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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,534
shares
|
$86,622
0.0% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,500
shares
|
$80,460
0.0% of portfolio
|
Q1 2022
Reduced 77.23%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
13,000
shares
|
$77,480
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
12,214
shares
|
$72,795
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
11,910
shares
|
$70,983
0.01% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
10,807
shares
|
$64,409
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,330
shares
|
$61,566
0.0% of portfolio
|
Q2 2024
Reduced 47.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,131
shares
|
$60,380
0.0% of portfolio
|
Q1 2024
Reduced 14.77%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$59,600
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$59,600
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,007
shares
|
$41,761
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,000
shares
|
$41,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,970
shares
|
$41,541
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$29,186
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,460
shares
|
$26,581
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,450
shares
|
$20,562
0.0% of portfolio
|
Q1 2020
Added 44.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,902
shares
|
$11,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$8,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,447
shares
|
$8,624
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,446
shares
|
$8,618
0.0% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$5,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
903
shares
|
$5,381
0.0% of portfolio
|
Q3 2024
Added 35.99%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
874
shares
|
$5,209
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
800
shares
|
$4,768
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
565
shares
|
$3,367
0.0% of portfolio
|
Q2 2022
New holding
|