Latest Institutional Purchases of Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM)
This list provides information on the latest institutional transactions involving Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 23.26% |
$172 - $189
|
159
$894
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
75.9KNew |
$444K - $480K
|
75.9K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31KNew |
$181K - $196K
|
31K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
29KNew |
$170K - $184K
|
29K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
22.1KNew |
$129K - $140K
|
22.1K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.2KNew |
$71.5K - $77.3K
|
12.2K
$68.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1.5KNew |
$8.78K - $9.5K
|
1.5K
$8.43K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1KNew |
$5.85K - $6.33K
|
1K
$5.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
193New |
$1.13K - $1.22K
|
193
$1.08K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
50KNew |
$278K - $297K
|
50K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$225K - $240K
|
40.5K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.6KNew |
$131K - $140K
|
23.6K
$133K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$81.1K - $86.8K
|
14.6K
$82.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$72.2K - $77.2K
|
13K
$73.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 68.57% |
$59.9K - $64.2K
|
26.6K
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7KNew |
$38.9K - $41.6K
|
7K
$39.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 1.94% |
$22.8K - $24.4K
|
215K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.75KNew |
$20.8K - $22.3K
|
3.75K
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 11.33% |
$8.03K - $8.59K
|
14.2K
$79.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
164KNew |
$919K - $968K
|
164K
$923K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
32.6KNew |
$183K - $193K
|
32.6K
$183K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.2KNew |
$96.5K - $102K
|
17.2K
$96.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.46KNew |
$25K - $26.3K
|
4.46K
$25.1K
|
|
|
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
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
874New |
$4.89K - $5.16K
|
874
$4.91K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
695+ 4.29% |
$3.89K - $4.1K
|
16.9K
$94.9K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
48.9KNew |
$231K - $279K
|
48.9K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.4KNew |
$148K - $180K
|
31.4K
$177K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24KNew |
$113K - $137K
|
24K
$135K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
11KNew |
$52K - $62.9K
|
11K
$61.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.8KNew |
$50.9K - $61.6K
|
10.8K
$60.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365New |
$1.72K - $2.08K
|
365
$2.05K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
280+ 62.36% |
$1.32K - $1.6K
|
729
$4.1K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81New |
$382 - $463
|
81
$455
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
325KNew |
$1.62M - $1.88M
|
325K
$1.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
23.5KNew |
$117K - $136K
|
23.5K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$52.6K - $61K
|
10.6K
$59.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$6.91K - $8.03K
|
1.39K
$7.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
296+ 0.33% |
$1.47K - $1.71K
|
90.3K
$507K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
193+ 0.72% |
$959 - $1.11K
|
26.9K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.02% |
$14.9 - $17.3
|
12.1K
$67.7K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$68.7K - $75.2K
|
12.5K
$70.2K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
16KNew |
$89.4K - $97.9K
|
16K
$89.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.01KNew |
$39.2K - $42.9K
|
7.01K
$39.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69KNew |
$9.45K - $10.3K
|
1.69K
$9.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
150New |
$839 - $918
|
150
$843
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
79.8KNew |
$419K - $473K
|
79.8K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.2KNew |
$201K - $227K
|
38.2K
$215K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
25.8KNew |
$135K - $153K
|
25.8K
$145K
|
|