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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, 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.

Institutional holdersQ1 2024: 91 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 heldQ1 2024: $93.6M
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, 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.

Institutions holding DSM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Scarborough Advisors, LLC729$00.00%00.0%Unchanged
Citigroup Inc1$60.00%00.0%Unchanged
Mascoma Wealth Management LLC565$3.31K0.00%00.0%Unchanged
Bessemer Group Inc688$4.00K0.00%−183−21.0%Reduced
Briaud Financial Planning, Inc874$6.00K0.00%+874New
Prestige Wealth Management Group LLC1,447$8.48K0.00%00.0%Unchanged
Royal Bank of Canada1,749$10.0K0.00%−2,014−53.5%Reduced
Comerica Bank2,230$13.1K0.00%00.0%Unchanged
Wolverine Asset Management LLC3,500$20.5K0.00%−39,056−91.8%Reduced
Gilliland Jeter Wealth Management LLC4,460$26.1K0.01%+4,460New
Steward Partners Investment Advisory, LLC5,068$29.7K0.00%+5,068New
Washington Trust Advisors, Inc.6,500$38.1K0.00%00.0%Unchanged
Hollencrest Capital Management6,970$40.8K0.00%00.0%Unchanged
US Bancorp7,007$41.1K0.00%00.0%Unchanged
Moors & Cabot, Inc.10,000$58.6K0.00%00.0%Unchanged
Wealthcare Advisory Partners LLC10,131$59.4K0.00%−1,755−14.8%Reduced
Clear Creek Financial Management, LLC11,910$69.8K0.01%−60−0.5%Reduced
MidWestOne Financial Group, Inc.12,214$71.6K0.01%+12,214New
Fort Point Capital Partners LLC12,758$74.8K0.01%+12,758New
Raymond James Financial Services Advisors, Inc.13,217$77.5K0.00%+2,238+20.4%Added
Wedbush Securities Inc13,500$79.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC13,899$81.4K0.02%+13,899New
Smith, Moore & Co.15,000$87.9K0.01%00.0%Unchanged
Coastal Investment Advisors, Inc.15,247$89.3K0.02%00.0%Unchanged
AE Wealth Management LLC15,750$92.3K0.00%−15,184−49.1%Reduced
Cedar Brook Financial Partners, LLC15,768$92.4K0.02%+3,468+28.2%Added
GWM Advisors LLC15,802$92.6K0.00%−4,939−23.8%Reduced
Novak & Powell Financial Services, Inc.16,714$97.9K0.07%+105+0.6%Added
Ironsides Asset Advisors, LLC16,889$99.0K0.03%+695+4.3%Added
LexAurum Advisors, LLC17,234$101.0K0.03%+17,234New
Advisor OS, LLC19,011$111.4K0.01%+470+2.5%Added
Mariner, LLC19,785$115.9K0.00%+146+0.7%Added
Aviance Capital Partners, LLC20,246$118.6K0.02%+8,923+78.8%Added
Melfa Wealth Management, LLC21,861$128.1K0.09%−10,018−31.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC23,905$140.1K0.01%+21,580+928.2%Added
Relyea Zuckerberg Hanson LLC23,953$140.4K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.24,014$141.0K0.00%+171+0.7%Added
Karpus Management, Inc.25,793$151.1K0.00%00.0%Unchanged
ProVise Management Group, LLC25,870$151.4K0.01%+1,500+6.2%Added
Camelot Portfolios, LLC26,749$156.7K0.15%−16,388−38.0%Reduced
Integrated Capital Management, Inc.27,571$161.6K0.13%+168+0.6%Added
Geneos Wealth Management Inc.28,230$165.4K0.01%+1,720+6.5%Added
Kingswood Wealth Advisors, LLC31,000$181.7K0.02%+16,800+118.3%Added
Pacitti Group Inc.31,588$185.1K0.10%00.0%Unchanged
Bank of America Corp32,247$189.0K0.00%+3,221+11.1%Added
Matisse Capital32,630$191.2K0.09%+32,630New
Cambridge Investment Research Advisors, Inc.32,960$193.0K0.00%−14,643−30.8%Reduced
