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, Q4 2024
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Dec 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
- 103
- +7 vs. Q3 2024
- Shares held
- 21.1M
- +2.63M (+14.3%) vs. Q3 2024
- Total value
- $122.4M
- +$7.66M (+6.7%) vs. Q3 2024
- New holders
- 16
- 29 more added
- Sold out
- 9
- 27 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,127,582 | $24.0M | 0.60% | +116,315+2.9% | Added |
| Pathstone Holdings, LLC | 2,474,029 | $14.4M | 0.06% | +332,266+15.5% | Added |
| Bulldog Investors, LLP | 2,101,361 | $12.2M | 3.19% | +1,281,127+156.2% | Added |
| Rivernorth Capital Management, LLC | 1,534,997 | $8.92M | 0.43% | −131,880−7.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,144,784 | $6.65M | 0.30% | −9,067−0.8% | Reduced |
| Guggenheim Capital LLC | 909,118 | $5.28M | 0.04% | +35,251+4.0% | Added |
| LPL Financial LLC | 663,945 | $3.86M | 0.00% | −63,117−8.7% | Reduced |
| Almitas Capital LLC | 625,461 | $3.63M | 0.80% | +625,461 | New |
| Whitebox Advisors LLC | 619,946 | $3.60M | 0.13% | +427,819+222.7% | Added |
| Morgan Stanley | 608,652 | $3.54M | 0.00% | −51,367−7.8% | Reduced |
| Wells Fargo & Company | 531,115 | $3.09M | 0.00% | +71,534+15.6% | Added |
| Sit Investment Associates Inc | 517,439 | $3.01M | 0.07% | −108,800−17.4% | Reduced |
| Van Eck Associates Corp | 419,830 | $2.44M | 0.00% | +23,135+5.8% | Added |
| Logan Stone Capital, LLC | 401,528 | $2.33M | 0.78% | −263,207−39.6% | Reduced |
| Capital Investment Advisors, LLC | 300,599 | $1.75M | 0.04% | −13,291−4.2% | Reduced |
| Advisors Asset Management, Inc. | 250,849 | $1.46M | 0.03% | +250,849 | New |
| Nuveen Asset Management, LLC | 215,289 | $1.25M | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 190,615 | $1.11M | 0.03% | −114,404−37.5% | Reduced |
| 1607 Capital Partners, LLC | 184,401 | $1.07M | 0.09% | −10,620−5.4% | Reduced |
| Envestnet Asset Management Inc | 174,019 | $1.01M | 0.00% | +3,506+2.1% | Added |
| Park Avenue Securities LLC | 162,065 | $942.0K | 0.01% | +9,666+6.3% | Added |
| Capstone Investment Advisors, LLC | 149,590 | $869.1K | 0.01% | +149,590 | New |
| Ackerman Capital Advisors, LLC | 147,644 | $857.8K | 0.22% | +30,362+25.9% | Added |
| Noble Wealth Management PBC | 141,628 | $822.9K | 0.57% | +141,628 | New |
| Blue Bell Private Wealth Management, LLC | 131,521 | $764.1K | 0.15% | +8,097+6.6% | Added |
| Riverbridge Partners LLC | 129,180 | $750.5K | 0.01% | −13,600−9.5% | Reduced |
| HighTower Advisors, LLC | 127,956 | $743.4K | 0.00% | +16,964+15.3% | Added |
| UBS Group AG | 117,059 | $680.1K | 0.00% | −5,145−4.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 107,273 | $623.3K | 0.20% | +7,563+7.6% | Added |
| PFS Partners, LLC | 86,940 | $505.1K | 0.28% | +1,031+1.2% | Added |
| Savvy Advisors, Inc. | 77,406 | $449.7K | 0.05% | +77,406 | New |
| Bridgewater Advisors Inc. | 67,770 | $393.7K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 66,466 | $386.2K | 0.00% | −7,789−10.5% | Reduced |
| Ameriprise Financial Inc | 66,227 | $384.8K | 0.00% | −584−0.9% | Reduced |
| Stifel Financial Corp | 62,195 | $361.4K | 0.00% | +753+1.2% | Added |
| Bank of New York Mellon Corp | 61,519 | $357.4K | 0.00% | −146−0.2% | Reduced |
| Raymond James Financial Inc | 59,040 | $343.0K | 0.00% | +59,040 | New |
| Colony Group, LLC | 50,000 | $290.5K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 48,891 | $284.1K | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 46,924 | $273.0K | 0.02% | −13,901−22.9% | Reduced |
| Benjamin Edwards Inc | 46,361 | $269.4K | 0.00% | +22,518+94.4% | Added |
| Melfa Wealth Management, LLC | 44,111 | $256.3K | 0.17% | +12,500+39.5% | Added |
| Rothschild Investment LLC | 40,485 | $235.2K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 39,311 | $228.4K | 0.00% | +75+0.2% | Added |
