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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$72.2K - $77.2K
|
13K
$73.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$81.1K - $86.8K
|
14.6K
$82.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$225K - $240K
|
40.5K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7KNew |
$38.9K - $41.6K
|
7K
$39.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
50KNew |
$278K - $297K
|
50K
$281K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-688- 1.66% |
$3.85K - $4.06K
|
40.6K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
164KNew |
$919K - $968K
|
164K
$923K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
695+ 4.29% |
$3.89K - $4.1K
|
16.9K
$94.9K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
874New |
$4.89K - $5.16K
|
874
$4.91K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.46KNew |
$25K - $26.3K
|
4.46K
$25.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
32.6KNew |
$183K - $193K
|
32.6K
$183K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-60- 0.5% |
$336 - $354
|
11.9K
$66.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.47K+ 28.2% |
$19.4K - $20.5K
|
15.8K
$88.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.76K- 14.77% |
$9.83K - $10.4K
|
10.1K
$56.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.2KNew |
$96.5K - $102K
|
17.2K
$96.9K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81New |
$382 - $463
|
81
$455
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24KNew |
$113K - $137K
|
24K
$135K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
280+ 62.36% |
$1.32K - $1.6K
|
729
$4.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.79K- 72.19% |
$27.3K - $33.1K
|
2.23K
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-80K- 88.89% |
$378K - $457K
|
10K
$56.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365New |
$1.72K - $2.08K
|
365
$2.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.4KNew |
$148K - $180K
|
31.4K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
48.9KNew |
$231K - $279K
|
48.9K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.8KNew |
$50.9K - $61.6K
|
10.8K
$60.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 7.54% |
$5.87K - $7.1K
|
15.2K
$85.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
11KNew |
$52K - $62.9K
|
11K
$61.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.02% |
$14.9 - $17.3
|
12.1K
$67.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$52.6K - $61K
|
10.6K
$59.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-268K- 54.38% |
$1.33M - $1.55M
|
225K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
296+ 0.33% |
$1.47K - $1.71K
|
90.3K
$507K
|
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
23.5KNew |
$117K - $136K
|
23.5K
$132K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
193+ 0.72% |
$959 - $1.11K
|
26.9K
$151K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$6.91K - $8.03K
|
1.39K
$7.82K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
325KNew |
$1.62M - $1.88M
|
325K
$1.83M
|
|
| Q2 2023 | |||||||
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.84K- 48.41% |
$54.1K - $59.2K
|
10.5K
$58.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$68.7K - $75.2K
|
12.5K
$70.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-20.2K- 59.26% |
$111K - $121K
|
13.9K
$77.9K
|
|
|
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
$36.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-846- 5.4% |
$4.65K - $5.09K
|
14.8K
$83.3K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.01KNew |
$39.2K - $42.9K
|
7.01K
$39.4K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-207- 0.82% |
$1.16K - $1.27K
|
25K
$140K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69KNew |
$9.45K - $10.3K
|
1.69K
$9.5K
|
|
|
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
$89.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
150New |
$839 - $918
|
150
$843
|
|
|
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
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.2KNew |
$201K - $227K
|
38.2K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.89KNew |
$9.9K - $11.2K
|
1.89K
$10.6K
|
|