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, Q2 2025
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Jun 30, 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
- 92
- −2 vs. Q1 2025
- Shares held
- 23.5M
- +1.46M (+6.6%) vs. Q1 2025
- Total value
- $131.7M
- +$5.84M (+4.6%) vs. Q1 2025
- New holders
- 9
- 28 more added
- Sold out
- 11
- 27 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 9 | $0 | 0.00% | +9 | New |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 551 | $3.09K | 0.00% | +551 | New |
| Mascoma Wealth Management LLC | 565 | $3.16K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $4.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.10K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $8.40K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,441 | $19.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,758 | $26.6K | 0.00% | −139−2.8% | Reduced |
| MAI Capital Management | 6,023 | $33.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $36.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $39.2K | 0.00% | +7,000 | New |
| US Bancorp | 7,007 | $39.2K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $56.0K | 0.00% | +10,000 | New |
| Plan A Wealth LLC | 10,500 | $58.8K | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,507 | $58.8K | 0.00% | −1,793−14.6% | Reduced |
| Mariner, LLC | 11,600 | $65.0K | 0.00% | +1,270+12.3% | Added |
| Virtu Financial LLC | 12,161 | $68.0K | 0.00% | +12,161 | New |
| MidWestOne Financial Group, Inc. | 12,214 | $68.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,062 | $73.0K | 0.00% | +1,628+14.2% | Added |
| Citadel Advisors LLC | 14,972 | $83.8K | 0.00% | −33,362−69.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 15,081 | $84.5K | 0.03% | +159+1.1% | Added |
| Coastal Investment Advisors, Inc. | 15,247 | $85.4K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,700 | $87.9K | 0.00% | −6,007−27.7% | Reduced |
| GWM Advisors LLC | 16,136 | $90.4K | 0.00% | −6,657−29.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,268 | $91.0K | 0.00% | −10,102−38.3% | Reduced |
| LexAurum Advisors, LLC | 17,234 | $96.5K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 17,609 | $98.6K | 0.07% | +220+1.3% | Added |
| Wedbush Securities Inc | 18,300 | $102.0K | 0.00% | −675−3.6% | Reduced |
| Cetera Investment Advisers | 18,672 | $104.6K | 0.00% | +160+0.9% | Added |
| Janney Montgomery Scott LLC | 19,206 | $108.0K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 19,700 | $110.3K | 0.08% | +1,000+5.3% | Added |
| Advisor OS, LLC | 21,541 | $120.6K | 0.01% | −3,389−13.6% | Reduced |
| Modern Wealth Management, LLC | 23,593 | $132.1K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 29,031 | $162.6K | 0.07% | −2,695−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 30,246 | $169.4K | 0.00% | −4,740−13.5% | Reduced |
| Matisse Capital | 32,630 | $182.7K | 0.09% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 36,500 | $204.4K | 0.14% | +36,500 | New |
| Integrated Wealth Concepts LLC | 37,340 | $209.1K | 0.00% | +3,536+10.5% | Added |
| Aviance Capital Partners, LLC | 37,491 | $210.0K | 0.03% | +7,319+24.3% | Added |
| HighTower Advisors, LLC | 38,424 | $215.2K | 0.00% | −80,175−67.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $217.1K | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 40,000 | $224.0K | 0.00% | +40,000 | New |
| Integrated Capital Management, Inc. | 40,069 | $224.4K | 0.17% | +6,776+20.4% | Added |
| Rothschild Investment LLC | 40,485 | $226.7K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 41,854 | $234.4K | 0.14% | +2,894+7.4% | Added |
| Geneos Wealth Management Inc. | 42,860 | $240.0K | 0.01% | +14,630+51.8% | Added |
