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, Q2 2024
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Jun 30, 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
- 97
- +6 vs. Q1 2024
- Shares held
- 18.1M
- +2.12M (+13.3%) vs. Q1 2024
- Total value
- $107.5M
- +$13.9M (+14.8%) vs. Q1 2024
- New holders
- 13
- 29 more added
- Sold out
- 7
- 24 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,065,601 | $24.1M | 0.53% | +984,372+31.9% | Added |
| Pathstone Holdings, LLC | 1,713,352 | $10.2M | 0.05% | +332,752+24.1% | Added |
| Rivernorth Capital Management, LLC | 1,465,772 | $8.71M | 0.41% | −21,911−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,162,255 | $6.90M | 0.35% | +113,782+10.9% | Added |
| Logan Stone Capital, LLC | 730,727 | $4.34M | 1.12% | −200,783−21.6% | Reduced |
| Guggenheim Capital LLC | 725,211 | $4.31M | 0.03% | −129,893−15.2% | Reduced |
| Morgan Stanley | 660,045 | $3.92M | 0.00% | +45,248+7.4% | Added |
| LPL Financial LLC | 658,130 | $3.91M | 0.00% | +245,517+59.5% | Added |
| Sit Investment Associates Inc | 572,719 | $3.40M | 0.08% | +45,457+8.6% | Added |
| Almitas Capital LLC | 559,398 | $3.32M | 1.38% | +330,189+144.1% | Added |
| Bulldog Investors, LLP | 474,121 | $2.82M | 1.05% | 00.0% | Unchanged |
| UBS Group AG | 423,127 | $2.51M | 0.00% | +5,829+1.4% | Added |
| CNH Partners LLC | 416,572 | $2.47M | 0.06% | −51,843−11.1% | Reduced |
| Van Eck Associates Corp | 408,395 | $2.43M | 0.00% | −20,551−4.8% | Reduced |
| Wells Fargo & Company | 399,631 | $2.37M | 0.00% | +226,351+130.6% | Added |
| Capital Investment Advisors, LLC | 310,890 | $1.85M | 0.04% | −3,900−1.2% | Reduced |
| Nuveen Asset Management, LLC | 215,289 | $1.28M | 0.00% | +4,100+1.9% | Added |
| Envestnet Asset Management Inc | 172,421 | $1.02M | 0.00% | −44,717−20.6% | Reduced |
| Whitebox Advisors LLC | 165,808 | $984.9K | 0.04% | +165,808 | New |
| Robinson Capital Management, LLC | 164,148 | $965.2K | 0.35% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 159,152 | $945.0K | 0.01% | −2,272−1.4% | Reduced |
| Riverbridge Partners LLC | 101,730 | $604.3K | 0.01% | +624+0.6% | Added |
| Ackerman Capital Advisors, LLC | 98,643 | $585.9K | 0.16% | +20,001+25.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 98,495 | $585.1K | 0.21% | +41,758+73.6% | Added |
| RMB Capital Management, LLC | 90,296 | $536.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 87,173 | $517.8K | 0.00% | +87,173 | New |
| PFS Partners, LLC | 85,397 | $507.3K | 0.32% | +804+1.0% | Added |
| Farther Finance Advisors, LLC | 86,535 | $506.2K | 0.02% | −429−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 81,036 | $481.4K | 0.04% | −30,243−27.2% | Reduced |
| Bridgewater Advisors Inc. | 77,225 | $457.9K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 73,813 | $438.4K | 0.00% | +920+1.3% | Added |
| Ameriprise Financial Inc | 66,964 | $397.8K | 0.00% | −10,146−13.2% | Reduced |
| Arete Wealth Advisors, LLC | 63,467 | $374.0K | 0.03% | −5,483−8.0% | Reduced |
| Stifel Financial Corp | 58,839 | $349.5K | 0.00% | +697+1.2% | Added |
| Raymond James & Associates | 56,560 | $336.0K | 0.00% | −43,009−43.2% | Reduced |
| Hoylecohen, LLC | 50,000 | $297.0K | 0.02% | +50,000 | New |
| Gridiron Partners, LLC | 48,891 | $290.4K | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,768 | $283.7K | 0.00% | +47,768 | New |
| Blue Bell Private Wealth Management, LLC | 41,405 | $245.9K | 0.05% | +27,506+197.9% | Added |
| Rothschild Investment LLC | 40,485 | $240.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 39,581 | $235.1K | 0.00% | −94,792−70.5% | Reduced |
| Palogic Value Management, L.P. | 39,274 | $233.3K | 0.10% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 38,794 | $230.4K | 0.13% | +12,045+45.0% | Added |
| Fortitude Advisory Group L.L.C. | 38,762 | $230.2K | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 38,625 | $229.4K | 0.00% | +38,625 | New |
