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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 565 | $3.26K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 946 | $5.46K | 0.00% | −33,318−97.2% | Reduced |
| Darwin Advisors, LLC | 1,000 | $5.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.35K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $8.65K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,441 | $19.9K | 0.00% | +3,441 | New |
| Steward Partners Investment Advisory, LLC | 4,897 | $28.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $34.8K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $37.3K | 0.02% | +6,460 | New |
| Hollencrest Capital Management | 6,970 | $40.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,007 | $40.4K | 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 |
| Wealthcare Advisory Partners LLC | 10,131 | $58.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,330 | $59.6K | 0.00% | 00.0% | Unchanged |
| Plan A Wealth LLC | 10,500 | $60.6K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,434 | $66.0K | 0.00% | +11,434 | New |
| Archetype Wealth Partners | 11,752 | $68.0K | 0.01% | −22,250−65.4% | Reduced |
| MidWestOne Financial Group, Inc. | 12,214 | $70.5K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 12,300 | $71.0K | 0.00% | −1,740−12.4% | Reduced |
| StoneX Group Inc. | 14,376 | $83.0K | 0.00% | +3,482+32.0% | Added |
| CJM Wealth Advisers, Ltd. | 14,922 | $86.1K | 0.03% | +14,922 | New |
| Coastal Investment Advisors, Inc. | 15,247 | $88.0K | 0.04% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 15,468 | $89.3K | 0.06% | −6,632−30.0% | Reduced |
| LexAurum Advisors, LLC | 17,234 | $99.4K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 17,389 | $100.3K | 0.06% | +158+0.9% | Added |
| Cetera Investment Advisers | 18,512 | $106.8K | 0.00% | +18,512 | New |
| Capital Market Strategies LLC | 18,700 | $107.9K | 0.07% | +1,481+8.6% | Added |
| Wedbush Securities Inc | 18,975 | $109.0K | 0.00% | +675+3.7% | Added |
| Janney Montgomery Scott LLC | 19,206 | $111.0K | 0.00% | +19,206 | New |
| Landscape Capital Management, L.L.C. | 21,262 | $122.7K | 0.01% | +6,735+46.4% | Added |
| Susquehanna International Group, LLP | 21,707 | $125.2K | 0.00% | +5,552+34.4% | Added |
| GWM Advisors LLC | 22,793 | $131.5K | 0.00% | +60.0% | Added |
| Modern Wealth Management, LLC | 23,593 | $136.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 24,409 | $140.8K | 0.00% | −11,159−31.4% | Reduced |
| Advisor OS, LLC | 24,930 | $143.8K | 0.02% | +1,553+6.6% | Added |
| Karpus Management, Inc. | 25,793 | $148.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,370 | $152.0K | 0.00% | −3,233−10.9% | Reduced |
| Geneos Wealth Management Inc. | 28,230 | $162.9K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 30,172 | $174.1K | 0.02% | +3,038+11.2% | Added |
| Pacitti Group Inc. | 31,726 | $183.1K | 0.09% | +47+0.1% | Added |
| Matisse Capital | 32,630 | $188.3K | 0.10% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 33,293 | $192.1K | 0.15% | +2,311+7.5% | Added |
| Integrated Wealth Concepts LLC | 33,804 | $195.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 34,007 | $196.2K | 0.00% | +3,500+11.5% | Added |
| Advisor Group Holdings, Inc. | 34,986 | $201.9K | 0.00% | −1,614−4.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $212.4K | 0.15% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 38,649 | $223.0K | 0.00% | −7,712−16.6% | Reduced |
| Camelot Portfolios, LLC | 38,960 | $224.8K | 0.14% | +13,088+50.6% | Added |