| Melfa Wealth Management, LLC | 44,111 | $247.0K | 0.16% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 46,246 | $259.0K | 0.02% | −1,991−4.1% | Reduced |
| Palogic Value Management, L.P. | 48,475 | $271.5K | 0.11% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 48,891 | $273.8K | 0.17% | 00.0% | Unchanged |
| Raymond James Financial Inc | 49,189 | $275.5K | 0.00% | +1,674+3.5% | Added |
| Traub Capital Management LLC | 53,029 | $297.0K | 0.27% | +53,029 | New |
| Bank of New York Mellon Corp | 61,016 | $341.7K | 0.00% | −502−0.8% | Reduced |
| Stifel Financial Corp | 61,352 | $343.6K | 0.00% | +622+1.0% | Added |
| Ameriprise Financial Inc | 62,390 | $349.4K | 0.00% | −511−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 67,789 | $379.6K | 0.00% | +712+1.1% | Added |
| Bank of America Corp | 73,353 | $410.8K | 0.00% | +72,407+7,654.0% | Added |
| Savvy Advisors, Inc. | 83,531 | $467.8K | 0.03% | −2,992−3.5% | Reduced |
| PFS Partners, LLC | 88,670 | $496.6K | 0.25% | +931+1.1% | Added |
| Bridgewater Advisors Inc. | 92,770 | $509.3K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 111,379 | $623.7K | 0.00% | −626−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 130,450 | $730.5K | 0.12% | +4,215+3.3% | Added |
| Nuveen, LLC | 136,099 | $762.2K | 0.00% | −192,054−58.5% | Reduced |
| Invesco Ltd. | 137,174 | $768.2K | 0.00% | +95,769+231.3% | Added |
| Ackerman Capital Advisors, LLC | 156,966 | $879.0K | 0.20% | −15,020−8.7% | Reduced |
| Riverbridge Partners LLC | 159,974 | $895.9K | 0.01% | +6,861+4.5% | Added |
| Park Avenue Securities LLC | 174,448 | $977.0K | 0.01% | +15,336+9.6% | Added |
| 1607 Capital Partners, LLC | 184,401 | $1.03M | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 187,555 | $1.05M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 196,010 | $1.10M | 0.00% | +20,857+11.9% | Added |
| Capital Investment Advisors, LLC | 279,846 | $1.57M | 0.03% | −10,395−3.6% | Reduced |
| Logan Stone Capital, LLC | 294,867 | $1.65M | 0.78% | −82,408−21.8% | Reduced |
| Van Eck Associates Corp | 338,922 | $1.90M | 0.00% | +2,634+0.8% | Added |
| Advisors Asset Management, Inc. | 340,613 | $1.91M | 0.03% | +340,613 | New |
| Thomas J. Herzfeld Advisors, Inc. | 366,054 | $2.05M | 0.73% | +238,330+186.6% | Added |
| Whitebox Advisors LLC | 378,993 | $2.12M | 0.06% | −377,806−49.9% | Reduced |
| Morgan Stanley | 394,716 | $2.21M | 0.00% | −50,461−11.3% | Reduced |
| Wells Fargo & Company | 451,132 | $2.53M | 0.00% | −212,243−32.0% | Reduced |
| Sit Investment Associates Inc | 498,827 | $2.79M | 0.06% | +26,463+5.6% | Added |
| LPL Financial LLC | 650,157 | $3.64M | 0.00% | −61,938−8.7% | Reduced |
| Guggenheim Capital LLC | 709,944 | $3.98M | 0.03% | −172,416−19.5% | Reduced |
| Almitas Capital LLC | 851,087 | $4.77M | 1.20% | 00.0% | Unchanged |
| Karpus Management, Inc. | 856,403 | $4.80M | 0.15% | +830,610+3,220.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,042,686 | $5.84M | 0.24% | −92,323−8.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,498,361 | $8.39M | 0.46% | −17,513−1.2% | Reduced |
| Bulldog Investors, LLP | 2,596,631 | $14.5M | 3.68% | +69,204+2.7% | Added |
| Pathstone Holdings, LLC | 3,486,112 | $19.5M | 0.08% | +368,855+11.8% | Added |
| Saba Capital Management, L.P. | 5,152,591 | $28.9M | 0.79% | +902,043+21.2% | Added |
| CNH Partners LLC | 0 | $0 | 0.00% | −66,816−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −46,581−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −38,649−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −34,007−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −24,409−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,262−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −15,468−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,376−100.0% | Sold out |