| Nomura Holdings Inc | 38,200 | $226.9K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 36,000 | $214.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 35,385 | $210.2K | 0.00% | +26+0.1% | Added |
| HighTower Advisors, LLC | 34,630 | $201.0K | 0.00% | +34,630 | New |
| Matisse Capital | 32,630 | $193.8K | 0.10% | 00.0% | Unchanged |
| Pacitti Group Inc. | 31,588 | $187.6K | 0.10% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 31,519 | $187.2K | 0.15% | +3,948+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,406 | $187.0K | 0.00% | −1,554−4.7% | Reduced |
| Capital Market Strategies LLC | 28,459 | $169.0K | 0.11% | −10,200−26.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,231 | $167.7K | 0.01% | +4,326+18.1% | Added |
| Geneos Wealth Management Inc. | 28,230 | $167.7K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 26,600 | $158.0K | 0.00% | −59,242−69.0% | Reduced |
| AE Wealth Management LLC | 26,550 | $157.7K | 0.00% | +10,800+68.6% | Added |
| Karpus Management, Inc. | 25,793 | $153.2K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 25,422 | $151.0K | 0.02% | +5,176+25.6% | Added |
| Kestra Advisory Services, LLC | 24,952 | $148.2K | 0.00% | +24,952 | New |
| Relyea Zuckerberg Hanson LLC | 23,953 | $142.3K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,843 | $142.0K | 0.00% | −171−0.7% | Reduced |
| Modern Wealth Management, LLC | 23,593 | $140.1K | 0.01% | +23,593 | New |
| ProVise Management Group, LLC | 22,870 | $135.5K | 0.01% | −3,000−11.6% | Reduced |
| Melfa Wealth Management, LLC | 21,861 | $129.9K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 20,966 | $124.5K | 0.01% | +1,955+10.3% | Added |
| Bank of America Corp | 20,946 | $124.4K | 0.00% | −11,301−35.0% | Reduced |
| Cetera Investment Advisers | 20,890 | $124.1K | 0.00% | −44,331−68.0% | Reduced |
| GWM Advisors LLC | 19,709 | $117.1K | 0.00% | +3,907+24.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,283 | $102.7K | 0.00% | +4,066+30.8% | Added |
| LexAurum Advisors, LLC | 17,234 | $102.4K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 16,925 | $100.5K | 0.06% | +211+1.3% | Added |
| Signature Estate & Investment Advisors LLC | 15,768 | $93.7K | 0.00% | +15,768 | New |
| Coastal Investment Advisors, Inc. | 15,247 | $90.6K | 0.02% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 14,620 | $86.8K | 0.05% | +14,620 | New |
| Fort Point Capital Partners LLC | 14,204 | $84.4K | 0.01% | +1,446+11.3% | Added |
| Wedbush Securities Inc | 13,500 | $80.0K | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $77.5K | 0.04% | +13,000 | New |
| Clear Creek Financial Management, LLC | 11,910 | $70.7K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,232 | $66.7K | 0.00% | +7,732+220.9% | Added |
| Mariner, LLC | 10,330 | $61.4K | 0.00% | −9,455−47.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,131 | $60.2K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $59.4K | 0.01% | −5,000−33.3% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $59.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $41.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $41.6K | 0.00% | +7,000 | New |
| Hollencrest Capital Management | 6,970 | $41.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,068 | $30.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,460 | $26.5K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 3,751 | $22.3K | 0.01% | +3,751 | New |
| Prestige Wealth Management Group LLC | 1,447 | $8.60K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 664 | $4.00K | 0.00% | −24−3.5% | Reduced |
| Mascoma Wealth Management LLC | 565 | $3.36K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 729 | $0 | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −16,889−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −15,768−100.0% | Sold out |