| Rothschild Investment LLC | 40,485 | $233.6K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 41,405 | $238.9K | 0.00% | +2,094+5.3% | Added |
| Melfa Wealth Management, LLC | 44,111 | $254.5K | 0.17% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,581 | $268.8K | 0.01% | +11,699+33.5% | Added |
| Raymond James Financial Inc | 47,515 | $274.2K | 0.00% | −11,525−19.5% | Reduced |
| Arete Wealth Advisors, LLC | 48,237 | $278.0K | 0.02% | +1,313+2.8% | Added |
| Citadel Advisors LLC | 48,334 | $278.9K | 0.00% | +34,635+252.8% | Added |
| Palogic Value Management, L.P. | 48,475 | $279.7K | 0.12% | +9,201+23.4% | Added |
| Gridiron Partners, LLC | 48,891 | $282.1K | 0.18% | 00.0% | Unchanged |
| Stifel Financial Corp | 60,730 | $350.4K | 0.00% | −1,465−2.4% | Reduced |
| Bank of New York Mellon Corp | 61,518 | $355.0K | 0.00% | −10.0% | Reduced |
| Ameriprise Financial Inc | 62,901 | $362.9K | 0.00% | −3,326−5.0% | Reduced |
| CNH Partners LLC | 66,816 | $385.5K | 0.01% | −123,799−64.9% | Reduced |
| Rockefeller Capital Management L.P. | 67,077 | $387.0K | 0.00% | +611+0.9% | Added |
| Savvy Advisors, Inc. | 86,523 | $499.2K | 0.05% | +9,117+11.8% | Added |
| PFS Partners, LLC | 87,739 | $506.3K | 0.27% | +799+0.9% | Added |
| Bridgewater Advisors Inc. | 92,770 | $519.5K | 0.04% | +25,000+36.9% | Added |
| UBS Group AG | 112,005 | $646.3K | 0.00% | −5,054−4.3% | Reduced |
| HighTower Advisors, LLC | 118,599 | $684.3K | 0.00% | −9,357−7.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 126,235 | $728.4K | 0.14% | −5,286−4.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 127,724 | $737.0K | 0.25% | +20,451+19.1% | Added |
| Noble Wealth Management PBC | 135,978 | $784.6K | 0.54% | −5,650−4.0% | Reduced |
| Riverbridge Partners LLC | 153,113 | $883.5K | 0.01% | +23,933+18.5% | Added |
| Park Avenue Securities LLC | 159,112 | $918.0K | 0.01% | −2,953−1.8% | Reduced |
| Ackerman Capital Advisors, LLC | 171,986 | $992.4K | 0.26% | +24,342+16.5% | Added |
| Envestnet Asset Management Inc | 175,153 | $1.01M | 0.00% | +1,134+0.7% | Added |
| 1607 Capital Partners, LLC | 184,401 | $1.06M | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 187,555 | $1.08M | 0.01% | +37,965+25.4% | Added |
| Capital Investment Advisors, LLC | 290,241 | $1.67M | 0.03% | −10,358−3.4% | Reduced |
| Van Eck Associates Corp | 336,288 | $1.94M | 0.00% | −83,542−19.9% | Reduced |
| Logan Stone Capital, LLC | 377,275 | $2.18M | 1.01% | −24,253−6.0% | Reduced |
| Morgan Stanley | 445,177 | $2.57M | 0.00% | −163,475−26.9% | Reduced |
| Sit Investment Associates Inc | 472,364 | $2.73M | 0.06% | −45,075−8.7% | Reduced |
| Wells Fargo & Company | 663,375 | $3.83M | 0.00% | +132,260+24.9% | Added |
| LPL Financial LLC | 712,095 | $4.11M | 0.00% | +48,150+7.3% | Added |
| Whitebox Advisors LLC | 756,799 | $4.37M | 0.14% | +136,853+22.1% | Added |
| Almitas Capital LLC | 851,087 | $4.91M | 1.63% | +225,626+36.1% | Added |
| Guggenheim Capital LLC | 882,360 | $5.09M | 0.05% | −26,758−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,135,009 | $6.55M | 0.29% | −9,775−0.9% | Reduced |
| Rivernorth Capital Management, LLC | 1,515,874 | $8.75M | 0.46% | −19,123−1.2% | Reduced |
| Bulldog Investors, LLP | 2,527,427 | $14.6M | 3.95% | +426,066+20.3% | Added |
| Pathstone Holdings, LLC | 3,117,257 | $18.5M | 0.08% | +643,228+26.0% | Added |
| Saba Capital Management, L.P. | 4,250,548 | $24.5M | 0.67% | +122,966+3.0% | Added |
| 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 |