Integrated Wealth Concepts LLC35,359$207.2K0.00%+19+0.1%Added
Archetype Wealth Partners36,000$211.0K0.04%00.0%Unchanged
Nomura Holdings Inc38,200$223.9K0.00%+20,500+115.8%Added
Capital Market Strategies LLC38,659$226.5K0.17%00.0%Unchanged
Fortitude Advisory Group L.L.C.38,762$227.1K0.13%00.0%Unchanged
Palogic Value Management, L.P.39,274$230.1K0.10%+39,274New
Rothschild Investment LLC40,485$237.2K0.02%00.0%Unchanged
Gridiron Partners, LLC48,891$286.5K0.18%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.56,737$332.5K0.12%+17,717+45.4%Added
Stifel Financial Corp58,142$340.7K0.00%+7,435+14.7%Added
Cetera Investment Advisers65,221$382.2K0.00%+40,877+167.9%Added
Arete Wealth Advisors, LLC68,950$404.0K0.04%+13,213+23.7%Added
Rockefeller Capital Management L.P.72,893$427.2K0.00%+461+0.6%Added
Ameriprise Financial Inc77,110$451.9K0.00%−52,199−40.4%Reduced
Bridgewater Advisors Inc.77,225$452.5K0.07%00.0%Unchanged
Ackerman Capital Advisors, LLC78,642$460.8K0.13%−1,797−2.2%Reduced
PFS Partners, LLC84,593$495.7K0.34%+793+0.9%Added
Janney Montgomery Scott LLC85,842$503.0K0.00%+7,530+9.6%Added
Farther Finance Advisors, LLC86,964$505.3K0.03%+70+0.1%Added
RMB Capital Management, LLC90,296$529.1K0.01%00.0%Unchanged
Raymond James & Associates99,569$583.5K0.00%−1,585−1.6%Reduced
Riverbridge Partners LLC101,106$592.5K0.01%−1,978−1.9%Reduced
Landscape Capital Management, L.L.C.111,279$652.1K0.06%−28,694−20.5%Reduced
Advisor Group Holdings, Inc.134,373$787.4K0.00%−535,293−79.9%Reduced
Robinson Capital Management, LLC164,148$929.9K0.34%+164,148New
Park Avenue Securities LLC161,424$946.0K0.01%+103+0.1%Added
Wells Fargo & Company173,280$1.02M0.00%+10,728+6.6%Added
Nuveen Asset Management, LLC211,189$1.24M0.00%00.0%Unchanged
Envestnet Asset Management Inc217,138$1.27M0.00%−1,180−0.5%Reduced
Almitas Capital LLC229,209$1.34M0.55%+91,012+65.9%Added
Capital Investment Advisors, LLC314,790$1.84M0.04%+11,600+3.8%Added
LPL Financial LLC412,613$2.42M0.00%−27,772−6.3%Reduced
UBS Group AG417,298$2.45M0.00%−4,232−1.0%Reduced
Van Eck Associates Corp428,946$2.51M0.00%+52,368+13.9%Added
CNH Partners LLC468,415$2.74M0.10%−18,886−3.9%Reduced
Bulldog Investors, LLP474,121$2.78M0.92%+5,193+1.1%Added
Sit Investment Associates Inc527,262$3.09M0.07%+43,273+8.9%Added
Morgan Stanley614,797$3.60M0.00%+4,316+0.7%Added
Guggenheim Capital LLC855,104$5.01M0.04%−99,884−10.5%Reduced
Logan Stone Capital, LLC931,510$5.46M1.17%−33,292−3.5%Reduced
Hennion & Walsh Asset Management, Inc.1,048,473$6.14M0.33%+270,608+34.8%Added
Pathstone Holdings, LLC1,380,600$8.09M0.04%−6,609−0.5%Reduced
Rivernorth Capital Management, LLC1,487,683$8.72M0.42%+171,452+13.0%Added
Saba Capital Management, L.P.3,081,229$18.1M0.40%+562,431+22.3%Added
Invesco Ltd.0$00.00%−48,882−100.0%Sold out
HighTower Advisors, LLC0$00.00%−49,889−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−41,332−100.0%Sold out
Weiss Asset Management LP0$00.00%−31,445−100.0%Sold out
Rpo LLC0$00.00%−23,502−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−22,650−100.0%Sold out
Fairhaven Wealth Management, LLC0$00.00%−12,488−100.0%Sold out
Park National Corp0$00.00%−11,019−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,011−100.0%Sold out