Avantax Advisory Services, Inc. Bny Mellon Strategic Municipal Bond Fund, Inc. Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$5.25 - $5.93 $2,677 - $3,024	-510 Reduced 4.61%	10,553 $60,000
Q3 2021 Oct 21, 2021	BUY	$7.98 - $8.58 $4,069 - $4,375	510 Added 4.83%	11,063 $88,000
Q4 2020 Jan 22, 2021	SELL	$7.23 - $7.87 $54,586 - $59,418	-7,550 Reduced 41.71%	10,553 $83,000
Q3 2020 Oct 14, 2020	BUY	$7.24 - $7.78 $131,065 - $140,841	18,103 New	18,103 $132,000
Q2 2020 Aug 06, 2020	SELL	$6.73 - $7.33 $71,021 - $77,353	-10,553 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$7.97 - $8.61 $84,107 - $90,861	10,553 New	10,553 $89,000

Others Institutions Holding DSM

# of Institutions

103

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

4.07M
Shares

$25.3 Million
0.41% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.71M
Shares

$10.7 Million
0.05% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.47M
Shares

$9.12 Million
0.45% of portfolio
Hennion & Walsh Asset Management, Inc.

1.16M
Shares

$7.23 Million
0.36% of portfolio
Logan Stone Capital, LLC Chicago, IL

731K
Shares

$4.55 Million
1.29% of portfolio

About BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.

Ticker DSM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BNY Mellon Strategic Municipal Bond Fund, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. The fund invests in the fixed income markets of the United States. It primarily invests in investment grade municipal bonds which are exempt from federal income tax. The fund seeks to maintain a we...

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