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, Q3 2025
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Sep 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
- 91
- 0 vs. Q2 2025
- Shares held
- 24.1M
- +603.6K (+2.6%) vs. Q2 2025
- Total value
- $140.8M
- +$9.21M (+7.0%) vs. Q2 2025
- New holders
- 8
- 22 more added
- Sold out
- 8
- 30 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 500 | $3.00K | 0.00% | +491+5,455.6% | Added |
| Mascoma Wealth Management LLC | 565 | $3.35K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 596 | $3.53K | 0.00% | +596 | New |
| Darwin Advisors, LLC | 1,000 | $5.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.60K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $8.88K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2,129 | $12.6K | 0.01% | +2,129 | New |
| Eastern Bank | 3,441 | $20.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,758 | $28.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $35.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $38.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $41.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $41.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8,191 | $48.5K | 0.00% | +8,191 | New |
| Smith, Moore & Co. | 10,000 | $59.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $59.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,215 | $60.5K | 0.00% | +10,215 | New |
| Plan A Wealth LLC | 10,500 | $62.2K | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 12,057 | $71.4K | 0.00% | +1,550+14.8% | Added |
| Everstar Asset Management, LLC | 12,100 | $71.6K | 0.04% | +12,100 | New |
| Mariner, LLC | 12,194 | $72.2K | 0.00% | +594+5.1% | Added |
| MidWestOne Financial Group, Inc. | 12,214 | $72.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,566 | $74.0K | 0.00% | −6,640−34.6% | Reduced |
| Nomura Holdings Inc | 12,500 | $74.0K | 0.00% | +12,500 | New |
| Cambridge Investment Research Advisors, Inc. | 13,737 | $81.0K | 0.00% | −2,531−15.6% | Reduced |
| GWM Advisors LLC | 14,242 | $84.3K | 0.00% | −1,894−11.7% | Reduced |
| Citadel Advisors LLC | 14,856 | $87.9K | 0.00% | −116−0.8% | Reduced |
| Susquehanna International Group, LLP | 15,104 | $89.4K | 0.00% | −596−3.8% | Reduced |
| MML Investors Services, LLC | 15,185 | $89.9K | 0.00% | +2,123+16.3% | Added |
| CJM Wealth Advisers, Ltd. | 15,206 | $90.0K | 0.03% | +125+0.8% | Added |
| Coastal Investment Advisors, Inc. | 15,247 | $90.3K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 16,341 | $96.7K | 0.01% | −5,200−24.1% | Reduced |
| LexAurum Advisors, LLC | 17,234 | $102.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,300 | $108.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 18,484 | $109.4K | 0.00% | −43,906−70.4% | Reduced |
| Cetera Investment Advisers | 18,637 | $110.3K | 0.00% | −35−0.2% | Reduced |
| Matisse Capital | 19,352 | $114.6K | 0.05% | −13,278−40.7% | Reduced |
| Modern Wealth Management, LLC | 23,593 | $139.7K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 29,074 | $172.1K | 0.07% | +43+0.1% | Added |
| Lee Financial Co | 29,000 | $172.3K | 0.02% | +29,000 | New |
| Advisor Group Holdings, Inc. | 30,259 | $172.6K | 0.00% | +130.0% | Added |
| Aviance Capital Partners, LLC | 33,282 | $197.0K | 0.02% | −4,209−11.2% | Reduced |
| Catalina Capital Group, LLC | 36,500 | $216.1K | 0.13% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,619 | $216.8K | 0.00% | −1,805−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 37,340 | $221.1K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 37,810 | $223.8K | 0.22% | −15,219−28.7% | Reduced |
| Camelot Portfolios, LLC | 38,135 | $225.8K | 0.13% | −3,719−8.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $229.5K | 0.12% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 39,303 | $232.7K | 0.16% | −766−1.9% | Reduced |
