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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.46K- 12.24% |
$55.3K - $59.9K
|
67.8K
$402K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-11.7K- 2.86% |
$68.4K - $74.1K
|
397K
$2.35M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.5K- 31.95% |
$49.7K - $53.8K
|
18.1K
$107K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172+ 0.55% |
$1.01K - $1.09K
|
31.6K
$187K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
82K+ 198.09% |
$480K - $519K
|
123K
$732K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.55K+ 9.89% |
$50K - $54.1K
|
95.1K
$564K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 18.9% |
$109K - $118K
|
117K
$695K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.4K- 0.72% |
$49.2K - $53.2K
|
1.15M
$6.84M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31KNew |
$181K - $196K
|
31K
$184K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.75K- 15.91% |
$16.1K - $17.4K
|
14.5K
$86.2K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.45K- 7.86% |
$26K - $28.1K
|
52.1K
$309K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3K+ 0.96% |
$17.6K - $19K
|
314K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9.75K+ 44.6% |
$57K - $61.7K
|
31.6K
$187K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
41.1K+ 40.35% |
$240K - $260K
|
143K
$847K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.2K- 3.81% |
$7.02K - $7.6K
|
30.3K
$180K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.75K- 4.24% |
$39.5K - $42.7K
|
152K
$904K
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.3K- 67.97% |
$246K - $263K
|
20.9K
$124K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.8KNew |
$265K - $284K
|
47.8K
$283K
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
330K+ 144.06% |
$1.83M - $1.96M
|
559K
$3.32M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 11.33% |
$8.03K - $8.59K
|
14.2K
$84.2K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5K- 33.33% |
$27.8K - $29.7K
|
10K
$59.3K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.46K- 47.79% |
$52.5K - $56.2K
|
10.3K
$61.3K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 68.57% |
$59.9K - $64.2K
|
26.6K
$157K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.2K- 27.18% |
$168K - $180K
|
81K
$481K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-171- 0.71% |
$949 - $1.02K
|
23.8K
$141K
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 1.94% |
$22.8K - $24.4K
|
215K
$1.28M
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.75KNew |
$20.8K - $22.3K
|
3.75K
$22.2K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.6KNew |
$131K - $140K
|
23.6K
$140K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$72.2K - $77.2K
|
13K
$77.1K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$225K - $240K
|
40.5K
$240K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$81.1K - $86.8K
|
14.6K
$86.7K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.8KNew |
$87.5K - $93.7K
|
15.8K
$93.5K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7KNew |
$38.9K - $41.6K
|
7K
$41.5K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
50KNew |
$278K - $297K
|
50K
$297K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-10.2K- 26.38% |
$56.6K - $60.6K
|
28.5K
$169K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
164KNew |
$919K - $968K
|
164K
$973K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-688- 1.66% |
$3.85K - $4.06K
|
40.6K
$241K
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
39.3KNew |
$220K - $232K
|
39.3K
$233K
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
695+ 4.29% |
$3.89K - $4.1K
|
16.9K
$100K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.72K+ 6.49% |
$9.63K - $10.1K
|
28.2K
$167K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
874New |
$4.89K - $5.16K
|
874
$5.18K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.46KNew |
$25K - $26.3K
|
4.46K
$26.4K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
32.6KNew |
$183K - $193K
|
32.6K
$193K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-60- 0.5% |
$336 - $354
|
11.9K
$70.6K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.47K+ 28.2% |
$19.4K - $20.5K
|
15.8K
$93.5K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.76K- 14.77% |
$9.83K - $10.4K
|
10.1K
$60.1K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.2KNew |
$96.5K - $102K
|
17.2K
$102K
|
|
Q4 2023 | |||||||
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24KNew |
$113K - $137K
|
24K
$142K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
280+ 62.36% |
$1.32K - $1.6K
|
729
$4.32K
|