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, Q1 2025
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Mar 31, 2025. 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
- 95
- −6 vs. Q4 2024
- Shares held
- 22.2M
- +1.35M (+6.5%) vs. Q4 2024
- Total value
- $126.6M
- +$5.53M (+4.6%) vs. Q4 2024
- New holders
- 7
- 34 more added
- Sold out
- 13
- 26 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,250,548 | $24.5M | 0.67% | +122,966+3.0% | Added |
| Pathstone Holdings, LLC | 3,117,257 | $18.5M | 0.08% | +643,228+26.0% | Added |
| Bulldog Investors, LLP | 2,527,427 | $14.6M | 3.95% | +426,066+20.3% | Added |
| Rivernorth Capital Management, LLC | 1,515,874 | $8.75M | 0.46% | −19,123−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,135,009 | $6.55M | 0.29% | −9,775−0.9% | Reduced |
| Guggenheim Capital LLC | 882,360 | $5.09M | 0.05% | −26,758−2.9% | Reduced |
| Almitas Capital LLC | 851,087 | $4.91M | 1.63% | +225,626+36.1% | Added |
| Whitebox Advisors LLC | 756,799 | $4.37M | 0.14% | +136,853+22.1% | Added |
| LPL Financial LLC | 712,095 | $4.11M | 0.00% | +48,150+7.3% | Added |
| Wells Fargo & Company | 663,375 | $3.83M | 0.00% | +132,260+24.9% | Added |
| Sit Investment Associates Inc | 472,364 | $2.73M | 0.06% | −45,075−8.7% | Reduced |
| Morgan Stanley | 445,177 | $2.57M | 0.00% | −163,475−26.9% | Reduced |
| Logan Stone Capital, LLC | 377,275 | $2.18M | 1.01% | −24,253−6.0% | Reduced |
| Van Eck Associates Corp | 336,288 | $1.94M | 0.00% | −83,542−19.9% | Reduced |
| Capital Investment Advisors, LLC | 290,241 | $1.67M | 0.03% | −10,358−3.4% | Reduced |
| Capstone Investment Advisors, LLC | 187,555 | $1.08M | 0.01% | +37,965+25.4% | Added |
| 1607 Capital Partners, LLC | 184,401 | $1.06M | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 175,153 | $1.01M | 0.00% | +1,134+0.7% | Added |
| Ackerman Capital Advisors, LLC | 171,986 | $992.4K | 0.26% | +24,342+16.5% | Added |
| Park Avenue Securities LLC | 159,112 | $918.0K | 0.01% | −2,953−1.8% | Reduced |
| Riverbridge Partners LLC | 153,113 | $883.5K | 0.01% | +23,933+18.5% | Added |
| Noble Wealth Management PBC | 135,978 | $784.6K | 0.54% | −5,650−4.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 127,724 | $737.0K | 0.25% | +20,451+19.1% | Added |
| Blue Bell Private Wealth Management, LLC | 126,235 | $728.4K | 0.14% | −5,286−4.0% | Reduced |
| HighTower Advisors, LLC | 118,599 | $684.3K | 0.00% | −9,357−7.3% | Reduced |
| UBS Group AG | 112,005 | $646.3K | 0.00% | −5,054−4.3% | Reduced |
| Bridgewater Advisors Inc. | 92,770 | $519.5K | 0.04% | +25,000+36.9% | Added |
| PFS Partners, LLC | 87,739 | $506.3K | 0.27% | +799+0.9% | Added |
| Savvy Advisors, Inc. | 86,523 | $499.2K | 0.05% | +9,117+11.8% | Added |
| Rockefeller Capital Management L.P. | 67,077 | $387.0K | 0.00% | +611+0.9% | Added |
| CNH Partners LLC | 66,816 | $385.5K | 0.01% | −123,799−64.9% | Reduced |
| Ameriprise Financial Inc | 62,901 | $362.9K | 0.00% | −3,326−5.0% | Reduced |
| Bank of New York Mellon Corp | 61,518 | $355.0K | 0.00% | −10.0% | Reduced |
| Stifel Financial Corp | 60,730 | $350.4K | 0.00% | −1,465−2.4% | Reduced |
| Gridiron Partners, LLC | 48,891 | $282.1K | 0.18% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 48,475 | $279.7K | 0.12% | +9,201+23.4% | Added |
| Citadel Advisors LLC | 48,334 | $278.9K | 0.00% | +34,635+252.8% | Added |
| Arete Wealth Advisors, LLC | 48,237 | $278.0K | 0.02% | +1,313+2.8% | Added |
| Raymond James Financial Inc | 47,515 | $274.2K | 0.00% | −11,525−19.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,581 | $268.8K | 0.01% | +11,699+33.5% | Added |
| Melfa Wealth Management, LLC | 44,111 | $254.5K | 0.17% | 00.0% | Unchanged |
| Invesco Ltd. | 41,405 | $238.9K | 0.00% | +2,094+5.3% | Added |
| Rothschild Investment LLC | 40,485 | $233.6K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 38,960 | $224.8K | 0.14% | +13,088+50.6% | Added |
