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 $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
31,000
shares
|
$184,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
30,319
shares
|
$180,701
0.15% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,000
shares
|
$172,840
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
28,459
shares
|
$169,615
0.11% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
28,230
shares
|
$168,250
0.01% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
27,091
shares
|
$161,462
0.02% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
26,501
shares
|
$157,945
0.15% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
25,793
shares
|
$153,726
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
24,989
shares
|
$148,934
0.09% of portfolio
|
Q1 2023
Reduced 0.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
23,843
shares
|
$142,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,843
shares
|
$142,104
0.0% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
23,593
shares
|
$140,614
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
23,478
shares
|
$139,928
0.0% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
23,104
shares
|
$137,699
0.01% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
22,100
shares
|
$131,716
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,216
shares
|
$126,447
0.0% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
19,120
shares
|
$113,955
0.01% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
18,622
shares
|
$110,987
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
18,100
shares
|
$107,876
0.0% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,234
shares
|
$102,714
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
17,027
shares
|
$101,480
0.06% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,010
shares
|
$101,379
0.0% of portfolio
|
Q3 2024
Reduced 80.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,768
shares
|
$93,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
15,247
shares
|
$90,872
0.04% of portfolio
|
Q4 2023
Reduced 7.54%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
14,620
shares
|
$87,135
0.04% of portfolio
|
Q2 2024
New holding
|