $58.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $41.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $40.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,500 | $38.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,068 | $29.7K | 0.00% | +5,068 | New |
| Gilliland Jeter Wealth Management LLC | 4,460 | $26.1K | 0.01% | +4,460 | New |
| Wolverine Asset Management LLC | 3,500 | $20.5K | 0.00% | −39,056−91.8% | Reduced |
| Comerica Bank | 2,230 | $13.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,749 | $10.0K | 0.00% | −2,014−53.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,447 | $8.48K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $6.00K | 0.00% | +874 | New |
| Bessemer Group Inc | 688 | $4.00K | 0.00% | −183−21.0% | Reduced |
| Mascoma Wealth Management LLC | 565 | $3.31K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 729 | $0 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −48,882−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −49,889−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −41,332−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −31,445−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −23,502−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −22,650−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | 0 | $0 | 0.00% | −12,488−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,011−100.0% | Sold out |