| Benjamin Edwards Inc | 38,649 | $223.0K | 0.00% | −7,712−16.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $212.4K | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 34,986 | $201.9K | 0.00% | −1,614−4.4% | Reduced |
| Mercer Global Advisors Inc | 34,007 | $196.2K | 0.00% | +3,500+11.5% | Added |
| Integrated Wealth Concepts LLC | 33,804 | $195.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 33,293 | $192.1K | 0.15% | +2,311+7.5% | Added |
| Matisse Capital | 32,630 | $188.3K | 0.10% | 00.0% | Unchanged |
| Pacitti Group Inc. | 31,726 | $183.1K | 0.09% | +47+0.1% | Added |
| Aviance Capital Partners, LLC | 30,172 | $174.1K | 0.02% | +3,038+11.2% | Added |
| Geneos Wealth Management Inc. | 28,230 | $162.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,370 | $152.0K | 0.00% | −3,233−10.9% | Reduced |
| Karpus Management, Inc. | 25,793 | $148.8K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 24,930 | $143.8K | 0.02% | +1,553+6.6% | Added |
| Wolverine Asset Management LLC | 24,409 | $140.8K | 0.00% | −11,159−31.4% | Reduced |
| Modern Wealth Management, LLC | 23,593 | $136.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,793 | $131.5K | 0.00% | +60.0% | Added |
| Susquehanna International Group, LLP | 21,707 | $125.2K | 0.00% | +5,552+34.4% | Added |
| Landscape Capital Management, L.L.C. | 21,262 | $122.7K | 0.01% | +6,735+46.4% | Added |
| Janney Montgomery Scott LLC | 19,206 | $111.0K | 0.00% | +19,206 | New |
| Wedbush Securities Inc | 18,975 | $109.0K | 0.00% | +675+3.7% | Added |
| Capital Market Strategies LLC | 18,700 | $107.9K | 0.07% | +1,481+8.6% | Added |
| Cetera Investment Advisers | 18,512 | $106.8K | 0.00% | +18,512 | New |
| Novak & Powell Financial Services, Inc. | 17,389 | $100.3K | 0.06% | +158+0.9% | Added |
| LexAurum Advisors, LLC | 17,234 | $99.4K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 15,468 | $89.3K | 0.06% | −6,632−30.0% | Reduced |
| Coastal Investment Advisors, Inc. | 15,247 | $88.0K | 0.04% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 14,922 | $86.1K | 0.03% | +14,922 | New |
| StoneX Group Inc. | 14,376 | $83.0K | 0.00% | +3,482+32.0% | Added |
| Signature Estate & Investment Advisors LLC | 12,300 | $71.0K | 0.00% | −1,740−12.4% | Reduced |
| MidWestOne Financial Group, Inc. | 12,214 | $70.5K | 0.01% | 00.0% | Unchanged |
| Archetype Wealth Partners | 11,752 | $68.0K | 0.01% | −22,250−65.4% | Reduced |
| MML Investors Services, LLC | 11,434 | $66.0K | 0.00% | +11,434 | New |
| Plan A Wealth LLC | 10,500 | $60.6K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 10,330 | $59.6K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,131 | $58.5K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $57.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $57.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $40.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $40.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $37.3K | 0.02% | +6,460 | New |
| MAI Capital Management | 6,023 | $34.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,897 | $28.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,441 | $19.9K | 0.00% | +3,441 | New |
| Activest Wealth Management | 1,500 | $8.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.35K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $5.81K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 946 | $5.46K | 0.00% | −33,318−97.2% | Reduced |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 565 | $3.26K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 328,153 | – | – | +328,153 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −250,849−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,477−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −11,910−100.0% | Sold out |