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, Q3 2024
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Sep 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
- 98
- +3 vs. Q2 2024
- Shares held
- 18.5M
- +472.9K (+2.6%) vs. Q2 2024
- Total value
- $115.1M
- +$8.11M (+7.6%) vs. Q2 2024
- New holders
- 14
- 30 more added
- Sold out
- 11
- 24 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,011,267 | $25.0M | 0.55% | −54,334−1.3% | Reduced |
| Pathstone Holdings, LLC | 2,141,763 | $13.3M | 0.06% | +428,411+25.0% | Added |
| Rivernorth Capital Management, LLC | 1,666,877 | $10.4M | 0.50% | +201,105+13.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,153,851 | $7.19M | 0.34% | −8,404−0.7% | Reduced |
| Guggenheim Capital LLC | 873,867 | $5.44M | 0.04% | +148,656+20.5% | Added |
| Bulldog Investors, LLP | 820,234 | $5.12M | 1.76% | +346,113+73.0% | Added |
| LPL Financial LLC | 727,062 | $4.53M | 0.00% | +68,932+10.5% | Added |
| Logan Stone Capital, LLC | 664,735 | $4.14M | 1.03% | −65,992−9.0% | Reduced |
| Morgan Stanley | 660,019 | $4.11M | 0.00% | −260.0% | Reduced |
| Sit Investment Associates Inc | 626,239 | $3.90M | 0.09% | +53,520+9.3% | Added |
| Wells Fargo & Company | 459,581 | $2.86M | 0.00% | +59,950+15.0% | Added |
| Van Eck Associates Corp | 396,695 | $2.39M | 0.00% | −11,700−2.9% | Reduced |
| Capital Investment Advisors, LLC | 313,890 | $1.96M | 0.04% | +3,000+1.0% | Added |
| CNH Partners LLC | 305,019 | $1.90M | 0.04% | −111,553−26.8% | Reduced |
| Nuveen Asset Management, LLC | 215,289 | $1.35M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 195,021 | $1.21M | 0.11% | +195,021 | New |
| Whitebox Advisors LLC | 192,127 | $1.20M | 0.05% | +26,319+15.9% | Added |
| Envestnet Asset Management Inc | 170,513 | $1.06M | 0.00% | −1,908−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 167,152 | $1.04M | 0.00% | +127,571+322.3% | Added |
| Park Avenue Securities LLC | 152,399 | $949.0K | 0.01% | −6,753−4.2% | Reduced |
| Riverbridge Partners LLC | 142,780 | $889.5K | 0.01% | +41,050+40.4% | Added |
| Blue Bell Private Wealth Management, LLC | 123,424 | $768.9K | 0.15% | +82,019+198.1% | Added |
| UBS Group AG | 122,204 | $761.3K | 0.00% | −300,923−71.1% | Reduced |
| Ackerman Capital Advisors, LLC | 117,282 | $730.7K | 0.19% | +18,639+18.9% | Added |
| HighTower Advisors, LLC | 110,992 | $689.0K | 0.00% | +76,362+220.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 99,710 | $621.2K | 0.21% | +1,215+1.2% | Added |
| Farther Finance Advisors, LLC | 95,089 | $592.4K | 0.02% | +8,554+9.9% | Added |
| PFS Partners, LLC | 85,909 | $535.2K | 0.31% | +512+0.6% | Added |
| Nine Masts Capital Ltd | 75,885 | $472.8K | 0.22% | +75,885 | New |
| Rockefeller Capital Management L.P. | 74,255 | $462.6K | 0.00% | +442+0.6% | Added |
| Ameriprise Financial Inc | 66,811 | $416.2K | 0.00% | −153−0.2% | Reduced |
| Bridgewater Advisors Inc. | 67,770 | $405.3K | 0.04% | −9,455−12.2% | Reduced |
| Bank of New York Mellon Corp | 61,665 | $384.2K | 0.00% | +61,665 | New |
| Stifel Financial Corp | 61,442 | $382.8K | 0.00% | +2,603+4.4% | Added |
| Arete Wealth Advisors, LLC | 60,825 | $380.0K | 0.03% | −2,642−4.2% | Reduced |
| Raymond James & Associates | 52,114 | $324.7K | 0.00% | −4,446−7.9% | Reduced |
| Colony Group, LLC | 50,000 | $311.5K | 0.00% | +50,000 | New |
| Gridiron Partners, LLC | 48,891 | $304.6K | 0.18% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40,485 | $252.2K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 39,274 | $244.7K | 0.10% | 00.0% | Unchanged |
| Invesco Ltd. | 39,236 | $244.4K | 0.00% | +611+1.6% | Added |
| Fortitude Advisory Group L.L.C. | 38,762 | $241.5K | 0.15% | 00.0% | Unchanged |
| Archetype Wealth Partners | 36,000 | $224.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 35,397 | $220.5K | 0.00% | +120.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,258 | $219.7K | 0.01% | +7,027+24.9% | Added |
