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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 159 | $924 | 0.00% | +30+23.3% | Added |
| Mascoma Wealth Management LLC | 565 | $3.28K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $5.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.41K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $8.71K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,528 | $9.00K | 0.00% | +625+69.2% | Added |
| Royal Bank of Canada | 2,187 | $13.0K | 0.00% | +285+15.0% | Added |
| Transce3nd, LLC | 3,884 | $22.6K | 0.01% | +3,884 | New |
| Steward Partners Investment Advisory, LLC | 4,897 | $28.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $35.0K | 0.00% | +6,023 | New |
| Elequin Capital LP | 6,232 | $36.2K | 0.00% | +6,232 | New |
| Hollencrest Capital Management | 6,970 | $40.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $40.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,800 | $56.9K | 0.00% | −85,289−89.7% | Reduced |
| 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 |
| Wealthcare Advisory Partners LLC | 10,131 | $58.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,330 | $60.0K | 0.00% | 00.0% | Unchanged |
| Plan A Wealth LLC | 10,500 | $61.0K | 0.06% | +10,500 | New |
| StoneX Group Inc. | 10,894 | $63.3K | 0.00% | +10,894 | New |
| Clear Creek Financial Management, LLC | 11,910 | $69.2K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,214 | $71.0K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 13,477 | $78.3K | 0.00% | +13,477 | New |
| Citadel Advisors LLC | 13,699 | $79.6K | 0.00% | −3,311−19.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 14,040 | $81.6K | 0.00% | −1,728−11.0% | Reduced |
| Landscape Capital Management, L.L.C. | 14,527 | $84.4K | 0.01% | +14,527 | New |
| Coastal Investment Advisors, Inc. | 15,247 | $89.3K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,155 | $93.9K | 0.00% | +16,155 | New |
| Capital Market Strategies LLC | 17,219 | $100.0K | 0.06% | −11,240−39.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 17,231 | $100.1K | 0.06% | +204+1.2% | Added |
| LexAurum Advisors, LLC | 17,234 | $100.1K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,300 | $106.0K | 0.00% | +4,800+35.6% | Added |
| Everstar Asset Management, LLC | 22,100 | $128.4K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,787 | $132.4K | 0.00% | −691−2.9% | Reduced |
| Advisor OS, LLC | 23,377 | $135.8K | 0.02% | +273+1.2% | Added |
| Modern Wealth Management, LLC | 23,593 | $137.1K | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 25,793 | $149.9K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 25,872 | $150.3K | 0.16% | −629−2.4% | Reduced |
| Aviance Capital Partners, LLC | 27,134 | $157.6K | 0.02% | +43+0.2% | Added |
| Geneos Wealth Management Inc. | 28,230 | $164.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 29,000 | $168.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,603 | $172.0K | 0.00% | −1,975−6.3% | Reduced |
| Mercer Global Advisors Inc | 30,507 | $177.2K | 0.00% | +30,507 | New |
| Integrated Capital Management, Inc. | 30,982 | $180.0K | 0.14% | +663+2.2% | Added |
| Pacitti Group Inc. | 31,679 | $184.1K | 0.09% | +61+0.2% | Added |
| Matisse Capital | 32,630 | $189.6K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 33,804 | $196.4K | 0.00% | −1,593−4.5% | Reduced |
| Archetype Wealth Partners | 34,002 | $198.0K | 0.03% | −1,998−5.6% | Reduced |
| Bank of America Corp | 34,264 | $199.1K | 0.00% | +32,818+2,269.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,882 | $202.7K | 0.01% | −376−1.1% | Reduced |
