Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
984K+ 31.95% |
$5.46M - $5.85M
|
4.07M
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
333K+ 24.1% |
$1.85M - $1.98M
|
1.71M
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
330K+ 144.06% |
$1.83M - $1.96M
|
559K
$3.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
246K+ 59.5% |
$1.36M - $1.46M
|
658K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
226K+ 130.63% |
$1.26M - $1.34M
|
400K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
166KNew |
$920K - $985K
|
166K
$983K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
114K+ 10.85% |
$631K - $676K
|
1.16M
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.2KNew |
$484K - $518K
|
87.2K
$517K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
50KNew |
$278K - $297K
|
50K
$297K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.8KNew |
$265K - $284K
|
47.8K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
45.5K+ 8.62% |
$252K - $270K
|
573K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.2K+ 7.36% |
$251K - $269K
|
660K
$3.91M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.2K+ 7.36% |
$251K - $269K
|
660K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
41.8K+ 73.6% |
$232K - $248K
|
98.5K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$225K - $240K
|
40.5K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.6KNew |
$214K - $229K
|
38.6K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.6KNew |
$192K - $206K
|
34.6K
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27.5K+ 197.9% |
$153K - $163K
|
41.4K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25KNew |
$138K - $148K
|
25K
$148K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.6KNew |
$131K - $140K
|
23.6K
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20K+ 25.43% |
$111K - $119K
|
98.6K
$585K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.8KNew |
$87.5K - $93.7K
|
15.8K
$93.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$81.1K - $86.8K
|
14.6K
$86.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$72.2K - $77.2K
|
13K
$77.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
12K+ 45.03% |
$66.8K - $71.5K
|
38.8K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 68.57% |
$59.9K - $64.2K
|
26.6K
$157K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.73K+ 220.91% |
$42.9K - $45.9K
|
11.2K
$66.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7KNew |
$38.9K - $41.6K
|
7K
$41.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.83K+ 1.4% |
$32.4K - $34.6K
|
423K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.18K+ 25.57% |
$28.7K - $30.7K
|
25.4K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.33K+ 18.1% |
$24K - $25.7K
|
28.2K
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 1.94% |
$22.8K - $24.4K
|
215K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.07K+ 30.76% |
$22.6K - $24.2K
|
17.3K
$102K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.95K+ 14.32% |
$21.9K - $23.5K
|
31.5K
$187K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.91K+ 24.72% |
$21.7K - $23.2K
|
19.7K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.75KNew |
$20.8K - $22.3K
|
3.75K
$22.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.96K+ 10.28% |
$10.9K - $11.6K
|
21K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 11.33% |
$8.03K - $8.59K
|
14.2K
$84.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
920+ 1.26% |
$5.11K - $5.46K
|
73.8K
$438K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
804+ 0.95% |
$4.46K - $4.78K
|
85.4K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
697+ 1.2% |
$3.87K - $4.14K
|
58.8K
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
624+ 0.62% |
$3.46K - $3.71K
|
102K
$603K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
211+ 1.26% |
$1.17K - $1.25K
|
16.9K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26+ 0.07% |
$144 - $154
|
35.4K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 3.49% |
$133 - $143
|
664
$3.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-171- 0.71% |
$949 - $1.02K
|
23.8K
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-429- 0.49% |
$2.38K - $2.55K
|
86.5K
$513K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 4.71% |
$8.62K - $9.23K
|
31.4K
$186K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.27K- 1.41% |
$12.6K - $13.5K
|
159K
$944K
|