| Matisse Capital | 32,630 | $203.3K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,578 | $197.0K | 0.00% | +172+0.5% | Added |
| Pacitti Group Inc. | 31,618 | $197.0K | 0.09% | +30+0.1% | Added |
| Melfa Wealth Management, LLC | 31,611 | $196.9K | 0.13% | +9,750+44.6% | Added |
| Kingswood Wealth Advisors, LLC | 31,000 | $193.1K | 0.01% | +31,000 | New |
| Integrated Capital Management, Inc. | 30,319 | $188.9K | 0.15% | −1,200−3.8% | Reduced |
| Lee Financial Co | 29,000 | $181.2K | 0.03% | +29,000 | New |
| Capital Market Strategies LLC | 28,459 | $177.3K | 0.11% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 28,230 | $175.9K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 27,091 | $168.8K | 0.02% | +1,669+6.6% | Added |
| Camelot Portfolios, LLC | 26,501 | $165.1K | 0.16% | −12,293−31.7% | Reduced |
| Karpus Management, Inc. | 25,793 | $160.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 23,843 | $148.5K | 0.00% | +23,843 | New |
| Modern Wealth Management, LLC | 23,593 | $147.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,478 | $146.3K | 0.00% | +3,769+19.1% | Added |
| Advisor OS, LLC | 23,104 | $143.9K | 0.01% | +2,138+10.2% | Added |
| Everstar Asset Management, LLC | 22,100 | $137.7K | 0.09% | +22,100 | New |
| Kestra Advisory Services, LLC | 21,216 | $132.2K | 0.00% | −3,736−15.0% | Reduced |
| ProVise Management Group, LLC | 19,120 | $118.4K | 0.01% | −3,750−16.4% | Reduced |
| Nomura Holdings Inc | 18,622 | $116.0K | 0.00% | −19,578−51.3% | Reduced |
| Janney Montgomery Scott LLC | 18,100 | $113.0K | 0.00% | −8,500−32.0% | Reduced |
| LexAurum Advisors, LLC | 17,234 | $107.4K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 17,027 | $106.1K | 0.06% | +102+0.6% | Added |
| Citadel Advisors LLC | 17,010 | $106.0K | 0.00% | −70,163−80.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 15,768 | $98.2K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,247 | $93.8K | 0.04% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 14,620 | $91.1K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,534 | $90.5K | 0.00% | −2,749−15.9% | Reduced |
| Wedbush Securities Inc | 13,500 | $84.0K | 0.00% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $77.5K | 0.04% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $76.1K | 0.01% | +12,214 | New |
| Clear Creek Financial Management, LLC | 11,910 | $74.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,807 | $67.3K | 0.00% | −425−3.8% | Reduced |
| Mariner, LLC | 10,330 | $64.4K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,131 | $63.1K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $62.3K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $62.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $43.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $43.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $43.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,897 | $30.5K | 0.00% | −171−3.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,460 | $27.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,902 | $12.0K | 0.00% | +1,902 | New |
| Activest Wealth Management | 1,500 | $9.35K | 0.00% | +1,500 | New |
| Prestige Wealth Management Group LLC | 1,447 | $9.04K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,446 | $9.01K | 0.00% | −19,500−93.1% | Reduced |
| Darwin Advisors, LLC | 1,000 | $6.23K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 903 | $6.00K | 0.00% | +239+36.0% | Added |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 565 | $3.52K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 193 | $1.20K | 0.00% | +193 | New |
| Tower Research Capital LLC (TRC) | 129 | $804 | 0.00% | +129 | New |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 0 | $0 | 0.00% | −559,398−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −164,148−100.0% | Sold out |