| Wolverine Asset Management LLC | 35,568 | $206.7K | 0.00% | +24,761+229.1% | Added |
| Advisor Group Holdings, Inc. | 36,600 | $212.6K | 0.00% | −130,552−78.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $225.2K | 0.14% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 39,274 | $228.2K | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 39,311 | $228.4K | 0.00% | +75+0.2% | Added |
| Rothschild Investment LLC | 40,485 | $235.2K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 44,111 | $256.3K | 0.17% | +12,500+39.5% | Added |
| Benjamin Edwards Inc | 46,361 | $269.4K | 0.00% | +22,518+94.4% | Added |
| Arete Wealth Advisors, LLC | 46,924 | $273.0K | 0.02% | −13,901−22.9% | Reduced |
| Gridiron Partners, LLC | 48,891 | $284.1K | 0.18% | 00.0% | Unchanged |
| Colony Group, LLC | 50,000 | $290.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 59,040 | $343.0K | 0.00% | +59,040 | New |
| Bank of New York Mellon Corp | 61,519 | $357.4K | 0.00% | −146−0.2% | Reduced |
| Stifel Financial Corp | 62,195 | $361.4K | 0.00% | +753+1.2% | Added |
| Ameriprise Financial Inc | 66,227 | $384.8K | 0.00% | −584−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 66,466 | $386.2K | 0.00% | −7,789−10.5% | Reduced |
| Bridgewater Advisors Inc. | 67,770 | $393.7K | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 77,406 | $449.7K | 0.05% | +77,406 | New |
| PFS Partners, LLC | 86,940 | $505.1K | 0.28% | +1,031+1.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 107,273 | $623.3K | 0.20% | +7,563+7.6% | Added |
| UBS Group AG | 117,059 | $680.1K | 0.00% | −5,145−4.2% | Reduced |
| HighTower Advisors, LLC | 127,956 | $743.4K | 0.00% | +16,964+15.3% | Added |
| Riverbridge Partners LLC | 129,180 | $750.5K | 0.01% | −13,600−9.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 131,521 | $764.1K | 0.15% | +8,097+6.6% | Added |
| Noble Wealth Management PBC | 141,628 | $822.9K | 0.57% | +141,628 | New |
| Ackerman Capital Advisors, LLC | 147,644 | $857.8K | 0.22% | +30,362+25.9% | Added |
| Capstone Investment Advisors, LLC | 149,590 | $869.1K | 0.01% | +149,590 | New |
| Park Avenue Securities LLC | 162,065 | $942.0K | 0.01% | +9,666+6.3% | Added |
| Envestnet Asset Management Inc | 174,019 | $1.01M | 0.00% | +3,506+2.1% | Added |
| 1607 Capital Partners, LLC | 184,401 | $1.07M | 0.09% | −10,620−5.4% | Reduced |
| CNH Partners LLC | 190,615 | $1.11M | 0.03% | −114,404−37.5% | Reduced |
| Nuveen Asset Management, LLC | 215,289 | $1.25M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 250,849 | $1.46M | 0.03% | +250,849 | New |
| Capital Investment Advisors, LLC | 300,599 | $1.75M | 0.04% | −13,291−4.2% | Reduced |
| Logan Stone Capital, LLC | 401,528 | $2.33M | 0.78% | −263,207−39.6% | Reduced |
| Van Eck Associates Corp | 419,830 | $2.44M | 0.00% | +23,135+5.8% | Added |
| Sit Investment Associates Inc | 517,439 | $3.01M | 0.07% | −108,800−17.4% | Reduced |
| Wells Fargo & Company | 531,115 | $3.09M | 0.00% | +71,534+15.6% | Added |
| Morgan Stanley | 608,652 | $3.54M | 0.00% | −51,367−7.8% | Reduced |
| Whitebox Advisors LLC | 619,946 | $3.60M | 0.13% | +427,819+222.7% | Added |
| Almitas Capital LLC | 625,461 | $3.63M | 0.80% | +625,461 | New |
| LPL Financial LLC | 663,945 | $3.86M | 0.00% | −63,117−8.7% | Reduced |
| Guggenheim Capital LLC | 909,118 | $5.28M | 0.04% | +35,251+4.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,144,784 | $6.65M | 0.30% | −9,067−0.8% | Reduced |
| Rivernorth Capital Management, LLC | 1,534,997 | $8.92M | 0.43% | −131,880−7.9% | Reduced |