| Geneos Wealth Management Inc. | 42,860 | $253.7K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 44,111 | $261.1K | 0.15% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 45,361 | $269.0K | 0.02% | −885−1.9% | Reduced |
| Palogic Value Management, L.P. | 48,475 | $287.0K | 0.12% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 367,786 | $289.4K | 0.16% | +318,895+652.3% | Added |
| Raymond James Financial Inc | 49,268 | $291.7K | 0.00% | +79+0.2% | Added |
| Cohen & Steers, Inc. | 50,000 | $296.0K | 0.00% | +10,000+25.0% | Added |
| Bank of New York Mellon Corp | 61,178 | $362.2K | 0.00% | +162+0.3% | Added |
| Stifel Financial Corp | 67,229 | $398.0K | 0.00% | +5,877+9.6% | Added |
| Savvy Advisors, Inc. | 72,059 | $426.6K | 0.02% | −11,472−13.7% | Reduced |
| Bank of America Corp | 73,353 | $434.3K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 84,128 | $498.0K | 0.27% | +84,128 | New |
| PFS Partners, LLC | 89,404 | $529.3K | 0.25% | +734+0.8% | Added |
| Bridgewater Advisors Inc. | 92,770 | $551.1K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 105,551 | $624.9K | 0.00% | −31,623−23.1% | Reduced |
| UBS Group AG | 111,335 | $659.1K | 0.00% | −440.0% | Reduced |
| Ackerman Capital Advisors, LLC | 127,024 | $752.0K | 0.16% | −29,942−19.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 127,082 | $752.3K | 0.11% | −3,368−2.6% | Reduced |
| Nuveen, LLC | 136,099 | $805.7K | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 159,401 | $943.7K | 0.07% | −25,000−13.6% | Reduced |
| Riverbridge Partners LLC | 164,586 | $974.3K | 0.02% | +4,612+2.9% | Added |
| Park Avenue Securities LLC | 173,949 | $1.03M | 0.01% | −499−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 187,555 | $1.11M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 197,363 | $1.17M | 0.00% | +1,353+0.7% | Added |
| Capital Investment Advisors, LLC | 278,404 | $1.65M | 0.03% | −1,442−0.5% | Reduced |
| Van Eck Associates Corp | 325,935 | $1.93M | 0.00% | −12,987−3.8% | Reduced |
| Whitebox Advisors LLC | 335,217 | $1.98M | 0.04% | −43,776−11.6% | Reduced |
| Advisors Asset Management, Inc. | 335,271 | $1.98M | 0.03% | −5,342−1.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 338,579 | $2.00M | 0.69% | −27,475−7.5% | Reduced |
| Wells Fargo & Company | 399,934 | $2.37M | 0.00% | −51,198−11.3% | Reduced |
| Morgan Stanley | 429,878 | $2.54M | 0.00% | +35,162+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 629,018 | $3.72M | 0.13% | −413,668−39.7% | Reduced |
| LPL Financial LLC | 651,425 | $3.86M | 0.00% | +1,268+0.2% | Added |
| Almitas Capital LLC | 851,087 | $5.04M | 1.15% | 00.0% | Unchanged |
| Karpus Management, Inc. | 860,309 | $5.09M | 0.16% | +3,906+0.5% | Added |
| Guggenheim Capital LLC | 961,115 | $5.69M | 0.04% | +251,171+35.4% | Added |
| Rivernorth Capital Management, LLC | 1,236,121 | $7.32M | 0.42% | −262,240−17.5% | Reduced |
| Sit Investment Associates Inc | 1,666,514 | $9.87M | 0.20% | +1,167,687+234.1% | Added |
| Bulldog Investors, LLP | 2,624,438 | $15.5M | 3.60% | +27,807+1.1% | Added |
| Pathstone Holdings, LLC | 3,559,421 | $21.1M | 0.08% | +73,309+2.1% | Added |
| Saba Capital Management, L.P. | 5,152,591 | $30.5M | 1.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −294,867−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −67,789−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −40,485−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −17,609−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,161−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −7,007−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Capital Market Strategies LLC | – | – | – | – | Not filed |