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 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-800- 99.88% |
$4.84K - $5.64K
|
1
$5.93
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.2KNew |
$152K - $178K
|
25.2K
$149K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29.7K- 17.84% |
$180K - $209K
|
137K
$811K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.6KClosed |
$9.68K - $11.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100- 0.81% |
$605 - $705
|
12.3K
$72.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-14.3KClosed |
$86.2K - $100K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
28New |
$169 - $197
|
28
$166
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2K- 13.79% |
$12.1K - $14.1K
|
12.5K
$74.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-38.7KClosed |
$234K - $273K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.2KClosed |
$7.26K - $8.46K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
565New |
$3.42K - $3.98K
|
565
$3.35K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.6KNew |
$15.7K - $18.3K
|
2.6K
$15.4K
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2K+ 5.44% |
$13.8K - $16.8K
|
38.8K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.9KClosed |
$137K - $167K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5KClosed |
$34.5K - $42K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.01KClosed |
$20.8K - $25.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.78K- 65.68% |
$53.6K - $65.2K
|
4.06K
$24.1K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
720New |
$4.96K - $6.04K
|
720
$4.27K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.69KClosed |
$25.4K - $30.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15KClosed |
$103K - $126K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-126Closed |
$868 - $1.06K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-45.8K- 77.23% |
$316K - $384K
|
13.5K
$80.1K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
750New |
$5.88K - $6.3K
|
750
$4.45K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$87.6K - $93.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.3KClosed |
$96.4K - $103K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-7.5KClosed |
$58.8K - $63K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-16Closed |
$128 - $137
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15KClosed |
$9.16K - $9.85K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-8.39KClosed |
$67K - $72K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.2KClosed |
$104K - $109K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.15K- 81.13% |
$16.9K - $17.8K
|
500
$2.97K
|
|
|
Jul 09, 2021
Q2 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-4K- 28.57% |
$31.5K - $33.1K
|
10K
$59.3K
|
|
| Q1 2021 | |||||||
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.01KNew |
$7.75K - $8.16K
|
1.01K
$6K
|
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-547- 2.36% |
$4.19K - $4.41K
|
22.7K
$134K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-700Closed |
$5.36K - $5.64K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100KClosed |
$766K - $806K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20KClosed |
$153K - $161K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
800New |
$5.78K - $6.3K
|
800
$4.74K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$14.5K - $15.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.44KClosed |
$46.6K - $50.7K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.34KClosed |
$9.7K - $10.6K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.77KClosed |
$12.8K - $13.9K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
4.04KNew |
$29.2K - $31.8K
|
4.04K
$23.9K
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.44KClosed |
$10.4K - $11.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-500Closed |
$3.62K - $3.89K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20.1KClosed |
$146K - $157K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-22.5KClosed |
$163K - $175K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.3KClosed |
$22.2K - $24.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.55K+ 44.93% |
$9.04K - $12.9K
|
5K
$29.7K
|
|