Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
643K+ 26.0% |
$3.7M - $3.92M
|
3.12M
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
426K+ 20.28% |
$2.45M - $2.6M
|
2.53M
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
328KNew |
$1.89M - $2M
|
328K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
226K+ 36.07% |
$1.3M - $1.38M
|
851K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
137K+ 22.07% |
$787K - $835K
|
757K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 24.9% |
$760K - $807K
|
663K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
123K+ 2.98% |
$707K - $750K
|
4.25M
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
102K+ 40.76% |
$588K - $624K
|
353K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.2K+ 7.25% |
$277K - $294K
|
712K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
38K+ 25.38% |
$218K - $232K
|
188K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.6K+ 252.83% |
$199K - $211K
|
48.3K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
25K+ 36.89% |
$144K - $153K
|
92.8K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.3K+ 16.49% |
$140K - $148K
|
172K
$967K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
23.9K+ 18.53% |
$138K - $146K
|
153K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
20.5K+ 19.06% |
$118K - $125K
|
128K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2KNew |
$110K - $117K
|
19.2K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5KNew |
$106K - $113K
|
18.5K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14.9KNew |
$85.8K - $91K
|
14.9K
$83.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.6K+ 51.82% |
$84.1K - $89.2K
|
42.9K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.1K+ 50.59% |
$75.3K - $79.8K
|
39K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 33.54% |
$67.3K - $71.4K
|
46.6K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4KNew |
$65.7K - $69.7K
|
11.4K
$64.3K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
9.2K+ 23.43% |
$52.9K - $56.1K
|
48.5K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.12K+ 11.78% |
$52.4K - $55.6K
|
86.5K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.74K+ 46.36% |
$38.7K - $41.1K
|
21.3K
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.46KNew |
$37.1K - $39.4K
|
6.46K
$36.3K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.55K+ 34.37% |
$31.9K - $33.9K
|
21.7K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.5K+ 11.47% |
$20.1K - $21.4K
|
34K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.44KNew |
$19.8K - $21K
|
3.44K
$19.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.04K+ 11.2% |
$17.5K - $18.5K
|
30.2K
$170K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.31K+ 7.46% |
$13.3K - $14.1K
|
33.3K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.09K+ 5.33% |
$12K - $12.8K
|
41.4K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.55K+ 6.64% |
$8.93K - $9.47K
|
24.9K
$140K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
1.48K+ 8.6% |
$8.52K - $9.03K
|
18.7K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 2.8% |
$7.55K - $8.01K
|
48.2K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13K+ 0.65% |
$6.52K - $6.92K
|
175K
$984K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
799+ 0.92% |
$4.59K - $4.87K
|
87.7K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
675+ 3.69% |
$3.88K - $4.12K
|
19K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
611+ 0.92% |
$3.51K - $3.73K
|
67.1K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
158+ 0.92% |
$909 - $964
|
17.4K
$97.7K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
47+ 0.15% |
$270 - $287
|
31.7K
$178K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.03% |
$34.5 - $36.6
|
22.8K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.47K- 2.36% |
$8.42K - $8.94K
|
60.7K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.74K- 12.39% |
$10K - $10.6K
|
12.3K
$69.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.95K- 1.82% |
$17K - $18K
|
159K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.23K- 10.92% |
$18.6K - $19.7K
|
26.4K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.33K- 5.02% |
$19.1K - $20.3K
|
62.9K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.05K- 4.32% |
$29.1K - $30.8K
|
112K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.29K- 4.02% |
$30.4K - $32.2K
|
126K
$709K
|