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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18K+ 100.0% |
$85K - $103K
|
36K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-80K- 88.89% |
$378K - $457K
|
10K
$57.9K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
194New |
$916 - $1.11K
|
194
$1.12K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.79K- 72.19% |
$27.3K - $33.1K
|
2.23K
$12.9K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365New |
$1.72K - $2.08K
|
365
$2.11K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
48.9KNew |
$231K - $279K
|
48.9K
$283K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.4KNew |
$148K - $180K
|
31.4K
$182K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 97.34% |
$14K - $16.9K
|
81
$469
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.8KNew |
$50.9K - $61.6K
|
10.8K
$62.5K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 7.54% |
$5.87K - $7.1K
|
15.2K
$88.3K
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
11KNew |
$52K - $62.9K
|
11K
$63.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.02% |
$14.9 - $17.3
|
12.1K
$69.8K
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-268K- 54.38% |
$1.33M - $1.55M
|
225K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$52.6K - $61K
|
10.6K
$61.2K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
296+ 0.33% |
$1.47K - $1.71K
|
90.3K
$523K
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
23.5KNew |
$117K - $136K
|
23.5K
$136K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
193+ 0.72% |
$959 - $1.11K
|
26.9K
$156K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$6.91K - $8.03K
|
1.39K
$8.05K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
325KNew |
$1.62M - $1.88M
|
325K
$1.88M
|
|
Q2 2023 | |||||||
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.84K- 48.41% |
$54.1K - $59.2K
|
10.5K
$60.7K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$68.7K - $75.2K
|
12.5K
$72.3K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20.2K- 59.26% |
$111K - $121K
|
13.9K
$80.2K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$72.2K - $79K
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1K- 13.33% |
$5.5K - $6.02K
|
6.5K
$37.6K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-846- 5.4% |
$4.65K - $5.09K
|
14.8K
$85.8K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.01KNew |
$39.2K - $42.9K
|
7.01K
$40.6K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-207- 0.82% |
$1.16K - $1.27K
|
25K
$145K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69KNew |
$9.45K - $10.3K
|
1.69K
$9.79K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
16KNew |
$89.4K - $97.9K
|
16K
$92.6K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
150New |
$839 - $918
|
150
$869
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-25.4KClosed |
$142K - $156K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
25.8KNew |
$135K - $153K
|
25.8K
$149K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.2KNew |
$201K - $227K
|
38.2K
$221K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.89KNew |
$9.9K - $11.2K
|
1.89K
$10.9K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
21.2K+ 581.26% |
$112K - $126K
|
24.9K
$144K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-510- 4.61% |
$2.68K - $3.02K
|
10.6K
$61.1K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.15K- 10.86% |
$6.05K - $6.83K
|
9.46K
$54.8K
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
79.8KNew |
$419K - $473K
|
79.8K
$462K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.97K- 91.72% |
$52.3K - $59.1K
|
900
$5.21K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.97KNew |
$36.6K - $41.3K
|
6.97K
$40.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.76K+ 3.29% |
$15.5K - $18.5K
|
86.5K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
128K+ 639.35% |
$719K - $859K
|
148K
$856K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.27K+ 8.57% |
$7.15K - $8.55K
|
16.1K
$93.3K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-667- 3.6% |
$3.75K - $4.48K
|
17.9K
$103K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
32+ 1.39% |
$180 - $215
|
2.34K
$13.5K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.01KNew |
$12.1K - $14.2K
|
2.01K
$11.6K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-32.7KClosed |
$198K - $230K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.3KClosed |
$86.5K - $101K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14.5KClosed |
$87.8K - $102K
|
0
$0
|