Latest Institutional Transactions on Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM)
This table provides information on the latest institutional transactions involving Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$81.1K - $86.8K
|
14.6K
$90.9K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$225K - $240K
|
40.5K
$252K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 4.71% |
$8.62K - $9.23K
|
31.4K
$195K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
804+ 0.95% |
$4.46K - $4.78K
|
85.4K
$531K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.2K- 69.01% |
$329K - $352K
|
26.6K
$165K
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20K+ 25.43% |
$111K - $119K
|
98.6K
$614K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.8KNew |
$87.5K - $93.7K
|
15.8K
$98.1K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7KNew |
$38.9K - $41.6K
|
7K
$43.5K
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
114K+ 10.85% |
$631K - $676K
|
1.16M
$7.23M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.07K+ 30.76% |
$22.6K - $24.2K
|
17.3K
$108K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43K- 43.2% |
$239K - $255K
|
56.6K
$352K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
50KNew |
$278K - $297K
|
50K
$311K
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
624+ 0.62% |
$3.46K - $3.71K
|
102K
$633K
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.95K+ 14.32% |
$21.9K - $23.5K
|
31.5K
$196K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.9K- 1.24% |
$21.6K - $23.2K
|
311K
$1.93M
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-10.2K- 26.38% |
$56.6K - $60.6K
|
28.5K
$177K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.32K+ 0.71% |
$24.2K - $25.5K
|
615K
$3.82M
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.2KNew |
$68.4K - $72.1K
|
12.2K
$76K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
38.2KNew |
$214K - $225K
|
38.2K
$238K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.07KNew |
$28.4K - $29.9K
|
5.07K
$31.5K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.01K- 53.52% |
$11.3K - $11.9K
|
1.75K
$10.9K
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
39.3KNew |
$220K - $232K
|
39.3K
$244K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
164KNew |
$919K - $968K
|
164K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-688- 1.66% |
$3.85K - $4.06K
|
40.6K
$253K
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
5.19K+ 1.11% |
$29.1K - $30.6K
|
474K
$2.95M
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
695+ 4.29% |
$3.89K - $4.1K
|
16.9K
$105K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.72K+ 6.49% |
$9.63K - $10.1K
|
28.2K
$176K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
874New |
$4.89K - $5.16K
|
874
$5.44K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.46KNew |
$25K - $26.3K
|
4.46K
$27.7K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
32.6KNew |
$183K - $193K
|
32.6K
$203K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-60- 0.5% |
$336 - $354
|
11.9K
$74.1K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10K- 31.43% |
$56.1K - $59.1K
|
21.9K
$136K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.47K+ 28.2% |
$19.4K - $20.5K
|
15.8K
$98.1K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.76K- 14.77% |
$9.83K - $10.4K
|
10.1K
$63K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8K+ 118.31% |
$94.1K - $99.1K
|
31K
$193K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.2KNew |
$96.5K - $102K
|
17.2K
$107K
|
|
Q4 2023 | |||||||
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
280+ 62.36% |
$1.32K - $1.6K
|
729
$4.53K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.79K- 72.19% |
$27.3K - $33.1K
|
2.23K
$13.9K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5.03K- 13.73% |
$23.7K - $28.7K
|
31.6K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
194New |
$916 - $1.11K
|
194
$1.21K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-80K- 88.89% |
$378K - $457K
|
10K
$62.2K
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18K+ 100.0% |
$85K - $103K
|
36K
$224K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365New |
$1.72K - $2.08K
|
365
$2.27K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
48.9KNew |
$231K - $279K
|
48.9K
$304K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.4KNew |
$148K - $180K
|
31.4K
$196K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 97.34% |
$14K - $16.9K
|
81
$504
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
77.2KNew |
$365K - $441K
|
77.2K
$480K
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.8KNew |
$50.9K - $61.6K
|
10.8K
$67.1K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 7.54% |
$5.87K - $7.1K
|
15.2K
$94.8K
|