| Palogic Value Management, L.P. | 39,274 | $228.2K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 38,762 | $225.2K | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 36,600 | $212.6K | 0.00% | −130,552−78.1% | Reduced |
| Wolverine Asset Management LLC | 35,568 | $206.7K | 0.00% | +24,761+229.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,882 | $202.7K | 0.01% | −376−1.1% | Reduced |
| Bank of America Corp | 34,264 | $199.1K | 0.00% | +32,818+2,269.6% | Added |
| Archetype Wealth Partners | 34,002 | $198.0K | 0.03% | −1,998−5.6% | Reduced |
| Integrated Wealth Concepts LLC | 33,804 | $196.4K | 0.00% | −1,593−4.5% | Reduced |
| Matisse Capital | 32,630 | $189.6K | 0.10% | 00.0% | Unchanged |
| Pacitti Group Inc. | 31,679 | $184.1K | 0.09% | +61+0.2% | Added |
| Integrated Capital Management, Inc. | 30,982 | $180.0K | 0.14% | +663+2.2% | Added |
| Mercer Global Advisors Inc | 30,507 | $177.2K | 0.00% | +30,507 | New |
| Cambridge Investment Research Advisors, Inc. | 29,603 | $172.0K | 0.00% | −1,975−6.3% | Reduced |
| Lee Financial Co | 29,000 | $168.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 28,230 | $164.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 27,134 | $157.6K | 0.02% | +43+0.2% | Added |
| Camelot Portfolios, LLC | 25,872 | $150.3K | 0.16% | −629−2.4% | Reduced |
| Karpus Management, Inc. | 25,793 | $149.9K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 23,593 | $137.1K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 23,377 | $135.8K | 0.02% | +273+1.2% | Added |
| GWM Advisors LLC | 22,787 | $132.4K | 0.00% | −691−2.9% | Reduced |
| Everstar Asset Management, LLC | 22,100 | $128.4K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,300 | $106.0K | 0.00% | +4,800+35.6% | Added |
| LexAurum Advisors, LLC | 17,234 | $100.1K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 17,231 | $100.1K | 0.06% | +204+1.2% | Added |
| Capital Market Strategies LLC | 17,219 | $100.0K | 0.06% | −11,240−39.5% | Reduced |
| Susquehanna International Group, LLP | 16,155 | $93.9K | 0.00% | +16,155 | New |
| Coastal Investment Advisors, Inc. | 15,247 | $89.3K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 14,527 | $84.4K | 0.01% | +14,527 | New |
| Signature Estate & Investment Advisors LLC | 14,040 | $81.6K | 0.00% | −1,728−11.0% | Reduced |
| Citadel Advisors LLC | 13,699 | $79.6K | 0.00% | −3,311−19.5% | Reduced |
| Readystate Asset Management LP | 13,477 | $78.3K | 0.00% | +13,477 | New |
| MidWestOne Financial Group, Inc. | 12,214 | $71.0K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,910 | $69.2K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,894 | $63.3K | 0.00% | +10,894 | New |
| Plan A Wealth LLC | 10,500 | $61.0K | 0.06% | +10,500 | New |
| Mariner, LLC | 10,330 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,131 | $58.9K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $58.1K | 0.00% | −8,622−46.3% | Reduced |
| Smith, Moore & Co. | 10,000 | $58.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $58.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,800 | $56.9K | 0.00% | −85,289−89.7% | Reduced |
| US Bancorp | 7,007 | $40.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $40.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 6,232 | $36.2K | 0.00% | +6,232 | New |
| MAI Capital Management | 6,023 | $35.0K | 0.00% | +6,023 | New |
| Steward Partners Investment Advisory, LLC | 4,897 | $28.5K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3,884 | $22.6K | 0.01% | +3,884 | New |
| Royal Bank of Canada | 2,187 | $13.0K | 0.00% | +285+15.0% | Added |
| Bessemer Group Inc | 1,528 | $9.00K | 0.00% | +625+69.2% | Added |
| Activest Wealth Management | 1,500 | $8.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.41K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $5.81K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 565 | $3.28K | 0.00% | 00.0% | Unchanged |