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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 129 | $804 | 0.00% | +129 | New |
| Coppell Advisory Solutions LLC | 193 | $1.20K | 0.00% | +193 | New |
| Mascoma Wealth Management LLC | 565 | $3.52K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 903 | $6.00K | 0.00% | +239+36.0% | Added |
| Darwin Advisors, LLC | 1,000 | $6.23K | 0.00% | +1,000 | New |
| Bank of America Corp | 1,446 | $9.01K | 0.00% | −19,500−93.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,447 | $9.04K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $9.35K | 0.00% | +1,500 | New |
| Royal Bank of Canada | 1,902 | $12.0K | 0.00% | +1,902 | New |
| Gilliland Jeter Wealth Management LLC | 4,460 | $27.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,897 | $30.5K | 0.00% | −171−3.4% | Reduced |
| Hollencrest Capital Management | 6,970 | $43.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $43.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $43.7K | 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 |
| Wealthcare Advisory Partners LLC | 10,131 | $63.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,330 | $64.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,807 | $67.3K | 0.00% | −425−3.8% | Reduced |
| Clear Creek Financial Management, LLC | 11,910 | $74.2K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $76.1K | 0.01% | +12,214 | New |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $77.5K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $84.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,534 | $90.5K | 0.00% | −2,749−15.9% | Reduced |
| WMG Financial Advisors, LLC | 14,620 | $91.1K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,247 | $93.8K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 15,768 | $98.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,010 | $106.0K | 0.00% | −70,163−80.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 17,027 | $106.1K | 0.06% | +102+0.6% | Added |
| LexAurum Advisors, LLC | 17,234 | $107.4K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,100 | $113.0K | 0.00% | −8,500−32.0% | Reduced |
| Nomura Holdings Inc | 18,622 | $116.0K | 0.00% | −19,578−51.3% | Reduced |
| ProVise Management Group, LLC | 19,120 | $118.4K | 0.01% | −3,750−16.4% | Reduced |
| Kestra Advisory Services, LLC | 21,216 | $132.2K | 0.00% | −3,736−15.0% | Reduced |
| Everstar Asset Management, LLC | 22,100 | $137.7K | 0.09% | +22,100 | New |
| Advisor OS, LLC | 23,104 | $143.9K | 0.01% | +2,138+10.2% | Added |
| GWM Advisors LLC | 23,478 | $146.3K | 0.00% | +3,769+19.1% | Added |
| Modern Wealth Management, LLC | 23,593 | $147.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 23,843 | $148.5K | 0.00% | +23,843 | New |
| Karpus Management, Inc. | 25,793 | $160.7K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 26,501 | $165.1K | 0.16% | −12,293−31.7% | Reduced |
| Aviance Capital Partners, LLC | 27,091 | $168.8K | 0.02% | +1,669+6.6% | Added |
| Geneos Wealth Management Inc. | 28,230 | $175.9K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 28,459 | $177.3K | 0.11% | 00.0% | Unchanged |
| Lee Financial Co | 29,000 | $181.2K | 0.03% | +29,000 | New |
| Integrated Capital Management, Inc. | 30,319 | $188.9K | 0.15% | −1,200−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 31,000 | $193.1K | 0.01% | +31,000 | New |
| Melfa Wealth Management, LLC | 31,611 | $196.9K | 0.13% | +9,750+44.6% | Added |
| Pacitti Group Inc. | 31,618 | $197.0K | 0.09% | +30+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,578 | $197.0K | 0.00% | +172+0.5% | Added |
