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