Institutional Ownership Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,992
shares
|
$663,732
0.0% of portfolio
|
Q3 2024
Added 220.51%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
99,710
shares
|
$596,265
0.21% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
95,089
shares
|
$568,632
0.02% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
85,909
shares
|
$513,735
0.3% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
75,885
shares
|
$453,792
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
74,255
shares
|
$444,044
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
67,770
shares
|
$405,264
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
66,811
shares
|
$399,529
0.0% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
61,442
shares
|
$367,423
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
60,825
shares
|
$363,733
0.03% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,114
shares
|
$311,641
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
50,000
shares
|
$299,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
48,891
shares
|
$292,368
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40,485
shares
|
$242,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
39,274
shares
|
$234,858
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
39,236
shares
|
$234,631
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
38,762
shares
|
$231,796
0.15% of portfolio
|
Q1 2022
Added 5.44%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
37,000
shares
|
$221,260
0.04% of portfolio
|
Q2 2019
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
36,000
shares
|
$215,280
0.03% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,397
shares
|
$211,674
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
35,258
shares
|
$210,842
0.01% of portfolio
|
Q3 2024
Added 24.89%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
32,630
shares
|
$195,127
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
31,618
shares
|
$189,075
0.09% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
31,611
shares
|
$189,033
0.13% of portfolio
|
Q3 2024
Added 44.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,578
shares
|
$188,836
0.0% of portfolio
|
Q3 2024
Added 0.55%
|