| Matisse Capital | 32,630 | $203.3K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,258 | $219.7K | 0.01% | +7,027+24.9% | Added |
| Integrated Wealth Concepts LLC | 35,397 | $220.5K | 0.00% | +120.0% | Added |
| Archetype Wealth Partners | 36,000 | $224.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 38,762 | $241.5K | 0.15% | 00.0% | Unchanged |
| Invesco Ltd. | 39,236 | $244.4K | 0.00% | +611+1.6% | Added |
| Palogic Value Management, L.P. | 39,274 | $244.7K | 0.10% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40,485 | $252.2K | 0.02% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 48,891 | $304.6K | 0.18% | 00.0% | Unchanged |
| Colony Group, LLC | 50,000 | $311.5K | 0.00% | +50,000 | New |
| Raymond James & Associates | 52,114 | $324.7K | 0.00% | −4,446−7.9% | Reduced |
| Arete Wealth Advisors, LLC | 60,825 | $380.0K | 0.03% | −2,642−4.2% | Reduced |
| Stifel Financial Corp | 61,442 | $382.8K | 0.00% | +2,603+4.4% | Added |
| Bank of New York Mellon Corp | 61,665 | $384.2K | 0.00% | +61,665 | New |
| Bridgewater Advisors Inc. | 67,770 | $405.3K | 0.04% | −9,455−12.2% | Reduced |
| Ameriprise Financial Inc | 66,811 | $416.2K | 0.00% | −153−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 74,255 | $462.6K | 0.00% | +442+0.6% | Added |
| Nine Masts Capital Ltd | 75,885 | $472.8K | 0.22% | +75,885 | New |
| PFS Partners, LLC | 85,909 | $535.2K | 0.31% | +512+0.6% | Added |
| Farther Finance Advisors, LLC | 95,089 | $592.4K | 0.02% | +8,554+9.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 99,710 | $621.2K | 0.21% | +1,215+1.2% | Added |
| HighTower Advisors, LLC | 110,992 | $689.0K | 0.00% | +76,362+220.5% | Added |
| Ackerman Capital Advisors, LLC | 117,282 | $730.7K | 0.19% | +18,639+18.9% | Added |
| UBS Group AG | 122,204 | $761.3K | 0.00% | −300,923−71.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 123,424 | $768.9K | 0.15% | +82,019+198.1% | Added |
| Riverbridge Partners LLC | 142,780 | $889.5K | 0.01% | +41,050+40.4% | Added |
| Park Avenue Securities LLC | 152,399 | $949.0K | 0.01% | −6,753−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 167,152 | $1.04M | 0.00% | +127,571+322.3% | Added |
| Envestnet Asset Management Inc | 170,513 | $1.06M | 0.00% | −1,908−1.1% | Reduced |
| Whitebox Advisors LLC | 192,127 | $1.20M | 0.05% | +26,319+15.9% | Added |
| 1607 Capital Partners, LLC | 195,021 | $1.21M | 0.11% | +195,021 | New |
| Nuveen Asset Management, LLC | 215,289 | $1.35M | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 305,019 | $1.90M | 0.04% | −111,553−26.8% | Reduced |
| Capital Investment Advisors, LLC | 313,890 | $1.96M | 0.04% | +3,000+1.0% | Added |
| Van Eck Associates Corp | 396,695 | $2.39M | 0.00% | −11,700−2.9% | Reduced |
| Wells Fargo & Company | 459,581 | $2.86M | 0.00% | +59,950+15.0% | Added |
| Sit Investment Associates Inc | 626,239 | $3.90M | 0.09% | +53,520+9.3% | Added |
| Morgan Stanley | 660,019 | $4.11M | 0.00% | −260.0% | Reduced |
| Logan Stone Capital, LLC | 664,735 | $4.14M | 1.03% | −65,992−9.0% | Reduced |
| LPL Financial LLC | 727,062 | $4.53M | 0.00% | +68,932+10.5% | Added |
| Bulldog Investors, LLP | 820,234 | $5.12M | 1.76% | +346,113+73.0% | Added |
| Guggenheim Capital LLC | 873,867 | $5.44M | 0.04% | +148,656+20.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,153,851 | $7.19M | 0.34% | −8,404−0.7% | Reduced |
| Rivernorth Capital Management, LLC | 1,666,877 | $10.4M | 0.50% | +201,105+13.7% | Added |
| Pathstone Holdings, LLC | 2,141,763 | $13.3M | 0.06% | +428,411+25.0% | Added |
| Saba Capital Management, L.P. | 4,011,267 | $25.0M | 0.55% | −54,334−1.3% | Reduced |
| 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 |